D-Scribe X GUIDE

Signing On to D-Scribe X

1. Network Access
   Ensure you are connected to your facility's CAREpoint network. D-Scribe X is only accessible within this network for security reasons.
2. Access D-Scribe X
   • Using a Saved Bookmark:
   ⤷ Bookmark Bar: Click the D-Scribe X bookmark on your browser's bookmark bar.
   ⤷ Bookmarks List: Open your browser's bookmarks and click the D-Scribe X bookmark.
   
   • Entering the URL:
   ⤷ Direct Link within CAREpoint: Some CAREpoint systems may have a direct link or button within the interface that opens D-Scribe X in a new tab. Look for icons or menu options related to "Reports," "Analytics," or "D-Scribe X."
   ⤷ URL Integration: Your CAREpoint system might be configured to automatically pass relevant information to D-Scribe X via the URL.
   ⤷ Obtain the D-Scribe X URL from your system administrator or IT Department. You can email GD Support: support@general-devices.com or you can call : 201-313-7075/.
3. Entering Credentials
   • Username: Type your assigned username in the username field.
   • Password: Type your assigned password in the password field.
4. Sign On
   • Click on the "Sign In" button to log in to D-Scribe X.
   
   Important Notes
   • Security: D-Scribe X can contain sensitive PHI. Always log out when you are finished using the software.
   • Access Issues: If you have trouble accessing D-Scribe X or need assistance with your login credentails, contact GD Support email: support@general-devices.com or call 201-313-7075

Accessing and Customizing Your D-Scribe X Dashboard

1. Sign In: Follow the previous instruction to access and log in to D-Scribe X.
2. Dashboard Views
   • System View: This is the default view when you log in. It displays reports accessible to everyone in your facility.
   • Account View: To switch to your personal dashboard view.
   ⤷ Locate the View Switcher:  Look for a button, tab, or dropdown menu labeled "View", or "Account". This may be near the top of the dashboard.
   ⤷ Selected Account View: Click the appropriate option to switch to your Account View. This displays reports specific to your account.
3. Customizing Your Account View:
   • Edit Mode:  Click the "Edit" button to enable customization.
   • Add Reports:
   ⤷ Date: Add a date display to your dashboard.
   ⤷ Total CAREpoint Calls Bar Chart: Add a visual representation of your CAREpoint call volume.
   ⤷ e-Bridge Case Types: If applicable, add information about your e-Bridge cases.
   • Rearrange Elements: Drag and drop elements to reposition them to your dashboard.
   • Save Changes: Click the "Save" button to save your customized layout.

Switching Between Views (Summary)
• Look for a view switcher (button, tab, or dropdown) labeled "View" or "Account"
• Click the appropriate option to toggle between System View and your Account View.

Important Notes
• Explore:  Take some time to explore the different reports and features available in both the System View and your Account View.
• Updates: D-Scribe X may have different or additional features than those described. If you encounter any unfamiliar elements, please contact GD Support email: support@general-devices.com or call: 201-313-7075

Navigating D-Scribe X Dashboard Views

1. Dashboard Navigation Bar: Locate the navigation bar on the left side of the screen.
2. Dashboard View:
   • Default Dashboard: This is likely the first view you see, with customizable reports and widgets (as described in the previous responses about customizing your dashboard.)
   ⤷ To access: Click "Dashboard" in the navigation bar (if it's not already selected).
   • Timeline View: This view probably presents data in a chronological format.
   ⤷ To access: Click “Timeline View” in the navigation bar.
   • Filtered Views (within Timeline View)
   ⤷ CAREpoint Only: Check the "CAREpoint" option to see only CAREpoint-related information.
   ⤷ e-Bridge Only: Check the "e-Bridge" option to see only e-Bridge-related information.
   ⤷ Combined: Check both options to see both CAREpoint and e-Bridge information.
   
   

Switching Between Views (Summary)
• Use the navigation bar on the left side of the screen.
• Click "Dashboard" for the customizable dashboard view.
• Click "Timeline View" for chronological view.
• Within the Timeline View, use the checkboxes to filter CAREpoint and e-Bridge information.

• Preferences: Experience with the different dashboard views and filtering options to find what works best for you.
• Features: As mentioned before, the specific features and appearance of D-Scribe X might vary. If you encounter anything different from this guide, refer to the software's documentation of please email: support@general-devices.com or call:201-313-7075.

Creating CAREpoint Call Reports in D-Scribe X

1. Access the Search Function:
   • Locate the navigation bar on the left side of the screen.
   • Click “Search” to open the report creation interface.
2. Choose Report Type:
   • CAREpoint Users: 
   ⤷ Select “CAREpoint Calls” to generate reports on incoming calls.
   
3. Define Search Parameters:
   • Operator Position: If you have multiple workstations, specify the relevant operator position(s) (e.g., “Operator Position 1,” “Operator Position 2”).
   • Call Type:
   ⤷ Select “Incoming Call” to include answered calls in the report.
   ⤷ Select “Unanswered” to include missed calls in the report.
   • Time Frame: Specify the desired date range for the report (e.g., “Last Week”, “This Month”).
   • Resource: If needed, select specific resources to include in the report. Leaving this blank will include all resources.
4. Save the Report:
   • Click “Save As”: Once you’ve set the parameters, click the “Save As” button.
   • Name the Report: Enter a descriptive name for your report (e.g., “Answered Calls - January 2025”).
   • Add a Description (Optional):  Provide additional context or information about the report.
   • Set Visibility:
   ⤷ Private:  Choose this option to save the report to your personal account only.
   ⤷ Public:  Choose this option to make the report accessible to all users in your D-Scribe X system.

Switching Between Views (Reminder)
• Use the navigation bar on the left side of the screen to switch between "Dashboard", "Timeline View", and "Search"

Important Notes
• Explore Parameters: Familiarize with the various search parameters and option available to create customized reports.
• Report Management: D-Scribe X likely has features to manage your saved reports. Explore options to edit, delete, or organize your reports within the "My Reports" section.
• Documentation: If you need further assistance, refer to the D-Scribe X documentation or please contact email: support@general-devices.com or call: 201-313-7075.

Creating e-Bridge Case Reports in D-Scribe X

1. Access the Search Function:
   • Locate the navigation bar on the left side of the screen.
   • Click "Search" to open the report creation interface.
2. Choose e-Bridge Report Type:
   • Select one of the top four e-Bridge report types based on your needs. The exact options may vary depending on your D-Scribe X setup.
3. Define Search Parameters:
   • Data Range:
   ⤷ Use calendar tool to select specific date range.
   ⤷ Or, choose from predefined like "This Month", "Last Week", etc.
   • Device: Select the device(s) where the e-Bridge cases were created (e.g., "ED," specific device names.
   • Facility: Specify the relevant facility or department (e.g., "ED", "Cardiac").
   • Search Options:
   ⤷ Matching Words:  Enter keywords related to the cases you want to find (e.g., "Cardiac").
   ⤷ Filters: Choose options like "Any of the following," "All of the following", or use Boolean options (AND, OR, NOT) to refine your search.
   • Template: Select the e-Bridge form template uses for the cases you want to include in the report (e.g., "General Intake Form")
   • Form Fields: Further refine your search by specifying values within specific fields of the chosen template.
   ⤷ For example, to find cases with a chief complaint of chest pain:
   ⤷ Select "Chief Complaint" as the field.
   ⤷  Enter "Chest Pain" as the value.
4. Run the Search:
   • Click the "Search" button to generate the report based on your defined parameters.
5. View Report Results:
   • D-Scribe X will display a list of e-Bridge cases matching your criteria.
   • Click on individual cases to view their detailed information.

Switching Between Views (Reminder)
• Use the navigation bar on the left side of the screen to switch between "Dashboard", "Timeline View", and "Search".

Important Notes
• e-Bridge Forms: The available e-Bridge forms and fields will depend on your facility's configuration.
• Search Tips:  Experiment with different search options and parameters to find the information you need.
• Saving Reports: The provided context doesn't explicitly mention saving e-Bridge reports. It's likely that you can save these reports similarly to CAREpoint reports (as described in CP3 Call Report Building Instructions.) Look for a "Save As" option.
• Help and Support: If you have questions or need further assistance, refer to the D-Scribe X documentation or contact email: support@general-devices.com or call: 201-313-7075.

Running Saved Reports in D-Scribe X

1. Access "My Reports"
   • Locate the navigation bar on the left side of the screen.
   • Click 'My Reports" to view your saved reports.
2. Choose Report Type:
   • Select the category of the report you want to run:
   ⤷ e-Bridge Cases:  For reports based on e-Bridge forms.
   ⤷ CAREpoint Calls: For reports related to CAREpoint calls.
3. Select the Report:
   • Click on the specific report you want to run from the list of saved reports.
4. Adjust Time Frame (Optional):
   • The report will initially display data based on the time frame you set when creating the report.
   • To view data for a different period:
   ⤷ Edit the Date Range: Use the date picker or other provided options to modify the time frame.
   ⤷ Click Search: Click the "Search" button to update the report with the new data range. This will not affect the saved report's original settings.
5. View Report Data:
   • Review the information presented in the report. This may include details like the number of calls, call timestamps, and other relevant data.
6. Access Call Recordings (for CAREpoint Calls):
   • If the report includes CAREpoint calls, you may be able to:
   ⤷ Click on a Call Entry: Select a specific call from the report to view more details.
   ⤷ Play Recording: Click the "Play" button (or a similar option) to listen to the recording of the selected call.

Switching Between Views (Reminder):
• Use the navigation bar on the left side of the screen to switch between "Dashboard". "Timeline View," "Search," and "My Reports."

Important Notes
• Report Availability: Only reports that you have saved (as "Private" or "Public") will appear in "My Reports"
• Data Updates: If new data matching your report criteria becomes available after you run a report, you may need to re-run the report to include the latest information.
• Report Features: The specific features and options within a report may vary depending on the report may vary depending on the report type on your D-Scribe X configuration.
• Help and Support: If you have any questions or need assistance, please contact: support@general-devices.com or call 201-313-7075.

Managing Reports in D-Scribe X

1.  Access "Manage Reports"
   • Locate the navigation bar on the left side of the screen.
   • Click "My Reports"
   • Instead of selecting a report to run, click the "Manage Reports" option (this might be a button or a separate tab within "My Reports").
2. Choose Report Type:
   • Select the category of reports you want to manage:
   ⤷ e-Bridge Cases: For reports based on e-Bridge forms.
   ⤷ e-Bridge Messages: For reports related to specific e-Bridge messages.
   ⤷ e-Bridge Forms: For reports related to specific e-Bridge forms.
   ⤷ e-Bridge Calls: For reports related to e-Bridge calls.
   ⤷ CAREpoint Calls: For reports related to CAREpoint calls.
   ⤷ CAREpoint Emails: For reports related to CAREpoint emails.
3. Select the Report:
   • Click on the specific report you want to manage from the list of saved reports.
4. Manage Report Options:
   • Edit Report:
   ⤷ Click the Three-Dot Menu: Click the three dots (or a similar icon) next to the report name to open a menu of options.
   ⤷ Edit Name and Access:  Change the report's name, and adjust its visibility between "Private" (only yo can see it) and "Public" (accessible to all users in your D-Scribe X system).
   • Delete Report: 
   ⤷ Click the Three-dot Menu: Open the options menu as described above.
   ⤷ Select "Delete": Choose the delete option to report the report.
   ⤷ Confirm Deletion: D-Scribe X will likely ask you to confirm the deletion. Click "Yes" or "Delete" to permanently remove the report.

Switching Between Views (Reminder)
• Use the navigation bar on the left side of the screen to switch between "Dashboard," "Timeline View," "Search," and "My Reports."

Important Notes
• Caution with Deletion: Be careful when deleting reports, especially "Public" ones, as this will affect other users who might rely on them.
• Report Ownership: You can typically only manage and delete reports that you created or have permission to modify.
• Interface Variations: The exact appearance and options within the "Manage Reports" section might vary slightly depending on your D-Scribe X version.