InfraWare Secure Web Portal
Quick Start Guide

Who should use this Guide and the Secure Web Portal?
The Secure Web Portal is used by authors and facility administrators to access transcribed documents. 

Before You Begin

Before you begin, please be aware of the yellow circles with question marks in them. Clicking these images will bring up information about the area on the page with which they are associated. 

• The Secure Web Portal is arranged with tabs consisting of different pages.  Notice the Reports tab is the initial page:

 » Click to explore various tabs. Notice the sub-tabs that appear when a different tab is selected.

 

 

Purpose of each Tab

• Tasks
  The Tasks tab provides links to commonly accessed areas of the program and allows a user to customize their Secure Web Portal experience by clicking the Change My Preferences option.  

Reports

• The Reports tab shows all the dictations the user has permissions to view that have been submitted for transcription in a convenient queue. 
  • Search Panel (see below): Located above the list of jobs, this can be used to perform Quick Searches by one or more criteria or a more complex Saved Search (explained below).
    

• Saved Searches:  Saved Searches designate the search criteria as well as which columns are included in the results and the order in which the displayed jobs are sorted.   Choose a Saved Search from the menu and it will automatically be executed and display results in the listing.  
  
  • Saved Searches are typically set up by your Admin and may include specific data elements and criteria (KB106).  If you do not see the Saved Searches sub-tab contact your Administrator about access to this tab so you can manage your own Saved Searches.
• Quick Search:  Click the Quick Search tab and choose from the drop-down menu of fields, choose or enter criteria, choose the operator (Must Have, Must Not Have, Might Have), and click Search. 
  
  • Click More to expand search criteria for up to 5 elements.  Click Less to reduce back to 1 element.

• Job Actions:  Below the search panel is a list of job actions including eSign-Off, Return for QA, View Formatted, Download, Fax, and Online Editor Print.  When clicked, these actions are performed on jobs selected by placing a checkmark in the leftmost column of the job’s row.  In addition, if you click on the More Actions drop-down menu you will see options to Edit Completed Jobs and Secure eMail Delivery on demand.
  

• Job Properties:  Details of a single job can be quickly viewed or changed by clicking the Job # to load the job properties page. 
  
  Notice the job properties window actually has several pages.  View job properties is the default.
  
  
  
• eSign-off: Authors can review each completed document.  In a walk-through experience, they can accept, reject or edit each job as needed.  At the completion of the walk-through, they can download and/or print the jobs signed or viewed.  See KB133 for eSign Instructions.
• Software
  The Web Portal runs in your browser so it does not need to install.  Other InfraWare software programs can be installed to the user’s computer from the software tab.  The Online Editor is used to Edit Completed Jobs and during the eSign process.
  
  
• Help
  The help tab allows users to search the InfraWare Knowledgebase (KB) for answers and information using a convenient keyword search.

Note

• Screen shots above are for a Medical facility, which shows labels appropriate to medical workflow (Patient, MRN, etc.).