Navigate to Tracker per your hospitals URL web address.

From the "New Inbound Items" worklist, select the transaction you want to work on by clicking on it.

Under the "Indexing" area, enter the patients name that is on the transaction you selected. Type in the last name, first name and DOB with the format of MMDDYYYY. Example: 12/10/2005 slashes are not required.

Once you have this filled in, click "search"

The pop up shows you the patient demographics that comes from your hospitals ADT system and the integration between that and the Trace System. TIP: If you a scheduler, you most likely will pick the Unassigned version for the patient as this transaction may need to be scheduled before an "Account Number" field will be created in your EMR and filled in Trace. If your transaction does not need to be scheduled or has an "Account Number" already in your EMR, then you would select the one with the "Account Number" that matches the transaction your indexing.  Click "Select Patient"

Fill in or use the drop down arrow for any required custom fields (noted in red text) and any other fields that your hospital has deemed necessary. 

Authorization
Consent for Procedure
External Progress Note
History & Physical
Insurance Verification
IV Precert E-Reject
IV Precert Infusion
Lab..."

Authorization
Consent for Procedure
External Progress Note
History & Physical
Insurance Verification
IV Precert E-Reject
IV Precert Infusion
Labs
Missing Diagnosis
Physician Order
Test Results
Vyne Only

In this example we clicked "Physician Order" for the required "Document Type"

Click "Save, Clear from List
Ctrl+2" to then save the indexing and clear the transaction from the "New Inbound Item" worklist. This action does remove the transaction from the list but does not delete it and can be found by using the "Search" function.

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