Upcoming Webinars
DocuTrack Administrator Training – DocuTrack Version 6.0 – 6.5
Date: Thursday, June 15, 2017
Time: 10:00 am PST | 1:00 pm EST
Instructor: Pamela Maddox – DocuTrack Account Manager, Integra
Intended Audience: New DocuTrack Administrators or as a refresher
Note: This class provides training to the new DocuTrack Administrator on how to use and better understand the DocuTrack Administration Workspace.
REGISTER NOW – CLICK HERE
Learning Objectives:
- Review the various workspace options available.
- Demonstrate how to use and better understand each Workspace section.
- Build or modify workflow for the Pharmacy using Document Data and Search folder workspaces.
- High level understanding of document import rules (Future webinar planned for this topic).
- Maintain and manage Document Sources.
- Determine and create Search folder alerts, as needed or desired.
- Manage users by adding, editing or inactivating their DocuTrack membership/assignments.
- Build confidence to become proficient enough to begin administering DocuTrack.
DocuTrack 6.6 What’s New – Address Book and Doc Import
Date: Thursday, July 20, 2017
Time: 10:00 am PST | 1:00 pm EST
Instructor: Keri Nelson – Implementation Manager
Intended Audience: Administrators
REGISTER NOW – CLICK HERE
Learning Objectives:
- Understand Source Types
- Fine-tune your ability to manage address book as needed using Source Identifiers, Contact Methods and Processing Rules
- Understanding Import Rules and various options available (barcodes, Source based rules, notes, time-based rules)
- Efficiently and effectively automatically route documents to specific folders within DocuTrack workflow
- Highlight What’s New for End Users:
a. New Viewer
b. Simplified Custom Stamp Creation
c. User Preferred Stamps
d. Annotations and Entity Notes
To view our library of webinars, please visit our Client Center (Current Clients Please)