Each task that is dictated and uploaded is associated with a specific author, author group, document type, department, and organisation.
This information will have been determined at the time of dictation based on the settings selected by the author, whether dictating using the app, a landline, a speechmic recorder or web upload.
Occasionally an incorrect setting may have been selected by the author, for example, the wrong author group - if they have moved department and not informed us, if an incorrect PIN is used with the landline system or (rarely) if authors share accounts.
When this occurs the task route (workflow) may need to be corrected, so that it reaches the correct typist and so that the correct author can approve it.
The following is intended as a step by step guide of how to do so:
To edit a task you must first open it and select "Edit Task Information". Often this will appear when you open a task but if not you can access it by clicking on the pen icon to the right of the patient name and ID on the top left of the screen:
1. Updating the Department
(This step can be completed by a Master)
To update the department > click on the arrow to the right of the word "Department" in Edit Task Information. This will open a drop down menu from where you can select the correct department.
Please note: If you update this information it will require you to also update and confirm the other information displayed, the group, report type and author.
2. Updating Task Author Group
(This step can be completed by a Master, Manager or Transcriber)
To update the author group > click on the arrow to the right of the word "Group".
This will open a drop down menu from where you can select the correct group.
3. Updating Task Report Type (Template)
(This step can be completed by a Master, Manager or Transcriber)
To update the Report Type (Document Type or Template) > click on the arrow to the right of the word "Report Type".
This will open a drop down menu from where you can select the correct Report Type.
4. Updating Task Author
(This step can be completed by a Master or Manager)
To update the author > click on the arrow to the right of the word "Author".
This will open a drop down menu from where you can select the correct author.
Once you have amended the appropriate details click UPDATE.
Points to note:
If you update the author the task will go back to Pending (regardless of status before that)
If the template changes (this may happen if template is not in the new group) the typed body of text in the letter will be cut. However, it will be retrievable along the top of the letter, by clicking on the word "BODY" and right clicking and pasting it back into the letter.
*If you have difficultly with any of these steps our Support Team will be happy to talk through it with you.
Get in touch using the online helpdesk or by emailing support@tpro.io.
© 2022