How to Index Recorded Voice Calls in Trace

From the home screen in the voice tool, select "Tools".

Click "ToolsDropDown" and then "Choose Recording Source"

Click the USB Telephone for TVOD or USB Microphone for Face to Face recordings.

Once you have launched and logged into either Face2Face or Trace Voice on Demand, select the microphone icon to start a recording. Tip: If you like, you can index the call to the patient while on the call if you choose to do so. Otherwise skip down to the indexing the call step

Once you are done with the conversation, you can stop the recording by clicking on that same microphone icon and this will stop the recording.

Select the tracking number to edit and index the call to the patient you recorded the call with.

Type in the patients last name and first name and select "Search".

Select the appropriate patient in the pop up.

Click "File" in the top left corner of the screen.

Click "Send All to Trace" and any of the recordings even if not indexed will be sent to Tracker and saved for 24 hours on the "My Recordings" worklist in Tracker. They will then be moved out and saved for normal searching after the 24 hour time frame has elapsed.

Click the "My Recordings" from the Worklist Drop-Down List.

Select a transaction/call that needs to be indexed in the top window of the page.

In the "Indexing" area of the page, enter in the last name and first name and choose "search" to start the indexing process.

Choose the correct patient for the call recording.