emon_v10_advanced_features.

Transcription

Advanced Features
EditScript for
Administrators V10
Software Version
Document Version
 June 2012
10.0
1.1
2
Acknowledgments
Developed by Joanne Vaccaro, HealthCare Division Training and Documentation
Please send comments to eScriptionTraining@Nuance.com.
Trademarks
EditScript MT, EditScript-QA, EMon, IntelliScript, AutoScript, and NetScript are
trademarks of Nuance Communications, Inc.
All other company and product names are the trademarks or registered trademarks of their
respective companies.
Copyright Notice
Copyright © 2012 Nuance Communications, Inc.
Nuance Communications authorizes you to copy this document or documents published by
eScription on the World Wide Web for non-commercial uses within your organization only.
Contact
Nuance Communications, Inc
1 Wayside Road
Burlington, MA 01803
781-565-4300 phone
781-565-4301 fax
www.nuance.com
Confidential Information.
©2012 Nuance. All Rights Reserved.
3
Table of Contents
Table of Contents ................................................................ 3
1: Overview EMon ............................................................... 7
Overview of EMon ........................................................................ 9
EMon Tabs................................................................................................. 9
EMon Tools and Application Features ..................................................... 10
2: Security Groups and Users.......................................... 13
Security and User Overview ....................................................... 15
Managing eScriptionist Security and Accounts ........................... 16
eScriptionist Security Groups ................................................................... 16
Aggregate eScriptionist Security - Validation ........................................... 18
Aggregate eScriptionist Security – Unpend and MT Review .................... 19
eScriptionist Security for Enhanced Pending List Management ............... 21
eScriptionist NetScript Security ................................................................ 22
eScriptionist Tab ...................................................................................... 23
Add an eScriptionist Account: .................................................................. 24
eScriptionist Account Profile..................................................................... 25
Managing Clinician Security and Accounts ................................. 30
Clinician Security Groups ......................................................................... 30
Clinician Tab ............................................................................................ 31
Add a Clinician Account ........................................................................... 32
Managing Administrator Security and Accounts.......................... 37
Administrator Security Groups ................................................................. 37
Administrator Tab ..................................................................................... 39
Add an Administrator Account.................................................................. 40
3: Pending List Management in EditScript MT –Free Text
Messages ........................................................................... 41
EMon Set Up for Pending List Management ............................... 43
Working the Pending List in EditScript MT .................................. 44
Retrieve, Modify and Unpend – Free Text Pend ......................... 45
Selecting Dictations for Your Work Queue.................................. 48
4: Setting up Enhanced Pending List Management....... 49
EMon Set Up: Enhanced Pending List Management .................. 51
Create Pending Criteria .............................................................. 52
Confidential Information.
©2012 Nuance. All Rights Reserved.
4
Create Pending Document Tasks and Assign Criteria ................ 54
Security – Assign PDTs .............................................................. 58
EditScript MT – Resolve Pended Dictations................................ 62
5: MT Review ..................................................................... 65
Overview..................................................................................... 67
Define QA Grading Criteria in EMon ........................................... 68
Use EMon to Select Dictations for Review.................................. 71
Reviewer Profile Setup in EMon ................................................. 73
MT Review with PLM in EditScript MT ........................................ 75
MT Review Original and Current................................................. 78
Accessing Reviewed Dictations - RDR Mode ............................. 81
Access to Reviewed Dictations as the Manager ...................................... 82
Access to Reviewed Dictations as an MT ................................................ 84
6: Templates ...................................................................... 85
Normals ...................................................................................... 87
Adding a Normal ...................................................................................... 88
EditScript MT Template Chooser ............................................................. 89
7: Document Distribution ................................................. 91
Using the Distribution Tab........................................................... 93
Resolving Failed Distributions .................................................................. 94
Distribution Rules........................................................................ 95
Understanding a Distribution Rule............................................................ 96
Duplicate Copy Options ......................................................................... 100
8: Other Tools .................................................................. 101
MT Instructions ......................................................................... 103
Institution Advanced Settings.................................................... 105
Understanding Advanced Settings ......................................................... 106
NetScript Options...................................................................... 108
Expedite Stats .......................................................................... 111
Prefill Signer ............................................................................. 112
9: eScription Reports ...................................................... 115
eAlerts ...................................................................................... 117
Configurable eAlerts............................................................................... 117
Standard eAlerts .................................................................................... 117
Adding Configurable eAlerts................................................................... 117
Overview of OnLine Reports..................................................... 119
2012 EditScript for Administrators
Confidential. ©2012 Nuance Communications. All rights reserved.
5
Standard Reports ................................................................................... 119
Two Versions of Reports ........................................................................ 121
Standard Management Report.................................................. 122
NMC Reports............................................................................ 124
Standard Reports ................................................................................... 124
Page 5
Overview of EMon 7
1: Overview EMon
By the end of this section, you will be able to:
 Navigate through EMon.
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Overview of EMon 9
Overview of EMon
EMon is the eScription Monitoring console that provides visibility into the dictation workflow.
EMon is used for configuration during the Installation process and for maintenance after golive. You will also use EMon to determine eScriptionist workload, manage rules, find and
modify dictations and troubleshoot issues.
EMon is organized by Tabs located across the top of the screen and by Tools menu
options. Several of these tools are enabled/disabled in the Application Features Console
which is also Tool.
Tabs
Tools
EMon Tabs
User tabs
 eScriptionist – create and maintain MT accounts
 Clinician – create and maintain provider accounts and contacts
 Administrator – create and maintain EMon user accounts
Dictation tabs
 Dictation – search for and change the properties of dictations
 Message – manage dictations on hold or pended
 Distribution – search for and manage distributed dictations
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10 Overview of EMon
Configuration tabs
 Business Entity – configure and maintain business entities
 Work Type – configure and maintain work types
 Application – configure and track incoming and outgoing data
EMon Tools and Application Features
Several of the following EMon tools are visible only if enabled in the Application Features
tool. The Application Features tool allows you to roll-out new and existing functionality as
needed and is shown on the following page.

Please contact your Project Manager, Account Manager or Support Representative,
if you chose to enable a feature after go-live.
 Change Your Password – change your EMon administrator password
 Security Groups – define and manage user access to applications and
dictations
 Pending Queue Reimbursement Credit – determine how transcriptionists
working in Pended List Managemnt mode get credited for their work
 Distribution Rules – create and manage rules for document distribution
 Validation Rules – define and manage when dictations automatically pend
 Patient Visit Filter Rules – create search filters in eScription applications
based on ADT information
 eAlert Rules – enable in Application Features to create and manage
automatic status reports
 Expedite Stats Rules – define Work Type and Business Entity to be sent
immediately to transcription without voice recognition
 Prefill Signer Rules – define and fill in the signing clinician field prior to
transcription, based on Work Type, Business Entity and Prefill Method
 MT Instructions – enable in Application Features to notify MTs of document
requirements
Overview of EMon 11

Turnaround Time Rules - enable in Application Features to set priority based
automatically using turnaround time wizard
 Enhanced Pending List Management – route pending documents directly to
pending queues of the users who work on specific pending issues
 Choose Dictations for QA – select dictations for quality review
 Templates
 Distribution – create and maintain templates for text, print and fax
distribution
 Normals – create and manage normals (pull templates)
 Password Policy – define password expiration, usage, length, etc
 Manage Certificates –define how users can access EditScript MT and EMon
 Institution Settings
 Advanced Settings – advanced institution wide settings
 Printer Descriptions – add and manage printer definitions
 Fax Targets – configure FaxScript for batch and continuous faxing
 Patient Classes – add and manage patient classes
 Patient– add and manage patient types
 Patient Locations – add and manage patient locations
 Patient Facilities – add and manage patient facilities
 IntelliScript Audio Auditing – view suspended, abandoned or lost dictations
 IntelliScript PC Configuration – web application that supports Philips
SpeechMike Pro
 Server Configuration - facilitate shutdown of IntelliScript as needed
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12 Overview of EMon
 Application Features – enable or disable application features and tools
Institution-wide
 QA Grading Criteria – define, modify and maintain QA standards
 NetScript Options – define how users interface with NetScript including time
out, searching and signing
 Options – configure how EMon behaves on the local PC.

A detailed description of each of these tools is available in the EMon User Guide.

This Student Guide explains Tabs, Tools and Application Features that are most
often used by Administrators and Clerks.
Security Groups and Users 13
2: Security Groups and Users
By the end of this section you will be able to:
 Describe Security Groups.
 Manage User Accounts.
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14 Security Groups and Users
Security and User Overview
There are 3 types of users in the eScription system:
 eScriptionists – medical transcriptionists
 Clinicians – dictators, signers and contacts
 Administrators – administrators and clerks with access to EMon
Users are organized by tabs in EMon.
There are 3 applications that users have access to:
 EditScript MT – used to transcribe and edit dictations as well as perform
pending list management and MT review
 EMon – used for configuration as well as to search for and modify
dictations
 NetScript – used to search for dictations and for electronic signature
Security Groups grant users permission to use these applications. Security Groups are
organized by Group Types in EMon based on user and application.
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Managing eScriptionist Security and Accounts
eScriptionist Security Groups
Transcriptionist Security groups define the dictation types that members of the group can
access. As eScriptionists, users can access EditScript MT and NetScript. There is also an
eScriptionist Aggregate group that associates members with Validation Rules, pended
dictations and dictations for review.

MT Permissions can be filtered by business entity, work type, clinician and/or
specialty. These filters define “Work Pools”.
The following shows the eScriptionist group types and permissions that can be granted:
GROUP TYPE

PERMISSIONS
EditScript MT Permissions
Use EditScript to transcribe documents
(edit and type).
Use EditScript to manage your pending
list.
Use EditScript to review transcribed
documents (MT review).
Use EditScript to see reviewed documents
for other transcriptionists.
Search for patient information.
MTSO eScriptionist EditScript
MT Permissions
Same as above; affiliated with a specific
billing group.
Every MT working in EditScript MT must have basic permission to 'Use EditScript to
transcribe documents (edit and type)' and 'Search for patient information'.
Description of
highlighted
group
Members

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For all Security Groups, use the Members button to see all members of the selected
group or to add new members to the group.
Aggregate eScriptionist Security - Validation
All transcriptionists must belong to a group that allows them to work in EditScript MT.
Transcriptionists can also be added to an Aggregation group. Aggregation groups relate to
Validation Rule(s) and routing dictations to be unpended or to be reviewed.
GROUP TYPE
Aggregation (a group of
eScriptionists)
PERMISSIONS
Belong to a group used as criteria for a
Validation Rule.
Belong to a group used as criteria for
managing pending dictations.
Used as criteria for reviewing transcribed
documents.
A common example of an Aggregate Group with a Validation Rule is one that requires all
dictations to pend for new MTs.
Set Up:

Create the Aggregate Group 'Belong to a group used as criteria for a Validation Rule'

Create Validation Rule to trigger 'When eScriptionist competes a transcription'

Select Transcriptionist Group related to the Validation Rule

Select the Validation Snippet 'The document must be pended at least once'
Aggregate eScriptionist Security – Unpend and MT Review
Using the eScriptionist Aggregation Group, you can also direct specific groups of dictations
to those working in EditScript MT to unpend dictations and to review MT dictations.
The aggregate group that is used for criteria for managing pending dictations works in
conjunction the EditScript MT security group that uses EditScript to manage your pending
list. All the pended dictations of the members of the aggregate group will be directed to the
members of the pending list management group.
The group that is used as criteria for reviewing transcribed documents works in conjunction
with the EditScript MT security group that reviews transcribed documents.
Sample Set Up:

Create the Aggregate Group 'Belong to a group used as criteria for managing pending
dictations'

Create the EditScript MT security group 'Use EditScript to manage your pending list'

Select the restriction 'eScriptionitist Aggregation Group' for the EditScript MT security
group

Select the appropriate Aggregation Group
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This example show reviewing transcribed documents for a specific group. Select
Restrictions for Aggregate Group . Click Next to select the specific aggregate group.
eScriptionist Security for Enhanced Pending List Management
An additional filter is used when Enhanced Pending List Management in enabled. Reasons
for pending documents are grouped together into Pended Document Tasks (PDT). For
those handling pended dictations in EditScript MT, pended dictations flow to users based on
the PDTs for which they are responsible.
When setting up users who have permission to 'Use EditScript to manage your pending list',
you must also select permissions for specific PDTs.
Then select the required PDTs for the users who will be part of this security group.
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eScriptionist NetScript Security
Transcriptionists can go to NetScript to search for other dictations in the eScription system.
Following are the permissions for NetScript:
GROUP TYPE

PERMISSIONS
NetScript Permissions
Search
Modify
Unpend
Pend
MTSO eScriptionist NetScript
Permissions
Same as above; affiliated with a specific
billing group.
All MTs have access to NetScript until a NetScript group has been created. Once a
NetScript group exists, anyone needing access must belong to the appropriate
group.
eScriptionist Tab
The eScriptionist tab is the primary tool for creating and managing accounts for medical
transcriptionists. In this tab, you can search for existing eScriptionists by last or first name,
you can add new users and you can define how the MT interacts with EditScript MT.

To make searching more efficient, add a common prefix to the last name that
identifies the organization or group to which the MT belongs.
Select an eScriptionist name to activate the action buttons located at the bottom of the
screen:
 Profile – manage how MTs interact with EditScript MT
 History – view an eScriptionist specific audit trail
 Properties – view user and security group information
 Queue – see the dictation queue for the MT
 Make Administrator – create an administrator account for the MT
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Add an eScriptionist Account:
Click Add on the eScriptionist tab and enter required information in the Name tab.
Enter First Name and Last Name, Billing Group, Login and Password
Click the Groups Tabs and select the appropriate security group on the left and click
>>Add.

You can right click on any security group name, then click Properties to see the basic
permission related to that security group.

To see the detailed permissions for each group, go to Tools > Security Groups.
Find the correct group, highlight it and click Edit to read. Click Cancel when done.

You can create MTs without indicating group. Then go to the Security Group
(Tools>Security Groups), highlight the group name and click Members. Select one or
many users to add to the Security Group.
eScriptionist Account Profile
Profile defines how the MT interacts with EditScript MT. The profile is divided into tabs. This
section highlights those profile settings within each tab that are most commonly used.
Admin Tab:
Trap Deletes – leave unchecked if you are using a 3rd party shortcut expander.
Comm Timeout Minutes – the number of minutes to wait for an Internet response before a
time out. If the MT has a slower connection speed, increase this number.
Cache Size Warning – cache size at which the eScriptionist is notified that there is less
than the usual number of dictations in the general queue.
High Priority Level – any number(s) less than this number indicates a high priority
dictation.
Hours Before Unlock – number of hours after which any untouched dictations are sent
back to the general work queue.
Security Tab:
Prevent SaveAs – prevents saving EditScript MT documents outside of the application.
Prevent Printing – prevents printing EditScript MT documents.
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Prevent Paste – prevents copy/pasting from EditScript MT to documents outside of
EditScript MT.
Files Tab:
Save Word Docs – automatically saves uploaded dictations to a subdirectory on the local
PC. Best practice is not to check this box.
Remove Untouched Downloads – unlocks unedited, downloaded dictations when the
eScriptionist logs out and send the dictation back to the general work queue.
Release Edited Downloads – erases and unlocks edited, downloaded dictations when the
eScriptionist logs out. Any changes made will be lost. The eScriptionist will not get credit
for work completed.
Login Tab:
Login Privileges – select the access MTs will have to their work queue.
View the work queue – view dictations in her queue.
View and edit the work queue – view and select dictations for editing. This option is
usually reserved for senior MTs or those that are allowed to select dictations for a
variety of reasons e.g. a verbal request from a physician. It allows for ‘cherry picking’.
Admin Privileges – access from EditScript MT to all of the privileges controlled by the
EMon eScriptionist Profile button. It is not recommended that any eScriptionist be granted
this privilege.
QA Tab:
Enabled for Pending List Review – allows the eScriptionist work with pended dictations.
Enabled for MT Review Original – allows the Reviewer to rate the original uploaded
version of a dictation for quality (for this eScriptionist).
Prompt for Work Queue Mode – prompt when an MT logs in to EditScript MT for work
mode selection (depending on which functionality is enabled). Use this option for any MT
who will access any of the other modes shown here.
Enabled for RDR mode - allows managers and MTs to retrieve dictations that have been
reviewed for quality.
Enabled for MT Review Current - allows the Reviewer to rate the current uploaded version
of a dictation for quality (for this eScriptionist).
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Transcription Tab:
Pend New Contacts – automatically pends when the eScriptionist adds a new contact;
there is a global setting that can be used for all MTs under the Tools>Institution
Settings>Advanced Settings. This Profile Setting supercedes the system setting.
Split Dictation Has Shortcut – activates ALT+SHIFT+6 for splitting dictations.
Load eScription Medical Dictionaries – loads EditScript MT dictionaries at startup.
Always Display Audio Dialog – allows MT to see dictation duration, speed and volume;
MTs also have access to this in EditScript MT.
Hide Name Change Error – check to prevent warning when a document is being pended
following a change to the patient name in the Header.
Manual Queue Refresh – check to have EditScript MT automatically refresh the work
queue.
Prompt on Upload/ Before Exiting – delivers a message each time an MT uploads a
dictation or exits EditScript MT.
Prompt on Unpend – check for prompt asking if user wants to unpend before uploading.
The document must have no unresolved pending reasons as part of Enhanced Pending List
Management.
Allows Automatic Bulleted Lists/ Numbered Lists – turns off auto numbering/bullets in
Microsoft Word. Auto numbering can be a hindrance in EditScript MT. Best practice is to
uncheck this option.
High Priority Prompt – sends a message to the eScriptionist that a priority dictation has
been assigned.
AutoSave – automatically saves dictations when checked. MinutesBetweenAutoSave
works in conjunction with this option.
Cache Size – the default number of dictations that download when an MT presses (ALT+U)
for the first time.
Unlock dictations closed by ALT+N – ALT+N allows MTs to return a dictation to the
queue and get the next dictation. When checked, the dictations will return to the general
work queue. When unchecked, the returned dictation stays in the MT's queue.
Always Display Instructions/ Days Instructions defined as new – works in conjunction
with MT Instructions. Determine whether the instructions are always visible and how long the
work 'new' appears in the message.
Force 'Check Spelling as You Type' – turns on the MS Word option; can be overridden in
Word.
Prompt to view header in PLM mode – can force user to view demographics when using
Enhanced Pending List Management mode.
Foot Pedal Tab:
Pedal bounce-back - number of seconds (or decimal thereof). eScriptionists can change
this setting in EditScript MT by pressing ALT+O.
Page 29
Managing Clinician Security and Accounts
Clinician Security Groups
Clinician security focuses on electronic signature, either in NetScript or in another system. If
signing in NetScript, then the Clinician must have NetScript permissions in order to access
dictations in our system.
All Clinicians who electronically sign documents (in any system) must belong to an 'Other'
group that can use electronic signature.
There is also the possibility of adding a Clinician to a group that is tied to a Validation Rule.
For example, this may be used to pend dictations for new Residents.
The following shows Clinician group types and permissions that can be granted:
GROUP TYPES

PERMISSIONS
NetScript permissions
Search
Modify
Unpend
Pend
Electronically sign in NetScript
Other
Use Electronic Signature
Belong to a group used as criteria for a
Validation Rule
Dictation about patients on a visit picklist
Can create dictations in Dragon Medical
Permissions within security groups can be filtered based on Business Entity, Work
type, Clinician and Specialty.
Clinician Tab
The Clinician tab is used to create and manage accounts for dictators and contacts. Using
this tab you can search for existing Clinicians by last name, first name and clinician code.
You can also add new users.
Select a Clinician name to activate the action buttons located at the bottom of the screen:
 History – view a clinician specific audit trail.
 Queue – see the dictation queue.
 Signature Queue – see the electronic signature queue if using NetScript
to sign dictations.
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Add a Clinician Account
Most Clinician accounts are downloaded at installation. After the system is live, Clinicians
can be added using the Add button. Existing Clinicians can be configured through the
Properties dialog.
Click Add Clinician button to enter the required information in the Name and Address tab.
Name and Address information – enter as much information as possible.
Physician Code – a unique identifier.

This code could correspond with the code used to identify the clinician in HL7
messages.
Insertion Text – three free text fields.

Insertion text can be used as merge fields in print templates if printing from
eScription. These fields can also be used for data mapping.
Signature – signature text to appear in your dictations.

Signature, which commonly includes the clinician name, clinician title, and hospital
name, can be used as a merge field if printing from eScription.
Distribution Preferences – preferences if you are distributing, printing and/or faxing
through eScription.

When adding a contact in the Clinician tab, only enter information in the Name and
Address tab.
If entering information for a speaker, click the Dictating Clinician tab.
Dictating Clinician – checked if clinician is a dictator.
Speaker ID – the internal system ID assigned to the clinician.
Speaker Code – the number entered by the speaker when dictating.
Export Code – used if the Electronic Medical Records system at your institution requires a
special code for file import.
UPIN Number – the clinician’s Unique Physician Identification Number (optional)
Speaker Profile– used in conjunction with IntelliScript Configuration Manager to associate
the clinician with an established dictation profile such as specific instructions.
Specialty – the clinician’s specialty used for speech recognition; cannot be blank.
Status – Ready indicates that the clinician is ready to be visible in searches.
Business Entity – associate this clinician with a specific business entity; this can be used
(based on configuration) in populating the Business Entity field upon dictation.
Resident/Other Signing Clinician Role – can be used to require non-signing Speaker to
identify the Signer.
Enable Training Prompts – training prompts in IntelliScript Configuration Manager guide
the dictating clinician through the dictation process for X number of dictations.
Enable Multi-Section Dictation – prompt speaker for up to 15 sections during recording.
Telephone keypad sensitivity while recording – set this to High if the clinician’s vocal
tone is the same as keypad tones and talk-off occurs.
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
“Talk-off” refers to when the human voice is similar to a button tone, and the phone
assumes that a menu option has been selected.

All signers must be part of a group that can electronically sign documents. Clinicians
signing in eScription must belong to a Clinician NetScript Security Group.
Click the Groups tab and select the appropriate security group(s).
Click the Security tab. If the clinician needs a login to NetScript, enter a Login and
Password.
IntelliScript Login – the clinician speaker code for IntelliScript defaults.
IntelliScript Password (optional) – specify the password the clinician will use when
logging in to IntelliScript.
IntelliScript Login Status – specify an IntelliScript login status for the clinician.
Enabled – clinician can log in to IntelliScript.
Disabled – clinician cannot log in to IntelliScript.
Enabled but Expired – clinician’s password must change before they can access
IntelliScript.
.
Distribution Preferences functions for those using PrintScript.
Initially, when adding a user, indicate Distribution Preferences in the Name and Address tab.
After you Save the Clinician information, you can fine tune Distribution Preferences by Work
Type and/or Business Entity so that the Clinician can have more than one distribution
requirement.
If distributing, printing and/or faxing using eScription, click the Distribution Preferences
tab.

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You can define one or many preferences per clinician by Business Entity and Work
Type by clicking Add Preference.
Preferred Work Types can be set for those speakers using Dragon Medical or DMMR
(Dragon Medical Mobile Recorder for iPhones). These are work types that the Clinician
wants available quickly for selection in these dictation applications.
Highlight the required work types (using the CTRL key to select more than one) and click
Add.
Click OK when all changes have been made to the Clinician tab.
Managing Administrator Security and Accounts
Administrator Security Groups
Security for Administrators defines access to EMon and NetScript. Responsibilities in EMon
range from managing users, patients and dictations to handling security and rules.
The following shows Administrator group types and permissions that can be granted:

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GROUP TYPES
PERMISSIONS
EMon Permissions
Login to EMon
Manage People
Manage Documents
Search for Patients
Manage Business Entities
Manage Distribution Rules and Targets
Manage Security Groups
Manage Applications
Manage Validation Rules
Manage Templates
Manage Certificates and Password
Policy
Manage Patient Visit Filter Rules
Manage Work Types
Manage Application Features
Manage Institution Specific Values
Manage eAlert Rules
MT Instructions
Manage Expedite Stats
Manage QA Grading
Manage Prefill Signer
Manage NetScript Options
Manage IntelliScript Configuration
Manage Pending Document Tasks
NetScript Permissions
Search
Modify
Unpend
Pend
Some permissions should be cautiously granted. Permission to 'Manage Patients'
allows Administrators to modify ADT in EMon.

Many of the EMon permissions are related to Application Features. In addition to
enabling a feature, you must have permission to use it.
Just as there are specific permissions for MTSO eScriptionists based on Billing Group, so
too are there specific permissions for MTSO Administrators also based on Billing Group.
MTSO Administrator permissions are a subset of those available to the institution’s
Administrators. MTSO Administrator options are shown below:

MTSO Administrators can add MTs and other Administrators such as clerks, but
cannot create security groups for these users.

If you are using Enhanced Pending List Management to unpend documents in
EMon, then you must grant permission to 'Manage Pending Document Tasks'.
Administrator Tab
The Administrators tab is used to create and manage accounts for EMon Administrators.
Using this tab, you can search for existing Administrators by last name (full or partial last
name) or you can list all. You can also add new users.
Select an Administrator name to activate the action buttons located at the bottom of the
screen.
Page 39
Add an Administrator Account
Click the Add Administrator button and enter the Name, Login and Password.
Select a Group on the left and click Add. Click OK when done.

You can create an Administrator account from an existing eScriptionist account by
using the Make Administrator button on the eScriptionist tab. However, you must
add the new Administrator to the appropriate security group by using the screen
above or by adding the user as a member to the security group directly.
Pending List Management in EditScript MT 41
3: Pending List Management in
EditScript MT –Free Text Messages
 Set up Pending List Management in EMon
 Login to EditScript MT and Retrieve Pended Documents
 Select Dictations and Unpend them
 Distribute Unpended Dictations as needed
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42 Pending List Management in EditScript MT
EMon Set Up for Pending List Management
Pended dictations can be corrected in EMon or EditScript MT. Performing pending list
management in EditScript MT allows you to take advantage of all of the features in
EditScript MT. This includes using a foot pedal.
A prerequisite to the information in this chapter is that you are an experienced EditScript MT
user. This chapter pertains to unpending free text messages in EditScript MT.
Whether you are handling pended dictations in EMon or EditScript MT, the concept of
‘owner’ allows users to see if the institution or another group is responsible for handling the
pended dictation.
The set up in EMon is as follows:
 Create an eScriptionist (or use an existing eScriptionist account). From
the eScriptionist Profile enable 'Pending List Review and Prompt for
Mode'
 Provide Security Permission to ‘Use EditScript to manage your pending
list’ in EditScript MT
 If using the concept of ‘owner’, select the Application Features ‘Maintain
Pended Owner’ and ‘Assign Pended Owner’
Enable eScriptionist Profile to use Pending List Management:
1.
Select an eScriptionist account and click Profile.
2.
On the EditScript Profile screen, click the QA tab.
Enable for Pending
List Review
Prompt for Work
Queue Mode
3.
Select Enabled for Pending List Review and Prompt for Work Queue Mode.
4.
Click OK.
Page 43
Working the Pending List in EditScript MT
One of the changes in the eScriptionist Profile was to 'Prompt for Work Queue Mode'. When
eScriptionist logs in to EditScript MT, she will be prompted to select the Workqueue Mode,
Pending List Management.
Retrieve, Modify and Unpend – Free Text Pend
1.
To download a dictation, type ALT+U.
The pending note opens in front to the dictation, indicating the problem.
You can use the following keyboard commands to work with pended
notes:



ALT+R – clears the pending note.
ALT+L – cancels and closes the dialog box.
ALT+O – clicks the OK button.
2.
Type ALT+O or OK to close the pending note
3.
Listen to the dictation using the foot pedal or audio tools
Page 45
4.
After the dictation is correct and complete, upload the dictation by typing ALT+U.
You will be prompted to finish the process of unpending and distributing the dictation.
The Review status dialog appears.
5.

Type ALT+U to unpend the dictation.
If you would like to assign this pended dictation to another 'owner', you can do so at
any time by clicking the radio button 'Select new owner' and selecting from the
dropdown menu. Click OK and select the Pend option upon upload.
If you Unpend the dictation, the Additional Distribution Preferences dialog appears.
6.

Type ALT+O if no additional distribution is necessary.
Use this dialog only if your institution is using eScription for document distribution.
If you need to send this dictation to a specific printer, fax number or e-mail address in
addition to the distribution rules:
 Print to this printer – check the box and select from the list of available
printers.
 Fax to this phone number – check the box and then enter the fax number.

Dialing prefixes will have to be entered. For instance: dial 9 for an outside line.
 Email to this address – this option is rarely used since it requires specific
set up.
Page 47
Selecting Dictations for Your Work Queue
There may be times when you want to select specific dictations to review and correct. To do
so you must open and refresh the queue. Then download and lock those dictations to your
PC.
1.
Type ALT+Q to open the queue dialog.
2.
Type ALT+V to view all dictations in the pending list.
3.
Select the dictations you want to review (you may want to sort the list first). Select
each dictation by highlighting it; hold the CTRL key to select more than one dictation.
Status Bar Shortcut
list
4.
Type ALT+Q to build your queue.
5.
Type ALT+U to retrieve the first dictation in your queue.
Modify, unpend and distribute the dictation as needed.
Enhanced Pending List Management 49
4: Setting up Enhanced Pending
List Management
 Set up Enhanced Pending List Management in EMon
 Explain how Enhanced Pending List Management works in EditScript MT
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50 Enhanced Pending List Management
EMon Set Up: Enhanced Pending List Management
As discussed in Chapter 3, pended dictations can be corrected in EMon or EditScript MT.
Using enhanced pending list management in EditScript MT, dictations flow to specific users
based on the type of dictations the user unpends. These are known as Pended Document
Tasks (PDT). These PDTs are comprised of one or many Pending Reasons/Criteria (in this
Student Guide reason and criteria are used interchangeably).
Users are assigned to security groups that are associated with one or more specific Pending
Document Tasks. Working in EMon users see all Pending Document Tasks. When handling
pended documents in EditScript MT, users see only those for their security group.
Enhanced pending list management was designed for very large organizations and/or for
those that work with service organizations. Enhanced pending list management allows for
easy tracking of turnaround time.
Enhanced pending list management also works in conjunction with MT review which is
discussed in the next chapter.
Application Features for Enhanced Pending List Management
 Enable ‘Configure Pending Management’
 Enable ‘Use Enhanced Pending List Management’
 Enable ‘Enhanced MT Review’
 Disable ‘Assign Pended Dictation Owner’
User Set Up
 Create an eScriptionist (or use an existing eScriptionist account). From
the eScriptionist Profile enable 'Pending List Review and Prompt for
Mode'
 Provide Security Permission to ‘Use EditScript to manage your pending
list’ in EditScript MT’ and include a filter that defines PDTs

If you also enable the profile for MT Review and provide security
permission to '…Review Transcribed Dictations (MT Review), then the
user can unpend and review dictations simultaneously.
Overview of Set Up
1.
Create Pending Criteria (disabled)
2.
Create PDTs (disabled)
3.
Assign (disabled) Pending Criteria to (disabled) PDTs
4.
Prioritize PDTs for each Billing Group
5.
Enable PDTs
6.
Set up EditScript MT security groups with PDT filters
7.
Enable Pending Criteria
Page 51
Create Pending Criteria
There are 3 types of pending criteria.
 Custom, user defined reasons that can be selected by transcriptionists
working in EditScript MT
 Reasons associated with validation rules
 System generated criteria (such the transcriptionist did not listen to audio)
Create Custom Reasons
1.
Go to Tools>Enhanced Pending List Management>Pending Criteria.
2.
Click Add to create new criteria.

To Edit or Enable a criteria, highlight and click the appropriate button.
3.
Enter the Description and click OK (It is best to enable criteria at the end of the
setup process).

Page 53
Best practice is to name each custom reason with a prefix indicating a specific group
such as your business entity or a billing group. You can use multiples of a same
reason with different prefixes.
Create Pending Document Tasks and Assign Criteria
There are two types of PDTs, public and private. Public PDTs are associated with the
institution. Each billing group can assign its own set of pending criteria to a public PDT.
Private PDTs are associated with one billing group and are visible only to that billing group.
This concept of public and private makes it easy to track turnaround time. Turnaround time
for public PDTs is charged to the institution. Private is charged to the service organization.
Create PDTs
1.
Go to Tools>Enhanced Pending List Management>Pending Document Tasks
2.
Select For Billing Group and click Add to create new PDT.

With permission, members of each billing group can add and modify PDTs for their
billing group only. Institution administrators can have permission to manage both
public and private PDTs.

It is best to create PDTs based on various segments of the report. For example, a
PDT for Patient Information and another for Document Errors. This segmentation
should match responsibilities of those in your organization who will be unpending the
reports.
3.
Enter the Description of the PDT. (If you are an administrator from the institution
then you may need to select Private or Public)
4.
Click OK.

It is best to create a Default PDT to catch pending reasons that have inadvertently
not been assigned to any PDT. Only one PDT per billing group can be identified as
the default PDT.
After you create all the required PDTs, you must assign the appropriate pending reasons to
each PDT.
Page 55
Assign Criteria to PDT
1.
On the Pending Document Tasks screen, highlight a PDT and click Assign.
2.
Highlight the Pending Criteria on the left side of screen and click >>Add to select.
Use your CTRL key to select more than one reason.
3.
Click OK.
Highlight each PDT to see the associated Pending Criteria.
Prioritize PDTs by using the Up and Down buttons in the middle of the screen. The PDT
that is first on the list is the highest priority. Priority decreases as you move down the list.
Priority determines the sequence in which the dictation flows to those who will unpend.

Based on best practices, the PDTs are categorized. For example, a PDT for Patient
Information and another for Document Errors. Keep this in mind as you prioritize the
PDTs.
After prioritizing PDTs enable them by highlighting each and clicking Enable. After a PDT
is enabled, it can then be assigned to a security group for routing.
One PDT can be selected as the default, the PDT that catches all reasons that have not
been assigned to other PDTs. Highlight the default PDT and click Default.
4.
Click Done when finished.
Page 57
Security – Assign PDTs
Users of Enhanced Pending List Management in EditScript MT must be assigned to an
eScriptionist security group to ‘Use EditScript to manage your pending list’ in EditScript MT’
This security group should also include a filter to identify PDTs for which the group is
responsible. Users see only the PDT for which they are responsible.
User Profiles must also provide for 'Pending List Review and Prompt for Mode'.
Add a security group, use a naming convention that identifies the billing group and purpose.
1.
Enter Security Group Name and select ‘eScriptionist EditScript MT permission’.
2.
Click Next>.
3.
Select Permissions to include ‘Use EditScript to manage your pending list’.
4.
Click Next>.
5.
For pending list permission, click the radio button, Selected Restrictions. Check
Pending Dcoument Task.
6.
Click Next>.
7.
Select the requisite PDT(s) from the drop down menu. Only those PDTs that have
been enabled appear in this list. Click >>Add for each PDT.
Page 59
8.
Click Next> and Finish when done.
9.
Select the users for this Group. Search, highlight and click >>Add.
10. Click OK when done.
After all groups have been created and users added, return to the Pending Criteria and
enable them.
Highlight and click Enable. Click Done when finished.
Page 61
EditScript MT – Resolve Pended Dictations
Log in to EditScript MT in Pending List Management mode.
When you retrieve your first dictation (ALT+U), notice the pending reasons grid at the top of
the Report. To build a queue so that you can select specific dictations, see page 48.
Resolve Header Issues
Read each pending reason and comment to be resolved. Click ALT+E as needed to go the
Header and make modifications.
After you correct errors in the Header, type ALT+SHIFT+P to return to Pending Reasons.
With your cursor in the Resolved By field, type ALT+SHIFT+G. This enters your login ID in
the Resolved By field

The status bar at the bottom of the screen identifies the appropriate keyboard
commands.
MT Review 63
Resolve Issues in the Text of the Report
Issues in the text of the report can be resolved in two ways. One way is to go the pending
reason grid and mark the issue resolved (ALT+SHIFT+G).
The other is to go the body of the report to the issue that needs to be resolved. Type
ALT+SHIFT+G. This will mark the issue resolved in the grid and delete the markup in the
document. Resolved issues appear in a different color in the document (color based on MS
Word settings).
When all issues have been resolved, upload the report using ALT+U or ALT+SHIFT+U.
The following message appears:
Click Enter for Yes or No to cancel.
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64 MT Review
MT Review 65
5: MT Review
 Enable Access in EMon
 Explain and define Review Standards in EMon
 Select Dictations for Review in EMon
 Review and Score Dictations in EditScript MT
 Access Reviewed Dictations
 Help your MTs Access Reviewed Dictations
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66 MT Review
MT Review 67
Overview
eScription’s MT Review allows you to define your review standards, to select dictations for
review and to rate them. Much of the setup is done in EMon. The actual document review
and grading is done in EditScript MT.
With enhanced MT review, you have the ability to review documents as you unpend them in
EditScript MT. The MT review grid appears below the pending reason grid. Likewise you can
see pended reasons in RDR (Reviewed Dictation Retrieval) mode; they cannot be modified.
Also with enhanced MT review, the reviewer can chose to review the original version or the
current version of the document. The original version is the unpended or never-pended
version that was uploaded by the MT.
The current version is the latest unpended version. To get a perspective on the performance
of all who have reviewed a document, a reviewer in RDR mode can review the current
version of a document and can rate the performance of all who have reviewed that
document.
A manager can change an MT’s score. The system does not allow a reviewer to modify the
comments on her own report if it has been reviewed by someone else.

These features are enabled in the Application Features screen by checking
Enhanced MT Review Features. In order to review dictations while unpending, the
application feature ‘Configure Enhanced Pending List Management’ must also be
enabled.
If you are a V9 user of QA Review, you can continue to use the QA functionality as you do
now. In the Application Features screen, you can check QA Review Mode (V9 clients only).
This chapter starts with information on how to set up grading criteria and how to randomly
select dictations for review. This setup is the same as in earlier versions.
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68 MT Review
Define QA Grading Criteria in EMon
You can define standards by indicating a description, deduction value and severity level.
eScription defaults grading criteria based AHDI standards. You can use these grading
criteria, create your own or modify the AHDI standards to meet your needs.
MT Review Grading Criteria is in the Tools menu.

To define and modify review grading requirements, you must belong to an
Administrator's security group in EMon that has permission to 'Manage QA Grading
Criteria'.
MT Review 69
1.
Click Tools> MT Review Grading Criteria…
These are the default AHDI grading criteria showing Error Description, Error Severity and
Deduction.
2.
Highlight an error and click Edit to modify default criteria.
3.
Make the required changes and click Ok.
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70 MT Review
4.
To add new criteria, click Add.
5.
Enter your criteria and click Ok.

You can add, modify, copy or delete criteria as needed.
MT Review 71
Use EMon to Select Dictations for Review
1.
Click Tools> Choose Dictations for MT Review...
2.
Define your parameters for dictations that will be reviewed and click OK.

3.
With Enhanced MT Review you can select Orginial Version or Current Version.
Confirm selections by clicking OK.
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72 MT Review

4.
You do not have to select dictations for review if you chose to perform MT Review in
conjunction with Enhanced Pending List Management. The MT Review option is
readily available as you unpend dictations in EditScript MT.
The Success dialog shows Dictations IDs that match your parameters. Click OK.

Note that the system provides version information for the selected dictations.
If a dictation has been selected and you do not want to review it, you must search for the
dictation and go History>Document Version for that dictation and right click on the
Review Status. There you can Change Review Status.

Review Status cannot be changed for a pending dictation.
MT Review 73
Reviewer Profile Setup in EMon
As a quality review manager you have 3 approaches in reviewing documents in EditScript
MT.

Pending List Management - Here current pended versions can be reviewed and graded
in conjunction with unpending.

Original Version – allows you to review and rate reports that are unpended or have
never been pended. You can review the original report as initially uploaded by the MT.

Current Version – allows you to review the current unpended version. Also used in
conjunction with RDR (Reviewed Dictation Retrieval) mode – allows you to retrieve and
rate reviewed dictations based on reviewer or MT. Here grades of any version can be
changed.
The set up in EMon is as follows:
 Create an eScriptionist (or use an existing eScriptionist account), click the
Profile buttons and enable MT Review (Original and/or Current), enable
RDR Mode and Prompt for Mode
 Provide EditScript MT Security Permission to 'Use EditScript to review
transcribed documents (MT Review)' and 'Use EditScript to review
documents reviewed for other transcriptionists'

Page 73
'Use EditScript to review transcribed documents (MT Review)’ enables changing
grades in RDR Mode and allows grading pending list management mode.
74 MT Review
1.
Select an MT account and click Profile.
2.
Click the QA tab.
3.
Select Enabled for MT Review Original, Enabled for MT Review Current, Enabled
for RDR mode and Prompt for Work Queue Mode.

4.
When you are prompted upon login, you will be able to choose Review of the
Original or Current version of the report.
Click OK.
MT Review 75
MT Review with PLM in EditScript MT
One of the changes made in the eScriptionist Profile was to 'Prompt for Work Queue Mode'.
Upon login to EditScript MT, you will be prompted to select the Workqueue Mode. Select
Pending List Management (PLM) to perform MT Review in conjunction with PLM. Click OK
after making the selection.
Retrieve a dictation for review by typing ALT+U. You may build your queue, then type
ALT+U.
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76 MT Review
In MT Review, mode you can use keyboard commands or the MT Review menu.
1.

2.
Type ALT+SHIFT+\ to add a correction in the grid.
When doing MT Review in PLM mode, do not add in-text errors in the body of the
report. This is a live version of the dictation.
After selecting the Description from the drop down, tab through each field to default
the Severity and Deduction. Enter your Comments as needed.
MT Review 77

The Description shows each grading criteria as identified in EMon. Comments is
limited to 512 characters.

Accuracy\line calculates automatically based on the number of lines in the dictation
that is being reviewed. The Accuracy percentage is the total Deduction divided by
the total number of lines and multiplied by 100.
3.
Correct the document as needed. Upload (ALT+U or ALT+SHIFT+U) when you have
finished unpending and grading the report.
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78 MT Review
MT Review Original and Current
MT Review of the Original Version allows you to review and rate reports that are unpended
or have never been pended. This is the original report as initially uploaded by the MT.
Review of the Current Version functions the same as review of the Original Version. Upon
login, the reviewer can select either of these versions to review.
Retrieve a dictation for review by typing ALT+U. You may build your queue, then type
ALT+U.
The dictation header is not editable.
MT Review 79
1.
To access the MT Review grid, type ALT+SHIFT+Q.
2.
Type ALT+SHIFT+\ to add a correction in the grid. Tab to the Comment field and
provide more feedback if needed.
3.
Type ALT+\ to enter a correction in the body of the report.
4.
Click OK (or ALT+O).
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80 MT Review
The system notes the score at the top of the grid. Within the grid it shows reviewer and
reviewee.

Accuracy\line calculates automatically based on the number of lines in the dictation
that is being reviewed. The Accuracy percentage is the total Deduction divided by
the total number of lines and multiplied by 100.
5.
Correct the document as needed. Upload (ALT+U or ALT+SHIFT+U) when you have
finished reviewing the report.
MT Review 81
Accessing Reviewed Dictations - RDR Mode
MT Managers may want to view reports that have been reviewed. To do so, you must
respond to the workqueue prompt when you login to EditScript MT by clicking, Reviewed
Dictation Retrieval.

Reviewed Dictation Retrieval mode is used to review documents that have already
been reviewed. For transcriptionists it shows the number of reports that have been
reviewed, but not yet seen by the transcriptionist.
As a manager, you have access to any reviewed dictations. This relates to the permissions
in the Security Group that has permission to 'Use EditScript to review documents reviewed
for other transcriptionists'.
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82 MT Review
Access to Reviewed Dictations as the Manager
1.
After you login in Reviewed Dictation Retrieval mode, Type ALT+Q.
Here you can select dictations that have been reviewed by MT Reviewed and/or by
Reviewer.
2.
Select the name of the Reviewed Transcriptionist or Reviewer whose work you
would like to see.
3.
Type ALT+V to view the queue or click the refresh button

You can select specific documents and view the average score of those documents
by typing ALT+SHIFT+% or by clicking
4.
.
To view a specific document or group of documents, highlight them and type ALT+Q
to build a queue. Type ALT+U to download a dictation from your queue onto your
screen.
MT Review 83
In RDR mode not only can you see the reviewers reasons and ratings but you can also see
pending reasons (if there are any). Pending reasons are 'read only'.
5.
To modify the score, press the Revise Score button. This makes the review grid
editable.
6.
Review the document and modify as needed. Upload (ALT+U or ALT+SHIFT+U)
when you have finished reviewing the reviewed report.

Page 83
When re-grading unpended documents, you do not see previous markups or grades.
Two managers can review a document simultaneously (the document is not checked
out).
84 MT Review
Access to Reviewed Dictations as an MT

1.

2.

3.
There is no additional EditScript MT security permission required for MTs to view
their own reviewed document. The only requirement is that the Profile be enabled for
RDR Mode and for Prompt Mode.
Login in Reviewed Dictation Retrieval mode.
The login screen shows the number of new dictations available for review.
Type ALT+U to retrieve the dictation to be reviewed.
Documents appear in the order in which they were reviewed, most recently reviewed
appear first.
Type ALT+U after you review each dictation to upload and the next one for review.
Log out when you have finished reviewing reports.
Templates 85
6: Templates
 Create, Access and Modify Normals.
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86 Templates
Templates 87
Normals
Through EMon you can add, edit or delete Normals. These are the same Normals that MTs
access in EditScript MT. In order to use the enhanced Normals feature discussed here you
must enable the feature in the Application Features console.
EMon - Interface to Normals Administration.
EditScript MT - EditScript Client Use New Template Chooser Interface.
In EMon, you can add normals to the system and associate the normals with business
entity, clinician, work type or order description. Once configured, an MT can easily access
the correct normal using the EditScript MT Normals Chooser.
To access Normals, go to Tools> Templates> Normals. You may then be prompted to
login using your EMon login and password.
Create
Normals
Edit Normals
Delete Normals
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88 Templates
Adding a Normal
1.
From the Normals Administration dialog, click the Create a New Normal icon
Normal Text
Save Icon
2.
Enter the Tag or name of the template and optional information as follows:
Tag – enter a tag or filename for the new normal. Tags are limited to 30 characters and
must be unique.

Best practice suggests that you define a naming convention for the 'tags' so that MTs
can easily access the correct normal.
Business Entity – enter the business entity with which the new normal will be associated.
To apply the new normal to all business entities, leave ALL as the value.
Speaker – enter the speaker with which the new normal will be associated. To apply the
new normal to all speakers, leave ALL as the value.
Work Type – enter the work type with which the new normal will be associated. To apply the
new normal to all work types, leave ALL as the value.
Order Description – enter the order description with which the new normal will be
associated. To apply the new normal to all orders, leave ALL as the value.
Templates 89
Trigger Phrase – used by speakers to verbally insert a normal into a dictation. Check this
box to enable a trigger phrase. When checked, you will need to enter the trigger phrase in
the editable field.
3.
Copy the Normal from your word document and paste it into the Normals Creator (or
type the entire document here).

Consider making modifications to the format of each Normal, if needed, to coincide
with your Style Guide.
4.
Click
to save.
EditScript MT Template Chooser
When an MT searches for a Normal in EditScript MT, information from the current dictation
is carried over into the search screen. If you have specified a Business Entity, Speaker or
Work Type for your Normals in EMon, then EditScript MT will first show the Templates that
match those criteria.
Clinician and
Work Type
Information fields
carried over
Otherwise, the MT can type the Template name in the Find Tag in Current Table field and
easily access the required Template.
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90 Templates
Document Distribution 91
7: Document Distribution
 Use the Distribution Tab.
 Read a Distribution Rule.
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92 Document Distribution
Using the Distribution Tab
Through the Distribution tab, you can monitor and manage the distribution process across
multiple interface types. You can search for documents in any phase of distribution (last 45
days only), and you can assign a resolution status to them. You can easily filter and manage
these documents by status. Options include repeating distributions, canceling scheduled
distributions and creating new distributions.
The Distribution Tab is a great troubleshooting tool if you use eScription for printing and
faxing.
Media Type
selection
Distribution
Status
Action buttons and the right click menu give you access to actions which can be performed
for these distributed documents:
Repeat Distribution – repeat a distribution that already exists. Redistributes the original
document and the original date.
Create New Distribution – create a new distribution.
Set High Priority – set fax documents to a high priority for quick delivery.
Cancel Distribution – cancels the distribution of documents that have been stuck in the
distribution process for too long or contains incorrect distribution information (e.g. incorrect
fax numbers).
History – view the history of a dictation.

Page 93
You can select more than one dictation when using these action buttons.
Resolving Failed Distributions
If a distribution does not fire correctly, you can resolve the failed distribution by redistributing
it and then changing the status.
1.
Enter search parameters in the Distribution tab and click Search.
2.
Select the dictation in the list.
3.
Select Repeat or Create a new distribution (if applicable).

4.
Create New Distribution brings up the standard Save/Distribute Dialog.
Right Click the dictation and click Set Resolved.
Distribution Rules
Distribution Rules define the 5 W’s of document distribution:
 Who should receive it (roles)
 What dictations the rule applies to
 Where the document should be sent
 When the rule should be run
 How the dictation should be distributed
While you may not configure distribution rules, you should understand them.
Overview of how to read an existing distribution rule:
1.
Click Tools> Distribution Rules.
2.
The Distribution Rules list appears. Select the rule.
3.
Click Edit (to read the rule) and go through the wizard screens, by clicking Next.
4.
Click Cancel (to avoid making unintended changes).
Action buttons at the bottom of the Distribution Rules screen:
 Usage Analysis - view how often a rule has been used during a specified
period of time.
 Advanced – distribute pended dictations.
Page 95
Understanding a Distribution Rule
Description – the name of the rule, usually indicating the purpose of the rule.
How should the dictation be distributed?
 Outbound transcription interface from eScription - sends a
transcribed document to your Electronic Medical Records System.
 Outbound deficiency interface from eScription - provides notification
that a dictation has been received by your system and is no longer
deficient.
 Print, Fax, Email and/or Signature Queue - sends a document via print,
fax email, and/or to a clinician’s signature queue (for electronic signature).
When should this rule be run?
 When eScriptionist completes a transcription - when a document has
been uploaded as complete in EditScript MT.
 When dictation arrives to be transcribed - when a dictation has been
dictated and arrives in our system. This is generally used for status
interfaces.
 When a document is modified in EMon or NetScript - when document
text is modified. This excludes any changes made to document
properties.
 When a dictation is cancelled - when a dictation is cancelled.
The following pertain only to those using eScription for electronic signature.
 When a document has been reviewed - when a document has been
reviewed but not signed during electronic signature (co-signature).
 When a document is electronically signed and is final - when a
document has been electronically signed in NetScript and is final.
 When a document has been electronically signed but is not final when a document has been partially signed (dual signature).
Filter Selection
What Filters should be applied - items checked here will determine which filter configuration
dialogs will follow.

Dictating Clinician, Signing Clinician, Work Type and Business Entity are usually
visible in EMon.

Patient Type, Class and Location are usually names mapped to ADT data using the
institution specific values settings.
Page 97
Filter Configuration
Items in the right column are the selected filters. Items in the left columns are additional
options.
Only these work types means that the distribution rule will only fire for the work types in the
right column. All except these work types would exclude work types in the right column.
Selected Filter
Only or All
Except setting

Think ahead when selecting 'All except these….' as a filter option. If you use this
option and add a new Work Type (for example) then the rule will automatically apply
to that new Work Type.
Recipients
Where and to Whom the document should be sent. You can use this section to determine
who the document should be sent to and by what distribution method.
When you are finished reading the rule, click Cancel to avoid making unintended changes.
To view the recipient properties:
Select the recipient and click Change Properties.
Document Label – appears in the distributed document. If you wish to include a document
label, enter the text you want to appear. Common labels include “ORIGINAL” and “COPY.”

To incorporate a document label, your distribution templates must use the
<<IsCopyIndicator>> merge field.
Template Class – enter or change the name of the template class you would like to use. A
template class is predefined, and commonly used to override current printing preferences
when distributing a single dictation multiple times using different formatting styles for each
distribution.
Email – select to email documents to a specified email address.
Fax – select to fax documents to a specified fax number.

You may need to enter the digits to dial “9” first to fax out of your facility.
Print – select to print documents to the specified printer device. The printer name must
match the name specified for EDT/Print under the Application tab and must be entered into
the database by eScription Support for the rule to work.
Recipients’ preference(s) in their contact properties – when selected, documents will be
distributed based on the recipients’ distribution preferences as specified in their contact
properties.
Use this fax target for all faxes – indicate the number.

Page 99
There are additional options that can be used when signing in eScription that allow
you to send to the recipient's queue for signing or for review.
Duplicate Copy Options
The Application Feature, Duplicate Copy Options, allows you to manage duplicate copies
per distribution rule (when printing and faxing in eScription). There may be situations where
the Speaker and the Signer are the same clinician and duplicate copies are not required.
When enabled, you have the option to send duplicate copies or not. Duplicate copies can be
sent if it is a different media type (e.g.fax vs print) or different target for the same media type
(e.g. two different printers).
When this feature is enabled, the Distribution Rules Wizard has an option on the left side of
the screen called Duplicate Copies. Highlight that and the options screen appears.
 Disable Duplicate Copy Options for this rule (Default)
 Enable Duplicate Copy Options for this rule
Duplicates can be sent based on:
Original Indicator
Media Type (Print, Fax, Email and/or Signature Queue)
Distribution Target, e.g. Printer Fax Target
Other Tools 101
8: Other Tools
 Configure MT Instructions
 Find and Explain Advanced Setting
 Explain NetScript Options
 Explain How to Expedite Stats
 Explain How to use Prefill Signer
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102 Other Tools
Other Tools 103
MT Instructions
MT Instructions allow you to send messages to MTs as they work in EditScript MT. These
instructions specify steps that the MT must take in completing the dictation. You can specify
instructions by speaker, work type or business entity. Whenever an MT downloads a
dictation that meets the specified criteria, the message will be available.
MTs will either see the message in the Header or be required to click an icon in the status
bar to view the instructions. This determination is made per MT in the eScriptionist Tab,
Profile Button, Transcription Tab – 'Always Display Instructions'.
You can also designate the instructions as New for X number of days. This is also set up per
MT in the eScriptionist Tab, Profile Button, Transcription Tab – 'Days Instructions defined as
new'.
MT Instructions functionality is enabled in the Application Features console. You must have
EMon permission to Manage MT Instructions.
1.
To create MT Instructions, go to Tools > MT Instructions…
2.
On the MT Instructions dialog, click Add.

When a message becomes obsolete, go to the MT Instructions dialog, highlight the
Instruction Name and click delete.
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104 Other Tools
3.
Enter the Instruction Name and the Instruction Description.
4.
Determine the message parameters by Dictating Clinician, Work Type or Business
Entity.
5.
Click Next and select the specific Speaker(s), Work Type(s) or Business Entity(s).
6.
Click Finish.
Other Tools 105
Institution Advanced Settings
With Institution Advanced Settings enabled there are several options that become available
for configuration.
 Advanced Settings – set institution wide settings.
 Printer Descriptions – edit printer descriptions.

When a printer has been moved to another location the description can be edited to
reflect the new location.
 Fax Targets – configure continuous and batch faxing simultaneously.
 Patient Classes – map ADT codes to friendly patient class names.
 Patient Types – map ADT codes to friendly patient type names.
 Patient Locations – map ADT codes to friendly patient location names.
 Patient Facilities – map ADT codes to friendly patient facility names.

It is possible to edit the names of existing classes, types, locations and facilities. You
should not add new settings without consulting your eScription Project or Account
Manager.
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106 Other Tools
Understanding Advanced Settings
These settings are global to your institution. To make changes to any of these values, you
must belong to an EMon Administrator security group with manage institution specific values
privileges.
Most of these decisions about how these advanced setting will be used are made during the
installation process.

Post go-live, check with your eScription Project Manager, Account Manager or
Support Representative before modifying any of these settings.
Following are descriptions of some of the Institution Specific setting. Explanations are
provided on the right side of the screen for all settings.
Institution Specific Tab
Time zone – the time zone where institution resides for used in all applications.
EMon Timeout – automatically logout EMon users; defined in seconds.
Use Electronic Signature Status – display eScription electronic signature statuses or
identify completed dictations as 'transcribed'.
Pend documents because of new contact – global setting to pend a document whenever
a new contact is added. When unchecked, contacts can be added to a document and it will
not be pended.
Other Tools 107
Search/Transcriptionist/HL7 Tab
Patient Search Type – define if search in EditScript MT is dependent on Patient, Visit,
Order or Dictation.
Explicit Wild-Card Search – indicate if * is required for partial wild card search.
Maximum Checked-out Stat Dictations – maximum number of high priority dictations
allowed in an MT’s queue.
Stat Dictation Priority – specified priority number that defines a dictation as Stat.
Strip Initial Letter from Patient Identifier – allows you to strip the initial letter from the
HL7 MRN or Account number
Column/Fields Configuration Tab

The EMon User Guide provides detailed information on standard common indexes
and their labels.
Audio Import Flags Tab
Various settings that determine how audio recorded in IntelliScript is associated with
patients, speakers and physicians when imported into the EditScript server.

A detailed description of each of these settings is available in the EMon User Guide.
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108 Other Tools
NetScript Options
NetScript Options allow you to configure the appearance and functionality of your NetScript
pages. It defines how your users will interact with NetScript.
NetScript Options and Header Management is enabled in the Application Features console.
In order to use this functionality, you must have permission to 'Manage NetScript Options'.
Go to Tools > NetScript Options…
General tab
Timeout – log out idle users after X minutes.
Allow everyone to save changes – allow saving even for those who do not have security
permission to do so.
Allow searching for intermediate statuses – search for IntelliScript statuses such as
Suspended.
Display review status information, eSigner permission to override, Only eSigners can
print – options for user of eScription electronic signature.
Other Tools 109
Listing Page tab
Column Type – select the columns that will be displayed in NetScript. The first six fields are
grey-out and cannot be disabled.
Logout Appearance – logout options to use a link or a button.
Disable View Text for All Documents – when checked documents cannot be viewed or
printed.
Show Checkbox for Documents with Status – determine if specified statuses can be
viewed and printed.
Default Search Result Checkbox Appearance – determine if checkboxes default to
checked or unchecked.
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110 Other Tools
Details Page tab
Header Fields – select fields that appear above the body of the dictation; Status and
Dictation ID are always visible.
Action Buttons – Standard – select button that all users will have access to; Pend with
Note is always visible to Clinicians who sign in eScription.
Highlighting – if selected, Blanks are highlighted in Red; if selected, Search Terms are
highlighted in yellow.
Magnify – allows users to change the font size of the dictation text.
Enable Full Width Text – allows users to increase the size of the window in which the
dictation text resides.
Other Tools 111
Expedite Stats
There may be times when you want to move stat dictations through the system by skipping
voice recognition and sending the dictation directly to an MT to be transcribed. Expedite
Stats rules can be defined by work type and/or business entity.
The Expedite Stats tool is enabled in the Application Features console. In order to use this
functionality, you must have permission to 'Manage Expedite Stats'.

Rules that overlap work type and/or business entity can cause other related rules to
be deleted. For example, if you create a rule for work type ALL and business entity
ALL, all other rules will be deleted.
1.
Go to Tools > Advanced Settings > Expedite Stats
2.
To create a new rule, click Add and enter the required Worktype and Business
Entity.
3.
Click Save.
Page 111
112 Other Tools
Prefill Signer
You can use prefill signer to default a value in the header in EditScript MT. This reduces the
need for your MTs to enter the value and reduces the possibility of error. You can set prefill
based on work type/business entity combinations.
The Prefill Signer tool is enabled in the Application Features console. In order to use this
functionality, you must have permission to 'Manage Prefill Signer'.

1.
If an MT needs to change the speaker in EditScript MT and you are prefilling the
signer with the speaker, then the MT must change the signer. The prefill only
defaults once.
Go to Tools > Advanced Settings > Prefill Signer

Rules that overlap work type and/or business entity can cause other related rules to
be deleted. For example, if you create a rule for work type ALL and business entity
ALL, all other rules will be deleted.
2.
To create a new rule, click New and enter the required Worktype, Business Entity
and Prefill Method.
Other Tools 113
3.
Click Save.
Prefill Options:
 No Fill – MT must enter the Signer.
 If not Speaker, Patient Visit Attending – Signing field prefills with the
Speaker (if he belongs to a security group that provides permission to
sign). If the Speaker cannot sign then the system defaults the Attending
as it appears in the visit grid. If Attending is not indicated, then there will
be no prefill.

With the above option, the system does not validate that the Attending has
permission to sign.
 If not Speaker, No Fill – Signing field prefills with the Speaker (if he
belongs to a security group that provides permission to sign). If the
Speaker cannot sign, then the MT must indicate the signer.
 If not Speaker, Patient Visit Attending if they can sign – Signing field
prefills with Speaker if he has permission. If not, then Signing field prefills
with Attending if he has permission. If not, then there is no prefill and the
MT must enter the value.
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114 Other Tools
eScription Reports 115
9: eScription Reports
 Explain eAlerts
 Describe the Standard OnLine Reports.
 Access Reports.
 Explain the Standard Management Report.
 Explain Nuance Management Console Reports.
Page 115
116 eScription Reports
eAlerts
eScription monitors your system constantly and extensively for a broad range of
performance indicators. eAlerts are configurable email reports containing the requested
information.
Configurable eAlerts
 Complete Daily Summary – includes the current status of the transcription
queue, work done the previous day and pended dictations.
 Monitor Transcription Backlog – notifies you when the backlog exceed a
specific number.
 Inform Additional MTs to start/stop working – notify additional MTs to start
or stop work depending of the number of dictations in your queue.
 Inform Additional MTs by extrapolating work completion rate – reports on
staffing levels management to assess whether dictations are at risk of
exceeding turnaround time.
 Fax distribution summary (FaxScript Only) – reports on faxes queued by
document and patient account for the previous day.
Standard eAlerts
 IntelliScript Status – list of open dictations that may need attention.
 AutoScript Summary – speakers that have been set up for voice
recognition.
 Down Time Alert - notifies you of planned downtimes.

There are also standard eAlerts for PrintScript, FaxScript and DVR if your institution
uses these products.
Adding Configurable eAlerts
To configure these reports you must first enable this functionality in the Application Features
console. The option appears in Tools > eAlert Rules.
Page 117

Each eAlert type has a unique configuration. A wizard allows you to configure
settings and filters to receive regular eAlerts by email.
Steps to add eAlerts:
1.
Select the EMon Tools Menu.
2.
Click eAlert Rules.
3.
The eAlerts wizard opens. Enter a Description.
4.
Enter an Email recipient.
5.
Select Type of alert.
6.
Configure the type specific settings.

For ease of configuration, set up an e-mail distribution list defining where the reports
will be sent.
Overview of OnLine Reports
eScription Reports allow you to view and analyze data about dictations and their
progression through the system. You can access your institution’s reports anytime through
EditScript Online located on the eScription webpage.

These reports are Excel Pivot Tables; you can access the underlying data (Excel
spreadsheet) from these reports. This allows you to manipulate the data as needed.
Standard Reports
Productivity
 Contains system, MT, clinician, and backlog data, including line counts as
well as basic and extended turn-around-time.
 Updated Daily.
 Contains 30 days of data.
Productivity Analysis
 Comparison of edited vs. typed productivity gains.
 Updated 3rd day of the month.
 Contains a month of data.
Billing
 Contains eScription billing information for software, maintenance and
transcription services (if applicable).
 Updated the 1st day of the month.
MTSO (optional)
 Contains MTSO billing information.
 Updated according to your institution’s needs.
Feature Analysis Reports (FAR)
 Contains EditScript MT feature usage data (6 features).
 Updated Weekly.
Page 119
Pended Analysis Report
 Analysis of who pended dictations and the reasons why.
Payroll (optional)
 Line count per MT within a payroll cycle.

All reports are archived monthly.
Accessing OnLine Reports
There are two methods to access eScription Reports:
 EMon Reports Menu.
 EditScript Online: www.escription.com, enter the name of your institution
and use your EMon login.

Both methods lead to the Administrator Productivity and Billing Reports Page.
Two Versions of Reports
Each report has two links, HTML and Excel. The HTML version is a static snapshot of the
report. The Excel version is an Excel Workbook that contains a set of Excel PivotTable
reports and charts. Using the Excel report, you can manipulate the data to best suit your
needs.

Best practice is to select the Excel version of a report and save it to your hard drive
or desktop so that you can manipulate the data as needed.
Page 121
Standard Management Report
These reports are sent to you monthly by your eScription Project Manager. In addition to the
charts below, these reports contain graphs and information about MT performance.
Jun-2009
Jul-2009
Aug-2009
Number of lines completed in system
Edited
Typed
Percentage of lines speech recognized
Number of reports completed in system
Edited
Typed
Percentage of reports speech recognized
Number of hours:minutes completed in
system
Edited
Typed
Percentage of hours:minutes speech recognized
Number of reports completed by Institution
Jun-2009
Jul-2009
Aug-2009
Median turnaround time in hours:minutes
Average turnaround time in hours:minutes
Jun-09
Jul-09
Number of clinicians with speech models in
production
Number of clinicians in process for model
creation
Number of clinicians without enough data to
create speech models
Aug-09
Median Turnaround
Dictation Count
Time
Work Type
Admission H&P
Consultation
Discharge Summary
Electroencephalographic Report
ER Admission
ER Visit
Industrial Injury
Nuclear Medicine
Operative Note
Pre-OP H&P
Procedure Note
Radiology
Radiology CT
Radiology MRI
Transfer Summary
Total
An option for customers with in-house transcriptionists is Idle Time Stats. This captures the
time that MTs are logged in with a dictation downloaded, but are not actively working on the
document. As long as the MT is actively working on the document (including listening to
audio), then idle time is not calculated.
Idle Time Stats
Month
Page 123
Group
Num
Docs
% 1 Min % 2 Min % 5 Min
Avg Pause Time
(Seconds)
Jun-2010 ABC
17126
30.94
17.13
6.32
50.05
Jul-2010 ABC
15146
30.02
16.83
5.16
65.05
Aug-2010 ABC
17956
31.62
17.16
5.36
40.61
NMC Reports
Nuance Management Console (NMC) reports provide information that is primarily helpful to
MTSOs. These reports are configurable by the user. After the report is configured it can be
saved and subscribed to. Saved reports can be run manually at any time. Subscribing to a
report allows you to set up automatic emails with report information.
Standard Reports
Turn Around Time
 Measures when a dictation was dictated to when it was uploaded
 Can filter based on Customer Lines, Dictation Minutes, Document Count
or MTSO lines
 Can view average TAT and target TAT
Backlog
 Updated every 60 minutes
 Grouped by Business Entity and Work Type to show reports out of TAT,
less than half way to TAT, more than half way to TAT
 Filter backlog by status
Pending List Management Line Count
 Works with EMon Tool>Pending Queue Reimbursement Credit
 Shows line count of reports unpended by reviewers
QA
 Shows the review scores of graded documents and version graded
 Distinguishes between grade applied to MT and grade applied to reviewer
 Shows the number of jobs reviewed, line count, and errors scored against
each MT for each reviewer

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