Web Platform

First Time Login Process

All users => This article describes the set up process when you first start working with T-Pro.

Written by Silvie
Updated over a week ago

Deactivate a User Account

Manager, master & administrator role => This article describes how to deactivate a user account.

Written by Silvie
Updated over a week ago

Update Patient Information with the option "Reset Merge Fields"

All Users => This article describes how to easily update demographics when working on tasks.

Written by Silvie
Updated over a week ago

Searching in All Tasks

This article explains how to get the best search results when looking for a specific task.

Written by Silvie
Updated over a week ago

Templates - Using the Disable Editor

This article explains the template option "Disable Editor".

Written by Silvie
Updated over a week ago

Using the Recipient and CC address fields in templates

All Users => This article describes how to use the structured address fields 'Recipient' and 'CC addresses'

Written by Jonathan Larbey
Updated over a week ago

Binding a Phone Number for Telephony

Master or admin user => This article explains how to set up the telephony service for your facility.

Written by Silvie
Updated over a week ago

How to Hold a Phone Appointment via T-Pro eCLINIC MANAGER

Author => This article explains how to use the T-Pro CLINIC MANAGER to make phone calls to your patients.

Written by Silvie
Updated over a week ago

How to Use Notification Settings (eCM)

Administrator => This article explains the configuration of communication options with the patient

Written by Silvie
Updated over a week ago

How to Access Your Online Appointment with T-Pro eClinic

Patient => This article explains how a patient connects to the T-Pro eClinic for a consultant appointment

Written by Silvie
Updated over a week ago

Step by Step - eClinic Manager for Video Calls

Author => How to hold a virtual clinic consultation

Written by Kate Winters
Updated over a week ago

How to Hold a Video Appointment with T-Pro eCLINIC MANAGER

Author => This article explains how to use the T-Pro CLINIC MANAGER to set up appointments and virtually see your patients.

Written by Silvie
Updated over a week ago

How to Edit Task Department, Author Group or Author

Step by step guide on how to edit a task department, author group or author

Written by Kate Winters
Updated over a week ago

Enable front-end Speech Recognition

Manager => How to turn on front-end speech recognition for an author.

Written by Jonathan Larbey
Updated over a week ago

How to Create a New Transcription Route

Manager or Master user => This article explains how to set up a new transcription route and add it to an author group.

Written by Silvie
Updated over a week ago

How to Upload Multiple New Users to Your Organisation

Master => This a article explains how to process a bulk upload for new T-Pro users.

Written by Kate Winters
Updated over a week ago

How to Edit a Completed Task

Manager or Master user => This article explains how a manager can reopen and edit a completed task.

Written by Máire McCarron
Updated over a week ago

How to Admin Approve a Task

Manager => This article explains how a manager user can approve a task as an administrator.

Written by Máire McCarron
Updated over a week ago

Workflow & Task Status

Manager => This article describes available workflows and task status' at each stage

Written by Máire McCarron
Updated over a week ago

How to Delete a Task

Manager => This article explains how a manager can delete a task.

Written by Máire McCarron
Updated over a week ago

How to Move a Task

Manager or Master user => This article explains how to move a task to another stage of the transcription route.

Written by Máire McCarron
Updated over a week ago

How to Create a New User

Manager => This article explains how to create new users and add them to a department.

Written by Máire McCarron
Updated over a week ago

Facility Overview

Master user => This article gives an overview of a facility's reports and related settings

Written by Davey Flavin
Updated over a week ago

How to View Reports

Manager or Master user => This article describes each available report.

Written by Davey Flavin
Updated over a week ago

How to Restore a Deleted Task

Manager or Master user => This article describes how to restore a task that has been deleted.

Written by Davey Flavin
Updated over a week ago

How to Assign a 'Pending' Task to a Specific Transcriber

Manager or Master user => This article describes how a manager can assign a task in pending status to a specific transcriber.

Written by Davey Flavin
Updated over a week ago

How to Move a Task out of 'Work in Progress' (WIP)

The following article describes how a manager can move a task out of WIP, if the assigned user is not available to complete it

Written by Máire McCarron
Updated over a week ago

Dictating Documents Using T-Pro's Front-end Speech Recognition

Author => This article explains how to create a task and dictate a document using speech recognition on your PC.

Written by Silvie
Updated over a week ago

How to Upload or Update Your Signature

Author => This article explains how to set up or change your sign-off or signature.

Written by Silvie
Updated over a week ago

Install T-Pro Connect to control an External Microphone or Foot Pedal - MacOS

This article explains the installation of T-Pro Connect for the use of external hardware with T-Pro's web app for MacOS.

Written by Pedro Paulo Amorim
Updated over a week ago

How to Change Priority of a Task

Author or Manager => This article explains how to easily change the urgency / priority of a task.

Written by Davey Flavin
Updated over a week ago

Upload an Audio File to T-Pro

Author => How to upload a recording from outside T-Pro

Written by Máire McCarron
Updated over a week ago

Search for a Completed Task

Author => This article explains how to view or download a completed task

Written by Davey Flavin
Updated over a week ago

Approve a Task from Your Desktop

Author => This article describes how authors can approve documents from their PC

Written by Pedro Paulo Amorim
Updated over a week ago

Access Documents Waiting for Storing

Storer user => This article explains how to store a document and other options.

Written by Davey Flavin
Updated over a week ago

Assign Patient Data to a Task

Transcriber, Editor, Reviewer => This article explains how to assign or update patient information on pending tasks.

Written by Silvie
Updated over a week ago

How to Use the Dashboard

Transcriber => This article explains what a transcriber can view on the Dashboard

Written by Leandro Hoffmann
Updated over a week ago

Select a Task from the Pending Queue

Transcriber => This article explains how to select a new dictation for transcription.

Written by Pedro Paulo Amorim
Updated over a week ago

Download a Task from T-Pro

Transcriber => This article explains how to download a Word document or PDF file from T-Pro to your desktop.

Written by Máire McCarron
Updated over a week ago

How To Add Confidentiality Tag

Transcriber => This article guides you to the confidentiality tag option.

Written by Ian Quin
Updated over a week ago

Enable Email Notifications

Transcriber or Author user => This article explains how to enable notifications in your user profile.

Written by Jonathan Larbey
Updated over a week ago

Change a Report Type / Template

Transcriber => This article describes how to change a report type or template on a task.

Written by Máire McCarron
Updated over a week ago

How to Transcribe Outside of T-Pro

Transcriber => This article describes how you can use T-Pro's floating player to transcribe outside of T-Pro

Written by Davey Flavin
Updated over a week ago

Suspend a Task to Complete at a Later Time

Transcriber => This articles describes how to set a task on hold to come back to it later.

Written by Pedro Paulo Amorim
Updated over a week ago

Set Up and Use Text Replacements

Transcriber => This article describes how to use Text Replacement.

Written by Máire McCarron
Updated over a week ago

How "Merge Fields" Work

Transcriber => This article explains the use of merge fields.

Written by Pedro Paulo Amorim
Updated over a week ago

Type Multiple Letters From a Single Dictation

Transcriber => This article describes what do to if an author dictates multiple cases in one recording.

Written by Pedro Paulo Amorim
Updated over a week ago

How To Change Patient Details on a Task

Transcriber => This article explains how to edit patient details in a document.

Written by Pedro Paulo Amorim
Updated over a week ago