Skip to content

Editor Conversion

Please reference the below image and chart to assist in finding the given actions from the legacy editor toolbar within the Note Editor:

Note Editor Sections

  • Action Panel
    • Patient and Appointment search
    • Save and Complete actions
    • Actions menu
    • Exit editor
  • Header Panel
    • View and change Document Type, Location, Clinician
    • View the note's status in the workflow
  • Draft Editor
    • Edit the note text
  • Side Panel
    • View and edit:
      • Patient and Appointment details
      • Comments and Comment Tags
      • Associates
      • Additional Authenticators
Icon Action Name Action Description Note Editor Location
Button Labels Button Labels Toggles the button labels on and off. None
Save Save Saves changes made to the demographics and transcription text and keeps the transcription editor open. If the editor window is closed without saving, changes will be lost. Action Panel
Add Associate Add Associate Adds an additional section beneath the Editor window where Referred Associates can be to search for or manually add referred Associates. See Associates for more details. Side Panel > Referred Associates tab > Add Associate
Save & Close Save & Close Saves changes made to the demographics and transcription text, closes the editor window, and returns to the Transcription Viewer. Action Panel > Press Save > Press X button to close window
Play Dictation Play Dictation Opens the dictation in a new web-browser tab. Playback buttons and keyboard shortcuts are available for play, pause, rewind, and fast forward. Foot pedals that are capable of being configured to send specific keystrokes can be used for playback controls as well. Please refer to your foot pedal manufacturer's user manual for assistance in configuring shortcuts. Dictations are stored on the eSOne system for 90-days and cannot be played after that time. The Play option will not appear when the dictation is not available.
Play Dictation		 Action Panel > Actions menu > Play
Complete/Next Complete/Next Saves changes and completes the transcription from the current workflow folder and opens the next transcription from the workflow folder data grid. If the transcription is in the Preliminary folder the electronic signature will be applied if that feature is being used. Action Panel > Expand Complete button menu > Complete and Next
Complete Complete Saves changes and completes the transcription from the current workflow folder and closes the transcription viewer. If the transcription is in the Preliminary folder the electronic signature will be applied if that feature is being used. Action Panel > Complete
Add Authenticator Add Authenticator Used when additional signatures are needed on the transcription. Adds the Additional Authenticators section beneath the transcription text and Referred Associates. See Authenticators for additional details. Side Panel > Signers tab > Add Signer
Comments Comment View and edit transcription comments and comment tags.
Comment		 Side Panel > Comments tab
Patient Info Patient Info View and edit patient contact information.
Patient Info		 Side Panel > Patient Info tab
Exit Exit Closes the Transcription Viewer. Action Panel > X
Append Append Appends the opened transcription to the end of another transcription, identified by Transcription ID.
Append Dialog		 Workflow folder grid > Actions > Append or the Bulk Actions menu
Unappend Unappend Removes the link between the selected transcription and the transcription it was appended to. The Unappend button only appears when an append relationship exists.
Append Dialog		 Workflow folder grid > Actions > Append or the Bulk Actions menu