Go to "www.webchartmd.com" and click on the "log in" button.



On the next page type a username and password into the fields and click the "submit" button. If done successfully the view will change. Now the web portal will be in view with the username displaying near the top of the page.



The Pending Folder
This folder holds all the audio files that have been uploaded to the server and allows information about those files to be viewed- such as the routing information.



Searching for a Document
To search for a document click the "search" button on the main menu and enter the parameters to use. Once either a filename or a routing destination has been entered click the "search" button.



The Inbox Folder
This folder contains all the items that have been received from transcriptionists. In this folder view the date when the transcription was dictated, uploaded, and when the file was received from the transcriptionist can all be seen. Also the patient's demographics for any specified file can bee seen and are searchable using the "search" button at the top of the screen. There is also a field indicating the report type. Once a report is considered to be in its final form the "finalize" button can be clicked and that listing will be sent to the final folder. The first column on the left hand side indicates whether a listing has been opened and the second column indicates whether a listing has been printed.



Searching for a Document
To search for a document click the "search" button on the main menu and enter the parameters to be used. Once either a report type, first name, id#, or last name have been entered press the "search" button.



Opening a Document
By selecting a single line or multiple lines files can be opened. If the standard open feature is used by clicking the "open" button each document will be opened in Microsoft Word. If multiple documents are selected and the "open" button is clicked each document will be opened after the previous one is closed. By selecting multiple documents and clicking the "combined open" button the selected documents are turned into one large document and opened in Microsoft Word.



Printing a Document
By selecting a single line or multiple lines, or by either control clicking them or shift clicking them, the files can be printed. The files will be sent to the last printer that was used with Microsoft Word.



Rejecting a Document
To reject a document click the "reject" button then a small prompt will come up asking for the rejection reason. A rejection reason must be entered before a document can be rejected. Once a rejection reason has been entered click the "submit" button.



Updating/Changing Demographics
First make sure that no pop-up blocking software is enabled and that a line is selected, then click the "demographics" button.



When the button is clicked a pop-up box will prompt for a change to the demographic information associated with that file. After the information has been changed click the "update" button.



Finalizing a Document
To finalize a document first make sure that no pop-up blocker software is enabled and that a line is selected. When both of these are done all click the "finalize" button.



A pop-up will appear asking for confirmation that to the document is ready to be finalized and made read only. Click "yes" at this prompt to finalize the document.



Faxing a Document
First in order to fax a document make sure that no pop-up blocking software in enabled. Then select the documents that need to be faxed and click the "fax" button.



Once the files that need to be faxed have been selected, a fax number has been entered and the "send fax" link has been clicked a pop-up notification will come up. This pop-up states that the document has been added to the fax queue. To close the notification window click the "ok" button.



The Rejected Folder
This folder contains all the items that have been received from the transcriptionist or rejected because of erroneous material. All of the same information about a file that could be viewed in the inbox is displayed here except for the report type which is replaced by the rejection reason in this folder. Once again there is a search feature that can be utilized.



Searching for a Document
To search for a document click the "search" button on the main menu and enter the parameters to be used. Once either a report type, first name, last name or an id # have been entered- click the "search" button.



The Final Folder
Once the "finalize" button is clicked in the inbox the selected document is sent to this folder and is stored here permanently or until deleted. A lock in the first column on the left side indicates that the document has been eSigned. Any item in this view can be printed or searched for.



Searching for a Document
To search for a document, click the "search" button on the main menu and enter the parameters to be used. Once either a report type, first name, last name or an id # have been entered click the "search" button.



Opening a Document
By selecting a single line or multiple lines, or by control clicking them or shift clicking them, documents can be opened. Once the documents that need to be opened are selected, open them by clicking the "open" button. Each document will be opened in Microsoft Word after the previous one is closed if multiple documents were selected.



Printing a Document
By selecting a single line or multiple lines, or by control clicking them or shift clicking them, files can be printed. The files will be sent to the last printer that was used with Microsoft Word.



Deleting a Document
By selecting a single line or multiple lines, or by control clicking them or shift clicking them, files can be deleted. The file/s will be permanently deleted and will not! be recoverable.



When the files that need to be deleted are selected and the "delete" button is clicked a confirmation dialog box will display. Press the "yes" button in this dialog box to complete the deletion.



e-Signing a Document
By selecting one line or multiple lines, or by control or shift clicking them, and clicking the "e-sign" button files can be e-Signed.



Once the files are selected that need to be e-Signed click the "e-sign" button. Then a confirmation dialog box will display. Click the "yes" button in this dialog box to complete the e-signing process.



Faxing a Document
First in order to fax a document make sure that no pop-up blocking software in enabled. Then select the documents that need to be faxed and click the "fax" button.



Once the files that need to be faxed have been selected, a fax number has been entered and the "send fax" link has been clicked a pop-up notification will come up. This pop-up states that the document has been added to the fax queue. To close the notification window click the "ok" button.



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