Tracecommunication

Vynecorp

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.

How to Import and Send (fax out) a document in Tracker

How to Assign and Save Worklist Assignments

How to work an Auto Indexed Fax. 

 Vyne-PixCert Tips  

Downloads Tab

How to Search for a Transaction in Tracker

How to View Assigned Items Using Advanced Search

Saved Searches in Tracker

 Adding a Custom Annotation Stamp 

How to View or Print a Document in a New window as a PDF

Optical Character Recognition

Patient Request Form(s)

How to "Send" (Fax Out) from Tracker

How to Resend a failed fax.

Display a Document/Fax Confirmation letter

Set up Search Fields

TVOD Disclaimer Customized

Integrated Indexing - Desktop Tool Bar

Coversheet Notes

Creating Urgent Rules

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

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

How to create an Advanced Search/Custom Worklist

Using the HL7 (Green Bubble) for Patient Demographics

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

Indexing Basics with HL7 Integration

Manually Reconciling the Unassigned Account Number for a Patient

How to Download a Quick Tip PDF File

How to Combine Transactions in Tracker

Indexing a Fax & and Moving it to a Different Worklist

How to Index Recorded Voice Calls in Trace 

How to Request a Transcript of a voice recording.

How to Send/Fax Out a Transaction from Tracker

 Software Version 8-Rev. M-114 Tips

Queue's in Tracker

How to Magic Fax(internally fax) to another Department

Splitting out a Multi Patient One Page Auth Fax

How to View Transaction Details IE: Who indexed a transaction.

How to Split a Fax for the Same Patient with Different Document Types

How to Archive and Restore Archived Transactions in Vyne Tracker

How to Assign using Batch in Tracker

Exporting Status Tip using the Export Arrow Revised -Epic Clients

Exporting Status Tip using the Export Arrow  V.3 Cerner Clients

Using the Auto Indexing Feedback bar in Tracker

How to Split a Fax Prior to Indexing 

How to Annotate & Fax Out of Tracker 

How to Use the Remove Fax Option in Tracker (Hamburger icon Menu)

Vyne Medical Trace-Tracker Quick Tips

This guide provides a straightforward method for viewing or printing documents as PDFs in a new window, enhancing your ability to manage transactions efficiently. By following the steps outlined, users can easily access and save important documents without disrupting their current workflow. It's an essential resource for anyone looking to streamline their document handling process.

This will show you how to assign multiple transaction to yourself or another user. If you want to unassign multiples of your own transactions,  this tip sheet covers this as well.

This guide provides instructions "How To" changes up to and including Version 8- M-114. It includes step-by-step instructions on Indexing changes. This is based upon using an HL7 Feed from the ADT system for basic Indexing. Manual indexing would follow the same procedure but no selection of "Search" is needed.  Other topics are just software or report updates and fixes.  Screen shots are generic and may not represent your hospitals exact screens of Trace.

This tip sheet will help you use PixCert.

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

This guide provides step-by-step instructions on how to manually reconcile unassigned account number transactions for a patient. It outlines the process of indexing, and reconciling to the account numbers (CSN, FIN, Encounter Number) as well as exporting and viewing the transaction history.

This guide provides step-by-step instructions on how to use the remove fax option in Tracker. It is essential for anyone who wants to efficiently manage their fax communications and eliminate unnecessary clutter in their workflow.  It will allow you to remove the the fax without indexing it.  A custom worklist can be created for these items if you choose to review them at a later date.

This guide provides step-by-step instructions on how to split out a multi-patient one-page authorization fax. It is geared for those who are in the Denials, UM teams that handle Authorizations from Payors.  It includes specific clicks and actions to be taken in PixCert. If you need to separate multiple patient authorizations from a single fax, this guide will help you navigate the process efficiently.

This guide provides step-by-step instructions on how to split a fax prior to indexing when you have multiple patients on the electronic fax. It will split the transaction with separate tracking numbers when complete. It offers a detailed process, including specific clicks to help streamline the fax splitting process. Following this guide will enable users to efficiently manage and organize their faxes for indexing, saving time and improving workflow.

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

This tip sheet will show you how to index voice calls using Face to Face, Voice on Demand and Auto Record in Tracker. We have also included the choosing of your recording source if you have both recording tools on one computer.

This tip sheet will show a user how to upload /import a document(s) and then fax it out to a destination in Tracker.

This guide provides step-by-step instructions on how to send a fax from Tracker, making it a valuable resource for anyone who needs to send faxes electronically. This document covers "Sending" instructions for both with a Favorites Tab setup and then one without Favorites using the Contact Tab in the Sending pop up.

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. 

Okta

This guide provides a simple step-by-step process to view transaction details, specifically identifying who indexed a transaction and the time it was indexed. By following these steps, users can easily access this information, which can be valuable for tracking and auditing purposes.

This guide provides a quick and easy solution for understanding the export status using the Export Arrow feature. By following the simple steps, you can efficiently understand the export status's without any hassle. Save time and effort by learning how to use this helpful tool.

This guide provides step-by-step instructions on how to use auto indexing feedback bar in Tracker. It is a useful resource to increase the accuracy of the Auto Indexing tool.

This guide provides step-by-step instructions on how to split a fax for the same patient with different document types using Save, Reuse Patient. It includes specific clicks and typing actions to be performed in Tracker. If you need to split a fax for a patient with multiple document types, this guide will help you do it efficiently.

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. 

This guide provides step-by-step instructions on how to access and either Archive or restore Archived transactions in Vyne Tracker. The Archiving of transactions normally is done automatically after 18 Months. However, by following these steps, users can easily retrieve and view archived transactions for their reference and record-keeping purposes.

This guide provides a quick and easy solution for understanding the export status to eliminate export duplications.

This document will show you how to send/fax out a document from Tracker.

This guide provides a step-by-step approach to effectively utilize advanced search feature to see what items are assigned to a specific user. This could be helpful if a user is out of the office and documents may be assigned to this user that need attention ASAP.

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. 

This guide provides step-by-step instructions on how to use queues in Tracker. It is useful for anyone who wants to learn how to efficiently manage their tasks and prioritize their workflow in Tracker.

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

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

Quick indexing option for voice transactions

This document will show you how to Annotate and fax out an order or document from Tracker.

This guide provides step-by-step instructions on how to search for a transaction in Tracker. By following these steps, users can easily locate specific transactions, saving time and improving efficiency in their workflow.

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.

This guide provides step-by-step instructions on how to send a fax to another department using the Magic Fax feature which was set up by the Vyne Medical Representative. By following these simple steps, you can easily and efficiently send important documents and information to another department within your organization.