Report Pro 3.x  FAQ list


You can click on one of the topics to view questions in a specific category or scroll the entire list:

Installation Forward
Dictations

Edit and Save Reports

Download and Reports Custom Property
Search Settings
Fax Error Messages
E-Sign Other Questions

 
Installation

What are the system minimum requirements for installing of Report Pro versions 3.x?

 
SERVER SIDE

Pentium III System
–Minimum 1.0 MHz
–Minimum 512 MB RAM
–1 GB Recommended

Microsoft Windows
–2000 or higher

At least 40GB hard disk
Standard graphics display card
Standard sound card
CD-ROM drive

Network adapter
–10/100 Mbps

MySQL database software ***
–Version 4.0 or higher

MySQL ODBC driver ***
–Version 3.51 or higher

Internet connectivity
–Internet Explorer 5.5 or higher
–128bit encryption pack installed

Microsoft Word
–2000 or higher
  CLIENT SIDE

Pentium III Systems
–Minimum 600 MHz
–Minimum 128 MB RAM
–256 MB Recommended

Microsoft Windows
–2000 or higher

At least 5GB hard disk
Standard graphics display card
Standard sound card
CD-ROM drive

Network adapter
–10/100 Mbps

Microsoft Word
–2000 or higher

MySQL ODBC driver ***
–Version 3.51 or higher
–For use with MySQL setup ONLY

Internet connectivity
–Internet Explorer 5.5 or higher
–128-bit encryption pack installed
     
*** PREFERRED FOR HIGH VOLUME CLIENTS WITH 5+ USERS.
MS Access System Requirements
Pentium II Systems
–Minimum 400 MHz
–Minimum 128 MB RAM
–256 MB Recommended

Microsoft Windows
–2000 or higher

At least 5Gb hard disk
Standard graphics display card
Standard sound card
CD-ROM drive

Network adapter
–10/100 Mbps

Microsoft Word
–2000 or higher

Internet connectivity
–Internet Explorer 5.5 or higher
–128-bit encryption pack installed

How do I install in a networked environment?

Log into PC with network administrator rights/privileges.
   
C:\Program Files\Report Pro\ directory must have FULL CONTROL with permissions for all network users.
   
Drive mappings must be visible to set shared directories within Report Pro.
   
Double-click the Report Pro setup and follow on-screen instructions to install.
   
After installation, click the Report Pro icon on your desktop and login with the clinic administrator's ID and Password that was created by the sales person. This will complete installation and settings.
 

How do I un-install Report Pro?

Click Start on your taskbar > Programs > CBayScribe > click Uninstall Report Pro. 
   
Follow on-screen directions to remove Report Pro from your PC.
 
Dictations

How do I transfer dictations from a digital recorder to Report Pro?

Connect the digital recorder or PDA to your PC.
   
Open Report Pro, login and click Dictations. Then click the Retrieve dictations from recorder button.
   
Select the user's Login ID and recorder type.
   
Click OK and wait for dictations to appear on the screen. You can then click the Upload dictations to CBayScribe button to send the files for transcription.
 

Where would I find voice files that have been previously uploaded to CBayScribe?

Default location is C:\CBayUpload*.

* You may need to modify the line to reflect the correct path.

Note: You can mail 911@cbayscribe.com to receive a copy of a voice file that you cannot trace.

 

How can I listen to voice files associated with specific report(s)?

Right-click on a report and click Play Voice File.
 
 
Download and Reports

How do I get my transcribed reports?

Bring down documents into Report Pro by using "Download" or "Advanced Download" buttons on the next business day up until 5 pm EST.
 

How can I use Advanced Download to download reports transcribed on a specific date or, to download reports for more than one user?

Connect to the Internet.
   
In Report Pro, click Reports > click Advanced Download.
   
Select the dictation date range for the report.
   
If you are a practice administrator, check for select physicians or for All Physicians.
   
Click OK.
   
What is the difference between a "Download" and an "Advanced Download" option?

Use the "Download" to download previously uploaded voice files.
   
Use the "Advanced Download" to bring down documents for multiple dictators at the same time, composite documents, revised documents, and if you are recovering from a system crash.
   
What is a composite document?

Subsequent documents dictated in one voice file.
   

How do you set Report Pro to display all downloaded reports or, only the most recent documents in the Reports window?

The default display of reports is 3 months. You may lessen the display range to as low as 1 day in the settings screen. This option is user login sensitive.
   
To display all, you may click on the "Options" menu and select "Display All." Please remember that the display options will revert back to the range set after a refresh or a log off to Report Pro.
 
 
Search

How can I search for a file, text or a custom property value among the downloaded files?

In Report Pro, click Search. Or, in the Reports window click Search.
   
Enter the text you are looking for.
   
If you want to find custom properties or demographics, check the Search Demographics box.
   
To search based on the date of the report check the dictation date box. To enter the date range:

Select the From date.
   
Select the To date.
   
Click Search.
 
Fax
How do I fax reports from within Report Pro?

You must have a fax/modem installed from the machine you want to fax from. You also need to have a fax software configured and have the machine attached to a phone line.
   
Select a report or multiple reports in the Reports window of Report Pro.
   
Click Fax or, right-click on the selected file(s) > click Send Fax. This opens the Fax window.
   
Type a recipient's name and fax number or select one from the Address Book.
   
Click Add to insert this information into the Recipient list.
   

To fax more than one recipient, repeat the previous two steps.

   
Then click Send.
 
 
E-Sign
How do you Esign a report?

Esigning documents can only be done when the doctors themselves are logged into Report Pro.
   
Connect to the Internet.
   
Select a file in Report Pro, and do one of the following:
     
 
Click E-Sign.
     
 
Or, right-click on the file > click E-Sign.
   
A confirmation message appears. Clicking Yes, will Esign the document.
   
A copy of the Esigned document will automatically be sent to CBayScribe.

Note:
  Practice Administrators' do not have the rights to Esign reports.
   
How can I edit Esigned Documents?

Unlocking Esigned documents for reediting can only be done when the doctors themselves are logged into Report Pro.
 
 
Forward
How do I securely forward report(s) via e-mail to more than one recipient?
   
Select a report or multiple reports to forward in Report Pro.
   
Click the Forward button. Or, right-click on the selected report(s) > click Forward.
   
Please enter the e-mail address of the recipient in the Email To pane or select e-mail addresses from your address book.
   
To use the Address Book, click Address Book > select an address > click OK to add it to the E-mail To pane. If no addresses exist in your Address Book, use the New Addresses button to quickly add contacts.
   
Insert a semicolon (";") after each e-mail address or you can select multiple addresses from the "Address Book."
   
Then, click OK in the Forward Reports form.
 
 
Edit and save reports
Can I make changes in a transcribed report, and save the edited version at the CBayScribe website?

Yes. To do this you must resync document by right clicking the edited document and selecting "Resync Document."
   
Double-click a report to open it in MS Word.
   
Type the changes and click Save.
   

Connect to the Internet.

   
In the Reports window right-click on the file that you edited and select the ReSync Document option.

Report Pro will link to the CBayScribe Website, and REPLACE the older version of this report with the edited version.

Note:
A copy of the edited document is automatically transferred to the CBayScribe website during Upload of dictations. This edited document replaces the original transcribed document.
 
 
Custom Property
How do you edit custom properties of documents from within Report Pro?
   
Right-click on the report that requires a change in custom property, and select Edit Demographics. Remember to make sure the document itself is not opened.
   
In the Edit Custom Properties window, click on the custom property you want to change. A cursor will blink at the value you can change.
   
Type in the changes and click Save.

Note: A copy of the document with changes in custom properties will automatically be transferred to the CBayScribe website during Upload of dictations. This edited document replaces the original transcribed document.
 
 
Settings
How do I set the Autodial utility to automatically connect to the Internet when the upload or download buttons are clicked?

Provide the login parameters in the settings under the "Auto Dial" tab.
   
Click Settings > Autodial tab.
   
In the Autodial tab, click the Autodial check box to activate it.
   
Enter your internet details using any of the two methods listed here:
     
  To connect with the user name and password provided by your ISP:
    Click on Connect with User Name and Password.
    Enter User Name.
    Enter Password.
  Enter the Phone number.
    Click Apply.
     
  To connect with a phone book entry:
    Click on the Connect with Phone Book option.
    Click the drop-down box to select a phone book entry.
    Then click Apply.
       

I have been prompted to enter proxy authentication details.  What should I do?

Please contact your Network Administrator or enter the Username and Password for authentication of Network proxy in settings.

To enter the proxy username and password into Report Pro:
   
Click Settings > Internet Options tab.
   
In the Proxy Settings section, enter Username and Password.
   
Click Apply.
 
 
Error Message
I received this error message: “An error occurred while initializing the recorder.  Please un-plug the recorder and try again.”
   
Disengage hold button.
   
Make sure that the recorder is on and not in record or pause mode.
 
 
Other Questions

Information for users of the DS-330 and Windows 98 First Edition.

Windows 98 First Edition may become unstable if you connect the recorder with the USB Microphone/Speaker function turned on.  Be sure to turn [USB AUDIO] off in the recorder’s menu setting before you connect it to the computer.
© 2004 CBay Systems