Using the desktop client and the Word plug-in

Open WebChartMD by double-clicking the desktop icon named "WebChartMD" or by accessing the start menu and opening the WebChartMD folder and then clicking the icon there named "WebChartMD."

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Enter a username and password in the appropriate fields. Once the user has entered a username and password press the "login" button.

Transcribing a document using WebChartMD
By right clicking the WebChartMD tray icon and clicking the "transcribe dictations" option the document transcription interface can be accessed.

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Associating a Dictation
A word document can be associated to a dictation by clicking "associate dictation" button in the menu or by pressing ctrl+alt+a.

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To associate a dictation:
Click "associate dictation" or press ctrl+alt+a and a dialog box will come up

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Select the dictation which needs to be transcribed and click "associate." If the program is set to use the default template then it will automatically use that template but if it has not been selected, it will bring up a dialog box showing the default template folder where a template can be selected. Once a template has been selected and the "open" button has been clicked the word document will be started.

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Removing an Association
An association can be removed by clicking "remove association" button in the menu or by pressing ctrl+alt+r.

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Once "remove association" has been clicked or ctrl+alt+r has been pressed a prompt will come up asking for confirmation of the association removal and informing the user that the word document will be deleted.

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Playing a Dictation
A dictation can be played by clicking "play dictation" button in the menu or by pressing ctrl+alt+p.

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When "play dictation" is clicked or ctrl+alt+p is pressed the audio player will be launched and all the normal tasks can be performed on the audio file such as play, rewind, fast forward, etc.

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Copying a Dictation
A dictation can be copied by clicking "copy dictation" button in the menu or by pressing ctrl+alt+c.

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When a dictation is copied a small dialog box will prompt the user to enter the number of dictation copies the user would like to make. This feature is largely useful when a care provider dictates more than one patient's information in the same audio file. Once the number of copies has been entered click the "submit" button.

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Inserting patient demographics
Patient demographics can be insterted into a word document by clicking the "insert demographics" button in the menu or by pressing ctrl+alt+i.

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Once the dialog box comes up the user can enter a variety of patient information to search for. Patient information can be searched for by patient id number, first name, or last name.

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Once the search is initialized a second view will allow the user to select the specific patient demographics that need to be inserted. Once the selection has been made click the "insert" button. The patient demographics should now be inserted in the document.

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Uploading Documents
A dictation can be uploaded to the server by clicking "upload document" button in the menu or by pressing ctrl+alt+u.

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Once "upload document" is clicked or ctrl+alt+u is pressed a dialog box will pop up asking the user to verify that the patient demographic information is correct. Once the information has been verified press the "upload" button to send the document and that information to the server.

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Changing Settings and Parameters
The settings and parameters can be changed by right clicking the tray icon for WebChartMD. NOTE: When a user logs in a welcome message will be displayed

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Changing the default template directory, the default template and other template settings
Once a user has logged into the desktop client the directory where the dictations are downloaded to the user's computer can be changed. To do this right click the tray icon and click "settings."

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Once "settings" has been clicked a dialog box should come up allowing the user to change the default template directory and what the default template is as well as various other template settings.

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The prompt for template section allows the user to change whether or not the word plug-in will prompt for a template to use when starting a new dictation. The template as report type section decides whether or not the type of template is the report type.

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