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How can I finish a report from a second dictation (Attach an Addendum)?

Answer / Solution

 

How to Manage Addendums 

Summary
 
In this guide, you will learn how to place a job on hold to await an addendum or to attach an incoming addendum to an existing job while using the InfraWare Transcription Client (ITC).   
Overview
 
InfraWare 360 allows transcriptionists to mark a job as Awaiting Addendum for those jobs that are incomplete and for which they expect the author is going to finish dictating the report at a later time. When a transcriptionist opens a dictation and learns that is an addendum to a prior dictation, the platform also allows the transcriptionist to attach an addendum to an existing job.   The jobs are merged and sent back to the transcriptionist to transcribe the addendum for completion.
 

You will need the following before you begin:

  • A transcriptionist login ID and password for the ITC. 
Tasks:
  • Log in to the ITC using your email address and password provided by your Administrator.

  • Double-Click on a job to open it into the ITC Editor. 
To mark a job as Awaiting Addendum:
 

This is the scenario in which the end of a dictation is reached but another dictation will clearly be needed to complete the report.

  • Choose File and then choose Mark as Awaiting Addendum (Ctrl-Shift-Z). 

  • Click Yes to confirm. 
  • A final confirmation message will display to alert you that the job will be placed in a holding state.  Click Yes to confirm.
  • The job will leave the transcriptionist's queue and will be in a holding state on the servers until an addendum is attached by a transcriptionist at a later time. 

Note: If you have transcribed or edited any text in the addendum, the changes will not automatically combine with the original job. The text would need to be copied and pasted into the original job. 

Attach Addendum
 

This is the scenario in which a transcriptionist opens a dictation and learns it is actually an addendum that needs to be incorporated into a previously submitted job.

  • Choose File and then choose Attach as Addendum (Ctrl-Shift-X). 

  • A window will appear with recent jobs from this author. 
    • Choose from the list provided or search by Job Number, by Job Subject, or by Patient Name.

  • Highlight the job and click the Attach Addendum button.

  • Confirm Your Selection.  A warning is display with details that continuing will discard any changes and any First Draft content on the job which is being attached as an addendum.  Click Yes to confirm. The two jobs will be merged (under the original job number) and will be assigned to the transcriptionist who attached the addendum (if the original job is available for work at this time). 


  • When the original job comes into the queue, the audio will be positioned at the beginning of the addendum where the transcriptionist can transcribe it and send the job on to the next workflow step. 

Note: If the original job has not yet been transcribed at the time of this addendum addition, then it will not come back to the user who added the addendum. It will wait for the current workflow step to complete, then will queue the job for the next available eligible transcriptionist for transcription of the addendum. Please allow minutes for the process of combining jobs and routing back to a transcriptionist.


Attachments
How to Manage Addendums.pdf (212.6Kb)

Related Links
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How can I authorize Transcriptionists to add Addendums in ITC?
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Allow MT's to attach addendums across different authors
How do I view addenda in the IMC?
Viewing addenda in the IMC
How do I view addendum details in the IMC?
How to View Addendum Details
How do you remove an addendum in the IMC?
How to Remove an Addendum in the IMC

Direct Link to This KB
http://www.infraware.com/KB/?f=244

Last Updated
Monday, December 10, 2018

Tags
manage addendum addenda attach view addendums KB244
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