EditScript Online / NetScript User Guide Version 10 Copyright and trademark information Copyright © 2015 Nuance Communications, Inc. All rights reserved. EMon® is a registered trademark of Nuance Communications, Inc. EditScript™, IntelliScript™, AutoScript™, NetScript™, and PrintScript™ are trademarks of Nuance Communications, Inc. All other trademarks are the property of their respective owners. U.S. Patent Number: 7,274,775. Content has been removed from some graphics to maintain patient and institution privacy. Document Version: v10.28 v1.1 07142015 Contact information: Nuance Communications, Inc. 1 Wayside Road Burlington, MA 01803 Tel 781-565-5000 Fax 781-565-5001 Table of Contents EditScript Online / NetScript User Guide 1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Chapter 1 Getting Started in EditScript Online . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 What’s New in Version 10.4? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 What’s New in Version 10.6? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 What’s New in Version 10.8? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 What’s New in Version 10.12? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 What’s New in Version 10.20? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 What’s New in Version 10.22? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 What’s New in Version 10.24? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 What’s New in Version 10.28? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Installing ActiveX software components . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Accessing EditScript Online . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Navigating the EditScript Online Web Interface . . . . . . . . . . . . . . . . . . . . . . . . . 40 Resources for HIM Administrators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Resources for Clinicians . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Resources for Medical Transcriptionists . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Online Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 The Support Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Uploading files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 3 Table of Contents Chapter 2 Using NetScript. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Accessing NetScript . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Changing your password. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 NetScript Search Engine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Improved search page layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Performing a search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 Full-text search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 NetScript Search Results (Listings) Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 Review status color coding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61 Sorting results. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 Viewing and printing entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 Listening to entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 NetScript Details Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66 NetScript CC list page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72 Adding clinicians to the CC list. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72 Removing clinicians from the CC list. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74 Chapter 3 About e-signature. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 How e-signature Works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78 e-signature Workflows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79 Single signature. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79 Parallel, dual signature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79 Parallel co-signature. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80 Sequential, dual signature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81 Sequential co-signature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81 Group signature. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82 Modes and workflows summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83 Using e-signature. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84 Accessing e-signature. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84 e-signature action buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84 Electronic signature workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85 Chapter 4 Implementing e-signature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87 Setting up e-signature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88 Information on security groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88 Information on validation rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90 Information on distribution rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91 Information on prefill options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92 Information on additional components . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93 Implementing e-signature at your institution. . . . . . . . . . . . . . . . . . . . . . . . . . . 95 Setting up the Specific Signature Modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99 4 EditScript Online / NetScript User Guide V10 Table of Contents Single signature. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99 Parallel, dual signature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 Parallel co-signature. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101 Sequential, dual signature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102 Sequential co-signature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104 Group signature. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105 Common questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107 Appendix A: NetScript Options (EMon) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109 Getting started with NetScript Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110 Configuring General NetScript properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111 Configuring NetScript Listings Page properties. . . . . . . . . . . . . . . . . . . . . . . . . 113 Configuring NetScript Details Page properties . . . . . . . . . . . . . . . . . . . . . . . . . 116 Configuring NetScript Spell Check properties. . . . . . . . . . . . . . . . . . . . . . . . . . 119 Document Selector for Group Signature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120 Appendix B: Monitoring e-signature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123 Aging Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124 Signed Documents (eAlerts) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126 Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127 Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129 EditScript Online / NetScript User Guide V10 5 Table of Contents 6 EditScript Online / NetScript User Guide V10 Introduction The Dragon Medical 360 | eScription (formerly eScription) product line is designed to increase the productivity of medical transcriptionists, and is based on the simple premise that it is faster to edit than to type. Physicians dictate as usual, but rather than having their dictations typed from scratch, EditScript creates accurate and fully formatted first drafts that medical transcriptionists can quickly review and edit. As a result of using EditScript, health care organizations have doubled the productivity of medical transcriptionists, saved costs, and decreased turnaround time — without interfering with clinicians' workflow. Using unique, patent-pending features, four major components work together to deliver productivity results unequaled by any other technology vendor: Voice Capture Records, digitizes, and optimizes medical dictations for speech processing. Speech Processing Converts dictation to text while producing fully formatted draft documents. Transcription Tools Enables fast editing of draft documents. Document Management & Distribution Supports transcription management, document distribution, reporting, electronic signature, and more. About EditScript Online and NetScript EditScript Online is the web portal to access NetScript and Reports. Through NetScript, you can search for dictations and perform electronic signature. 7 How to use this guide This user guide describes the features and capabilities of EditScript Online and NetScript and discusses the important concepts that are associated with it. In addition, the guide will explain how EditScript Online and NetScript work with other components of the Dragon Medical 360 | eScription system to create a powerful and intuitive transcription workflow. Related guides See the following guides for more information on topics referenced in this guide: • EMon User Guide • Reports User Guide You can obtain this documentation via the Online Support Center. 8 EditScript Online / NetScript User Guide V10 1 Getting Started in EditScript Online EditScript Online is a web portal that allows you to securely access online technical support, billing and productivity reports, and NetScript. EditScript Online provides online resources to three types of users: Health Information Management (HIM) administrators, clinicians, and medical transcriptionists (MTs). 1 Topics discussed in this chapter: What’s New in Version 10.4? What’s New in Version 10.6? What’s New in Version 10.8? What’s New in Version 10.12? What’s New in Version 10.20? What’s New in Version 10.22? What’s New in Version 10.4? What’s New in Version 10.24? The following feature has been added to version 10.4. What’s New in Version 10.28? Getting Started Accessing EditScript Online Navigating the EditScript Online Web Interface Administrators, MTs, and clinicians use NetScript to search for dictations, and clinicians use it for e-signature. For more information on NetScript see Chapter 2: Using NetScript on page 49. Archived dictation search The search page in NetScript now allows you to search for documents that were transcribed between six months and two years ago. A status called ‘Archived’ has been added to the Status text box. See Dictation Information in Chapter 2 on page 54 for more information. 9 Chapter 1: Getting Started in EditScript Online What’s New in Version 10.6? The following features have been added to version 10.6. New CC List Format A new, more descriptive format has been created for the CC List so that users can clearly determine who is being CC'd for a document. When viewing a document, the contacts selected in the CC List will appear below the CC List button. Each contact will be displayed on its own line, with the contact's street address and email address following the name of the contact (provided that both of these addresses have been defined). Prevent Signature When Blanks Are Present Clinicians working in NetScript can now be required to resolve document blanks when attempting to sign a document. To enable this feature, in EMon go to Tools menu> NetScript Options. On the General tab, check the Prevent Signature When Blanks Are Present option. See Appendix A: Prevent Signature When Blanks Are Present on page 112. What’s New in Version 10.8? The following features have been added to version 10.8. New Option to Limit the Type of Statuses MTs can Search on A new NetScript Search functionality option has been added that limits the statuses that MTs can search on to Unsigned, Partially signed, Signed, and Transcribed. In EMon go to the Tools menu> NetScript Options. On the General tab, check the Limit eScriptionists to signed and unsigned documents option. See Appendix A: Limit eScriptionists to signed and unsigned documents on page 112. Signature Note Enhancement change Disabling the ‘Signature Note Enhancement’ feature in the Application Features console in EMon will disable the feature in both EMon and NetScript. Previously, the feature only disabled signature notes in EMon. Now if the feature is disabled, the Save, Review, & Add Note and the Save & Add Note action buttons will not appear in the reviewer's/signer's queue in NetScript. This feature allows a user to send a note to the next reviewer/signer for a document, if the distribution's action results in a transmission to an eSignature queue. New Distribute button added When you search for and view a signed or partially signed document in NetScript, a Distribute button is now displayed, allowing you to distribute a signed document from NetScript. Previously, only a Save/Distribute button would appear for unsigned documents. Note that if a change is made to a partially signed document, the Distribute button will be disabled. Added Navigation buttons to signature queue Previous and Next navigation buttons have been added to the bottom of the clinician’s signature queue in NetScript to allow the clinician to skip or go back to a document. Now a clinician can leave a document unsigned if he/she sees an issue with it. Previously, the only way to skip a document was to use the Return to Document List button and re-do the search, leaving out that particular document. A progress indicator has also been added which shows the number of the document that is currently displayed, such as ‘3 of 4’. 10 EditScript Online / NetScript User Guide V10 Chapter 1: Getting Started in EditScript Online What’s New in Version 10.12? Please note that there have been some modifications to the following section: Installing ActiveX software components on page 13, specifically with regards to UAC (User Account Control). What’s New in Version 10.20? The following features have been added to version 10.20. Support for Win 7 IE9 and Win 8 IE10 NetScript version 10.20 supports additional operating system and Internet Explorer versions: Internet Explorer version 9 (32-bit) on Windows 7. Internet Explorer version 10 (32-bit) on Windows 8. Note: Please note that all documents will be displayed in plain text only (for example, Spell Check functionality is not supported) and the browser’s own Spell Check, provided with IE10 and later versions, is not supported. (See How to Disable IE’s internal Spell Check feature on Windows 8 IE10 on page 33.) ActiveX component upgrade for ‘Listen to Audio’ and ‘Printing’ Features To listen to audio or to print documents, version 10.20 requires an upgrade to its ActiveX software component. Users will be prompted to install the new version the next time they use the ‘listen to audio’ or ‘print’ functionality in NetScript. The upgrade requirements and installation steps are identical to those of a first time installation, as described in the “Getting Started” section below. What’s New in Version 10.22? The following section has been added to version 10.22: Configuring Internet Explorer 9 for Compatibility mode Institutions who wish to configure their browsers to use Compatibility mode in Internet Explorer 9, please see page 15. What’s New in Version 10.24? The following section has been added to version 10.24: Configuring Internet Explorer 11 for Enterprise mode Institutions who wish to configure their browsers to use Enterprise mode in Internet Explorer 11 may configure their Group Policy to enable Enterprise mode and use a site list. See page 14. EditScript Online / NetScript User Guide V10 11 Chapter 1: Getting Started in EditScript Online What’s New in Version 10.28? The following features have been added to version 10.28: The Print and View buttons now appear at the top and bottom of dictation lists The Print and View buttons will now appear both above and below the list of dictation from the Signature Queue or from the results of a dictation search. Double-clicking on a row in a dictation list opens that document Double-clicking viewing on a row in the list of dictations from the Signature Queue or from the results of a dictation search will now open the details for that particular dictation. Previously, users had to click on the checkbox and then the View button. See Viewing and printing entries in Chapter 2 on page 62. Signature result checkbox default appearance The dictation list in the Signature Queue may now be configured to have all its rows either “checked” or “unchecked” by default for all providers at the institution. By default, all rows are checked. To set this option, go to EMon> Tools menu> NetScript Options> Listings Page tab. See Appendix A: Configuring NetScript Listings Page properties on page 113. Do not auto-check non-reviewed documents in the signature queue The dictation list in the Signature Queue can now be configured so that documents that have not yet been reviewed by the reviewer are not checked by default. This is only valid for cosignature parallel workflows. By default, the documents are checked. To set this option, go to EMon> Tools menu> NetScript Options> Listings Page tab. See Appendix A: Configuring NetScript Listings Page properties on page 113. The ‘Birth Date’ field is now available for display in NetScript A patient’s date of birth has been added as an optional field that can be displayed as part of the list of dictations in the Signature Queue or search results page, as well as the details page. By default, this field is unchecked. To set this option, go to EMon> Tools menu> NetScript Options> Listings Page tab or Details Page tab. See Appendix A: Configuring NetScript Listings Page properties on page 113 and Appendix A: Configuring NetScript Details Page properties on page 116. 12 EditScript Online / NetScript User Guide V10 Chapter 1: Getting Started in EditScript Online Getting Started Before using EditScript Online, check to see that your machine satisfies the hardware and software requirements in the Requirements for eScription Component Installations document (found on the Support Center). In addition, if you are listening to audio or printing documents, you will need to install the ActiveX software components. If UAC (User Account Control) is enabled for a particular machine, you can only listen to audio or use the print functionality if the eScription site is configured as part of the "Trusted Sites". See Adding the eScription web site as a Trusted Site on page 16. If the ActiveX component is already installed, and an upgrade is required, you will be prompted to install the new version the next time you use the ‘listen to audio’ or ‘print’ functionality in NetScript. The upgrade requirements and installation steps are identical to those of a first time installation, as described in the sections that follow. Installing ActiveX software components When you attempt to listen to a dictation or print a transcription for the first time, EditScript Online will need to download ActiveX software components from Dragon Medical 360 | eScription. These components allow you to listen to dictation audio and print transcriptions. The installation has to be done only once per machine. IMPORTANT! To install NetScript for printing or listening to audio, you will need to be a Windows administrator and have administrator privileges. If you do not have Windows administrative privileges, contact your IT department. Running Internet Explorer as an administrator is not enough. The installation on Windows XP is straightforward. See Installing ActiveX with Windows XP on page 24. If you are using Microsoft Windows 7, there are additional steps. See Installing ActiveX with Windows 7 on page 13. Installing ActiveX with Windows 7 Prior to using EditScript Online on Windows 7, you will need to follow the steps below to be able to listen to a dictation or print a transcription from NetScript. Verifying 32-bit Internet Explorer for Win 7 64-bit On a Windows 7 64-bit client platform, when Internet Explorer 8 or 9 is installed, both the 32bit and 64-bit versions will be made available. The ActiveX components for audio and print functionalities only support the 32-bit version of IE8 and the 32-bit version of IE9, so verify that the Internet Explorer version in use is 32-bit. To do so, go to Help menu > About Internet Explorer. EditScript Online / NetScript User Guide V10 13 Chapter 1: Getting Started in EditScript Online The version displayed should not mention 64-bit. Below are the 32-bit (left) and 64-bit (right) versions of Internet Explorer 8. Below are the 32-bit (left) and 64-bit (right) versions of Internet Explorer 9. Configuring Internet Explorer 11 for Enterprise mode: Institutions who wish to configure their browsers to use Enterprise mode in Internet Explorer 11 may configure their Group Policy to enable Enterprise mode and use a site list. Please refer to the following site for detailed information: http://msdn.microsoft.com/en-us/library/dn640699.aspx The specific sites to add to the list for eScription are as follows: 14 escription.com escriptionasp.com escriptiontest.com EditScript Online / NetScript User Guide V10 Chapter 1: Getting Started in EditScript Online escription.ca escriptiontest.ca Note: Before listen to audio or print functionalities in NetScript can be used, the required ActiveX component must be installed for IE11. Please refer to Installing ActiveX for IE11 on page 36. Configuring Internet Explorer 9 for Compatibility mode: Institutions who wish to configure their browsers to use Compatibility mode in Internet Explorer 9, please follow the steps below: Steps: 1 Open Internet Explorer and click on the Tools menu. 2 In the Compatibility View Settings window, enter: escription.com escriptionasp.com escriptiontest.com escription.ca escriptiontest.ca EditScript Online / NetScript User Guide V10 15 Chapter 1: Getting Started in EditScript Online Alternatively, you may configure Compatibility mode by using Group Policy (GPO) and pushing the appropriate settings to your users. IMPORTANT! Please note that the compatibility mode as described in this section is only supported for IE 9. The compatibility mode for IE 8 is not supported. Consequently, in the event that the browser version is downgraded from IE 9 compatibility mode to IE 8, the eScription sites must be removed from the IE 8 browser's compatibility view settings. Adding the eScription web site as a Trusted Site You will need to add www.eScription.com (or www.eScription.ca for Canadian customers) as a trusted site. Steps: 1 16 Go to Start> All Programs. EditScript Online / NetScript User Guide V10 Chapter 1: Getting Started in EditScript Online 2 Click on Internet Explorer. If UAC (User Account Control) is on, its warning dialog will appear. 3 4 Select Allow. Open Internet Explorer. EditScript Online / NetScript User Guide V10 17 Chapter 1: Getting Started in EditScript Online 5 Select Tools> Internet Options. Note that in IE9, the Tools menu is represented only by its icon. 18 EditScript Online / NetScript User Guide V10 Chapter 1: Getting Started in EditScript Online The Internet Options dialog appears. 6 Click the Security tab. 7 Click the Trusted sites icon. 8 Click the Sites button. EditScript Online / NetScript User Guide V10 19 Chapter 1: Getting Started in EditScript Online The Trusted sites dialog appears. 9 In the Add This website to the zone: field, enter the following addresses pressing Add, after each: https://www.escriptiontest.com https://www.escription.com For Canadian customers, also add: 20 https://www.escriptiontest.ca https://www.escription.ca 10 Check the Require server verification (https:) for all sites in this zone check box. 11 Click Close, then OK when complete. The browser window's status bar will show ‘Trusted sites’ with a green checkmark next to it, towards the bottom right. EditScript Online / NetScript User Guide V10 Chapter 1: Getting Started in EditScript Online In IE9, the zone security properties are no longer displayed in the status bar. To verify the zone security of the site, access the page's properties using the steps below: 1 Click the File menu (press ALT if the menu bar is not initially visible). 2 Select Properties. 3 In the Properties dialog, verify that the Zone field value shows ‘Trusted sites’. EditScript Online / NetScript User Guide V10 21 Chapter 1: Getting Started in EditScript Online Listen to Audio for the first time as an Administrator Continue with the internet browser window opened in the previous section. Note: If you have closed the previous IE browser window, simply open a new browser window. Note that you must remain a Windows administrator in order to continue the installation. Steps: 1 Log into EditScript Online. See Accessing EditScript Online on page 38. After you log in, at the bottom of the screen you should see the note: Trusted Sites | Protected Mode: Off. (For IE9, the security zone information is available in the Properties dialog, as described in the steps above.) 22 EditScript Online / NetScript User Guide V10 Chapter 1: Getting Started in EditScript Online When you try to print or listen to audio the first time, the install components box appears as shown in the figure below. 2 Click anywhere on the screen shown in the graphic to install the ActiveX component. EditScript Online / NetScript User Guide V10 23 Chapter 1: Getting Started in EditScript Online The Security Warning dialog appears. 3 Click Install to install the ActiveX component on your machine. After the ActiveX is installed, the associated audio player (see Note below) will be launched, playing the audio file of the dictation. Note: Windows media player is usually installed to handle .wav files by default. Installing ActiveX with Windows XP If you have Windows XP, when you attempt print or listen to audio the first time, you will be prompted to install the ActiveX control. Similarly, you will need Windows administrator privileges to install the ActiveX component on Windows XP. Steps: 24 1 When you try to print or listen to audio the first time, the install components box appears. 2 Click anywhere on the screen shown in the graphic to install the ActiveX component. EditScript Online / NetScript User Guide V10 Chapter 1: Getting Started in EditScript Online The security warning dialog appears. 3 Click Install to install the ActiveX component on your machine. 4 After ActiveX is installed, you can return to your previous action. Installing the ActiveX component on Windows 8 Before installing the ActiveX component or using the NetScript audio feature on Windows 8, the following prerequisites must be verified: • • The default program to handle audio files must be set to Windows Media Player. The Internet Explorer version used must be the regular Desktop mode and not the new Metro mode. Setting Windows Media Player as the default audio player for all audio files Before installing the ActiveX component or using the NetScript audio feature on Windows 8, it is important to note that on Windows 8, the application program that is assigned by default to handle music files is the new "Music" app and not Windows Media Player, as on previous versions of Windows operating systems. This "Music" app cannot correctly handle eScription audio WAV files. As a result, the Windows Media Player must be reassigned as the default program for handling audio files. See below for steps. Steps: 1 From the Win 8 Start screen, type "default" into the search box. "Default Programs" appears as shown below. EditScript Online / NetScript User Guide V10 25 Chapter 1: Getting Started in EditScript Online 2 Click Default Programs to bring up the Default Programs control panel. 3 Select Set your default programs. A dialog with the list of available programs appears on the left. 26 EditScript Online / NetScript User Guide V10 Chapter 1: Getting Started in EditScript Online 4 Scroll down the list until Windows Media Player is visible. Left-click to select it. Then select Set this program as default to allow Windows Media Player to handle all audio files. 5 Click OK. Setting Windows Media Player as the default player for .WAV files only If you want to keep the "Music" app as the default program for audio file types, and only specify that .WAV files be associated with Windows Media Player, follow the steps below: 1 In step number 4 above, select Choose defaults for this program instead of Set this program as default. EditScript Online / NetScript User Guide V10 27 Chapter 1: Getting Started in EditScript Online 2 On the next screen, scroll down and check the box next to the .wav file extension. 3 Click Save. Internet Explorer Desktop Mode Starting in Windows 8, Internet Explorer (such as IE10) supports two modes: the new Metro mode and Desktop mode. ActiveX controls can only function in Desktop mode, so you must be sure that you are using Desktop mode. See below for information on how to identify which mode you are in. When launching Internet Explorer from the Desktop view, Desktop mode is used. However, when launching from the Apps Start screen, it is possible that Metro mode is used by default. 28 EditScript Online / NetScript User Guide V10 Chapter 1: Getting Started in EditScript Online Metro mode can be identified by its application program icon. The icon shows a white letter 'e' on a blue background, as opposed to a blue letter 'e' on a white background. See below for the Metro mode icon: Also, once in Metro mode, the application takes up the full screen. If you right-click in the window, the navigation bar and address field display at the bottom of the screen, rather than at the top, as shown below: EditScript Online / NetScript User Guide V10 29 Chapter 1: Getting Started in EditScript Online To switch from Metro mode back to Desktop mode, click on the wrench icon in the address bar and select View on the desktop. The desktop is shown, and the Desktop version of IE is automatically launched to the same URL that is currently being visited. Verifying 32-bit IE10 on Windows 8 ActiveX controls can only function with 32-bit versions of Internet Explorer browsers. That remains true for Windows 8 and IE10 as well. However, on Windows 8 64-bit, whenever IE10 is launched, at least two processes are run: a "high-level manager" process for IE10 to monitor all browser tabs or window instances currently running on the machine, and an additional process per individual browser tab or window that is opened or created. This "high-level manager" process is always run in 64-bit. Fortunately, when IE 10 is in Desktop mode, each tab inside the browser or each additional browser window opened is initiated in 32bit process by default. 30 EditScript Online / NetScript User Guide V10 Chapter 1: Getting Started in EditScript Online This will support NetScript’s ActiveX component as long as the ‘Protected Mode’ is not enabled. To verify that the Protected Mode for IE10 is not enabled, follow the steps below: Steps: 1 Open the Internet Options dialog (Tools icon> Internet options). EditScript Online / NetScript User Guide V10 31 Chapter 1: Getting Started in EditScript Online 2 Click the Security tab, then "Trusted sites". 3 Verify that the checkbox for "Enable Protected Mode" is not selected. 4 Click OK to close the dialog. 5 If it is selected, then deselect it, press OK, and restart IE. Note that the "About IE10" box in Windows 8 cannot help determine whether a browser tab or window is 32-bit or 64-bit because as mentioned above, the browser application process itself remains 64-bit at all times for IE10 on a 64-bit Windows. 32 EditScript Online / NetScript User Guide V10 Chapter 1: Getting Started in EditScript Online The dialog will not indicate 64-bit, and shows the same information for both 32-bit and 64-bit: Installing the ActiveX for Win8 IE10 The rest of the installation process for the ActiveX remains similar to Windows 7. See Installing ActiveX software components on page 13. How to Disable IE’s internal Spell Check feature on Windows 8 IE10 Starting in version 10, Internet Explorer provides its own spell check solution by default. NetScript does not support this spell check, and it must be disabled using the steps below. EditScript Online / NetScript User Guide V10 33 Chapter 1: Getting Started in EditScript Online Steps: 34 1 Press the Windows key+C to bring up the Windows 8 Charms bar (side widget panel). 2 Select Settings. 3 Select the Change PC settings menu at the bottom of the updated Settings bar to launch the Settings page. EditScript Online / NetScript User Guide V10 Chapter 1: Getting Started in EditScript Online 4 Select General from the PC Settings page and scroll down to the Spelling section. 5 Click on the left side of the ‘Autocorrect misspelled words’ and ‘Highlight misspelled words’ controls to turn them off. Note that on Windows 8, the Spelling settings are shared between Internet Explorer (version 10 and later) and Win 8's Metro UI. EditScript Online / NetScript User Guide V10 35 Chapter 1: Getting Started in EditScript Online Installing ActiveX for IE11 Similar to IE10 (see Verifying 32-bit IE10 on Windows 8 on page 30), NetScript’s ActiveX component requires that the ‘Protected Mode’ remains disabled on a 64-bit operating system. To verify that the Protected Mode for IE11 is not enabled, follow the steps below. Steps: 1 36 Open the Internet Options dialog (Tools menu or icon> Internet options). EditScript Online / NetScript User Guide V10 Chapter 1: Getting Started in EditScript Online 2 Click the Security tab, then Trusted sites. 3 Verify that the checkbox for Enable Protected Mode is not selected, then click OK to close the dialog. 4 If it is selected, then deselect it, press OK, and restart IE. The rest of the installation process for the ActiveX remains similar to Windows 7. See Installing ActiveX software components on page 13. Disabling Password Caching in Internet Explorer Note: This section is optional. It is written for IT/Security administrators as it requires registry changes and involves security policies. By default, Internet Explorer will allow users to have the option for the browser to remember user logins and passwords for any website they visit. For those institutions who wish to disable the ability for users to “save” their login username and password in Internet Explorer to all websites, Microsoft has provided a KB article on how this could be done: https://support.microsoft.com/kb/229940 EditScript Online / NetScript User Guide V10 37 Chapter 1: Getting Started in EditScript Online Accessing EditScript Online To access EditScript Online, go to www.escription.com, the corporate web site for Dragon Medical 360 | eScription. A testing environment is also available for you to test current and new features of EditScript Online and NetScript. To access this, go to www.escriptiontest.com. If you wish to access material from your test environment, you must use the test web site. Note: Internet Explorer is the only supported web browser. To log in to EditScript Online: 1 From the eScription web site, enter the short name of your medical institution in the CUSTOMER LOGIN field and click Log in. Note: If you are not sure of the short name of your institution, contact your administrator. 38 EditScript Online / NetScript User Guide V10 Chapter 1: Getting Started in EditScript Online 2 Enter your User name and Password. Note: Passwords are case-sensitive. Tip: If you would like your browser to remember your password for future sessions, click the Remember my password check box. 3 Click OK to log in. The EditScript Online home page displays. Note: If the window fails to recognize your user name or password, contact your administrator for access. EditScript Online / NetScript User Guide V10 39 Chapter 1: Getting Started in EditScript Online Navigating the EditScript Online Web Interface The EditScript Online home page consists of a menu of options (links) for users on the left-hand side and related text on the right-hand side. Click on a link to navigate to the various resources available through EditScript Online. The home page corresponds to the top link of the menu, EditScript Online Home. The descriptive text updates according to which link is selected. The following links are available from the home page: • • 40 EditScript Online Home: provides links to the specific resource page for each of the three users (administrators, clinicians, and MTs) and Online Tools. Administrators: the main resource page for Health Information Management (HIM) administrators. • Clinicians: the main resource page for clinicians. • MTs: the main resource page for medical transcriptionists. EditScript Online / NetScript User Guide V10 Chapter 1: Getting Started in EditScript Online • • • Online Tools: the main resource page for information about Dragon Medical 360 | eScription products. Change Password: the page to change your password. Logout: the link (or button) to close your current session of EditScript Online. Clicking this link will close the browser window. Note: If you have multiple windows open under the same session, clicking on this link will only close the window in which the link is located. The other windows will still be active under the initial session. Note: Users should always use the log out button once done using EditScript Online/NetScript to end their session. Additionally, it is strongly recommended to clear your browser’s cache at the end of your session. Resources for HIM Administrators When you click on the Administrators link from the home page, the system displays the main resource page for Health Information Management (HIM) administrators. The following links are available from the main Administrators page: • • • • • • The eScriptionist: allows you to subscribe to and download The eScriptionist. Designed for customers, The eScriptionist is a quarterly corporate electronic newsletter from Dragon Medical 360 | eScription. This page includes a link to a subscription form and links to previous issues that you can download and view. View Productivity and Billing Reports: lists productivity and billing reports for your specific institution. This page includes links to current and earlier reports that you can download and view. See the Reports User Guide for more information. Search for Dictations: allows you to search for dictations and transcriptions. See Chapter 2: Using NetScript on page 49 for more information. Software Downloads: allows you to download Dragon Medical 360 | eScription software products. This page includes links to current and earlier software versions. Upload to eScription: allows you to send large files to Dragon Medical 360 | eScription. For further details on uploading files, see Uploading files on page 47. Support Center: takes you to the main page of the eScription Support Center. For more information, see The Support Center on page 44. Resources for Clinicians When you click on the Clinicians link from the home page, the system displays the main resource page for clinicians. The following links are available from the main Clinicians page: EditScript Online / NetScript User Guide V10 41 Chapter 1: Getting Started in EditScript Online • • • e-signature: allows electronic signature and review of transcriptions. For more information, see Chapter 3: About e-signature on page 77. Read Guidelines for Dictating: lists recommended guidelines for dictating. By following these guidelines, clinicians can improve the quality of transcriptions produced through the Dragon Medical 360 | eScription speech recognition process. Search for Dictations: allows you to search for dictations and transcriptions. For more information, see Chapter 2: Using NetScript on page 49. Resources for Medical Transcriptionists When you click on the MTs link from the home page, the system displays the main resource page for medical transcriptionists (MTs or eScriptionists). The following links are available from the main MTs page: • eTips: lets you download and view eTips. Designed for MTs, eTips is a quarterly corporate electronic newsletter. eTips includes product tips to increase productivity, articles by and about fellow eScriptionists, and information about the Dragon Medical 360 | eScription people and products. To sign up for a subscription or to provide feedback, send an email to [email protected]. Please provide your name, medical institution, phone number, and the details of your request or feedback. • • • • 42 Templates: lists all normal templates available for use at your specific institution. EditScript MT FAQ: lists eScriptionists’ frequently asked questions. Click on a question to see the corresponding answer. Software Downloads: allows you to download Dragon Medical 360 | eScription software products. This page includes links to current and earlier software versions. Search for Dictations: allows you to search for dictations and transcriptions. For more information, see Chapter 2: Using NetScript on page 49. EditScript Online / NetScript User Guide V10 Chapter 1: Getting Started in EditScript Online Online Tools The Online Tools page provides links to useful information about the Dragon Medical 360 | eScription system and products. Click the Online Tools link to access the following page. The following options are available from the Online Tools page: • • • Forums: lets you discuss issues with other MTs via the Dragon Medical 360 | eScription forums. You can start a new discussion thread or respond to an existing thread. The forums are monitored regularly, and are a good place to ask questions that are not time-critical. For time-sensitive issues, please submit a ticket via The Support Center on page 44. Knowledgebase: lets you view frequently asked questions (FAQs) by topic category. You can also search the entire knowledgebase for a specific topic. Utilities & Manuals: contains the official documentation for Dragon Medical 360 | eScription products. Documentation includes the following: Tip: This page also includes utilities that may be helpful for working with Dragon Medical 360 | eScription products. User guides: include descriptions of products, its features and concepts, complete setup and installation instructions, and other helpful reference material. EditScript Online / NetScript User Guide V10 43 Chapter 1: Getting Started in EditScript Online • • • Training materials: help customers learn to work with Dragon Medical 360 | eScription products. Feature notes: give an overview of new product features and updates. Announcements: contains the latest Dragon Medical 360 | eScription technical announcements. You can subscribe to receive new announcements. MT Feedback: contains information on an MTs individual feature usage. You can also register for certification on the Dragon Medical 360 | eScription system. CA Config: contains information on the Dragon Medical 360 | eScription components for use during the installation process. The Support Center The eScription Online Support Center is the main resource page for technical support. Since the Dragon Medical 360 | eScription Support Team primarily interacts with administrators, the Support Center can be accessed from the Administrators page. 44 EditScript Online / NetScript User Guide V10 Chapter 1: Getting Started in EditScript Online Support Center web interface Click the Support Center link from the Administrators page, to display the main resource page for Dragon Medical 360 | eScription Online Support. The main Support Center page provides links to the following online features: • • • Register: allows you to create an account to track submitted support tickets. Once you register, you can initiate a help request using the Submit a Ticket feature in the Support Center. Knowledgebase: lets you view frequently asked questions (FAQs) by topic category. You can also search the entire knowledgebase for a specific topic. Utilities & Manuals: contains the official documentation for Dragon Medical 360 | eScription products. Documentation includes the following: Tip: This page also includes utilities that can be used with your institution’s Dragon Medical 360 | eScription products. EditScript Online / NetScript User Guide V10 45 Chapter 1: Getting Started in EditScript Online • • • • • • • User guides: include descriptions of a product, its features and concepts, complete setup and installation instructions, procedures, and other helpful reference material. Training materials: help customers learn to work with Dragon Medical 360 | eScription products. Feature notes: give an overview of new product features and updates. Project Tracking: allows you to view the plan and status of your ongoing installation and upgrade projects. Remote Desktop Support: allows our technical staff to initiate a remote desktop session to take control of your PC to solve advanced support issues. Submit a Ticket: allows you to initiate a help request from Dragon Medical 360 | eScription Support. Support will assign a ticket key for each help request to let you track the progress of your ticket. Announcements: displays the latest Dragon Medical 360 | eScription technical announcements. You can subscribe to receive new announcements via email. Forums: lets you discuss issues with other MTs via the Dragon Medical 360 | eScription forums. You can start a new thread of discussion or respond to an existing thread. The forums are monitored regularly, and are a good place to ask questions that are not time-critical. For time-sensitive issues, please submit a ticket. Bug Tracking: allows you to search for known bugs and issues within Dragon Medical 360 | eScription products. About eScription Support: contains useful information about Dragon Medical 360 | eScription support, including standard operational hours and contact instructions. On the right of the page, you can also perform the following actions: • • 46 Login: log in with your account information to submit tickets and to track tickets and projects. Search: allows you to search the entire Support Center for a specific topic. EditScript Online / NetScript User Guide V10 Chapter 1: Getting Started in EditScript Online Uploading files The Upload to eScription link under the Administrators page allows you to quickly send a file to Support or other Dragon Medical 360 | eScription departments. To send files: 1 Enter the recipient in the Send To field. The default address is [email protected]. 2 Click Browse to select the file on your local computer you wish to upload. The file selection window appears. 3 Once you find your file, select it and confirm that the desired file name is entered in the File name field. Click Open. 4 The file selection window disappears, and the name of your file appears in the Filename field on the upload page. 5 Enter any comments in the Comments text box, including details on how the file relates to your technical issue. 6 When all three fields are complete, click Send It. EditScript Online / NetScript User Guide V10 47 Chapter 1: Getting Started in EditScript Online 48 EditScript Online / NetScript User Guide V10 Using NetScript NetScript is a web-based application that allows you to search for and review dictations and transcriptions. You access NetScript through EditScript Online. From the NetScript search engine, you can search for transcriptions with a variety of parameters. The search results (listings) page displays all the dictations and transcriptions that match your search. From this list, you can listen to, view, or print the full details of an entry. If additional clinicians need to be consulted, you can carbon copy (CC) the appropriate clinicians to individual transcriptions. 2 Topics discussed in this chapter: Accessing NetScript NetScript Search Engine NetScript Search Results (Listings) Page NetScript Details Page NetScript CC list page Note: User and institution access to NetScript is configured either through Security Groups or NetScript Options in EMon. For more information on access and restrictions to NetScript, see the EMon User Guide. 49 Chapter 2: Using NetScript Accessing NetScript Clinicians, administrators, and MTs use NetScript to search for dictations in audio or text format. All three users can access NetScript via the menu options located on the left as follows: • Clinicians: > Clinicians > Search for Dictations • Administrators: > Administrators > Search for Dictations • MTs: > MTs > Search for Dictations Note: In order to access NetScript, users need to belong to an appropriate NetScript Permissions security group. You can set up security groups, define permissions and restrictions, and assign members in EMon. For more information, see the EMon User Guide. Changing your password If your password has expired, you will not be able to access the Dragon Medical 360 | eScription system until it is reset. Note: You will always be able to log into EditScript Online. However, you will not be able to access NetScript, e-signature, or Reports until your password is reset. Steps: 50 1 If your password has expired and you try to access Reports or NetScript (Search for Dictations or e-signature links), the following screen appears. 2 Click on the here link to change your password. EditScript Online / NetScript User Guide V10 Chapter 2: Using NetScript The Change Password screen appears. 3 Enter a new password in the New password and Re-type new password fields. 4 Click Save. Note: If your new password does not meet your institution’s password policy, you will receive an error message detailing the requirements your password must meet. A notice appears that your password has been changed, and you can resume work. EditScript Online / NetScript User Guide V10 51 Chapter 2: Using NetScript NetScript Search Engine The NetScript search engine allows you to search for documents via several input parameters. The more parameters you specify, the faster and more precise your results will be. Improved search page layout The search engine will display one of two layouts, based on whether the user is a clinician or an administrator/MT. These new layouts are designed to allow you to enter and retrieve information as quickly and as efficiently as possible. Search parameters are divided into Basic and Advanced search areas. Basic search parameters include those that the user is most likely to search by, and are ordered according to how a user would most typically enter them. For a clinician, the basic search parameters include confirmation number, clinician name, patient name, and MRN. For an administrator or MT, the basic search parameters include MRN, account number, clinician name, patient name, and text search. See the graphics below. For clinicians: 52 EditScript Online / NetScript User Guide V10 Chapter 2: Using NetScript For administrators/MTs: Clinician Information • • • Clinician Last, First Name: the name of the dictating clinician. Clinician ID Number: the ID number unique to the clinician who created the original dictation. Signing Clinician: the clinician responsible for signing the final document. Note: If no signing clinician is specified for a dictation, then the dictation will not appear in the search results. Patient Information • Patient Last, First Name: the name of the patient. • Medical Record Number: the unique medical ID number for the patient. • Account Number: the unique visit ID number. EditScript Online / NetScript User Guide V10 53 Chapter 2: Using NetScript Dictation Information • Status: the dictation’s processing status. The latest version of NetScript allows users to search for dictations with a status of Archived. Archived dictations are dictations that were transcribed between six months and two years ago. Note: Intermediate statuses cannot be searched unless Search Intermediate Statuses is enabled in the EMon Application Features dialog. See the EMon User Guide for more information. • • Dictation ID: the unique ID for the dictation associated with a specific patient visit. Confirmation Number: the unique transaction number automatically generated for the clinician after each dictation is recorded. • Order Code: the unique ID for a product or service ordered for a specific patient visit. • Transcriptionist Name: the name of the MT responsible for the dictation. • • Dictation Period: a start and stop date between which the dictation was originally recorded. If you specify a start date but not a stop date, then the search engine will assume the current date is the stop date. Transcription Period: a start and stop date between which the transcription was originally uploaded. If you specify a start date but not a stop date, then the search engine will assume the current date is the stop date. • Work Type: the type of report dictated, e.g. operative note. • Business Entity: a subdivision of your medical institution. Full-Text Search • Text Search: enter a word or phrase to search for in the dictations. See Full-text search on page 55 for more information. Tip: Click on the question mark next to search field for information on the different search operators. Note: This field will not appear if Full-Text Search is not enabled, see Getting started with the full-text search feature on page 55. Results • Sort Order: the display order on the search results page. Performing a search When you select the Search for Dictations link, the NetScript search engine appears (see NetScript Search Engine on page 52). Following are guidelines when searching: 54 EditScript Online / NetScript User Guide V10 Chapter 2: Using NetScript • • • You can only search the current version of a document. You can only search the dictation cache. Typically the cache contains documents that are no more than 180 days old. Results of full-text searches are filtered by your search permissions, just as the results of any dictation search are filtered. See the EMon User Guide for more information on filters. To perform a search, follow the steps below. Note: At any time, you can reset the search parameter fields by clicking the Clear button. Steps: 1 From the search engine page, enter the search fields you want to use. If full-text search has been enabled for your institution, you can search on a word or phrase in addition to the other parameters you enter (see Full-text search on page 55). Tip: Use the Sort Order drop-down menu under RESULTS to display your results in a particular order. The default order is patient. 2 Click Search at the bottom of the screen. Your search results are displayed on the search results page (see NetScript Search Results (Listings) Page on page 59). Note: You will not be able to view intermediate dictation statuses (e.g. suspended dictations) unless Search Intermediate Statuses is enabled in the NetScript Options dialog in EMon. See Appendix A: NetScript Options (EMon) on page 109. To view or print a document, see Viewing and printing entries on page 62. To listen to a dictation, see Listening to entries on page 65. Full-text search The full-text search feature allows you to further refine a search by searching dictations for a word or a phrase. There are a number of search operators available to help you refine your fulltext search (see Full-text search operators on page 57). Following are the guidelines of full-text search: • • In addition to entering text in the Text Search field, you must enter at least one search parameter in the clinician, dictation, or patient sections of the search page. If the results of the search based on clinician, patient, or dictation criteria exceed the maximum number of results, you will receive a message notifying you that you must further refine your criteria. You can only search the plain text version of a document. .rtf documents are not included in full-text searches. Getting started with the full-text search feature Before you can use this feature, you must: EditScript Online / NetScript User Guide V10 55 Chapter 2: Using NetScript • Activate the NetScript Full-Text Search feature through the Applications Feature dialog in EMon. See the EMon User Guide for more information on this dialog and for instructions on enabling new features. Note: You must have the appropriate security permissions to enable features through the Application Features dialog. • Belong to a NetScript security group with the permission to search. See the EMon User Guide for more information on security groups. When this feature is enabled, you will notice the following changes to the NetScript interface: • The Text Search field is displayed on the search engine page. Understanding search terms A full-text search allows you to enter search terms. Search terms can be a single word (e.g., medicine, hospital) or a phrase (i.e., “at the hospital”). In order to create a multi-word term, use double quotes. The search engine treats the words within the double quotes as a single term. For instance, if you want documents that contain the phrase “at the hospital,” you must enter that phrase (with the double quotes) into the search field. If you simply type the three words without quotes around them, the search returns documents that contain any of those words in them, not necessarily that phrase. Using the full-text search feature Follow the steps below to perform a search using full-text. Steps: 1 Open the Search for Dictations and Transcriptions page in EditScript Online. 2 Enter search criteria in one or more of the search sections: clinician, patient, dictation. Note: You must enter at least one search parameter in the clinician, dictation, or patient sections of the search page. If the results of the search based on clinician, patient, or dictation criteria exceed the maximum number of results, you will receive a message notifying you that you must further refine your criteria. 3 Enter your search term(s) in the Text Search field under Full-Text Search. You can use the available operators to narrow your search (see Full-text search operators on page 57). Click Search. Note: The Text Search field is not available unless the full-text search feature has been enabled (see Getting started with the full-text search feature on page 55). 4 The Listings page displays the results of the search. When you view a dictation from the list of results (see Viewing and printing entries on page 62), the term(s) that you entered in your search is displayed. In addition, any occurrences of the term(s) are highlighted in the text. You can use the Search Results check box to toggle between highlighting and unhighlighting the occurrences of the search terms in the document text. Note: Highlighting search terms must be enabled through the NetScript Options Details page dialog in EMon. For more information, see Appendix A: NetScript Options (EMon) on page 109. 56 EditScript Online / NetScript User Guide V10 Chapter 2: Using NetScript Full-text search operators There are a number of operators that you can use in conjunction with your search terms (see Understanding search terms on page 56) to further refine your full-text search. This section contains descriptions of the operators available to you when performing a full-text search. Boolean operators The following logic operators (boolean operators) are supported for full-text searches. Note: Boolean operators must be in all caps (as shown below). • • • • • AND: Use AND to narrow your search. A search using AND returns documents that contain all of the terms you enter in the text search field. For example, a search on medicine AND hospital returns documents that contain both “medicine” and “hospital,” but not just one of them. OR: Use OR to broaden your search. A search using OR returns documents that contain one word, or the other, or both. For example, a search on medicine OR hospital returns documents that contain either “medicine,” or “hospital,” or both. NOT: Use NOT to narrow your search. A search using NOT returns documents that contain one word, but not the other. For example, a search on medicine NOT hospital returns all the documents that contain the word “medicine” as long as they do not contain the word “hospital.” + (Plus Sign): The plus sign (+) is used in multi-term searches to indicate that a particular term is required. Use it at the beginning of a term to indicate that the term must exist in the document, as opposed to the other term(s), which may exist in the document. For example, a search on +medicine hospital returns documents that contain the word “medicine” and may contain the word “hospital.” - (Minus Sign): The minus sign (-) is used in multi-term searches to indicate that a particular term is prohibited. For example, a search on medicine -hospital returns all the documents that contain the word “medicine” as long as they do not contain the word “hospital.” Grouping operator • You can group search terms using parentheses. This option is very useful when you wish to control a complex search that uses the boolean operators. For example, the following search (medicine OR hospital) AND doctor indicates that in order for a document to be a valid search result it must contain the word “doctor” and may contain either the word “medicine” or “hospital” or both. Term modifiers There are a number of operators available that allow you to modify terms within your search. The following list includes the type of term-modifying searches that are available and the operators that are used for each. Note: Many of these operators work either with single-word terms or multiple-word terms, but not both. This information is specified for each operator below. For more information on search terms, see Understanding search terms on page 56. EditScript Online / NetScript User Guide V10 57 Chapter 2: Using NetScript • Wildcard searches: Use the wildcard operators when you need to search on an incomplete term. Note: You can only use the wildcard operators with single-word terms. • • Use the question mark (?) to perform a single character wildcard search. For example, a search on te?t returns documents with words that match with that single character replaced, such as “text” or “test.” You cannot use the question mark as the first character of a term. Use the asterisk (*) to perform a multiple character wildcard search. Wherever the asterisk appears in the search term, it can be replaced with multiple characters. For example, a search on test* returns documents that contain words with zero or more characters after test, such as “test,” “tester,” to “tests.” You cannot use the asterisk as the first character of a term, but you can use it in the middle of a term. Fuzzy searches: Use the tilde (~) with a single-word term to find documents that contain terms similar to the term you enter. For example, roam~ returns documents that contain terms such as “foam” and “roams.” If you wish to specify how similar the terms should be to the one you enter, you can include a value between zero and one after the tilde (e.g., roam~.8). Higher values indicate that only terms with a higher similarity are matched. If you do not specify a value, the default is .5. Proximity searches: Use the tilde (~) with a multiple-word term to find documents that contain terms within a specified number of words of each other. For example, a search on “medicine hospital”~10 returns documents in which medicine and hospital are within ten words of each other. Escaping special characters There are certain characters that are part of the query syntax, meaning that these characters are used by the search engine to perform the search. Thus, these terms cannot be used in a full-text search unless they are preceded by an ‘escape’ character that tells the search engine to treat them differently. The following characters are special: +, -, &&, ||, !, (, ), {, }, [, ], ^, “, ~, *, ?, :, \ To escape one of these characters, use the backslash character (\) before the special character. For example, to search for (1+1):2, use the following line: \(1\+1\)\:2. 58 EditScript Online / NetScript User Guide V10 Chapter 2: Using NetScript NetScript Search Results (Listings) Page When the NetScript search engine (see NetScript Search Engine on page 52) finds dictations matching your search parameters, it returns a list of the results on the search results page. The results are organized by row for each entry that matches your search criteria. Columns show the relevant information of the dictations. There are several standard columns that always appear. In addition, there are a number of optional columns that you can elect to display. For more information on configuring the columns in NetScript, see Appendix A: NetScript Options (EMon) on page 109. The standard and optional fields are listed below. A check box appears to the left of dictations with viewable text. If audio is associated with a document, a speaker icon is visible. Following are the standard column fields, which cannot be disabled and are always included on the search results page: • • Clinician: the name of the dictating clinician who created the original dictation. Confirmation Number: the unique transaction number automatically generated for a clinician after each dictation is recorded. • Dictation ID: the unique ID for the dictation associated with a specific patient visit. • Patient Name: the name of the patient to whom the record refers. • Work Type: the type of report dictated, e.g. operative note. • Status: the processing status of a specific dictation. EditScript Online / NetScript User Guide V10 59 Chapter 2: Using NetScript The following fields are optional. Through EMon, you can determine which, if any, of these fields are displayed on the search results page. The first ten fields listed below are enabled by default. See Appendix A: NetScript Options (EMon) on page 109. • Medical Record Number: the unique medical ID number of the patient. • Birth Date: the birth date of the patient. • Patient Account: the unique visit ID number. • Dictated: The original recording date and time of a dictation. • Transcribed Date: the original transcription date and time for a dictation. • Signature Date: the original signature date and time for a transcription. • Business Entity: a subdivision of your medical institution. • Note: a user comment describing issues with the record. • Problem Start: the date and time of an issue with the record. • Entered By: the individual or process responsible for logging a problem with the record. • Order Number: the unique ID for an order from a specific patient visit. • Duration: the duration of the dictation in minutes and seconds. • Transcribed By: the name of the transcriptionist who edited/transcribed the dictation. • Priority: the assigned priority of the dictation. • Status Start: the time at which the dictation entered its current work status. • Procedure Date: the date of the procedure described in the dictation. • Problem Description: the text describing the problem with a dictation. • Speaker ID: the speaker code, or unique ID of the clinician. • Patient ID: the medical record number (MRN), or unique ID of the patient. • • • 60 Patient Visit ID: the unique ID number of the patient visit. This identifier links the dictation to a patient visit. Work Status ID: the unique ID number of the work status. QA Review Status: the QA review status of the dictation, e.g., Ready for Review, Selected for Review, Reviewed, etc. EditScript Online / NetScript User Guide V10 Chapter 2: Using NetScript • • • • • Signer Name: the name of the clinician who signed the dictation. QA Review Status ID: the unique ID number of the review status (see QA Review Status above). Line Count: the line count that Dragon Medical 360 | eScription uses to bill the customer. Net Line Count: the line count the customer uses to reimburse the transcriptionist who edited or transcribed the document. Customer Line Count: the line count that an MTSO uses to reimburse the MT who edited or transcribed the document. Review status color coding For institutions using co-signature workflows, NetScript can display whether documents have been reviewed or not. Through the use of color coding and additional Review Status column on the Search Results page, you can quickly determine a document’s reviewed status. To view the review status color coding, you must enable the Display Review Status Information option in the NetScript Options Listings dialog, see Appendix A: NetScript Options (EMon) on page 109 for more information. The review status indicators for documents on the Search Results page are as follows: • • • If the dictation has not been reviewed - the term Outstanding appears in the Review status column, and the row displays in red. If the dictation has been reviewed - the term Reviewed appears in the Review status column, and the row displays in green. If the dictation does not have review as part of its signature workflow - the term N/A appears in the review status column, and the row displays in grey. EditScript Online / NetScript User Guide V10 61 Chapter 2: Using NetScript Note: The Review status column only appears if one or more of the search results has a review status of Outstanding or Reviewed. Sorting results If column sorting is enabled at your institution, you can manipulate the results list on the NetScript Search Results (Listings) Page on page 59 to find a dictation more easily. Note: This feature must be enabled in the EMon Application Features Console. For more information, see the EMon User Guide. Steps: 1 Click on the desired column header to sort the entire list by this column. Click once to sort the column results in ascending order. Click twice to sort the results by descending order. Click a third time to undo the sort. 2 To reorder the columns, left-click and hold on any column header in the list and drag it to a new location. 3 When the column is in the desired location, release the left mouse button to drop the column into place. Note: Column order will not be saved from session to session. Viewing and printing entries You can select one or multiple entries on the search results page to view or print. If a dictation has not gone through speech recognition or transcription, it cannot be viewed or printed (i.e., there will be no corresponding check box in the search results). In addition, you may not be able to view or print documents with certain statuses, depending on your institution’s configuration. Your institution can configure whether or not documents with a Pending or Checked Out/Ready for Editing status can be viewed or printed (appear with a check box). It is also possible to disable check boxes for all documents (see Appendix A: NetScript Options (EMon) on page 109). 62 EditScript Online / NetScript User Guide V10 Chapter 2: Using NetScript Note: The ability to view and print documents is configurable by your institution. To view one or more entries: • To view an entry, you can double-click on it, or follow the steps below. or 1 Click the check box to the left of each entry you want to view.Click the check box to the left of each entry you want to view. Click Check All to select all entries. This is useful if you want to select most, but not all, of the entries on the page. To clear all the check boxes, click Clear All. 2 Click View. A new Web browser window (the Details page) opens and displays, in sequential order, the full record for every entry you selected from the list. See NetScript Details Page on page 66 for more information. To print one or more entries Note: There are two ways you can print to your local printer: from the search results page or the details page. 1 Click the check box to the left of each transcription you want to print. Click Check All to select all entries. This is useful if you want to select most, but not all, of the entries on the page. To clear all the check boxes, click Clear All. 2 Click Print. Microsoft Word opens an .rtf file displaying how the document will look when printed. Note: Printing entries requires the installation of an ActiveX component (from Dragon Medical 360 | eScription) on your local machine. If this component is not EditScript Online / NetScript User Guide V10 63 Chapter 2: Using NetScript installed, your computer will prompt you to install. Refer to Installing ActiveX software components on page 13. 3 Print the document from Microsoft Word. 4 When complete, close the Word document. Viewing a document draft You can view a draft of a document that has been recognized but has not yet been edited by a transcriptionist. This is particularly useful when you wish to view a stat (high priority) dictation that has yet to be edited. Note: Your institution must enable the check box next to dictations with statuses of Checked Out/Ready for Editing in order to make them viewable. See Appendix A: NetScript Options (EMon) on page 109. Steps: 1 From the search engine (NetScript Search Engine on page 52), select the parameters you wish to find. You can select the Ready for Editing status from the status drop-down menu. This search criteria narrows the search to all documents that have been recognized but have not yet been edited. 2 64 Click Search. EditScript Online / NetScript User Guide V10 Chapter 2: Using NetScript 3 The search results page appears with all matching dictations. Select the check box next to a dictation and click View. The details page appears. To listen to the dictation audio, click Listen. Listening to entries You can listen to dictations from the search results page or the details page. You can only select one dictation to listen to at a time. Note: This option is configurable by your institution. The view of the audio icon depends on the document status, dictation information section, and your institution’s preferences. Steps: 1 To listen to an individual dictation, click on the audio button ( check box and the text of the entry. 2 Windows Media Player plays the dictation. ) located between the Note: Playing audio requires the installation of an ActiveX component (from Dragon Medical 360 | eScription) on your local machine. If this component is not installed, your computer will prompt you to install. Refer to Installing ActiveX software components on page 13. EditScript Online / NetScript User Guide V10 65 Chapter 2: Using NetScript NetScript Details Page The details page displays the full details of a selected entry. When you click the view button on the search results page, the details page displays. Each full record consists of the header, the transcription text, the action buttons, and the Highlight Control (if highlighting is enabled in EMon). Header The header information is located at the top of the details page. The header provides information regarding a transcription. There are two standard header fields that always appear on the details page. In addition, there are several optional header fields that can be enabled 66 EditScript Online / NetScript User Guide V10 Chapter 2: Using NetScript through EMon. For more information on configuring the header, see Appendix A: NetScript Options (EMon) on page 109. Note: The header fields are not editable in NetScript. Following are the two standard fields, which cannot be disabled and always appear in the header of the details page: • Status: the processing status of a specific record. Note: If Display Review Status Information is enabled (see Appendix A: NetScript Options (EMon) on page 109), the Review status of a document displays. See Parallel co-signature in Chapter 3 on page 80 for more information. • Dictation ID: the unique ID for the dictation associated with a specific patient visit. Following are the optional header fields. You can configure which, if any, of these fields appear in EMon. For more information on configuring the header, see Appendix A: NetScript Options (EMon) on page 109. The first six options listed below are enabled by default. • Patient Name: the name of the patient to whom the dictation refers. • Patient ID: the medical record number (MRN) or unique ID of the patient. • Speaker: the name of the clinician who created the original dictation. • Speaker ID: the speaker code or unique ID of the clinician who created the original dictation. • Dictated: the original recording date and time of the dictation. • Procedure Date: the date the patient was admitted. • Account Number: the unique visit ID number. • Business Entity: a subdivision of your medical institution. • Medical Record Number: the unique medical ID number of the patient. • Birth Date: the birth date of the patient. • Order Number: the unique ID for a product or service ordered with regard to a specific patient visit. • Signature Date: the date the dictation was signed. • Signer Name: the name of the clinician who signed the dictation. • Transcribed By: the name of the MT who created the transcription. • Work Type: the type of document written, e.g., operative note. EditScript Online / NetScript User Guide V10 67 Chapter 2: Using NetScript • Visit Start: the start date of the visit. • Visit End: the end date of the visit. • Recipient: the specific contact who is designated as the recipient of the document. • • • Attending Physician: the name of the attending physician; taken from the visit data in EditScript MT. Referring Physician: the name of the referring physician; taken from the visit data in EditScript MT. Admitting Physician: the name of the admitting physician; taken from the visit data in EditScript MT. • PCP: the name of the primary care physician; taken from the visit data in EditScript MT. • CC List: read-only view of the CC List. Transcription text The transcription text appears below the header. If you are allowed to edit the transcription, the text is enclosed in a text box. If you are allowed to edit, then you can use spell check (see Spell Check on page 70). If you are only allowed to view, the text is displayed without a text box enclosure. If you would like to increase the size of the editing window so that it stretches to fill the browser window, activate the Enable Full Width Text option in EMon. In addition, if you would like to make available a toolbar through which NetScript users can increase font size, activate the Document & Header Text option in the NetScript options dialog in EMon. Note that these changes affect all NetScript users. See Appendix A: NetScript Options (EMon) on page 109 for more information. Action buttons Action buttons allow you to perform certain actions with the transcription. Certain action buttons are configurable on an institution-wide basis. For more information on configuring action buttons, see Appendix A: NetScript Options (EMon) on page 109. In addition, your security group’s permissions affect which action buttons are available to you (e.g., you cannot save a document unless you have permission to modify it, you cannot pend a document with a note unless you have permission to pend it, etc.). For more information on security permissions, see the EMon User Guide. The following action buttons are available on the details page: Note: There are additional buttons for e-signature users. They will see any of the buttons below that have been enabled, in addition to the e-signature action buttons. Note: If Allow everyone to save is enabled in the NetScript Options and Headers dialog in EMon, then administrators with permission to modify will be able to send a signature note from NetScript using the Save and add note button. 68 EditScript Online / NetScript User Guide V10 Chapter 2: Using NetScript CC List Click to edit the CC List, which is the list of additional clinicians associated with the document. Save Only Click to save the document. If you have permission to edit the document, you can do so and use this button to save without distributing it to others. This button is not configurable and will always appear for users with the permission to modify in NetScript. IMPORTANT! If a distribution rule is set to run When a document has been modified in EMon or NetScript, then the document will be distributed when this button is used. Save & Distribute Click to save the document and distribute it to others. Clicking on this button will create a new window that allows you to distribute the document to the default recipients or to a recipient that you manually specify. Note: You cannot distribute to an e-signature queue with this option. Distribution to an e-signature queue must be done through EMon. Unpend Click to correct a document that has been pended. The status will change from Pended to what the document status was prior to being pended. Listen Click to use the default audio player to listen to an individual dictation. Print Click to use the default Rich Text Format (rtf) editor to print an individual transcription. Pend with Note Click to assign a status of Pended to any document with errors. The document pends with a note attached explaining the reason for pending. This can be used at any point before a document has been signed. Highlight Control The Highlight Control, in the upper-right corner of the Details page, appears if highlighting of blanks has been enabled in EMon. In addition, it appears if highlighting of search results (terms) has been enabled in EMon and you perform a full-text search. The control allows you to disable (or re-enable) highlighting of blanks and/or full-text search terms for a particular dictation. Depending on what type of highlighting is enabled in EMon, and whether you have performed a full-text search, the following two check boxes may appear in the Highlight Control: Note: The Search Results check box only appears if you have performed a full-text search (and highlighting of search results is enabled in EMon). In addition, if only search results highlighting is enabled in EMon, and you do not perform a full-text search, you will not see the Highlight Control. EditScript Online / NetScript User Guide V10 69 Chapter 2: Using NetScript • • Search Results - use to disable highlighting of full-text search results. If highlighting is enabled, occurrences of full-text search terms are highlighted in yellow. Blanks - use to disable highlighting of blanks (five or more underscores). If highlighting is enabled, any blanks in a dictation are highlighted in red. Spell Check If you have the permission to modify the transcription text, you can use spell check. NetScript Spell Check places a red line under any misspelled word, incorrect capitalization, or other grammatical error. Spell check draws on the same medical dictionaries and English dictionary as EditScript MT. Note: Words that begin with numbers are NOT included in the spell check dictionary. Note: Spell check must be enabled through the Tools> Application Features menu in EMon for use. See the EMon User Guide for more information. Steps: 1 Select the document you wish to edit. The details page appears. The misspelled words contain a red line beneath them. Note: Misspelled words that you type into the document will also be spell checked. 2 To correct a misspelled word, click on the misspelled word. Tip: Left-click on the misspelled word. A menu appears with the suggested spellings. 3 Select the new spelling. Select Ignore All to ignore this word in the entire document. 70 EditScript Online / NetScript User Guide V10 Chapter 2: Using NetScript Select Spelling... to open the Spell Checker. You can use the Spell Checker to check all misspelled words. 4 When you are done spell checking the document, click one of the Save buttons. EditScript Online / NetScript User Guide V10 71 Chapter 2: Using NetScript NetScript CC list page From the details page, clicking on the CC List will take you to the CC list page. The CC list page allows you to edit the list of clinicians who will receive a copy of a transcription. If the CC list already includes clinicians, they will appear in the Current CCs text box in the middle of the page. Any new clinicians you add to the CC List will also appear in the Current CCs text box. Adding clinicians to the CC list There are two ways to add a clinician to the CC list: through the clinician list or the search field. In addition, you can add a new contact if he is not listed in the CC list. To add a clinician via the clinician list: 1 On the details page, click CC list. The CC lists page appears. 2 Locate the clinician’s name in the clinician list at the bottom of the page. Note: Clinicians are listed in alphabetical order by last name. If the name of the clinician does not appear on the current page, click Next until you reach the page containing the name. If the clinician is not in the list you can add them as a new contact, see Adding a new contact on page 73. 72 EditScript Online / NetScript User Guide V10 Chapter 2: Using NetScript 3 Check the check box to the left of the clinician’s name. The name of the clinician appears in the Current CCs text box. To return to the details page without updating the CC list, click Cancel. Tip: You can add all clinicians on the current page by clicking Select All, as long as the Select All button has not been disabled (see Appendix A: NetScript Options (EMon) on page 109). 4 When done, click OK to return to the details page. The names of the CCs appear below the CC list button. To add a clinician via the clinician search: 1 On the details page, click CC list. The CC list page appears. 2 Type the last name of the clinician in the Search field. Note: You can only search by last name. 3 Click Search. The clinician list at the bottom of the page displays the clinicians with last names matching your search. 4 Add the appropriate clinician by selecting the check box to the left of the clinician’s name. The name of the clinician appears in the Current CCs text box. Note: To return to the entire list of clinicians, simply delete the name in the search field and click Search. 5 When the list of clinicians in the Current CCs text box is complete, click OK at the top of the page to update the CC List and return to the details page. The clinicians’ names in the CC List appear below the CC list button. Note: Do not click the Back button. It will result in a warning page. If you click Back by mistake, click on the Refresh button on your web browser to return to the CC list page. Adding a new contact You can add a new contact if a clinician is not listed. Note: Adding a new contact may cause the dictation to pend, depending on your institution’s settings. Steps: 1 From the details page, click CC list. 2 Click New Contact. EditScript Online / NetScript User Guide V10 73 Chapter 2: Using NetScript The New Contact page appears. 3 Enter the necessary information. 4 Click OK to save the changes and add the clinician to the CC list. 5 Click OK to return to the details page. Removing clinicians from the CC list To remove clinicians you added from Current CCs, you can use the clinician list or search for the clinician. To remove a clinician via the clinician list: 1 Uncheck the check box next to the clinician’s name. 2 The name of the clinician should disappear from the Current CCs text box. Tip: You can remove all clinicians, you added, by clicking Deselect All to remove all the names from the Current CCs text box. 3 74 Click OK when you are done. This will return you to details page which will display the updated CC list. EditScript Online / NetScript User Guide V10 Chapter 2: Using NetScript To remove a clinician by searching: 1 Type the last name of the clinician in the search field. Note: The clinician search engine searches only by last name. 2 Click Search. The clinician list at the bottom of the page displays only clinicians with last names matching your entry. 3 Remove the selected clinician from the CC List by unchecking the check box next to his name. The clinician disappears from the Current CCs text box. 4 When complete, click OK to return to the details page. The name of the clinician disappears from the CCs list. EditScript Online / NetScript User Guide V10 75 Chapter 2: Using NetScript 76 EditScript Online / NetScript User Guide V10 About e-signature e-signature, a component of NetScript, allows clinicians to electronically review and sign documents through EditScript Online. e-signature offers a variety of signature modes including, single, dual, group, and co-signature. The e-signature interface is very similar to the NetScript interface. The list of transcriptions in e-signature (a clinician’s signature queue) is generated automatically when the document is ready for signature. 3 Topics discussed in this chapter: How e-signature Works e-signature Workflows Using e-signature e-signature is an optional component that must be purchased by your institution. For more information about purchasing e-signature, contact your Dragon Medical 360 | eScription representative. 77 Chapter 3: About e-signature How e-signature Works Dictations bound for an e-signature queue follow the same process as other dictations. The workflow diagram below highlights the dictation’s process from IntelliScript to becoming a signed document. In addition, it also highlights the requirements necessary to achieve each step in the process. 78 EditScript Online / NetScript User Guide V10 Chapter 3: About e-signature e-signature Workflows The major e-signature modes are single, dual, co-signature, and group signature. For dual and co-signature modes, you have a choice as to whether you want the document received by clinician’s simultaneously (parallel) or one after the other (sequential). For documents, when two clinicians handle a document, a clinician can now add a signature note (if enabled) for the other clinician to view prior to signing the document. In this section, the six different e-signature workflows are presented along with possible scenarios of how they might be used in an institution. For more information on setting up the esignature workflows at your institution, see Chapter 4: Implementing e-signature on page 87. Note: When using e-signature, clinicians have the option to sign or review, save only, or pend with note. Though some of the action buttons in e-signature are configurable, these options, listed above, cannot be turned off. Single signature For single signature, one clinician signs the document. This the simplest signing mode. Workflow 1 The clinician dictates and then receives the transcribed document in her signature queue. The document status is Unsigned. 2 The clinician can edit and Save and Sign the document. The document status becomes Signed and is final. Scenario 1 A clinician sees a patient for a basic office visit. The clinician dictates the report. Then, the clinician receives the report in her signature queue and signs the report. Scenario 2 A physician assistant sees a patient and dictates the report. Then, the clinician reviews and signs the document. Parallel, dual signature Dual signature requires signatures from two clinicians. Using the parallel workflow, the dictating clinician and the signing clinician receive the document simultaneously. Either clinician can sign first. The document is final after both clinicians have signed the document. Workflow 1 The dictating clinician and the signing clinician receive the transcribed document simultaneously in their signature queues. The document status is Unsigned. 2 Either clinician can edit and Save and Sign the document first. The document status becomes Partially Signed. 3 The second clinician can Save and Sign. The document status becomes Signed and is final. Note: The second clinician can also edit the document and then Save as Unsigned with a note. The edited document returns to the first clinician’s signature queue for EditScript Online / NetScript User Guide V10 79 Chapter 3: About e-signature a new signature with a note as to why the document was rejected. The document status becomes Unsigned. Scenario 1 A resident clinician and the attending clinician see a patient in the emergency department. The resident clinician dictates the emergency department report. The dictating clinician and the signing clinician both need to sign the report. Either can sign first. Scenario 2 A physician assistant and a clinician perform a standard procedure. The physician assistant dictates the report. Both the physician assistant and the clinician sign the document. Parallel co-signature Co-signature requires the dictating clinician to review a document and the signing clinician to sign the document. In the parallel workflow, the dictating clinician and the signing clinician receive the document simultaneously, and either clinician can handle the document first. Note: In parallel co-signature, if the dictating clinician handles the document first, then the signing clinician can still edit the document. However, if the signing clinician signs the document first, the dictating clinician must review it but can no longer edit the document. When a signing clinician goes to view the document, he can see if the dictation clinician has reviewed the document if Display review status information is enabled in NetScript Options in EMon. For more information, see Appendix A: NetScript Options (EMon) on page 109. The Review status displays either Reviewed (with a green border) or Outstanding (with a red border) to notify the signing clinician whether the document has been reviewed by the dictating clinician. Workflow 1 The dictating clinician and the signing clinician receive the transcribed document simultaneously in their signature queues. The document status is Unsigned. 2 The dictating clinician can edit and then Save and Review the document. The document status is still Unsigned but is identified as Reviewed in the system. 3 The signing clinician can edit and Save and Sign the document. The document status becomes Signed and is final. Note: If the signing clinician signs first, then the dictating clinician must Review the document but cannot make any changes. 80 EditScript Online / NetScript User Guide V10 Chapter 3: About e-signature Scenario 1 A resident clinician dictates an emergency department visit. The resident clinician needs to review the report, and the attending clinician needs to sign the report in any order. Sequential, dual signature Dual signature requires signatures from two clinicians. In the sequential workflow, the dictating clinician edits and signs the document first. Then, the document is sent to the signing clinician for a signature. Workflow 1 The dictating clinician receives the transcribed document in his signature queue. The document status is Unsigned. 2 He can edit and Save and Sign the document. The document status becomes Partially Signed. Note: If enabled, the dictating clinician can also Save, Sign and Add Note for the second clinician to see. 3 The partially signed document enters the signing clinician’s signature queue. 4 The signing clinician can Save and Sign the document. The document status becomes Signed and is final. Note: The second clinician can also edit and then Save as Unsigned with a note. The document status becomes Unsigned. The edited document returns to the first clinician who must sign again. Scenario 1 A resident clinician and an attending clinician see a patient. Both clinicians need to sign the document. The attending clinician wants the resident clinician to edit and sign the document first. Sequential co-signature Co-signature allows a dictating clinician to review a document and the signing clinician to sign the document. In the sequential workflow, the dictating clinician reviews the document. Then, the document is sent to the signing clinician’s signature queue for his review and signature. Workflow 1 The dictating clinician receives the transcribed document in his signature queue. The document status is Unsigned. 2 The dictating clinician can edit and Save and Review the document. The document status is Unsigned but identified as Reviewed in the system. Note: If enabled, the dictating clinician can also Save, Review and Add Note for the second clinician to see. 3 The reviewed document enters the signing clinician’s signature queue. EditScript Online / NetScript User Guide V10 81 Chapter 3: About e-signature 4 The signing clinician can edit and Save and Sign the document. The document status becomes Signed and is final. Note: If the signing clinician edits the document, the final document can return to the dictating clinician’s signature queue for viewing the final document if When modified in NetScript or EMon is enabled for the e-signature distribution rule. Scenario 1 A physician assistant dictates the report for a clinician. The clinician wants the physician assistant to review the report before the clinician signs it. Scenario 2 A resident clinician performs patient exams. The resident clinician dictates and reviews the report. Then, the attending clinician signs the report. Group signature Group signature allows a predetermined group of clinicians to sign each other’s documents. A single signature from any one clinician belonging to the pre-defined group is required to complete a document. Workflow 1 All the clinicians in the group receive the document in their signature queues. The document status is Unsigned. 2 Any member, including the dictating clinician, can edit and Save and Sign the document. The document status becomes Signed and is final. Scenario 1 A radiologist views an x-ray and dictates the report. Any other radiologist can sign off on the report to increase turnaround time. 82 EditScript Online / NetScript User Guide V10 Chapter 3: About e-signature Modes and workflows summary The graphic below show the workflows of the available signature modes. EditScript Online / NetScript User Guide V10 83 Chapter 3: About e-signature Using e-signature In order for a clinician to electronically sign a document through NetScript, he must have the proper permission granted through security groups. For more information on security access to e-signature, see Chapter 4: Information on security groups on page 88 and the EMon User Guide. Accessing e-signature Clinicians can access e-signature via the Clinician option in EditScript Online, as follows: • > Clinicians > e-signature Once you have been granted access, clicking on the e-signature link displays all transcriptions ready for your electronic signature. For information on the Listings page, see NetScript Search Results (Listings) Page in Chapter 2 on page 59. For information on the Details page, where the clinician signs the transcription, see NetScript Details Page in Chapter 2 on page 66. Note: Clinicians must have appropriate access to use e-signature. If you have not been granted access, an error message will appear. If you receive a message, contact your administrator. e-signature action buttons The following action buttons are available to clinicians using e-signature depending on their security permissions. The e-signature action buttons are enabled by default and cannot be turned off. Note: These buttons appear in addition to the standard action buttons that are enabled at your institution (see Action buttons in Chapter 2 on page 68). For more information on configuring action buttons, see Appendix A: NetScript Options (EMon) on page 109. Note: If your institution has enabled signature note, then the first clinician to handle a document will have the option to add a signature note for the second clinician for sequential signature workflows. The action buttons will reflect this ability. Save and Review / Review Click to acknowledge that you have reviewed a document and found it acceptable. If you have permission to modify the document, you can do so before clicking this button. If the document has already been signed, then you will only have permission to review the document; in this case, the button will simply appear as Review. Save and Sign / Sign Click to finalize a document with your electronic signature. This will change the status of the document to Signed or Partially Signed, after which the document can no longer be edited. If you have permission to edit the document, you can do so before clicking this button. If the document requires you to sign without editing, then the button will simply appear as Sign. In this case, if you still need to edit this document, you will need to click the Pend with Note or the Save as Unsigned buttons. 84 EditScript Online / NetScript User Guide V10 Chapter 3: About e-signature Save as Unsigned Click to return a document that has a status of Partially Signed to a status of Unsigned. You can edit the document before clicking this button. You will prompted to enter a note indicating why you have unsigned the document. This is typically used by a signing clinician to reject a document with errors that has been approved by a dictating clinician. Using the note as a guide, the dictating clinician can correct the document and re-sign it. Electronic signature workflow You can review or sign documents electronically through NetScript by following the steps below. Steps: 1 Log into EditScript Online and click on e-signature under the Clinicians option. All documents that have been transcribed and are ready for your signature will be displayed. From this page, you can view, print, or listen to a document. See NetScript Search Results (Listings) Page in Chapter 2 on page 59 for more information. 2 To select all of the available documents to view and sign, click Check All, and then View. Or, to manually select a few documents to sign, click Clear All, then click on the appropriate check box(es). Click View. The Details page appears displaying the transcription. See NetScript Details Page in Chapter 2 on page 66 for more information. If there is a signature note attached to the document, it will display when you first view the details of the document. You can then edit the document, pend the document with a note, or sign it from the details page. 3 To edit the document, make the necessary changes and click Save. You can also save and sign the document simultaneously by clicking Save and Sign. To pend the document, click Pend with Note. You will be prompted to enter a pending note. Enter the reason for pending the document, and click OK. To sign the document, click Sign. The status of the document changes to Signed. Once a document is signed, you can print the document and listen to the audio, but you can no longer edit or pend it. If signature note is enabled, you can add a signature note for the next clinician using Review and Add Note or Sign and Add Note. Note: You can only add a signature note to a document for the next clinician, if the document has the status of Unsigned. If the document is Partially Signed or Reviewed, you need to Save as Unsigned and add a note. EditScript Online / NetScript User Guide V10 85 Chapter 3: About e-signature 86 EditScript Online / NetScript User Guide V10 Implementing e-signature When setting up e-signature for the first time, there are several parts of the system that need to be considered (e.g. distribution rules). This section walks you through how to implement e-signature, as well as the settings for the distribution rules and security groups of specific signature workflows. 4 Topics discussed in this chapter: Setting up e-signature Implementing e-signature at your institution Setting up the Specific Signature Modes 87 Chapter 4: Implementing e-signature Setting up e-signature When setting up e-signature, you need to be aware of the multiple components of the Dragon Medical 360 | eScription system that need to be addressed prior to implementation. Not all of these components are directly related to e-signature. This section will address the different components that must be evaluated, modified, and set up as needed before esignature goes into effect at your institution. IMPORTANT! e-signature should be set up and tested in your TEST environment before being moved into your PRODUCTION environment. To set up e-signature, follow the steps below. Steps: 1 Compile the necessary information by completing the questions on page 95. 2 Choose NetScript configuration and prefill options, and contact your Dragon Medical 360 | eScription representative if any changes need to be made. 3 Set up security groups. 4 Set up distribution rules. 5 Set up validation rules. 6 Check that clinicians using NetScript and e-signature have login and password information and are members of the appropriate security groups. 7 Test the system in your test environment. 8 Move your system into your production environment. Information on security groups In the Dragon Medical 360 | eScription system, security groups grant users permissions to perform a variety of actions. Security groups determine who has the final right to sign and the right to electronically sign in Dragon Medical 360 | eScription. The Clinician (Other) security group is used to determine who has the final right to sign documents. The Clinician NetScript Permissions Security Group grants the right to electronically sign in NetScript. Note: A clinician can only belong to one security group per work type or business entity filter. IMPORTANT! The signing clinician header field drop down menu is populated based on clinicians who have the permission to electronically sign in the Clinician NetScript Permissions security group and clinicians who have the permission of other electronic signature in the Clinician (Other) security group. For more information on security groups, see the EMon User Guide. Clinician’s NetScript access All clinicians using e-signature must have a login for NetScript. For more information on NetScript logins and passwords, see the Managing Clinicians section in the EMon User Guide. 88 EditScript Online / NetScript User Guide V10 Chapter 4: Implementing e-signature Clinician NetScript Permissions security group All clinicians using e-signature or NetScript need to be members of a Clinician NetScript Permissions security group. Each permission can be individually controlled through restrictions. Depending on the signature mode, different clinicians need different access rights. For information on clinicians’ permissions needed for the different signature modes, see Setting up the Specific Signature Modes on page 99. When setting security group permissions, you must also determine the restrictions (if any) for each permission. For example, if a clinician has the right to modify documents, you can restrict that permission to only documents the clinician signs using the eSigner permission override (see below). The following permissions are available to members: • • • • • Search: search for dictations. Modify: edit transcription text. It is recommended to restrict this permission to documents that the clinician either dictates or electronically signs. Pend: pend a document with a note. Clinicians, who use e-signature, should always have this permission granted. Unpend: unpend a document. Allowing a clinician to unpend a document is useful if you want the clinician to fill in the blanks of a report because the MT could not understand what was said. Electronically sign in NetScript: sign and finalize documents. Allows a clinician to electronically sign a document through NetScript. eSigner permissions override You can reduce the time it takes to set up security groups by using the eSigner permission override. If a clinician has the right to search and electronically sign documents, the eSigner permission override will enable modify, pend, and unpend for documents that are in the clinician’s signature queue only. This greatly enhances the control you have over documents and saves you time when assigning permissions to clinicians. The eSigner permission override is enabled through EMon’s NetScript Options dialog. See Appendix A: NetScript Options (EMon) on page 109 for more information. The e-signature permission override needs to verify the following conditions: The clinician has the right to electronically sign the document. The document is in the clinician’s signature queue. The e-signature permission override has been enabled. If all conditions are met, the signing clinician will be able to modify, pend and unpend the document she needs to sign. Clinician (other) security group The Clinician (other) security group has two permissions. This security group should be used regardless of whether you are using e-signature or not. EditScript Online / NetScript User Guide V10 89 Chapter 4: Implementing e-signature The first permission of the Clinician (other) security group is Other electronic signature. This permission is for clinicians who have the right to be the final signing clinician for documents. In this group, you would put any clinician who is the final signing clinician regardless of whether they use e-signature. The second permission creates a group to be used as a validation rule criteria. You can use the security group with this permission as a filter to validate documents. Multiple security groups with this permission can be created to work as filters for different validation rules. Tip: The Clinician (Other) security group can be used to create validation criteria for clinicians without giving them the final right to sign. Information on validation rules Validation rules are error tests that run during a specific event, e.g. when a transcriptionist uploads a dictation. When a document fails a validation rule, it is automatically pended. Validation rules are optional but are recommended for e-signature. Validation rules for e-signature check that the appropriate clinicians are associated with a document. The following section describes the validation snippets useful for e-signature and when to apply them. For more information on validation rules, see the EMon User Guide. Neither dictating nor signing clinician have permission to sign The dictation will pend if: • • The dictating clinician is not a member of a Clinician (other) security group with the permission of other electronic signature. The signing clinician is not a member of a Clinician (other) security group with the permission of other electronic signature. Note: If the Clinician (other) security group includes all clinicians who have the final right to sign, then you should apply this validation snippet to all dictations. You want to run this rule: • When eScriptionist completes a transcription. Signing clinician field is empty or specifies someone without signing permission The dictation will pend if: • • The signing clinician field is empty. The signing clinician is not a member of a Clinician NetScript Permissions security group with permission to electronically sign in NetScript. You want to run this rule: • 90 When eScriptionist completes a transcription. EditScript Online / NetScript User Guide V10 Chapter 4: Implementing e-signature Note: Only apply this rule to business entities and work types where ALL documents are signed through e-signature. Note: You must always fill the signing clinician field if you use this snippet. Neither dictating nor signing clinician have permission to E-sign The dictation will pend if: • Neither clinician is a member of a Clinician NetScript security group with permission to electronically sign in NetScript. Note: Only apply this rule to business entities and work types where ALL documents are signed through e-signature. Information on distribution rules Distribution rules send documents to specified locations at specific times. An e-signature distribution rule sends a document to a clinician’s signature queue. Distribution rules for esignature should be specific and should not be combined with any other type of distribution. Note: Distribution rules do not check against security groups when distributing a document. It is possible for documents to go to a signature queue that a clinician cannot access. Prior to defining distribution rules, it is important that you clearly understand the filter organization and which filters you need to use. The organization from biggest to smallest filters is: institution, business entity, work type, and clinician. It is easier to maintain broader filters. If you use a variety of scenarios, you must determine the smallest organization you need the rule to apply. See the Document Distribution section in the EMon User Guide for more information. Note: You can regularly use the dictating clinician as a filter for the distribution rules. Be aware that the clinician filter requires the most maintenance due to clinician turnover. Note: When creating the distribution rules, do not select “All except these speakers” as a distribution filter. If you use this filter, then documents can be distributed to clinicians recently added to EMon who do not use e-signature. The only time you would use “All except these speakers” is if all clinicians in a specific business entity signed with esignature. Signature Notes If an administrator adds a signature note to a document, the clinician(s) ability to view the signature note are dependent on the e-signature workflow. Below is a list of who will see the administrator’s signature note based on distribution method and workflow. For more information on signature note, see the EMon User Guide. If the distribution is custom, you can select who you want to receive the signature note, and you do not have to determine where the document is in the signature workflow. If manually distributed using pre-defined distribution rules: • Single Signature: clinician sees the signature note. EditScript Online / NetScript User Guide V10 91 Chapter 4: Implementing e-signature • Parallel Signature: both clinicians see the signature note. Tip: The first clinician to handle a document can add a note using the Save and Add Note button followed by the Save and Sign button. Any note from an administrator will be overwritten if a new note is added. • Sequential Signature: depends on which rule is used, if first distribution rule runs, only the dictating clinician sees the signature note. Tip: The dictating clinician can add a note using the Save and Add Note button followed by the Save and Sign button. Any note from an administrator will be overwritten if a new note is added. • if second distribution rule runs, only the signing clinician sees the signature note. Group Signature: all clinicians in group see the signature note. The signature note appears as a grey box when a clinician is viewing the transcription. Information on prefill options Your institution can select to prefill different parts of a dictation header. You can use prefill to fill in the signing clinician field prior to transcription. Prefilling increases productivity for MTs and decreases the occurrence of incorrect data. For example, if in a specific work type, all clinicians dictate and sign their own documents, then you can prefill the signing clinician field header. To set up the prefill, contact your Dragon Medical 360 | eScription representative. Note: Prefilling only occurs once. If the dictating clinician is changed, then the signing clinician must be manually changed. Tip: Best practice is to prefill for your institution where there is a clear signing clinician for a specific business entity and work type combination. 92 EditScript Online / NetScript User Guide V10 Chapter 4: Implementing e-signature You can prefill the signing clinician field in the following ways: If Not Speaker, Patient Visit Attending The signing clinician field will prefill with the dictating clinician if he can electronically sign or has the final right to sign. If the dictating clinician cannot sign or electronically sign, then prefill will check to see if an attending clinician is specified in the ADT data. The attending clinician will be added to the signing clinician field. If neither condition is met, then the signing clinician field will not be filled. Note: This prefill option does not check that the attending clinician has the final right to sign or the right to electronically sign. Note: This option cannot be used if dual signature is used, or if the dictating clinician has the right to electronically sign. If Not Speaker, Do Not Prefill If the dictating clinician has the right to electronically sign or has the final right to sign, then prefill with the dictating clinician. Otherwise, the signing clinician field will not be prefilled. Information on additional components Security groups, distribution rules, validation rules, and prefill options are all necessary when setting up e-signature. They deal directly with the e-signature process. Other components, such as interface, additional distribution rules, reports, and clinician access to NetScript, must also be addressed when setting up e-signature. Interfaces and other distribution rules When setting up e-signature, you must evaluate your interfaces and other distribution rules to identify any changes that will need to be made. For example, you must determine if you want a document sent to the EMR before it is signed, after it is signed or at both times. You need to identify any changes that need to made to your interfaces when you set up e-signature for your institution. For information on modifying your interfaces, see the EMon User Guide or the EDT Reference Guide. For information on modifying your distribution rules, see the EMon User Guide. Reports and eAlerts Reports and eAlerts allow you to monitor e-signature. Certain eAlerts need to be turned on by Dragon Medical 360 | eScription. For more information on the reports and eAlerts specific to esignature, see Appendix B: Monitoring e-signature on page 123. Unsigning documents Through EMon, administrators can unsign documents. Your institution may elect to turn on the option to unsign a document. For information on unsigning documents, see Managing Documents section in the EMon User Guide. EditScript Online / NetScript User Guide V10 93 Chapter 4: Implementing e-signature Note: Unsigning documents is discouraged and is done at the discretion of your institution. Dragon Medical 360 | eScription is not responsible for documents that have been unsigned. 94 EditScript Online / NetScript User Guide V10 Chapter 4: Implementing e-signature Implementing e-signature at your institution Below is a list of questions and answers to consider when setting up e-signature for your institution. For more information on e-signature and the various workflows, see Chapter 3: About e-signature on page 77. Workflow questions: 1 Will a single clinician sign his own documents in NetScript? 2 Will residents, physician assistants, or others dictate and sign documents along with a final clinician? 3 8 The answer to this question helps you determine which clinicians will be signing in e-signature. The clinicians need to become members of a Clinician NetScript Permissions security group with signing privileges. How will clinicians using e-signature be organized? If all clinicians in a specific work type or business entity use e-signature, then the filters for distribution rules and restrictions on security groups are easily managed. If the use of e-signature is on a per clinician basis, then you will need to filter the distribution rules based on the clinicians. You will also need to make sure that, for dual or co-signature workflows, both clinicians will be using e-signature. Is prefill applicable for certain signature modes? 9 The answer to this question helps you determine which clinicians will be the final signing clinician and for which documents. These clinicians should become members of the Clinician (other) security group. Who can electronically sign in NetScript (use e-signature)? 7 If yes, then you would want to set up group signature. You must be sure that these clinicians will ONLY be using group signature. Who has the final right to sign and for what documents? 6 If yes, then you would want to set up co-signature with either parallel or sequential workflows, depending on the signing workflow you want. Do you have a group of clinicians who can sign each other’s documents? 5 If yes, then you would want to set up dual signature with either parallel or sequential workflows, depending on the signing order you want. Do you have residents, physician assistants, or others who dictate and only review documents while another clinician signs? 4 If yes, then you would want to set up single signature. If yes, contact your Dragon Medical 360 | eScription representative to set up prefill. For more information on prefill, see Information on prefill options on page 92. Do you have naming conventions set up for security groups and distribution rules? You should have planned naming conventions set up that clearly allow you and others to identify distribution rules and security groups without having to view the details. EditScript Online / NetScript User Guide V10 95 Chapter 4: Implementing e-signature Security access to documents in Dragon Medical 360 | eScription: 1 Will the clinician’s signature be restricted based on work types or business entities? This question will help you determine which filters, if any, to use in the security groups. Note: Knowing the work type restrictions is especially important for residents who are able to sign some work types and not others. 2 Will clinicians be able to edit their own documents in NetScript? 3 Will clinicians be able to pend documents? 4 If yes, then you need to grant the permission unpend document in the Clinician NetScript Permissions security group or turn on the eSigner Permissions Override. Do you want clinicians to be able to search for documents in NetScript? 6 If yes, then you will need to grant the permission to pend documents in the Clinician NetScript Permissions security group or turn on the eSigner Permissions Override. Will clinicians be able to unpend documents? 5 If yes, then clinicians need the permission to modify documents granted through the Clinician NetScript Permissions Security Group or turn on the eSigner Permissions Override. If yes, then clinicians need permission to search. Do you want to restrict certain permissions in NetScript? For clinicians? For physician assistants? All NetScript permissions can be restricted by speaker, work types, business entities, etc. These restrictions are set up in the security groups. We recommend restricting: modifying, unpending, and pending or the clinician will have the right to perform these actions on all documents. For signers, you can restrict permissions by using the eSigner permission override, see eSigner permissions override on page 89 and Appendix A: NetScript Options (EMon) on page 109. Distribution considerations: 1 Will clinicians’ signatures be restricted based on work types or business entities? 2 Do you need any preliminary, unsigned documents distributed? 3 96 If yes, you need to determine how to label a preliminary document as unsigned. For more information on labelling documents, see the Distributing Documents section in the EMon User Guide. How will you identify a signed document? 4 The answer helps you determine which filters, if any, to use in the distribution rules. You need to determine how to identify a document as signed to differentiate between unsigned and signed documents. Where does a signed document need to be distributed? EditScript Online / NetScript User Guide V10 Chapter 4: Implementing e-signature 5 Will only certain work types or business entities be using certain e-signature modes? 6 You need to determine who needs to receive the signed document and create corresponding distribution rules. If yes, you would use those as filters for the specific e-signature distribution rules. Which signature modes will need distribution rules? This is important to determine which distribution rules you need to add to your system. Miscellaneous questions: 1 What header information and action buttons do you want displayed in the search results page, signature queue, and details page? 2 Do you need to be able to unsign documents? 3 If yes, you will need to set up the required validation rules and filters. See Information on validation rules on page 90. Do clinicians want email notification of documents in their signature queue? 5 If yes, see the EMon User Guide for instructions. Do you want validation rules to check for a clinician’s right to sign? 4 There are several configurable buttons that can be set. See Appendix A: NetScript Options (EMon) on page 109. If yes, you will need EDT/email configured. See the EDT Reference Guide for more information. What changes need to be made to current distribution rules, templates, and interfaces? You should make a list of all document distributions that will need to be changed. For more information on distribution and the various interfaces, see the EMon User Guide. Tip: If you need to distribute a document to your EMR before and after it has been signed, then you will need two additional distribution rules and a way to notify the system of whether the document is unsigned or signed. 6 Will you need to know when documents are signed to update your deficiency system? Does your institution have an interface from Dragon Medical 360 | eScription to your deficiency system (EDT/status)? If your institution has EDT/status, then the deficiency system will be automatically updated when documents are signed. If you do not have EDT/Status, then a list of recently signed documents can be emailed to you daily. See Appendix B: Monitoring e-signature on page 123 for more information. What information do you need? 1 Identify the signature modes and workflows you wish to use. 2 Identify the business entities that will use e-signature. 3 Identify the work types that will use e-signature. 4 Identify the clinicians who will be signing with e-signature. EditScript Online / NetScript User Guide V10 97 Chapter 4: Implementing e-signature 98 5 Identify who will be final signing clinicians. 6 Identify who will be signing or reviewing documents through e-signature. 7 Identify if prefill needs to be turned on. 8 Identify the action buttons, if any, that need to be configured. 9 Identify any changes that need to be made to your interfaces or other distribution rules. EditScript Online / NetScript User Guide V10 Chapter 4: Implementing e-signature Setting up the Specific Signature Modes This section describes the security group and distribution rule settings for the various signature modes. For descriptions of the signature modes, see Chapter 3: e-signature Workflows on page 79. For information on how to set up security groups and distribution rules, see the EMon User Guide. To learn more about distribution rules, see Information on distribution rules on page 91. To learn more about security groups, see Information on security groups on page 88. IMPORTANT! The security group permissions listed in the following sections are the minimum permissions necessary to run the various signature modes. Do not forget that you can also use the eSigner Permission Override to save time when setting up security group permissions and restrictions for signing clinicians. Single signature In single signature, one clinician is responsible for reviewing and signing a document. A more detailed description is available in Single signature in Chapter 3 on page 79. Security groups The following security groups are required for clinicians using single signature. Signing Clinician • Clinician (other) • Other electronic signature Clinician NetScript Permissions (with restrictions) Search Modify Pend Electronically sign in NetScript Distribution rules The distribution rule will run for single signature regardless of whether the signing clinician is the dictating clinician as long as the signing clinician field is filled in. Note: The filter selection is dependent on how e-signature is organized by your institution. Description: Single signature • How should the dictation be distributed? Print, Fax, Email and/or Signature Queue EditScript Online / NetScript User Guide V10 99 Chapter 4: Implementing e-signature • When should this rule be run?: When eScriptionist completes a transcription When the document has been modified in EMon or NetScript • Filter Selection: Institution’s Preference • Recipient: Signing Physician • Recipient Properties: Electronic Signature Queue Parallel, dual signature In parallel, dual signature, two clinicians modify and sign a document simultaneously. A more detailed description is available in Parallel, dual signature in Chapter 3 on page 79. Security groups The following security groups are required for clinicians using parallel, dual signature. Dictating Clinician • Clinician NetScript Permissions (with restrictions) Search Modify Pend Electronically sign in NetScript Signing Clinician • Clinician (other) • 100 Other electronic signature Clinician NetScript Permissions (with restrictions) Search Modify Pend Electronically sign in NetScript EditScript Online / NetScript User Guide V10 Chapter 4: Implementing e-signature Distribution rules The distribution rule will send the document to both clinicians’ signature queues at the same time. Note: The filter selection is dependent on how e-signature is organized by your institution. Description: Parallel Dual Signature • How should the dictation be distributed? • Print, Fax, Email and/or Signature Queue When should this rule be run?: When eScriptionist completes a transcription When a document has been modified in EMon or NetScript • Filter Selection: Institution’s Preference • Recipients: • Dictating Clinician Signing Physician Recipient Properties (for both): Electronic Signature Queue Parallel co-signature In parallel co-signature, one clinician reviews and another clinician signs in no particular order. A more detailed description is available in Parallel co-signature in Chapter 3 on page 80. Security groups The following security groups are required for clinicians using parallel co-signature. Dictating Clinician (Reviewer only) • Clinician NetScript Permissions (with restrictions) Search Modify Pend Signing Clinician • Clinician (other) Other electronic signature EditScript Online / NetScript User Guide V10 101 Chapter 4: Implementing e-signature • Clinician NetScript Permissions (with restrictions) Search Modify Pend Electronically sign in NetScript Distribution rules The distribution rule will send the document to both clinicians’ queues at the same time. Tip: You must make sure that the Review only button is selected for the dictating clinician in the distribution rule. Note: The filter selection is dependent on how e-signature is organized by your institution. Description: Parallel co-signature • How should the dictation be distributed? • Print, Fax, Email and/or Signature Queue When should this rule be run?: When eScriptionist completes a transcription When a document has been modified in EMon or NetScript • Filter Selection: Institution’s Preference • Recipients: Dictating Clinician Signing Physician • Recipient Properties for Dictating Clinician: Electronic Signature Queue (Review Only) • Recipient Properties for Signing Physician: Electronic Signature Queue Sequential, dual signature In sequential dual signature, two clinicians modify and sign a document. The dictating clinician signs first followed by the signing clinician. A more detailed description is available in Sequential, dual signature in Chapter 3 on page 81. Security groups The following security groups are required for clinicians using sequential, dual signature. 102 EditScript Online / NetScript User Guide V10 Chapter 4: Implementing e-signature Dictating Clinician • Clinician NetScript Permissions (with restrictions) Search Modify Pend Electronically sign in NetScript Signing Clinician • Clinician (other) • Other electronic signature Clinician NetScript Permissions (with restrictions) Search Modify Pend Electronically sign in NetScript Distribution rules Two distribution rules are required for sequential, dual signature to run correctly. When working with sequential modes, the filter selection must be the same for both rules in order for the rules to run properly. Note: The filter selection is dependent on how e-signature is organized by your institution. Description: 1 of 2 Sequential Dual • How should the dictation be distributed? • Print, Fax, Email and/or Signature Queue When should this rule be run?: When eScriptionist completes a transcription • Filter Selection: Institution’s Preference • Recipients: Dictating Clinician • Recipient Properties: Electronic Signature Queue EditScript Online / NetScript User Guide V10 103 Chapter 4: Implementing e-signature Description: 2 of 2 sequential dual • How should the dictation be distributed? • Print, Fax, Email and/or Signature Queue When should this rule be run?: When a document is electronically signed but is not final • Filter Selection: Institution’s Preference • Recipients: Signing Physician • Recipient Properties: Electronic Signature Queue Sequential co-signature In sequential co-signature, the dictating clinician reviews first and then the signing clinician signs. A more detailed description is available in Sequential co-signature in Chapter 3 on page 81. Security groups The following security groups are required for clinicians using sequential co-signature. Dictating Clinician (Reviewer only) • Clinician NetScript Permissions (with restrictions) Search Modify Pend Signing Clinician • Clinician (other) • 104 Other electronic signature Clinician NetScript Permissions (with restrictions) Search Modify Pend Electronically sign in NetScript EditScript Online / NetScript User Guide V10 Chapter 4: Implementing e-signature Distribution rules Two distribution rules are required for sequential, co-signature to run correctly. When working with sequential modes, the filter selection must be the same for both rules in order for the rules to run properly. Tip: You must make sure that the Review only button is selected for the dictating clinician in the distribution rule. Note:The filter selection is dependent on how e-signature is organized by your institution. Description: 1 of 2 Sequential co-signature • How should the dictation be distributed? • Print, Fax, Email and/or Signature Queue When should this rule be run?: When eScriptionist completes a transcription When a document has been modified in EMon and NetScript • Filter Selection: Institution’s Preference • Recipients: Dictating Clinician • Recipient Properties: Electronic Signature Queue (Review only) Description: 2 of 2 sequential co-signature • How should the dictation be distributed? • Print, Fax, Email and/or Signature Queue When should this rule be run?: When a document has been reviewed • Filter Selection: Institution’s Preference • Recipients: Signing Physician • Recipient Properties: Electronic Signature Queue Group signature In group signature, a dictating clinician dictates, and any clinician in the dictating clinician’s Clinician NetScript Permissions security group can sign the transcription. A more detailed description of group signature is available in Group signature in Chapter 3 on page 82. IMPORTANT! Members of a group signature security group cannot do other types of signing. For example, group signature members cannot perform single signing. EditScript Online / NetScript User Guide V10 105 Chapter 4: Implementing e-signature IMPORTANT! The dictating clinician must be a member of a group signature security group. The document is distributed based on the dictating clinician’s security group. Security Groups The following security groups are required for clinicians use group signature. For each set of clinicians using Group Signature, you need a separate Clinician NetScript Permissions security groups. For example, if you have ten groups using group signature then you need ten security groups. All clinicians in the group • Clinician (other) • Other electronic signature Clinician NetScript Permissions (with restrictions) Search Modify Pend Electronically sign in NetScript Distribution rules The difference between the distribution rule for group signature and other signature modes is the recipient. In group signature, the recipient is set to the Signature Group. Note: The filter selection is dependent on how e-signature is organized by your institution. Description: Group Signature • How should the dictation be distributed? • Print, Fax, Email and/or Signature Queue When should this rule be run?: When eScriptionist completes a transcription • Filter Selection: Institution’s Preference • Recipients: Signature Group • Recipient Properties: Electronic Signature Queue 106 EditScript Online / NetScript User Guide V10 Chapter 4: Implementing e-signature Common questions e-signature is extremely flexible in its set up. The following section answers some questions about e-signature’s set up, monitoring options, and uses. Below are some common questions about e-signature. Does the signing clinician header field always need to be filled in? The signing clinician field does not need to be filled in if the dictating clinician is the final signing clinician. However, if you use, the Signing clinician field is empty or specifies someone without signing permission validation snippet, then the signing clinician field MUST be filled in every time, or the document will pend. If you use this validation snippet, then it is best to prefill the signing clinician field when you are able. For more information on prefilling, see Information on prefill options in Chapter 4 on page 92. How do I tell if the documents are going to the wrong clinician’s signature queue? You can find where dictations are going by viewing the e-signature aging reports available in EditScript Online. If you search by clinician, you can see if there are documents in an inactive signature queue. You can find out more about monitoring e-signature through reports in Appendix B: Monitoring e-signature on page 123. If you need to check on a specific dictation, you can track the distribution of that dictation through the document transmission history in EMon. See the EMon User Guide for more information. Clinicians who do not have permission to access NetScript are receiving documents. Check the distribution rules. If you set the speaker filter to “All except these speakers”, then the distribution rule will fire for all speakers not listed. Also, check the distribution rules to see that you did not accidently add the clinician to any of the speaker filters. To correct this problem, simply remove the clinician from the filter. Where can I find out how long a dictation has been in a signature queue? Check the aging report located in the Reports and Productivity page in EditScript Online. If your looking for all dictations past a certain number of days, you can sort the report by the number of days unsigned. For more information on e-signature reports, see Appendix B: Monitoring e-signature on page 123. If you are looking for a specific dictation, you can search for it through the dictation tab in EMon and view the dictation details there. I have resident clinicians who sign in one work type but only review in another. How do I set this up? Simply make sure that Review Only is checked on the recipient properties dialog in the distribution rules for documents that are being reviewed. EditScript Online / NetScript User Guide V10 107 Chapter 4: Implementing e-signature I need to distribute the document before and after it is signed. When distributing a document before and after signing, it is recommended that you use two distribution rules. The first distribution rule should contain an indicator (ISCopyIndictator) to identify that the document is unsigned. The rule should run when the transcription is uploaded. The second distribution rules should contain an indicator (ISCopyIndictator) to show that the document is signed. The rule should run when the document is signed. For more information, see the EMon User Guide. Is NetScript available in formatted text? Currently, the editing of formatted text is not supported by e-signature. However, you are still able to print documents as formatted text. If edits are made to formatted text, then the document will lose any existing formatting. I deleted a clinician but there are still documents in the signature queue. If you remove a clinician from NetScript security groups, their signature distributions are not removed. The clinician must be removed from the distribution rules. If the clinician is not available to sign the remaining documents, then you need to contact a Dragon Medical 360 | eScription Support representative to remove the documents from the signature queue. For information on deleting a clinician using e-signature, see the Managing Clinicians section of the EMon User Guide. I have a clinician in my system with two speaker IDs from two different business entities. Is there any way he can sign in just one signature queue? If the clinician wants to do single signing, you can use group signature if you have a clinician with two IntelliScript IDs from two business entities. You can create a group so that documents from both IDs will go to one signature queue. 108 EditScript Online / NetScript User Guide V10 NetScript Options (EMon) In EMon, the NetScript Options dialog allows you to configure the appearance and functionality of your NetScript pages. The dialog contains four tabs through which you can define these properties: General tab, Listings Page tab, Details Page tab, and Spell Check tab. A Appendix Topics: Getting started with NetScript Options Configuring General NetScript properties Configuring NetScript Listings Page properties Configuring NetScript Details Page properties Configuring NetScript Spell Check properties 109 Appendix A: NetScript Options (EMon) Getting started with NetScript Options Before you can use this feature, you must: • Activate NetScript Options and Headers Management through the Applications Feature dialog. See the EMon User Guide for more information on this dialog and for instructions on activating features. Once you enable this feature, NetScript Options appears in the Tools menu. IMPORTANT! Once you enable this feature through the Applications Feature dialog, you must log out and log back into EMon before the feature is available in the Tools menu. • Belong to an Administrator EMon permissions security group that has the Manage NetScript Options permission enabled. For more information on security groups and user access rights, see the EMon User Guide. Note: This permission is not automatically added to security groups with EMon administrator permissions. You must add it manually. 110 EditScript Online / NetScript User Guide V10 Appendix A: NetScript Options (EMon) Configuring General NetScript properties Through the General tab of the NetScript Options dialog you can enable a timeout feature for NetScript, give all users the ability to save documents via NetScript, as well as configure several other search and signature settings. Follow the steps below to configure these properties. Steps: 1 Select NetScript Options from the Tools menu. The NetScript Options dialog appears. 2 Click on the General tab. Configure one or more of the available options. Click OK. Timeout Select the On radio button to create a timeout period for NetScript users. All NetScript sessions will automatically expire if they have been inactive for the number of minutes you specify in the Minutes field. This functionality is useful for security purposes. Select the Off radio button to deactivate the timeout period. Allow searching for intermediate statuses Select to allow searching in NetScript for dictations that have no audio, are suspended, deleted, abandoned, or being recorded. EditScript Online / NetScript User Guide V10 111 Appendix A: NetScript Options (EMon) Use business entity short name on search page Select to display short names in the business entity drop-down list on the dictation search page in NetScript. By default this option is disabled and business entity descriptions are displayed in the drop-down list. Allow everyone to save changes in NetScript Select to allow eScriptionists and administrators to modify and save changes to documents in NetScript. By default this option is disabled so that only clinicians have this capability. In order for users other than clinicians to modify and save documents in NetScript, they must also belong to a NetScript security group with the permission to modify documents. Display review status information Select to see when a dictation has been reviewed in the co-signature workflow. This is useful for signing clinicians who wish to see if the document has been reviewed before signing. See EditScript Online/NetScript User Guide for more information. Limit eScriptionists to signed and unsigned documents Select to limit the statuses that MTs can search on to Unsigned, Partially signed, Signed, and Transcribed. eSigner permission override Select to allow certain permissions to be granted to signing clinicians for documents in their queues. If a clinician has the right to search and electronically sign a document, the eSigner permission override will enable the ability to modify, pend, and unpend only documents that are in the clinician’s signature queue. This greatly enhances the control you have over documents and saves you time when assigning permissions to clinicians. The e-signature permission override needs to verify the following conditions: The clinician has the right to electronically sign the document. The document is in the clinician’s signature queue. The e-signature permission override has been enabled. If all conditions are met, the signing clinician will be able to modify, pend and unpend the document she needs to sign. Only eSigners can print Select to disable the Print button for administrators and MTs. See Printing from NetScript on page 118 for more information on how to restrict the Print button. Prevent Signature When Blanks Are Present Select to require clinicians working in NetScript to resolve document blanks when attempting to sign a document. When viewing a document with blanks in the rich text editor, the blanks will be highlighted. After modification of a blank, whether by a cut, paste, or drag and drop operation, or by typing, it will be unhighlighted. If the document still contains blanks on signature, the clinician will see an error indicating how many blanks remain. Also, when saving or signing, any new blanks created since the document was opened will be highlighted. 112 EditScript Online / NetScript User Guide V10 Appendix A: NetScript Options (EMon) Configuring NetScript Listings Page properties Through the Listings Page tab of the NetScript Options dialog you can define what columns appear in the search results, determine the initial appearance of the check boxes (checked or unchecked), determine which dictation statuses appear with a check box, and define whether logout appears as a link or a button. Follow the steps below to configure any of these properties. Note: You cannot customize column labels using this dialog. Contact your Support representative to customize column labels. If you upgrade to this version, and your system already uses custom labels, you will not see them in EMon, but they will appear in NetScript. Steps: 1 Select NetScript Options from the Tools menu. The NetScript Options dialog appears. 2 Click on the Listings Page tab. Configure one or more of the available options. Click OK. EditScript Online / NetScript User Guide V10 113 Appendix A: NetScript Options (EMon) Column Type Select the columns that are displayed in the search results on the Listings page. There are six standard columns (Clinician, Confirmation Number, Dictation ID, Patient Name, Work Type, Status) that always appear and cannot be deactivated. The next ten columns listed are enabled by default, but can be disabled. Note: If you are upgrading, your current column configuration will be retained. Column types Logout Appearance Determine the appearance of the logout option on the Listings page by selecting either Link or Button (link is the default value). Disable View Text For All Documents Select to disable all check boxes on the search results page so that documents cannot be viewed or printed. All appropriate search results and columns still display. In addition, you can listen to audio if it is available. Show Checkbox for Documents with Status Determines whether or not documents with the Pending or Checked Out/Ready for Editing statuses are displayed with check boxes. By default, check boxes (which allow you to view or print a document) do not appear next to dictations with a status of Pending in the Listings page. Select the Pending check box to display check boxes next to pending dictations on the NetScript search results page. By default, check boxes do not appear next to dictations with statuses of Checked Out or Ready for Editing. These statuses correspond to dictations that have been speech recognized, but not yet edited by a transcriptionist. Select the Checked Out/Ready For Editing check box to show check boxes next to these dictations. Default Search Result Checkbox Appearance Determines the default status of all check boxes by selecting either Checked or Unchecked. By default, all check boxes next to dictations in the Listings page are unchecked initially. Default Signature Queue Checkbox Appearance Determines the default status of all check boxes in the Signature Queue by selecting either Checked or Unchecked. By default, for all providers at the institution, all check boxes next to dictations are checked initially. 114 EditScript Online / NetScript User Guide V10 Appendix A: NetScript Options (EMon) For Non-Reviewed Documents in Signature Queue (Co-sig only) Select either Checked or Unchecked to determine the default status of all check boxes of documents in the Signature Queue that have not been reviewed by the reviewer. This is only valid for co-signature parallel workflows. By default, the documents are checked. EditScript Online / NetScript User Guide V10 115 Appendix A: NetScript Options (EMon) Configuring NetScript Details Page properties Through the Details Page tab of the NetScript Options dialog you can determine which action buttons are visible on the Details page, define which optional headers are included at the top of the page, and more. Follow the steps below to configure any of these properties. Steps: 1 Select NetScript Options from the Tools menu. The NetScript Options dialog appears. 2 116 Click on the Details Page tab. Configure one or more of the available options. Click OK. EditScript Online / NetScript User Guide V10 Appendix A: NetScript Options (EMon) Header Fields Select the fields that appear above the dictation text in the Details page. Status and Dictation ID are standard header fields and cannot be deactivated. The next six options listed are enabled by default, but can be disabled. Note: If you are upgrading, your current header configuration will be retained. Header fields Action Buttons Select the action buttons available to users on the Details page. The buttons you select here apply to all users, including e-signature users, except Pend with Note, which only applies to non-signers. The Pend with Note button is always available for e-signature users, so enabling or disabling it will only affect non-signers. To allow users to distribute manually from within NetScript (via print, fax, or email), check the Save & Distribute button. See also: Action buttons in Chapter 2 on page 68. Highlighting Select Blanks to enable highlighting of five or more underscores. When enabled, these blanks appear in red when you view a dictation. Select Search Terms to enable highlighting of the search terms entered in the full-text search. When enabled, the terms you searched for appear highlighted in yellow when you view a dictation. Note: In order to perform full-text searches, you must enable the feature in the Application Features dialog. Magnify Select Document & Header Text to allow NetScript users to increase font size on the Details page. Users can adjust the font size (via a toolbar) when viewing a report in NetScript. Enable Full Width Text Select this option to increase the size of the editing window (which contains the transcription text) so that it stretches to fill the browser window. This allows users to view more of the dictation text at once. Signature By default, the Print button is enabled for all users, but it can be disabled for clinicians if you do not want them to be able to print. When this option is enabled, clinicians will see the Print button from the Details page when viewing a document. When it is EditScript Online / NetScript User Guide V10 117 Appendix A: NetScript Options (EMon) disabled, they will not have the option to Print from the Details page. See Printing from NetScript on page 118 for more information on how to restrict the Print button. Printing from NetScript By default, the Print button in NetScript is enabled for all users. When you want to restrict printing from NetScript, use the print settings in the NetScript Options dialog. There are two settings that determine which users can print: Only eSigners can Print (on the General tab) and Signature Print (on the Details Page tab). Depending on which users you want printing from NetScript, use one of the combinations below. Note: Printing is restricted based on whether the user is a clinician or an administrator/MT. • • • • 118 If you want all users to print Uncheck Only eSigners can Print Check Signature Print If you want no users to print Check Only eSigners can Print Uncheck Signature Print If you want only clinicians to print Check Only eSigners can Print Check Signature Print If you want only administrators and MTs to print Uncheck Only eSigners can Print Uncheck Signature Print EditScript Online / NetScript User Guide V10 Appendix A: NetScript Options (EMon) Configuring NetScript Spell Check properties Through the Spell Check tab of the NetScript Options dialog you can specify the default dictionary that will be used for spell check and select which dictionaries will be available to NetScript users. Currently, US English and UK English dictionaries are available. Note: If your institution uses NetScript’s Spell Check feature (enabled in EMon via Tools> Application Features), there must be at least one dictionary selected as Available, and one dictionary designated as the Default. Steps: 1 Select NetScript Options from the Tools menu. The NetScript Options dialog appears. 2 Click on the Spell Check tab. Specify a default dictionary and select which dictionaries will be available to NetScript users. Click OK. EditScript Online / NetScript User Guide V10 119 Appendix A: NetScript Options (EMon) Document Selector for Group Signature Currently, in eSignature’s group signature workflow, whenever a document is distributed for signature, it is distributed to all of the clinicians in the group. When a clinician logs in to NetScript to sign, all documents for clinicians in the group are present in his/her signature queue. A new EMon option on the Application Features dialog called Document Selector for Group Signature (Tools menu> Application Features) allows clinicians who are part of group signature to view only documents for which they are the speaker or signing clinician. With this feature enabled, a new drop-down menu appears on the Search results page for all clinicians. It contains two options: • 120 View own documents - shows only the documents for which the logged in clinician is the speaker or signing clinician (selected by default). EditScript Online / NetScript User Guide V10 Appendix A: NetScript Options (EMon) • View All - shows all documents for all clinicians in the eSignature group. EditScript Online / NetScript User Guide V10 121 Appendix A: NetScript Options (EMon) 122 EditScript Online / NetScript User Guide V10 Monitoring e-signature You can monitor e-signature through esignature reports and the signed documents option in EMon eAlerts. The aging (e-signature) report displays documents that have a status of unsigned. The signed document option in the Complete Daily SummaryeAlert can display which documents were signed within the last day, or X number of hours. These options are very useful for monitoring e-signature and keeping track of your backlog. B Appendix Topics: Aging Reports Signed Documents (eAlerts) e-signature reports are available by request on the Billings and Productivity page in EditScript Online. For information on accessing reports, see Chapter 1: Resources for HIM Administrators on page 41. 123 Monitoring e-signature: B Aging Reports The aging (e-signature) reports are available by request on EditScript Online. They contain information about unsigned documents in clinicians’ signature queues. There is both a summary and a detailed report. Aging reports are updated daily and archived monthly. The number of days unsigned is based on the discharge date. However, the number of days unsigned can be set to start from the date of transcription. Contact your Dragon Medical 360 | eScription Support representative if you wish to change the start date. Note: If your institution uses group signature, it is possible to have an inflated number of unsigned documents in the aging report. If a document is distributed to five clinicians in a group, then the report will display the document as being in five signature queues. When the document is signed, all five instances of that one document will be removed from the aging report. The reports are in Microsoft Excel and contain the following information: • Clinician: the clinician who is responsible for signing or reviewing the document. • Dictation ID: the unique ID for the dictation associated with a specific patient visit. • MRN: the unique medical ID number for the patient. • Account Number: the unique visit ID number. • Patient Type: the patient type • Work Type: the type of report dictated, e.g. operative note. • Business Entity: a subdivision of your medical institution. • Admit Date: the date of admission. • Discharge Date: the date of discharge. • Date Transcribed: the date the dictation was transcribed or edited. • Days Unsigned: the number of days from the date of discharge that the transcription has been unsigned. To sort the information in the detailed report follow the steps below. Steps: 1 Download and save the e-signature Excel Report on the Billings and Productivity Reports page. 2 Open the Excel report. 3 Highlight the entire worksheet. 4 From the Data menu, select Sort. 124 EditScript Online / NetScript User Guide V10 Monitoring e-signature: B 5 Select the sort criteria you want to use, such as business entities, then clinician and whether you want to view them in ascending or descending order. 6 Click OK. The data sorts based on the selections you made. To subtotal the number of documents per business entity: 1 Highlight the entire work sheet. 2 From the Data menu, select Subtotal. 3 In the At each change in field, select Business Entity from the drop-down menu. 4 Click OK. The worksheet will be sorted and totaled. EditScript Online / NetScript User Guide V10 125 Monitoring e-signature: B Signed Documents (eAlerts) Information about which documents have been signed the previous day, or in the last X number of hours, can be sent to you daily via email. An option called List documents that were signed is available in the Complete Daily Summary eAlert in EMon (EMon>Tools menu> eAlerts). For information on how to set up this eAlert, see the eAlerts chapter of the EMon User Guide. Tip: If you have EDT/Status, then your deficiency system will automatically be updated. The list of signed documents will be in the body of the email and include the following information: • Dictation ID: the unique ID for the dictation associated with a specific patient visit. • Signed At: the date and time the document was signed. • MRN: the unique medical ID number for the patient. • Account Number: the unique visit ID number. • Work Type: the type of report dictated, e.g. operative note. • Business Entity: a subdivision of your medical institution. • 126 Signing Clinician: the clinician responsible for signing the final document. EditScript Online / NetScript User Guide V10 Glossary .rtf See Rich Text Format. ActiveX A Microsoft software module that allows a program to add functionality by calling ready-made components that blend in and appear as normal parts of the program. EditScript Online uses this to install Microsoft Windows Media Player as the default audio player for listening to dictations, and Microsoft Word as the default .rtf text editor for printing transcriptions. Administrator A Health Information Management (HIM) administrator. One of the three main users for EditScript Online. Business Entity The name of a subdivision within an institution network using Dragon Medical 360 | eScription products. Clinician The physician responsible for creating a dictation. Also known as a Dictating Clinician. One of the three main user types for EditScript Online. Confirmation Number The unique transaction number automatically generated for the Clinician after each Dictation is recorded. Dictation The audio record associated with a specific patient visit. Dictation ID The unique ID for a Dictation. Document The combined audio and text data associated with a specific patient visit. EditScript Online The web portal resource that allows Administrators, Clinicians, and MTs to securely access data and online technical support from Dragon Medical 360 | eScription. Important features include NetScript and e-signature. 127 eScriptionist A Medical Transcriptionist using Dragon Medical 360 | eScription products. e-signature An Dragon Medical 360 | eScription product that allows clinicians to electronically review and sign Documents. Medical Record Number The unique ID for a patient. Also known as the Patient ID. Medical Transcriptionist An individual who converts a clinician’s dictations into a transcribed document. One of the three main user types for EditScript Online. MRN See Medical Record Number. MT See Medical Transcriptionist. NetScript An Dragon Medical 360 | eScription product that allows Administrators, Clinicians, and MTs to search for patient Documents. Other Clinician A clinician who is not the final signing clinician. Order Code See Order Number. Order Number The unique ID for a product or service ordered with regard to a specific patient visit. Patient Account Number The unique account number associated with each patient. Rich Text Format A method of encoding both formatted text and graphics for easy transfer between software applications. NetScript and e-signature use this method to print transcriptions with the correct formatting. Right to Sign The clinician’s right to legally sign documents in any format. A final signing clinician needs this right. Right to Electronically Sign The clinician's right to sign documents using e-signature. Dictating clinicians and final signing clinicians who sign in e-signature need this right. Signing Clinician The physician responsible for final signature of a document. Speaker Code The unique ID for a clinician. Also known as the clinician ID. Status The state of completion of a dictation in the Dragon Medical 360 | eScription process. Transcription The text record created from a dictation associated with a specific patient visit. Work Type The type of report dictated, e.g. operative note. 128 EditScript Online / NetScript User Guide V10 Index Navigating the interface 40 Online Tools 43 web interface corporate home page 38 logging off 41 password change 41 testing home page 38 e-signature 77 action buttons 84 implementing 87 monitoring 123 e-signature workflow 78 eTips 42 A About e-signature 77 Accessing EditScript Online 38 e-signature 84 NetScript 50 action buttons 84 adding clinicians 72 C CC list page adding clinicians 72 removing clinicians 74 Changing your Password 50 Compatibility mode 15 F Files Uploading 47 Full-text Search 55 Operators 57 Terms 56 full-text search 54 D distributing documents from within NetScript document drafts 63 117 G E EditScript Online Accessing 38 Administrator (HIM) Resources 41 administrator (HIM) resources 41 Clinician Resources 41 Medical Transcriptionist Resources medical transcriptionist resources eTips 42 Getting Started 13 glossary 127 group signature 120 42 H home page 38 129 ActiveX I Implementing e-signature 87 Installing Active X with Windows XP on page 19 13 Installing ActiveX 13 13 R removing clinicians 74 S L Listening to Dictations 65 ActiveX 13 Listings page 59 logging off 41 M monitoring e-signature 123 N NetScript CC list page adding clinicians 72 removing clinicians 74 Listening to Dictations 65 Search Results page 59 NetScript Details Page 66 Action Buttons 68 Header 66 Highlight Control 69 Spell Check 70 Transcription Text 68 NetScript Options activating 110 configuring details page properties 116 general properties 111 listings page properties 113 spell check properties 119 NetScript Search Engine 52 Search Results page 59 Printing Entries 62 Sorting Results 62 Viewing Entries 62 Search Terms 56 Searching NetScript 54 security group setting up 88 sequential co-signature 104 sequential dual signature 102 Sorting Results 62 Support Center 44 Uploading Files 47 T Transcription Details 66 U Uploading Files 47 Using e-signature 84 Using NetScript 49 V validation rules, setting up 90 Viewing a Document Draft 64 Viewing Entries 62 W What’s New 9 O Online Tools 43 P parallel dual signature 100 password change 41 Performing a Search 54 Prefill Signing Clinicians 92 Prevent Signature When Blanks Are Present 112 Printing Entries 62 printing transcriptions 130 EditScript Online / NetScript User Guide V10
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