Helpful tips to use while using Trace Tracker. Please note some features may not be accessible. For access to these features, please contact your Trace Hospital System Administrator/ Local IT.

Downloads Tab

You must have Administrator in your user role to use this tip to create a custom stamp for Annotation.

 Adding a Custom Annotation Stamp 

View a document in a new window

Set up Assignments

Optical Character Recognition

Patient Request Form(s)

How to Resend a failed fax.

Display a doc letter

Set up Search Fields

TVOD Disclaimer Customized

Quick indexing option for voice transactions

Integrated Indexing - Desktop Tool Bar

Coversheet Notes

Creating Urgent Rules

Using Snooze- Part 1-Creating a Snooze Inbound Fax Worklist

This will show you how to snooze a transaction for a given period of time and then have it pop back into the special New Inbound Items worklist you created in Step 1. You can choose to snooze by 24, 48 or 72 hours or a date entered. If you want to view the snoozed transactions, you will need to set up a separate worklist to show the snoozed transactions. 

Using Snooze Step 2- Indexing using the Snooze Function in Tracker

This instruction will show you how to create an "advanced search" to then create a custom worklist. In this example we will create a "Pending Worklist" based upon an indexing custom field "Transaction Status" that has a drop down field of "Pending".  You will need to have these custom fields in your indexing area to work.

How to create an Advanced Search/Custom Worklist

This will show you how to access more patient demographics when indexing a patient to a document. 

Using the HL7 (Green Bubble) for Patient Demographics

How to Print/Upload a document from Trace Tracker Version 8 into EPIC

This instruction sheet will show you how to index a new inbound transaction with built in integration to your hospitals EMR. This does show a required custom field being indexed but may not include any other custom fields that may be required per your hospitals policies. 

Indexing Basics with HL7 Integration

This tip will show you how to download a PDF tip(s) from the Quick Tip Library in our LMS Tool.

How to Download a Quick Tip PDF File

This document will show you how to "Combine Transactions" to either index, fax out etc. in Tracker.

How to Combine Transactions in Tracker

This document will walk you through the steps of indexing a lab document and saving the indexing, then exporting it to Epic. It will also show you how to "Clear from List" once done. 

Indexing and Manual Exporting a document after Indexing Tip Sheet

This instruction will show you how to index a new fax and then move it to a different worklist such as "To Be Scheduled". It will then show you how to remove it from the To Be Scheduled when finished. This instruction is meant for users with no integration for export to the EMR and only ADT integration. 

Vyne Medical Trace-Tracker Quick Tips