Copyright 2012 Pulse Systems, Inc. Page 1 of 39

Transcription

1 The PulsePro Transcription module provides a method of creating and storing patient transcription documents within the PulsePro database. The Transcription Filter screen allows the user to display a list of selected documents that meet specific criteria. This list may be sorted in many different ways to provide the best fit for the user s purpose. Click anywhere to continue Copyright 2012 Pulse Systems, Inc. Page 1 of 39

2 To begin, it is assumed that you are logged in the PulsePro application with the appropriate security and permissions to complete this task. Click the Reports/Forms group button in the Navigation Pane. Copyright 2012 Pulse Systems, Inc. Page 2 of 39

3 Click the Transcripts icon in the Reports/Forms group. Copyright 2012 Pulse Systems, Inc. Page 3 of 39

4 The Transcription window is displayed consisting of a toolbar, a series of criteria fields, a list pane and a preview pane. Add criteria to one or more of the fields provided, then click the filter button on the toolbar to locate the transcription documents which meet the specified criteria. To quickly select a patient, enter the patients account or chart number in the fields provided. Otherwise locate the patient by clicking the lookup button on the Patient field. Copyright 2012 Pulse Systems, Inc. Page 4 of 39

5 Use the search window in the usual manner to locate a specific patient record. Copyright 2012 Pulse Systems, Inc. Page 5 of 39

6 Typing Animation Copyright 2012 Pulse Systems, Inc. Page 6 of 39

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8 Typing Animation Copyright 2012 Pulse Systems, Inc. Page 8 of 39

9 Select the record for the patient in the list pane, and then click the Select button on the toolbar. Copyright 2012 Pulse Systems, Inc. Page 9 of 39

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11 Next, click the Filter button on the toolbar to locate the documents. Copyright 2012 Pulse Systems, Inc. Page 11 of 39

12 This list pane is now populated with records for each transcription document meeting the specified criteria. Let s explore some of the additional criteria fields provided. The Type field is a drop-down list of all Note Types as configured in the Clinic Note Types table. Copyright 2012 Pulse Systems, Inc. Page 12 of 39

13 Select an option in the list or, as with all drop down lists, select the null value at the top of the list to view all note types. Copyright 2012 Pulse Systems, Inc. Page 13 of 39

14 Use the Lookup buttons on the Dictated by or Transcribed by fields to select documents dictated by a particular physician or transcribed by a particular transcriptionist, respectively. Copyright 2012 Pulse Systems, Inc. Page 14 of 39

15 Select a particular Date Range for documents by the Date of Service or which were transcribed on a certain date by typing a date in the fields provided or selecting a date using the pop-up calendar. Copyright 2012 Pulse Systems, Inc. Page 15 of 39

16 If you know the Transcription number of a specific document, enter it in the field provided to select only that document. Copyright 2012 Pulse Systems, Inc. Page 16 of 39

17 The Episode field is used to select all documents entered regarding a particular patient Episode number. Copyright 2012 Pulse Systems, Inc. Page 17 of 39

18 To view documents from a specific source, select an option from the In House field. Copyright 2012 Pulse Systems, Inc. Page 18 of 39

19 Select documents entered from Pulse Transcription, documents imported from outside Word files, or all. Copyright 2012 Pulse Systems, Inc. Page 19 of 39

20 To view documents which have been flagged as signature required, select an option from the Required Signature. Copyright 2012 Pulse Systems, Inc. Page 20 of 39

21 Options include documents that have been signed, have not been signed, or all. Copyright 2012 Pulse Systems, Inc. Page 21 of 39

22 To filter the results by the content of the Notes field, click the Down Arrow on the Note field to view the available options. Copyright 2012 Pulse Systems, Inc. Page 22 of 39

23 Select documents that have a note attached, do not, or all. Copyright 2012 Pulse Systems, Inc. Page 23 of 39

24 Select documents that have been locked, have not been locked, or all using the Locked field. Copyright 2012 Pulse Systems, Inc. Page 24 of 39

25 To include documents that have been marked as CC Required, select an option from the Required CC field. Copyright 2012 Pulse Systems, Inc. Page 25 of 39

26 Next, select documents that have been tasked, not tasked, or all using the Task field. Copyright 2012 Pulse Systems, Inc. Page 26 of 39

27 The No Patient checkbox will locate all documents that have been entered and not assigned to a patient. Copyright 2012 Pulse Systems, Inc. Page 27 of 39

28 The Temp field locates temporary documents that have not been saved, typically documents that got caught in a system crash. Select this checkbox to locate and resolve these documents. Copyright 2012 Pulse Systems, Inc. Page 28 of 39

29 Finally, the Signing User field allows the current user to login as another provider and sign documents assuming sufficient permission has been granted to them using the Assigned Providers tab of Staff/Physician table. Copyright 2012 Pulse Systems, Inc. Page 29 of 39

30 Let s put some of these fields to use by demonstrating how to use multiple fields to locate transcription documents. To clear any existing criteria, click the Clear button on the toolbar. Copyright 2012 Pulse Systems, Inc. Page 30 of 39

31 In this example, we will locate documents from transcription date 11/14/2008 to current that were dictated by Dr. Bartow but have not been signed yet. Copyright 2012 Pulse Systems, Inc. Page 31 of 39

32 No Script Copyright 2012 Pulse Systems, Inc. Page 32 of 39

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38 The list pane is now populated with the transcription documents which meet the specified criteria. Continue to search for and work with the transcription documents as needed. When finished, click the Exit button on the toolbar. Copyright 2012 Pulse Systems, Inc. Page 38 of 39

39 You are now familiar with Searching for a Transcription Document in PulsePro. Continue to the remaining lessons in this module to view how to manage the documents once they are located using the search functionality. Copyright 2012 Pulse Systems, Inc. Page 39 of 39