Quick-start guide: Using secretarial access

Secretarial access allows a clinician's admin staff to manage documents, by copying the documents once they've been approved by the clinician.

1. Getting Started with Secretarial Access

• Use the email address linked to your Secretarial Access invitation to create your i-scribe account.
• Once your account is created, log in to access the patient and document details that your clinician has approved for you. 
  
  

2. Managing Patient Documents

After logging in, you’ll see details for each listed patient, including:

• Patient Name and DOB
• Clinician Name (who approved the documents)
• Consult Date and Time

Below each patient’s name are the documents the clinician created.

• Blue Documents: These need to be copied(Image 1). To copy, click the document name.
• Once copied, the document name will turnwhite(Image 2), and the check box will be ticked.
• When all pending documents have been copied, theStatus Box will also be ticked.
• If you copy a blue document in error, simply click the document name, and it will revert from copied to un-copied. 
  
  

Image 1: Secretarial Access interface, showing a patient with two pending documents, and instructions for these. 

Image 2: The same patient, with both documents copied and completed. The status box is now ticked. 

3. Filtering and Searching for Patients

To locate specific patients quickly:

Use theFilter Patient box in the top right corner to search by name.

You can also filter patients by:

• Clinician
• Consult Date
• Status
• Available: Blue documents are waiting to be copied.
• Completed: All documents for this patient have been copied
  
  

4. Viewing Consult Details

If you need to see more information about a consult:

• ClickView Consult next to the patient’s name.
• Here, you can confirmpatient identifiers and review thetranscript.

Note: These documentscannot be edited by secretarial access users.

**

5. Adding Additional Secretaries From Secretary View **

• If a secretary has "Admin Access" they can invite other secretaries.
• • "Admin Access" can be changed in the "Settings" of the Clinician's Account.
• To do this (referring to the image below) from the secretary view:
• • Click the settings cog (shown by the red arrow on the top left)
  • Enter the secretary information and invite user (shown by the red box).