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How do I edit/create templates for First Draft?

Answer / Solution

Creating/Editing Templates for First Draft (FD)

Solution

At the time an author is enrolled in First Draft (FD) Dictation Recognition, the author's templates must be updated to be compatible with First Draft. 

Requirements:

  • ITE version 6.1.8.1 or later.
  • There can be no First Draft Fields on the template in order to auto-generate using this feature.
  • Administrator login ID and password (or Facility Admin with permission to use ITE KB554)

Tasks

  • Login to the InfraWare Template Editor
    • Open an Existing Template
    • Create a New Template using the Template Wizard --> for more information, see KB414
  • Auto-generate First Draft Fields 
    • Click Insert --> Generate First Draft Fields
    • The ITE will analyze the template and place First Draft fields in front of each heading.

  • There are two document fields for FD that are added to the template using the auto-generate feature. 
    • Initial First Draft Output field code
    • First Draft Region
  • Notes:  First Draft Areas are not generated by this feature.  See KB778 for details on First Draft Areas.
  • Manually adjust and/or add First Draft Fields as needed:  See KB547 for details on First Draft Fields.
    • Initial First Draft Output field code
      • Should be placed in the template where the Author's dictation normally begins
      • Click Insert --> Document Fields --> First Draft --> Initial First Draft Output
    • First Draft Region: See KB806 for details.
      • This field code is placed after each heading or subheading in the template (i.e. Chief Complaint, Physical Exam, History, etc.)
      • Ctrl + Shift + R or click Insert --> Document Fields --> First Draft --> First Draft Region
    • First Draft Areas: See KB778 for details.
  • Enter phrases that the author may use when he wants to start dictating this particular heading (At least one phrase must be filled in).  See KB757 and KB762 for details on how First Draft Phrases work and best practices.
    • If the First Draft Region was auto-generated, popular phrases for that heading will already be included
    • Double click on the First Draft Region field code to edit/add phrases.
    • Add additional phrases if needed
    • To remove a phrase, select the phrases under Current Phrases and click Remove Phrase
    • Use Keyboard Shortcut Ctrl + S or click OK when done.

When all First Draft fields are completed:

  • Save the template to the platform as normal.  See KB227 for more information on creating templates.
  • If you are creating a new template, it needs to be linked with a Document Type.  Please see KB331 for more information on creating document types. 

 

 


Related KBs
How do I Create a Template in the InfraWare Template Editor (ITE)?
How to Create a Template
How do I create a Document Type (Work Type)
Create a Document Type/Work Type
How do I enable certain Document Types for First Draft ?
Enable Document Types for First Draft
InfraWare Template Editor - Template Wizard Instructions
Using the ITE Template Wizard
How does the First Draft prelude threshold work?
Prelude setting & behavior defined
What are the First Draft fields I can add to a template?
Speech recognition fields available for templates
How do I use the First Draft Template Training Environment?
Steps on how to access the First Draft Template Training tools in the ITE
What is the ITE Template Tuner?
ITE template tuner feature explained
What are the options for First Draft Phrases?
First Draft Phrase Options
How do First Draft Phrases work?
How First Draft Phrases Work
What are the best practices to be used with First Draft Phrases?
Best Practices for First Draft Phrases
What is a First Draft Area?
First Draft Areas explained
What is a First Draft Region?
First Draft Regions
What is the Template Override feature?
Managing Template Overrides

Direct Link to This KB
http://www.infraware.com/KB/?f=332

Last Updated
Saturday, February 20, 2016

Tags
FD first draft template creation KB332
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