Associate Pro Desktop Typist Hosted

Table of Contents Item Page # Requirements and User Experience Loading RDS and establishing Desktop Icon Login to Associate Pro Typist 6 The Typist Console 7 Transcription Play Area 8 Transcription Navigation Area 9 Transcription Job Area 0 Opening a Dictation and Correction Correcting a Document Correct Word 5 Finishing the Document 6 Placing a Job On-Hold 7 Declining a Job 8 00 PortNexus Corporation. All rights reserved

Requirements and User Experience Requirements for Desktop/Laptop/Tablet Application Microsoft Internet Explorer 7 or newer Microsoft Windows XP, Vista, or 7 (Windows Vista or XP must have the latest update of RDC installed) User Experience: What the Typist needs to do: A Load Associate and create a desktop icon Three steps to completion B Step : Open a job Step : There are two correction formats A: Audio only B: Follow audio recording with highlighted speech recognized text B: Follow audio with speech non-highlighted speech recognized text Step : Completing a job C Correct Word

Loading Associate Typist and Creating Desktop Icon From the typist s Remote Desktop Connection copy/paste the following URL into your internet browser: https://cloud.mobileassociate.com/rdp/associatetypist.rdp In the IE Security window, select () Allow. Then, from the File Download window select () Save. Save the file to your desktop. The () AssociateTypist icon appears as on your desktop. Hereafter, use this to access Associate Typist. 0 PortNexus Corporation. All rights reserved

Author Launching Associate Typist from the Desktop Initial Setup The following process is performed only once. Select the AssociateTypist icon on your desktop. Once selected, confirmation to the RDS is confirmed when () RemoteApp window appears. On the next window that appears, select () Don t ask me again... Then select () Connect. When the Windows Security window appears, type in the provided (4) User ID, (5) Password and check the box (6) Remember my credentials then (7) OK. Hereafter, click the desktop AssociateTypist icon to access Associate Pro. 6 7 5 4 0 PortNexus Corporation. All rights reserved

Author Associate Hosted Desktop Typist Starting Associate: To start the Associate Typist module, select the () AssociateTypist icon on your desktop or from the preferred link set by your system administrator. The login screen will be displayed: The typist is prompted to enter their User ID and Password. Click Login to proceed. Note: If you have not been assigned a User ID and Password, please contact your system administrator. 0 PortNexus Corporation. All rights reserved

Typist Console The typist s console is separated into three application areas: () The transcription player area contains all the play functions for playback of an Author s dictation. () The transcription navigation area allows viewing the various stages of the dictations. () The transcription job area displays all dictations available within the chosen navigation area. (4) The active control panel, used to play a dictation. 4 00 PortNexus Corporation. All rights reserved

Transcription Player Area 5 6 7 8 9 0 4 The Player Area contains all the dictation playback functions. Volume control: To adjust the playback volume of a dictation move the slider up to increase volume and down to decrease.. Visual tape indicator window: A dictation is active when a tape is seen inserted in the player. The file name is displayed above the player. The tape spins to indicate rewind, play and fast forward.. Sound level meter which consists of three color input levels; green, yellow & red. An ideal audio input level is yellow. 4. Time-line slide indicator: Allows positioning to an exact point of the dictation. 5. Rewind dictation button is used when not using a foot control. 6. Play dictation button is used when not using foot pedal. 7. Fast Forward dictation button is used when not using a foot pedal. 00 PortNexus Corporation. All rights reserved 8. Stop dictation button used when not using a foot pedal. 9. Pause dictation button used for pausing a dictation when not using a foot pedal. 0. Playback speed: When playing a dictation, the playback speed can be adjusted by moving the slider right to increase and left to decrease.. Settings: To set individual keyboard & playback preferences.. Mobile: Used for uploading dictation from select digital recording devices or USB/Mobile device.

Transcription Navigation Area The transcription navigation area contains three portals. When selecting any of these portals, the icon changes to green-yellow to show that it is now active. The dictation job area will display a complete list of dictation jobs within that portal. To refresh the dictation job area simply click on the icon again. 4 ) The In portal contains all the dictation jobs which have been submitted for typing. The status any dictation will be one of the following : a) Pending - Dictations have not yet been selected for transcription. b) Overdue - Dictations that have missed the expected completion date and time, and are still Pending. c) Running Dictation currently being transcribed. ) The On Hold portal contains all dictations that have been placed on hold by a typist for a stated reason and are listed with the status of Incomplete. Dictations in this area are not available to other typists. ) The Complete portal contains all dictations that have been completed and sent back to the author. 4) The Speech To Text portal is used for installing a voice profile (voice training) or converting a dictation to text that has been imported from a digital recorder. 00 PortNexus Corporation. All rights reserved

Transcription Job Area 4 5 6 7 8 9 0 ) Filter - The filter is used when trying to locate a specific dictation or group of dictations. Job area lists can be filtered by dictation date, priority, work type, status, transcriber or a combination of each. To select a filter click the drop down box beside the specific filter; the job area list will be automatically refreshed. ) Totals - Displays the total number of dictations & total accumulative time of those dictations for that user. ) Author Lists the author of each dictation. 4) Created Lists the date and time which each dictation was received and posted to the job area. 5) Priority Lists the priority of each dictation. 6) Due Date The due date is calculated by the system indicating when the dictation should be completed. 7) Status Lists the active status of each dictation: Pending - waiting for a typist. Correction Pending Voice recognized file Overdue - missed expected turnaround time. Running - currently being transcribed by a typist. Allows the typist to find and sort dictations Incomplete started, but placed On Hold. On Hold job was placed On Hold. Complete - completed by a typist. 8) ID Number A reference number assigned by the author. Or, shows whether public or private. 9) Description Information provided by the author. 0) Work Type Display the work type of a dictation as chosen by the author. ) Length Indicates the lapse time of the dictation. ) Charge Code A reference code assigned by the author. ) Comments Displays the latest comment that has been entered against the dictation by the Author, transcriptionist or system.

Opening a Dictation Job To open a dictation for transcription select () the Inbox. A list of dictations will populate the dictation job area. Right click the desired job; it will be highlight in blue (). A pop up window will appear showing available options. Select () Start Correction. 00 PortNexus Corporation. All rights reserved

Opening a Dictation Job page The () Word editor will then appear with the voice recognized text, along with the Active Control () window and the () Transcriber Correction menu. Alternatively, double-click on a job or drag & drop the job to the tape player. Dictations may be heard by using a foot pedal, the (4) play button in the active control panel, customizable hot keys, or the play button as described on slide 8. 4 Note: A template can be assigned to each of the work types by the author. When the typist chooses a dictation with an associated template, the template will appear in the Word editor. 00 PortNexus Corporation. All rights reserved All other marks are property of their respected owners

Start Correction Format A Depending on the way the author created the voice file, there are two distinct correction formats, A and B. For Format A, place the blinking cursor at any word within the document and press () Play in the Transcriber Correction window. The audio will play and each word will be () highlighted as the recording is played. To stop the playback, press the ESC button or right click your mouse. Correct the word using the process described on slide 7. Press Play again to resume, or reposition the cursor and press Play. 00 PortNexus Corporation. All rights reserved

Start Correction Format B For format B, the audio playback is contolled by using a foot pedal, the () play button in the active control panel, the customizable hot keys (see Settings tab), or the play button as described on slide 8. Note: the () Play button in the Transcriber Correction window is greyed out (meaning it is inoperative).

Correct Word To correct words in the Word Editor, highlight the phrase that contains the word () you wish to correct, then press the () Correct Word button. Dragon s Spelling Window appears (). Either select from a series of (4) alternative text or manually type the correction into the (5) dialogue box; the correct phrase will insert to the () Word editor. Press (6) OK when you are finished. 5 4 6 00 PortNexus Corporation. All rights reserved All other marks are property of their respected owners

Saving the Document to PC When correction is complete, highlight the entire document () and select either () cut or () copy. Copy the entire text to a previously opened Word document on your local PC. Save the document per your firm s normal procedure.

Completing the Document A Once you have saved document, return to the original Word editor in Associate, and select () Finish Correction. The () What do you want to do window appears and select A Complete the Job. When the Associate () file directory appears select (4) Cancel. The document will be cleared and ready for the next job. 4

Placing a Job On Hold If a typist selects a transcription job but decides to place it on hold, click on (B) Place the Job On Hold then () OK. The () Enter a Reason window appears. Select a default reason from the () drop down box or (4) type a new reason for placing the job on hold then click (5) OK. B 5 The job is placed into the (6) On Hold bin. The Comments column is updated with the given reason for placing the job on hold. Any dictation placed on hold is not available to other typists in your organization. It remains on hold until work is resumed or until the due date is exceeded. If its due date is exceeded it returns to the pending stage. 4 6 00 PortNexus Corporation. All rights reserved

Declining a Dictation Job To decline a job for any reason, select (C) Decline the Job then () OK. You will be prompted to confirm. Select () Yes. Select a default reason from the () drop down box or (4) type a new reason for placing the job on hold, then (5) OK. C 5 4 The transcription job returns to the dictation job area with a status of (6) Correction Pending. The (7) Comments column is updated with the reason for declining the job. 6 7 00 PortNexus Corporation. All rights reserved