Opening the Web Portal

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

Website Screenshot Home

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

Website Screenshot Login

The Inbox Folder
This folder contains all the items that have been received from the care provider that are awaiting transcription. In this folder view the date when the transcription was dictated, and uploaded, as well as whether the item is STAT or not can all be seen. Information about which care provider the file is from and the dates that the file was dictated and uploaded can also be seen. The "search" button at the top of the screen can be used to search items by their dictation date, upload date or the care provider's first or last name. There is also a field indicating the routing destination for individual files.

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Routing a Dictation
By selecting one line or multiple lines, dictations can be routed to a different MLS. Once the items which routing needs to be changed for are selected click the "change routing" button and select the MLS that would like to route the items to by clicking on the drop down arrow and selecting the MLS from the list.

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Once an MLS is selected click the "apply routing" button.

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Searching for a Dictation
To search for a document click the "search" button on the main menu and enter the parameters to be used. Once either a CP first name, CP last name, uploaded from, uploaded to, or a filename have been entered click the "search" button.

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The Rejected Folder
This folder contains all the items that have been sent to the care provider and that the care provider rejected because of erroneous material. All of the same information about a file that can be viewed in the inbox view can be seen here and, in addition, the rejection reason, and the patient's demographic information can be viewed. Once again there is a search feature that can be utilized.

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Routing a Transcription
By selecting one line or multiple lines, a dictation can be routed to a different MLS. Once the items which need to have routing changes made are selected click the "change routing" button and select the MLS that the items need to be routed to by clicking on the drop down arrow and selecting the MLS from the list.

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Once an MLS has been selected click the "apply routing" button.

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Searching for a Transcription
To search for a transcription click the "search" button on the main menu and enter the parameters to be used. Once either a filename, ID #, first name, or last name has been entered click the "search" button.

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Submitting an Updated Transcription
By selecting one line or multiple lines, or by control or shift clicking them and pressing the "submit" button files can be submitted to the care provider. Once the files that need to be sent to the care provider are selected click the "submit" button and the files are sent on their way.

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

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When the "demographics" button is clicked a pop-up will display with all the information that can be changed for that patients demographics. Once the necessary changes have been made click the "update" button and the changes are made on the server.

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The QA folder
This folder allows the work of the MT vendor's transcriptionists to be QAd if their privileges have been set so that they cannot upload directly to the care provider's inbox. The associated audio file can be played as the transcribed document is read.

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Searching for a Transcription
To search for a transcription click the "search" button on the main menu and enter the parameters to be used. Once either a filename, ID #, first name, or last name have been entered then click the "search" button and the list of transcriptions will be filtered.

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Submitting a Transcription
By selecting one line or multiple lines, or by control or shift clicking them and pressing the "submit" button files can be submitted to the care provider. Once the files that need to be sent to the care provider have been selected click the "submit" button and the files are sent on their way.

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Updating/Changing Demographics
First make sure that no pop-up blocking software is enabled and select a single document. Once a single document is selected click the "demographics" button.

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When the "demographics" button is clicked a pop-up will display with all the information that can be changed for that patients demographics. Once the changes have been entered click the "update" button and the changes are made on the server.

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