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V9 Fusion Voice Manager Training Document

© 2006 Dolbey Systems

Copyright © 2006 Dolbey


All trademarks, trade names and copyrights are the property of their respective holder
Last Revised on 6/4/2008
Table of Contents
Logging on to Fusion Voice Manager ............................................................. 3
System Overview ............................................................................................... 4
General Description of Tabs ............................................................................ 5
System Activity Tab ........................................................................................... 6
Channel Activity Tab ......................................................................................... 6
System Activity Map .......................................................................................... 7
System Messaging ............................................................................................. 8
Broadcasting a Message................................................................................. 9
Job Views Tab .................................................................................................... 9
Searching with Filters ...................................................................................... 10
Searching with Fusion Filter Statements ......................................................... 11
View – Filter Settings tab ................................................................................ 13
Relative and Static Dates .............................................................................. 14
Job Status Check boxes ................................................................................ 15
View Extended Filter Settings Tab ................................................................. 16
Saving Searches .............................................................................................. 17
Customizing Columns ..................................................................................... 20
Status Bar Panel ............................................................................................... 21
Right Click Options for the Job Views Tab .................................................. 23
Running Management Reports .................................................................... 25
Exporting Information ..................................................................................... 28
Report Data Source Selection ...................................................................... 28
User Views Tab ................................................................................................. 29
View Filter Settings .......................................................................................... 29
Adding and Deleting Users............................................................................ 31
Editing the User Profile .................................................................................... 33
Exporting Report or View Information .......................................................... 42
Mass Editing ..................................................................................................... 43
Configure User Defined Fields ........................................................................ 44
Route Group Manger ...................................................................................... 46
Step by Step Adding a New User Route Group ......................................... 48
Security Group Manager ................................................................................ 54
Password Rules ................................................................................................ 57
Configuration Group Editor ............................................................................. 58
Purge Criteria Manager .................................................................................. 62
Auto Review Criteria Manager ....................................................................... 65
Expected TAT Criteria ...................................................................................... 69
Audit Trail .......................................................................................................... 72
Application Options ........................................................................................ 74

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Fusion Voice Manager

_________________________________________________________________________

Fusion Voice Manager is a Dictation System that is used to manage


dictations, users, and workflow. The Voice Manager gives these users
permissions to access Atom Software Applications, as well as managing
your dictations.

From the Voice Manager the System Administrator can manage what the
users can and can’t access in the system and the voice manager is also
used to configure you system to be custom to your site. This user guide
should help you throughout your Fusion Voice Manager experience.

_________________________________________________________________________

Logging on to Fusion Voice Manager

To log on to the Voice Manager, click on the drop down box, shown below.
This will give you a drop down box with users on the system either select
yours from the drop down menu or enter in your unique user id number
along with a password if applicable.

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System Overview

When you log on to the Voice Manager, you will be presented with this
screen called System Overview Tab. This screen gives general statistics
about the system, such as Active jobs, Priority jobs, Disk Space Used, and
much more.

On this screen you have the ability to click on links provided in the System
Totals column. By clicking on these links it will take you into the Job Views
Tab and it will display the jobs that make up the link clicked on.

From this main screen, you can see that there are different tabs. We will
explore through each tab individually.

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General Description of Tabs

System Overview – This tab provides a quick overview of your system with
totals.
System Activity – This tab provides a view of currently connected users and
ports.
Job Views – This tab provides search, edit, and management reporting
options for dictations in your system.
User Views – This tab provides the capability to search, edit, and report on
user accounts that have been created in the system.

As you switch between these tabs, the menu bar/right click will change,
offering actions that are related to the tab you are currently viewing. We
will explore each of these sections and learn how they can help you to
utilize features on your voice manager to help you manage your daily work
flow.

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System Activity Tab

This Tab is broken into three sub tabs: Channel Activity, Network Client
Activity, and System Messaging.

Channel Activity Tab

Each port has a row across that contains status and diagnostic information
for that port. This can be useful in assessing who is connected to the system,
by telephone, at any given time.

The following columns are displayed on the “Channel Activity” grid:

These Fields are all found across the top

Fields Description
Channel The channel number identifying, which ports this row applies
to.
Status A description of what the current status of this port.
User ID The ID of the user that is currently connected to this port (If
the user has dialed in, but has not entered their login
information, this will show “N/A”.)
User Name The name of the user that is currently connected to this port.
(If the user has dialed in but has not entered their login
information yet, this will show “N/A”.)
Position Shows the listening user’s current position within the job.
Ref Num. The reference number of the job currently being recorded or
listened to on the system.
Session Start The date and time that the currently connected user dialed
into the system and was connected.
Audio Start The date and time that the audio file, currently being played
or recorded on the port, was started.

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Channel Activity Right Click Menu

Hang Up Place the selected channel on-hook. If a caller is currently active on the
Channel channel they will be disconnected.

Set Channel Place the selected channel in a Busy state. The channel will no longer
Busy answers calls. If a caller is currently active on the channel the port will
remain active and then set it self to a busy state when the caller
disconnects.

Hang Up All Place all channels on-hook. If a caller is currently active on any channel
Channels they will be disconnected.

Set All Channels Place all channels in a Busy state. The channels will no longer answers
Busy calls. If a caller is currently active on the channel the port will remain
active and then set it self to a busy state when the caller disconnects.

Script Execution Displays the Script Execution and Scheduling dialog. (See the Script
and Scheduling Execution-Scheduling Section for more details)

View Statistic Displays detailed statistics for the Voice Recorder the channel resides
on.

Send Broadcast Displays a dialog allowing the user to type a message that will be
Message viewed on all Voice Managers. (See the System Messages Tab for more
details)

Refresh View Will refresh the current tabs view from the Fusion Voice System. Note
that generally the view will refresh itself automatically every 30
seconds. This interval can be changes in the Application Options Dialog.

System Activity Map

**This Tab shows who is on the system and what time they signed in and at what
station.**

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If you put your mouse over
top one of these boxes, it
will give you more specific
information about who is
connected.

System Messaging

If the system had a message either set up by the system monitors or


broadcast by a user, it would be documented in this tab.

To broadcast a message, on the system, you would ‘Right Click’ then click
on ‘Send Broadcast Message’. This would then prompt you to put in a
message shown on next page.

Once you type in the message it will display the date and time it was
broadcast and show up in the System Message Tab.

This tab also receives messages from the System Monitors located in the
Task Manger.

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Broadcasting a Message

Click OK to broadcast this message. Your display message may not display
immediately depending on the amount of time the automatic refresh for
the system is set. However, if you right click you can click on the refresh
button to manually refresh this page.

Job Views Tab

This tab provides information about current jobs on the system. Archived
jobs can also be accessed from this tab. The Job Views tab can be used to
manage, route and modifying jobs on the Fusion Voice System.

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Grid

Filter

Searching with Filters

The first step, in using the Job Views tab to manage jobs, is to fill out the
lower half of the screen with “filter criteria”, describing the list of jobs you
would like to view. These filters are used to filter out jobs that is not valuable
to the jobs you wish to view.

After entering filter criteria into the filter, click the “Apply Filter” button to
display jobs specified. To enter criteria in the fields, you must place your
cursor into the field(s) you wish to enter in search criteria into.

The criteria entered should be specific to the job that you are looking for.

REMEMBER LESS IS MORE: When entering criteria, into the fields, the more
information you enter into the fields the less results you will obtain. The less
information you specify, the more results you will obtain.

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Searching with Fusion Filter Statements

Setting a filter allows you to specify advanced conditions, which must be


met for a job to be included in your search results. These statements can
be entered into any of the search criteria fields to limit search results. Filter
statements are made of individual filter "units." These units can be mixed
and matched to make a customizable "Fusion Filter Statement." To add
more than one of the units above, to your "Fusion Filter Statement", you must
separate each unit with a comma. The comma serves as an (or) between
each of the units.

There are four different units that maybe used:

Unit Example Description


Individual 5 Individual filters search for the exact
number specified.
Range 5-9 Range filters search for a value between
the two numbers specified. In this
example, results with the field set to
5,6,7,8, or 9 would be returned.
Inequality Operators <10 These filters search for all numbers
greater than or less than the specified
number.
< - Less-than
> - Greater-than
In this example, <10 includes all numbers
less than 10 (0,1,2,3,4,5,6,7,8,9.)
Not Operator !5 This Operator is used to bring criteria back
NOT matching the criteria.

Rules for using the (!)


Limiting Expressions – expressions using
< and > must have the NOT expression
between the lower and upper expressions.

Range Expressions – expressions using


ranges (Example: 1-10,!5) must have the
Not Expression at the end of the range.
It is not recommended to mix single
expressions and NOT expressions.
(Example: 1,2,3,4,!2)

Why use a "Fusion Filter Statement"?


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By using a "Fusion Filter Statement", you can search for a variety of
numerical matches without the tedious work of entering many numbers.
Ranges and inequality operators can significantly cut down on the amount
of work needed to explain criteria. "Fusion Filters" offer an easy way to enter
in a lot of criteria.

When you are done entering in fusion filter statements, there are two
buttons in the lower right hand corner of the filter, labeled “Clear Filter
Settings” and “Apply Filter.” The “Apply Filter” button populates the Results
Grid with all jobs that match the filter criteria you have entered. The “Clear
Filter Settings” button will clear any search criteria you have previously
entered. This allows you to begin defining a new search from scratch.

After Entering in Criteria

After you have clicked the “Apply Filter” button, the grid above the filter
panel will populate with the results that match the criteria entered. You can
begin working with the jobs that have been returned, by using the right
menu.

The filter allows you to specify the conditions that must be met for a job to
be returned, in your search results. For example, if you enter “135” in the
“Author ID” field and press the “Apply Filter” button, the grid will populate
with all jobs that were dictated by the user with the ID 135. Any fields that
you leave blank are not be factored into your search.

If you fill in multiple fields, in the criteria filter, all of the conditions must be
met for each job, if the job is to be returned in your search results. For
example, if you enter “135” in the “Author ID” field and enter “33” in the
“Transcription ID” field, the grid will only display jobs that were dictated by
the user with the ID 135 and transcribed by the user with the ID “33.” (A job
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that was dictated by user 135 and transcribed by user 44 would not be
returned in your results).
The filter criteria area is made up of two tabs. The “View – Filter Settings” tab
allows you to specify standard filter criteria for your search. The “View –
Extended Filter Settings” tab allows you to specify advanced criteria for
your search by using custom fields.

View – Filter Settings tab


The Job View’s “View – Filter Settings” tab contains the following text fields
for specifying search criteria:

Fields Description
Ref Num. This allows you to search by the jobs unique reference number.
Author ID This allows you to search by the ID of the user who dictated the
job.
Transcription ID This allows you to search by the ID of the user who transcribed the
job.
Review ID This allows you to search by the ID of the user who reviewed the
job.
Report Type This allows you to search by the report type of the job.
Report ID This allows you to search by the report ID that corresponds to the
job.
Facility This allows you to search by the facility that dictated the job.
Department This allows you to search by the department that dictated the job.
Organization This allows you to search by the organization that dictated the
job.

To the right, of these text fields, are the “Begin Date” and “End Date” areas
and a drop-down, titled “Date Criteria.” These fields work together to allow
you to constrain your search results to a particular date range.

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Relative and Static Dates

The filter criterion provides a section where you can an exact date or an
approximate date.

Static Dates

If you choose to use static dates, in your search. Static dates are used to
yield exact date searches. For example, if you wanted to view all jobs
dictated on October 8, 2006, you would select October 8, 2006 for both
your begin and end date, as your Date Criteria.

Relative Dates

The Relative Dates feature can be particularly useful with management


reports or reports that need to always search relative to the current day.

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For example: You can specify that you want jobs created with a "Begin
Date" (minimum of 30 days ago), and an "End Date" (maximum of 0 days
ago). This would return all jobs from 30 days ago from the current date.

On the relative date tabs, you can choose the unit of time (minutes, hours,
days, months, or years). You can also specify the "interval offset." The
interval being the number of the unit of time. Together, these specify the
relative date you wish to search against.

For example, if you chose "months" with an interval offset of "3" for your
begin date, you would return all jobs 3 months or newer.

Date Criteria Create Date and Time – The date and time the dictation
completed creation (in most cases).
Transcribe Date and Time - The date and time the
dictation completed transcription.
Last Modified Date and Time – The date and time of the
last modification of the dictation.
Import Date and Time – The date and time the job was
“imported” into the Fusion Voice System.
Expected TAT – The date and time that the job is
expected to be transcribed by.

Turn Around Time (TAT) criteria

Job Status Check boxes

The job status check boxes allow you to specify which jobs should be
returned, in your search, based upon various job status flags.

Neutral (Green) State Checked Unchecked

If the box is in the neutral (green) state, the status will not be considered in
determining search results, (jobs are returned whether they match the
status or not). To return to the green state right click.

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If the box is checked, your search will only search for jobs that have the
status selected.

If the box is unchecked, your search will only return jobs that do not have
the status selected.

For example, if you want to return results on only jobs that are transcribed
and marked as priority; you would check the "transcribed" box, and the
"priority" box, while making sure that all other boxes are in the neutral
(green) state or unchecked state. Jobs that are unchecked with be
factored into the search as jobs matching that state will not be returned
even if Matches Transcribed and Priority.

The following job status fields are available:

Transcribed - A job that has already been typed.


Priority- Jobs that have been marked priority either by a supervisor or
dictator.
Checked Out - A job that is currently being transcribed.
Released - A job that has been transcribed and reviewed.
Transcription Held - A job that is being held open by the transcriptionist.
Author Held - A job that is being held open by a dictator.
Review Wait - A job that has been transcribed but is awaiting review.
Routed - A job that has been routed.
Exported - A job that has been exported.

View Extended Filter Settings Tab

This tab gives you extra fields, so that you can specify extra information that
is not supported by the Default Fields.

User Defined Criteria can be used for the extra criteria that were not
already defined, such as: patient name, social security number, or other
fields you wish to filter. You can make fields and define them as a custom
field. You can define fields see the section in this document ‘Configure User
Defined Field Editor’.

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Saving Searches

To save a search:

1. Enter your criteria by using "Fusion Filter Statements" into each of the
fields, where you wish to receive results.
2. Click on "Save current as Report “
3. When prompted, enter unique name for your filter.
4. Your filter is now saved and can be accessed by clicking on the View
Saved Reports button.

Why would you save a search?

Usually, you will use this feature to keep handy searches, or reports that
must be run on a repeating basis. These reports can be saved and set up
automatically print on a scheduled basis.

For example, you may wish to run weekly reports on how many reports a
Transcriptionist transcribes or how many dictations a certain dictator
dictates. By saving these filters, you can save yourself the time of reentering
the criteria and you guarantee that the report will execute with the exact
same criteria results every time.
Saving a report to print automatically

To have a report run automatically save a filter with criteria. Then click on
the schedule button. This will display a screen that allows you specify when
you wish for your reports to print.

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You can schedule a filter to automaticly print at a specified time or a
certain weekday.

Section Title Description


Occurs This section allows the user to
select the occurrence interval of
the selected report:
Run Once – The report will only run
once at the scheduled time and
then delete its schedule.
Daily – The report will run daily at
the selected interval.
Weekly - The report will run weekly
at the selected interval.

Monthly - The report will run


monthly at the selected interval
Interval – The report will run at the
selected interval. This option is
useful for covering any time
periods the first 4 options do not.

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Select Start Date and Time Changing this option will select the
valid start date and time for the
script schedule.
Select Expiration Date and Time Changing this option will select the
expiration date and time for the
script schedule. Once this date
and time has been reached the
schedule will delete itself.
Occurrence Interval This option is used in conjunction
with the “Occurs” option, to allow
a report schedule to run a script at
the interval defined, during the
valid times. Current intervals can
be defined as minutes, hours, days,
weeks, and months.
Select Valid Days Placing a check next to each valid
day for the schedule will allow the
report to run during those days.
Unchecked days will cause the
schedule to reset and wait for the
next valid day.
Select Valid Time Range Selecting a Valid Start Time and
End Time will allow the schedule to
only run the report during this time
regardless of the occurrence
schedule.

There are 3 print views you can schedule the filter for.

Printing and Viewing Description


Options
View only Print the jobs returned from applying the
selected filter.
Summary only Print the summary on the jobs returned from
applying the selected filter.
Both View and Summary Print both the jobs returned from applying the
selected filter and the summary on these jobs.

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Customizing Columns

When you save a search, you can also choose which columns are
displayed. This allows you to organize the information based upon relative
columns to the saved report displayed. Columns can also be saved for
looking at day to day jobs. You can also customize columns from the job
views tab and this will allow you to select the information you wish to display
in you grid.

To specify and save columns

1. Right-click on the job results grid


2. Select "Customize Columns"
3. Use the Add and Remove buttons to move columns between the two
lists:
Displayed Fields - specifies which fields are displayed on your report
Available Fields - these are the fields that are available for you to
display, but will not be displayed unless placed on the displayed
filters box.

To select multiple fields hold the control key down

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Option Description
align-data This button will force the selected
choice of alignment for the column,
when looking at the column in the
Grid.
column width This may be set by selecting it from
the “Displayed Fields” list and
entering the width in pixels in the
“Column Width” field. Note: To
format the width of the columns you
can also from the grid drag the
columns to the appropriate size.
display format This area allows each column to
have an individual format set for
display purposes.
freeze column This check box will “freeze” the
selected column and any preceding
columns in the results grid display.
This is useful if you wish to always
display some type of job identifier
even while scrolling to the end of a
display row.
reset To revert to how they were before
your changes, click on the button.

Status Bar Panel


By clicking on the Blue Grid, Shown Below. Visible Panels may be displayed
by clicking in the drop down menu in the Status Bar. By checking or UN-
checking the menu entries, the displayed items can be tailored to the users
needs.

**The application will “remember” the items checked for future sessions.**

The table found on the next page describes these tables.

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Status Bar Panel Description
Paged Jobs Displayed This panel contains the number of
jobs in the current page of the view
and also the total number of items
available from the system.
Total Audio Time This panel contains the total audio
length for all dictations in the view.
Report Title and Generation Date This panel contains the title of the
and Time current report and the Date and
Time it was generated or last
updated.
Total Create Time This panel contains the Total
Creation Time for all dictations in
the current view. Creation Time
differs from Total Audio Time as it
considers pause and editing time,
when the dictation was created.
Total Transcription Time This panel contains the Total Time
that it took to initially transcribe all
dictations in the view.
Total Items Selected This panel contains a count of items
that are selected in the view.
Individual items may be selected by
holding the Ctrl Key and using the
mouse to select items or dragging
the mouse across items with the left
mouse button held down. Note this
panel, when configured as visible,
performs a double function. The
Total Audio Time, Total Create Time,
Total Tran. Time, Avg. TAT, Avg.
Ration panels will have a light blue
text color. This indicates that the
application is calculating these
items based on the items selected.
Current Print Page This panel contains the number of
the page that is being viewed, if it
were to be printed. This is useful if
only printing partial pages from a
view.
Avg. Tat (Average Turn Around This panel contains the Average of
Time) all Turn Around Time Entries in the
View.
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Avg. Ration (Average Typing Ratio) This panel contains the average
calculated ratio between the
Transcription Time and the Audio
Time.

Right Click Options for the Job Views Tab

The table on the below describes what each item.

Hot Key Menu Item Description

(none) Edit Selected Job – Switches to the “Job Detail” screen

(none) Listen to Selected – The selected job will be loaded on a mini-player. The
Mini-Player has button functions for Rewind, Pause, Play, and Forward.

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(none) Route to User – Any valid selected jobs will be routed to the user selected,
in the User Selection Dialog, as pictured below. Routed Jobs are only
available for transcription, by the selected users, and in most cases will
be their next jobs. Only Transcription and Administrative Users will be
displayed in this dialog.

F6 View Reports – This selection will display the Report View dialog that will
allow the user to selected or manipulate pre-defined reports.
F9 Toggle Filter Panel – Toggles the display of the View Filter Panel.
Ctrl+ View Current Summary – This selection will Display the View Summary
Shift Dialog. This dialog can display tabular reports and report section totals as
+S well as graphical charts.
(none) View Legend – displays the legend dialog to explain the icons in the
Results Grid.

(none) Customize Columns – Allows the user to choose which columns are
displayed in the result list, as well as set data alignment and display
formats for visible columns. (Column display settings are saved and keep
when you save or load a report.)
(none) Print Preview – Displays the print preview screen.

Ctrl + P Print View – Prints the current view or results grid. Before printing a page
setup dialog is displayed, that will allow the user to change the print
output settings, such as orientation or choosing which printer the report
will print to.

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(none) Show Print Breaks – Selecting this option will cause the view to display
rows that are at “Page Breaks”, in the current printer output, to be
displayed with a green background. This will allow the user to easily
determine what page and how much information will be printed, on a
page, with the current printer settings.
(none) Copy Selected- Gives you the option to copy and paste the information
needed into 3 different formats. Text, CSV, and HTML.
(none) Unlock Selected Job – Unlocks the job that is currently selected in the job
view. This is an administrative function and should only be used on the
console of a system administrator.

Running Management Reports

Running management reports is a three step process.

To Run a Management reports it require you to display jobs in the grid


before allowing a report to run.

The first step is to enter in criteria relative to the information you wish your
management report to display. For example: If you want to run a
management report on a certain dictators dictations you would enter in
criteria into the filter relative to report information.

Note: The jobs displayed in the jobs grid should be relative to the
management report you wish to create.

The second step is to Define Complex Sort. To define complex sort right
click anywhere in the grid to find this option. When ‘Define Complex Sort is
displayed. You will see two columns avaiable Fields and Displayed Fields.
On the left, is the “Available Fields” list. This displays all possible fields to
include in the sort order. On the right, is a list of fields that you would like
included in the sort order. You can include fields by clicking on them, to
highlight them, and then by clicking the “Add” button to move them to the
“Sort Fields” list. To remove a column from your sort order, highlight it in the
“Sort Fields” list and click the “Remove” button. To move the column back
to the “Available Fields” list highlight it and click ‘Add

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To move fields up so that
they are displayed first or
second, select the Move
Up or Move Down Button
to rearrange the fields.

Note: To Complex sort on one field you can also click on the field from the
job views tab so it displays an arrow. When the arrow is displayed in the
column this will specify that this column will be the basis of the
management report.

After selecting the fields you wish to display, on the management reports,
you will Click OK, on this screen, and it will then route you back to the job
views tab. You are now ready to run a summary of the information provided
with a pie graph if applicable. Use the right click menu on the job views grid
and select ‘View Summary’. This will then generate a management report
that can be printed. Either in a Summary Report or a Pie Chart (Example
found on the next page of this document).

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Exporting Information

After performing a search, or running a report the user can export the resulting
information by utilizing standard Windows Copy and Paste commands or using the
“Copy Selected” from the right click Tool-Bar. Selected Items are copied to the
Windows Clipboard in three formats:

Text – This format is utilized when pasting the results into a text based application,
such as Windows™ Notepad.
CSV – This format is utilized when the pasting the results into an Application that
can utilize comma separated values, such as spreadsheet programs.
HTML – This format is utilized when pasting the results into an Application that can
utilize HTML such as most e-mail programs or Microsoft Word™.

Note: Generally the key combinations of Alt and C are used to copy items and Alt
and V are used to paste items.

Report Data Source Selection

The report data source dialog allows you to choose which data sources you
would like view, when searching and reporting on jobs. You can access this
dialog and functionality by clicking on “Select View Data Sources”, in the
right click menu.

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By default, the Fusion Atom system will only search the active data. If you
wish to include archived data, you can choose additional archived files, by
quarter. Click to check each of the items you would like to display, in your
results, then click on the “OK” button. To cancel the operation, click on the
“Cancel” button.

User Views Tab

The right click features that are not discussed in this section maybe be
described in the job views tab section of this training guide.

View Filter Settings

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Field Description
User ID The user Id is a unique number given to
each user to identify them. By using this
button you can search on it.
Base Type This is used to describe what category
you would like to search for:
Administrator, Transcriptionist, Dictator,
and etc.
Security Group This allows you to search on all
Security Groups.
Route Group This allows you to search on all
Route Groups.
Configuration Group This allows you to search on all
Configuration Groups.
Digital Configuration Group Not Searchable
Destination Group Not Searchable

Button Description

View Saved Reports This button will display the View Reports Dialog. This
dialog allows the end user to access pre-defined reports,
on the system for the current user, globally defined
reports, and custom plug-in reports.

Update Saved This button will display the View Reports Update Dialog.
Reports By selecting a user report, from the provided list, current
report settings such as, sort order, visible columns, and
the criteria used to define the report, are transferred to
the selected report and saved for later use.

Save Current as This button will display a dialog allowing the user to name
the current report. After the report has been named, the
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Report View Reports dialog is displayed allowing further
customization of report properties, such as print
scheduling or moving the report to the global report list.

Apply New Window This button will display the contents, of the currently
configured report, into a new stand-alone window. This is
useful for comparative analysis of report elements.

Apply Filter This button will cause the application to read in any
defined criteria and ask the system to generate a report,
for the user, which will be displayed in the results grid.

Clear Settings This will clear any previously set user criteria to the
default values.

Adding and Deleting Users

Using the Right Click Menu, you can Add or Delete users from the system.

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To Add a user, click on the ‘Add New User’ Option from the right click menu shown
above. You will then be prompted to type in the correct information, into the box,
shown below:

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Option Description

Facility Code The facility that the user works from.

User ID A numeric ID for the user.

Password A password for the user. You will have to re-enter this in the
“Confirm Password” field.

Note: If this user will be accessing the system through the


telephone, you will need to enter a numeric password.

Base User This will create a copy of, rest of the information, for the user you
Settings selected, in the results grid, before clicking “Add User.”

** This feature can be convenient when adding many similar


users. After adding the user, you will be taken to the “User
Profile” screen to edit the rest of the user’s information.

Once you click OK, this will then bring you to the privileges screen, where
you can then set privileges for your user(s).

Editing the User Profile

General Settings Tab

The first tab on this screen, labeled “General Settings”, allows you to view
and edit general information about the user. After making changes, click
“Update Changes” to save the changes you have made to the user. Click
on the “Cancel Button” to cancel changes.

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The User Rights section either allows or disallows permissions for this user. The
chart below gives a description of what these fields can be used for.

Field Description

User ID This is a unique number that is used to identify


the user. (numeric)

Facility The facility that the user belongs to (numeric).

User Name The name of this user.

Base Type The basic type of this user (Admin. Dictate,


Transcribe, or Listen). This allows you to
categorize the user for searching purposes and
also when the user calls into the recorder the
recorder looks at the base type to determine
what this user is able to do whether it be
dictate or listen.

Allow Dictation Check this to allow the user to dictate.

Allow Transcription Check this to allow the user to transcribe.

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Allow Listen Check this to allow the user to review jobs.

Allow User Open Check this to allow user to leave jobs open.
Jobs
This option is useful if a transcriptionist has
started transcribing a job and needs to quit
working on the job. The transcriptionist can later
check the job back out and finish working on it.

When a job is placed in open status, no other


transcriptionist can open the job. This means
that the job can only be accessed by the user
who placed the job in open status.

Max Open Jobs This is the maximum number of jobs that this
user is allowed to set open.

This setting only applies if the “Allow User Open


Jobs” option is checked.

Allow User When checked, this user will be able to access


Interface Access the system via user interface. When
unchecked, this user’s account won’t be
displayed in the log-on dialog.

User Suspended Check this to temporarily suspend the user’s


account. Suspension keeps the account
intact, but forbids the user from logging into the
Fusion Voice System. This function may be
useful for disabling accounts that will possibly
need to be reactivated, at a later time.

Telephone Number Telephone number of the user.

Fax Number Fax number of the user.

Pager Number Pager number of the user.

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Email Address Email address of the user.

Street Address Street address of the user.

Transcription Settings Tab

The next tab, labeled “Transcription Settings”, allows you to set options for a
user that is specific to transcribing work.
Click the “Update Changes” button to save the changes you have made
for the user. If you wish to cancel the changes you have made, click on
the “Cancel Changes” button. This will reset the form to the previously
saved values. These Settings are explained in the table below.

Field Description

Allow Routing Mode If this is checked, the transcriptionist can receive work, by
Selection many different ways. Either by manually entering in criteria
or by automatic routing groups.

If this is not checked, the only way that the transcriptionist


can choose to receive work, is by their routing group.

(This setting only affects users connecting to the system


through Fusion Voice Player.)

Allow Client Checking this box allows transcriptionists, who use Fusion
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Administration Function Voice Player, to make changes to demographic
information contained in the jobs that they are assigned.

(This setting only affects users connecting to the system


through Fusion Voice Player.)

Allow Routed Jobs Checking this check box allows the transcriptionist to
receive work that was routed to them.

Allow Routing Group Checking this box allows the transcriptionist to change their
Change routing group to receive other types of work. (This setting
only affects users connecting to the system through Fusion
Voice Player.)

Force all Jobs by this Checking this check box requires all jobs transcribed, by this
user to Review Status user, to be reviewed before being marked as transcribed.

The job will be marked transcribed, by another user, who


reviews the job and its transcription.

Allow Routing of Checking this box for transcriptionists allows them to route
Transcription Review their jobs to another user for review.
Jobs
If the box is unchecked, the transcriptionist’s work will not be
routed for review, it will be marked transcribed and finished.

Max Jobs Per Request Maximum number of jobs that the user is allowed to request
from the system at one time. (This setting only affects users
connecting to the system through Fusion Voice Player.)

Max Jobs Checked Out Maximum number of jobs that the user can have checked
out of the system at one time. (This setting only affects users
connecting to the system through Fusion Voice Player.)

Hours before Auto- If jobs checked out are not returned within the specified
Return hours, they will be automatically returned.

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Group Assignments Tab

The third tab, on the User Profile screen, is labeled “Group Assignments.”
On this tab, you can view or edit the user’s group assignments. All users are
assigned to group within a group for all three groups here, for managing
their access throughout the components of the system. These groups are
explained in the table on the next page.

Groups Description

Security Group Setting up a group, through ‘Security Group’, controls


the permissions for this user throughout fusion system.

Routing Group This group describes what kind of work is routed to this
user through route groups.

Configuration This group describes what prompts and order this user
Group will receive. Also it gives settings for the recorder, such
as timeouts.

If you click on the Custom Configuration Group it will


give you more options so that you can set up a
custom configuration group for this user. See
Configuration Group Section for more help on this
topic.

Clicking on the “…” button, next to each of the groups, will bring up the
corresponding group manager. This allows you to add or edit existing
groups, before selecting which group you would like to assign to this user.

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Settings Tab
The fourth tab on the “User Details” screen is labeled “Settings”. It contains
settings that are used to control a user’s options and preferences, when
connecting to the system by phone.

Settings Description

Play Gain Setting This setting adjusts the volume level, of the audio, that is
played back to this user through the telephone.

Encoding Format Specifies the encoding format to use when recording audio
files, which are dictated over the phone, by this user. The
encoding format will establish the size and quality of the
audio files stored on the Fusion Voice server.

Auto Backspace Specifies the number of seconds that the file will rewind,
Increment (sec.) before resuming play, after coming out of pause mode
through the Fusion Voice Recorder (Transcriptionist Only).

Rewind Increment Specifies the number of seconds that the job will rewind, for
(sec.) each second that the user presses down on the rewind
pedal or key through the Fusion Voice Recorder.

FF Increment (sec.) Specifies the number of seconds that the job will fast
forward, for each second that the user presses down the
fast forward pedal or key through the Fusion Voice

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Recorder.

Seek Acceleration Specifies the rate that the rewind or fast forward intervals
Factor (1-100) will increase, as they are held down through the Fusion
Voice Recorder.

Pause Alert Interval Specifies the number of seconds that the system will wait
(sec.) before reminding the user that they have a job paused. If
you set this to zero, the user will not be reminded that they
are in pause mode through the Fusion Voice Recorder.

Note: This tone will only play if it is specified in the


configuration group, that user is assigned to.

Current Statistics Tab

The fifth and final tab, on the “User Details” screen, is labeled “Current
Statistics.” This tab displays non-editable statistical information about the
user account.

Note: This will not automatically display results you must click on View to
display the Audit Trail

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Field Description

User Last Access The date and time that the user last accessed the
system.

Jobs Dictated The number of jobs that the user has dictated.

Jobs Transcribed The number of jobs that the user has transcribed.

Jobs Reviewed The number of jobs that the user has reviewed.

Total Access Count The number of times that the user has connected
to the Fusion Voice system.

Total Jobs Checked The number of jobs that the user currently has
Out checked out.

Total Jobs Open The number of jobs that the user currently has
marked open.

Audio Dictated (Sec.) The total number of seconds of audio that this user
has dictated.

Audio Transcribed The total number of seconds of audio that this user
(Sec.) has transcribed.

Audio Reviewed The total number of seconds of audio that this user
(Sec.) has reviewed.

User Audit History A grid displaying a log of recent activity by this user.
To populate or refresh this information, click the
“Retrieve Audit History” button.

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For a list of Audit Codes see the help file View Contents, Application Overview,
Application Resources, Audit Codes. This will give you a description on the audit
codes.

Exporting Report or View Information

After performing a search, the user can export the resulting information by
utilizing standard Windows Copy and Paste commands or using the “Copy
Selected” Tool-Bar or Context Menu Entries. Selected Items are copied to
the Windows Clipboard in three formats:

• Text – This format is utilized when pasting the results into a text based
application such as Windows™ Notepad.

• CSV – This format is utilized when pasting the results into an


Application that can utilize comma separated values, such as
spreadsheet programs.

• HTML – This format is utilized when pasting the results into an


Application that can utilize HTML, such as most e-mail programs or
Microsoft Word™.

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Mass Editing

The mass-editing feature allows you to quickly change a piece of


information for several users, at the same time. To select multiple users, from
the results grid, hold the control key down and click the users. To view the
mass edit screen, choose “Mass Edit Selected Users” from the “Manage”
menu.

The mass edit filter will appear at the bottom of the screen. This is where
you can make changes to the information that relates to the selected user
accounts.

When you click on the “Update All” button, any changes that you make,
will be applied to all of the user accounts you have selected. If you wish to
cancel the mass edit function, click on the “Cancel Edit” button.

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Configure User Defined Fields

This editor allows you to assign unique names for your atom system, to the
fourteen available user defined fields. User defined fields are “extra” fields
that give you the ability to assigned unique names to customize the system
to your site. Start by clicking on the File Menu, System administration, and
Configure User Define Fields.

Static: What the Default Fields are for the system.

Mnemonic: What you want to actually see as the Field.

For Example, User Define00 becomes Patient SSN.

Note: Changes to these user defined field names affect the entire system.

Defining User Define Fields:

There are 14 fields that can be changed to fit different information that
needs to be displayed on your system. If you need to display, for instance,
Patient Name or Social Security Number All you have to do is:

1. Place your Curser in the User Def. Field that you wish to change.

2. Delete the Mnemonic name that is currently in that field, and


replace it with the new one.
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3. Click Update changes, if the name entered is what you wish to
display on your system.

Above, the User Defined Field 00 has been changed so that Patient SSN will
be displayed. By clicking Ok the changes will be updated.

Where will you see these changes?

- Job Views Screen

- Configuration Group Editor

- Route Group Manger

- Purge Criteria

- Configure User Defined Fields

- Customize Columns

- Fusion Player/Fusion Dictate

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Route Group Manger
This dialog allows you to manage the route groups on your system. Route
groups allow you to specify which jobs should be assigned to your
transcriptionist.

For example, if you wanted a group of transcriptionists to be assigned all


work from department 5, you would create a new route group called
“Department 5 transcriptionists”. You would add, criteria that you wish to be
routed to this group. To add users to this group go to the user views tab
highlight the transcriptionist you wish to add to this group. From here click
mass edit or just edit if there is only one and select the route group field.
Then select which route group you would like to place them in.

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The route group dialog provides the following buttons for managing route
groups:

Buttons Description

Add New Creates a new route group. After clicking this button, you
will be prompted for a name for the route group.

Be sure to click “OK” after adding a new route group, to


save your changes.

Remove Deletes the currently selected route group. (To select a


Selected route group, click on its name, in the list, so it is
highlighted.)

Be sure to click “OK”, after deleting a route group, to save


your changes.

Edit Selected Edits the criteria details, for the currently selected route
group. (To select a route group, click on its name in the
list, so it is highlighted

Copy Selected Creates a new route group with the same criteria as the
currently selected route group. After copying, you can
rename the copy by clicking it, to select it, and then right-
clicking and choosing “Rename Route”, from the right-
click menu.

Test Selected Tests the selected route by bringing up the “Test Route”
dialog. This will allow you to quickly look to see what jobs
in your system will be routed to this route group.

Refresh View Forces an update, from the server, to ensure that you are
looking at the latest set of route groups created on the
system.

Update Saves any changes you have made to the route group list.

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Close Closes this dialog and returns to the main Fusion Voice
Manager screen.

Step by Step Adding a New User Route Group

Select Add New to create a New Route Group. It will then prompt you to
Name the new group you have created.

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Enter in a distinctive name for the specific Route Group. Then Click Ok, to
save your changes.

Click on edit selected to add criteria to your group.

Adding Criteria

To Add Criteria, click on the Add New Button, It will automatically add a
default. The default is All Work First- in and First-Out.

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Default

Why is the there already Criteria Added All First-In, First-Out Ordering?

When the system is first installed, the manager may want to reconstruct the
current way of routing jobs, so you may want to review new jobs for a
couple of days. The Default is just to make sure that there are some criteria
added, so that the jobs coming into the system go somewhere.

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Renaming Criteria

Renaming Criteria with a Distinctive Name. Such as ‘Route all Priority Jobs’,
allows you to easily make sense of the route groups, without the need to go
in to look at what is defined.

After Adding the name of the Criteria, you need to specify what you are
including and excluding.

Including: What jobs need to be routed to this specific ‘Route Group’.

Exclude: Any jobs that should not be routed to this Group.

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For Example: If a certain Transcriptionist only types Radiology work, known
as report type 3, but also needs to be able to type jobs by a certain
dictator with an ID number of 33. The route group would look like that
shown below.

**Any of the Numeric Fields Support Fusion Filter Statements.** See the
Section Defined for Fusion Filter Statements if help is needed.

Buttons Description
Move Up/ Move Down By highlighting criteria, and clicking
this button, you can move criteria
up/down to enable you to order
which criteria comes first and
second.
Add New Click this and you will add new
criteria, which can be specified.
Remove By highlighting criteria, you can click
this button to remove it.
Copy By highlighting criteria, it will copy
and paste it at the end of the route
group.
Reset Fields This button is used to clear all fields.
Job Priority Status By clicking, on this, it will add to your
criteria and specify that the job
cannot be routed unless it has a
priority status.
Criteria is an Exclusion By clicking this, it reverses the
statement that was specified. If you
say all Work Type 3 to be routed
checking this it will reverse the
statement and will read: I do not
want any jobs, with Report Type 3 to
be included.
Relative Dates You can specify the criteria with
dates, hours, minutes, years, and
months.
For example: If you want to set a
criterion to Globally exclude any
jobs that have been dictated, from
the past 4 hours, it will route all Aged
Criteria. Meaning anything older
than 4 hours.
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Adding Exclusions:

By checking the exclusion box you are specifying it to exclude criteria.

If you exclude Author Id number 33 at the top of the list you would globally
exclude the criteria under that exclusion.

Even though these


other criteria’s specify
that they want all
work. The Global
Exclusion takes
priority over the
criteria below it.

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Predefined Criteria:

This is Default Criteria Used for the System.

Linking Route Groups together:

Predefinded criteria can be used to link route groups together to allow a


continuous work flow. By selecting a route group from the Predefined
Criteria dialog it will allow the user to type work from there route group, and
then when all work is typed it will link them to another route group to type
from. However, if criteria enters in the original route group after the
transcriptionist is done typing, it will automatically route them back to the
original route group.

Security Group Manager

Creating a new Security Group Level

Click on the “Add New” button. This will create a Security Group Level named
“New Security Group”.

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You will then be prompted to enter a unique name for your Security Group.

With your left mouse button, click all of the check boxes the group you are
creating should have privileges to.

On the next page are descriptions of the privileges displayed.

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Privileges Descriptive

System Admin. Rights: This allows user(s) to manage


configuration groups.
Allow Administrative Privileges

View Audit Information This allows user(s) to view the Audit


Trails for Jobs or Users.

Allow Remote Web Access This allows the user(s) to access


Fusion Voice Web.

Reporting Admin. Rights: This allows user(s) to run User, Global,


and Plug-In reports in the Job Views
View Report/Views Screen.

Modify Reports/ View This allows user(s) to edit, delete, and


save reports.

Allow Modify Jobs This allows user(s) to edit


demographics and Job State.

Allow Mini Player Access This allows the user(s) to listen to jobs.

Enable Transcription Statistics Lock This allows the user(s) to view


productivity for other transcriptionist.
This will also allow access to the
System Overview Screen.

User Admin. Rights: This allows user(s) to run User, Global,


and Plug-In reports in the User Views
View User Listings/Report Screen.

Allow Modify Users This allows user(s) to edit account


information and user status.

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Allow Add Users This allows the user(s) to add new
users either by adding or importing
them.

Allow Delete Users This allows the user(s) to delete users


from the group on the system.

Allow Suspended Users This allows the user(s) to assign a


suspended state to a user.

Password Rules

Each security group may have assigned password validation rules that
ensure definable password restrictions. The interval between password
changes is controlled within the User Configuration Group.

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There are 4 definable password rules:

Rule Description

Minimum Password Entering a value in the provided scroll container


Length will force the system to only allow passwords
that are over the minimum length requirement.

Contain both at least Enabling this rule will force the system to only
one alphabetic and accept passwords that contain at least one
one numeric numeric (0-9) and one alphabetic (A-Z)
character character.

Contain at least one Enabling this rule will force the system to only
special character accept passwords that contain at least one
special character such as %, $, #, @. Note that
the | and ~ characters are not reserved for the
system and not allowed in any passwords.

Require that users Enabling this rule will force the system to only
can not re-use old accept passwords that have not been used by
password the user previously.

Configuration Group Editor

Configuration groups allow you to configure common preferences, for a


certain group of users.

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For example, if you have a group of radiologists, who all need to be
prompted in the same way, you would create a configuration group,
perhaps called “Radiology”, and set the appropriate options for that
group. You would then edit each of the radiologist user accounts and set
their configuration group to “Radiology”. They would all share the
preferences, set up in the configuration group.

Button Description

Add New Creates a new configuration group.

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After clicking add you will probably want to name this
group something meaningful.

Rename Selected Clicking this button, will allow you to rename the
currently selected configuration group.

Remove Selected Clicking this button, will delete the selected


configuration group.

Copy Selected Clicking this button, will create a new configuration


group, with the same settings as the currently selected
configuration group.

Refresh View Clicking this button, will update the list of configuration
groups, with the most current data.

OK Clicking this button, will save any changes you have


made, to the list of configuration groups.

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Setting the prompt order: Setting the prompt order, will prompt you
according to your configuration.

For example, If you don’t like entering your Report ID first, but would prefer
to Enter in the Department first, then Report Type, then Report ID, click on
the Configuration Group, that you made for that particular group of users,
then click on the specified field that needs to be moved either up or down,
in the list. Keep clicking; Move Up, until the prompt is where you want it.
Then click OK to your save changes.

The next tab is labeled “Group Default Assignments.” With this tab, you can
set defaults for any of the prompt fields. If you set a default for one of these
fields, the users, in this configuration group, will not be prompted for the
field, when creating a new dictation. The field will always assume the
default value that you have entered in the configuration group.

The Configuration Group Editor allows you to specify a list of possible values,
which members of the configuration group are allowed to enter or view on
the system. These fields support Fusion Filter Statements. See section
specified for fusion filter statements if help is needed.
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Purge Criteria Manager

Purge criteria is set up by making a series of rules. Each of these rules


explains a different set of conditions, which needs to be met, for work to be
purged from of the system. This is very similar to route group manager.

The top of the screen shows a list of all purge criteria rules, which have
been defined for the system. The buttons, at the bottom right of the screen,
allow you to manage your list of purge criteria.

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The following buttons are available for managing purge criteria rules:

Buttons Description

Add new Creates a new purge criteria rule.

Rename Selected Renames the selected purge criteria rule.

Remove Selected Removes the selected purge criteria rule.

Copy Selected Creates a new purge criteria rule, which has the
same criteria as the currently selected purge criteria
rule.

Reset Fields Clears all criteria fields for this rule.

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Refresh View Updates the criteria list and details, with the most
current information, from the Fusion Atom System.

OK Saves any changes you have made.

To edit the details of a purge criteria rule you have created, click the name
of the rule in the top list. At the bottom of the screen you can enter criteria
that the system should match, in order to purge jobs from the system. Once
your rule is defined, the system will purge any jobs that have been
transcribed that match the criteria you have defined.

Note: that if a job is not marked transcribed, it will not be purged from the
system, no matter what purge criteria rules you create. This is to prevent the
system from removing work that has not been completed.

Keep a Job from Purging: If you want to prevent a job from purging that has
been transcribed you can change the status of the job in the Job Profile to
Purge Hold.

For example, if you created a new purge rule and put “5” in the
“Department” field and left the rest of the fields blank, the system would
purge transcribed work from department “5”.

If more help is need to create Purge Criteria there is a Run Wizard Button
Found in the bottom right corner this will step you through creating rules.

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Auto Review Criteria Manager

The Auto Review Criteria Manager allows the user to set up criteria-based
rules defining how many jobs, by percentage on the system, need to be
automatically needed to be submitted for Quality Assurance or Review.
Approximately every 15 minutes the Fusion Voice System will scan the listing
of transcribed jobs and set the Review Wait Status flag for a percentage of
jobs, matching the criteria as defined in this editor. If an eligible job does
not match any of the criteria, then they will be ignored. This can automate
a large part of the process of assigning large quantities, of random jobs, to
be submitted for QA or Review.

Auto Review Criteria are set up by making a series of rules. Each explains a
different set of conditions, that should be met before a set of jobs are set for
review. This is much like setting up route group criteria. In fact, if you have
read the chapter on the route group manager, it may be helpful to think of
the Auto Review Criteria as a special route group, which is constantly
requesting work, and setting a percentage of that work, for Review Wait
Status.

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Option Description

Add New Creates a new Auto Review criteria definition.

Rename Selected Renames the selected Auto Review criteria. Auto


Review Criteria names are simply used for
identification.

Remove Selected Removes the selected Auto Review criteria.

Copy Selected Creates a new Auto Review criterion that has the
same criteria set, as the currently selected Auto
Review criteria.

Reset Fields Clears all fields for the selected criteria.

Run Wizard Selecting this option, will run a wizard that will guide
the end user through creating Auto Review criteria.

Refresh View Updates the criteria list and details with the most
current information, from the Fusion Voice system. All
current changes will be lost

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Field Description

Name You may change the name of a criteria entry by


typing a new name into this field.

Report ID This field will match jobs based on the value, of the
Report ID field, for any jobs on the system.

Report Type This field will match jobs based on the value, of the
Report Type field, for any jobs on the system.

Author ID Range This field will match jobs based on the value of the
Author ID field, for any jobs on the system.

Trans. ID Range This field will match jobs, based on the value of the
Transcriptionist ID field, for any jobs on the system.

Department This field will match jobs based on the value of the
Department field, for any jobs on the system.

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Organization This field will match jobs based on the value of the
Organization field, for any jobs on the system.

Enable Criteria Enabling this option will allow the Fusion Atom to start
setting jobs, matching the criteria defined, in the
selected dialog to Review Wait Status.

Percentage of This field is used to calculate how many transcribed


Matching Jobs to jobs; matching all of the other values in this criteria,
Set to Review Wait are set to a Review Wait Status. For Example: If 12
Status jobs in the system match the criteria and the
Percentage in this field is set to 75 (%), then 9 jobs will
be randomly set to Review Wait Status.

User Defined Fields These fields will match jobs, based on the value of
0-14 the assigned fields, for any jobs on the system.

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Expected TAT Criteria

The Expected TAT Criteria allows the user to set up criteria-based rules,
which define how far in the future; the expected TAT should be set for a job.
Approximately every 15 minutes the Fusion Atom will scan the listing of UN-
transcribed jobs. It will then fill in the Expected TAT field with a value
calculated from the criteria defined if it matches any of the criteria entries.
If an eligible job does not match any of the criteria the Expected TAT in not
set. Reports (Jobs View Screen) can be set up to alert system administrators
when a job or groups of jobs are failing to be typed in a timely manner.

The System Monitors feature of the Fusion Atom Voice Task Manager can
also be configured to broadcast or email designated users when a job or
group of jobs has passed the Expected TAT. This can automate a large part
of the process of making sure critical audio files are transcribed when they
should be.

TAT Criteria are set up by making a series of rules that each explain a
different set of conditions that should be met; before a calculated TAT can
be met; before a calculated TAT can be set in the Expected TAT field in an
individual job.

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Option Description

Add New Creates a new TAT criteria definition.

Rename Renames the selected TAT criteria. TAT Criteria names


Selected are simply used for identification.

Remove Removes the selected TAT criteria.


Selected

Copy Selected Create a new TAT criterion that has the same criteria set,
as the currently selected TAT criteria.

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Reset Fields Clears all fields for the selected criteria.

Run Wizard Selecting this option will run a wizard that will guide the
end user, through creating TAT criteria.

Refresh View Updates the criteria list and details with the most current
information, from the Fusion Voice system. All current
changes will be lost

Field Description

Name You may change the name of a criteria entry, criteria


group, or criteria group member, by typing a new name
into this field.

Report ID This field will match jobs, based on the value, of the
Report ID field, for any jobs on the system.

Report Type This field will match jobs based on the value, of the
Report Type field, for any jobs on the system.

Author ID This field will match jobs based on the value of the
Author ID field, for any jobs on the system.

Department This field will match jobs based on the value of the
Department field, for any jobs on the system.

Organization This field will match jobs based on the value of the
Organization field, for any jobs on the system.

Job Priority Status This field will match jobs based on the state of the Priority
field, for any jobs in the system. This field has 3 values

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which correlate to the check boxes state.

Enable Criteria Enabling this option will allow the Fusion Voice System to
start calculating the Expected TAT, for jobs that match
the criteria.

Relative Dates This field is used to calculate the Expected TAT, for a job
matching the rest of the fields, in this criteria entry.

User Defined These fields will match jobs based on the value, of the
Fields 0-14 assigned fields, for any jobs on the system.

Audit Trail

The system audit search dialog allows you to view system audit information,
which matches certain criteria. Audit information includes any activity on
the system. Because audit information includes so much information, you
must choose filtering criteria to specify exactly what you would like to look
at.

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Field Description

Item Description This allows you to search for a specific activity, only
returning log items that contain certain words in their
item description.

Audit Code This field allows you to search for an exact audit code
for an audit entry. Every basic type of activity, on the
Fusion Atom system, has a unique audit code. Audit
codes are outlined in the help file.

User This field allows you to search for information that


pertains to a specific Fusion Voice user. To update the
results above with the results matching the criteria that
you have entered, click on the “Search” button. To exit
this dialog, click on the “Close” button.

Dates Relative dates refer to a date that is specified, in units of


time, relative to the current time. For example, “4 days
ago” is a relative date. Static dates are exact calendar
dates. For example, “January 21, 1981 1:21PM” is a
static date.

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Application Options
This is where you can change personal options. Such as: colors of the
charts, time formats, refresh times, Auto Log off and more.

If you wish to display it, click True, if not click False


[If you just click on option, it will change to the opposite status, if there are
any]

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