MediSync Dashboard
Record and document in the browser, templates, letters, teams, booking, account and billing.
44 articles
Basics and sign-in
- A tour of the DashboardWhere to record, find appointments, review the documentation and change settings in the MediSync Dashboard, and how the two views differ.
- Sign in to the DashboardSign in to the MediSync Dashboard with your email and password or with Google, and what the messages on the way mean.
- How long you stay signed inWhen a sign-in ends, what Remember me changes, how many devices can be signed in at once, and how to sign devices out.
- Reset or change your passwordRequest a link and set a new password. The link is valid for one hour. This is also how you change a password you still know.
Recording
- Record a consultation in the browserStart a recording in the Dashboard, pause it, and have the documentation drafted from it. With or without a form first.
- Choose and test your microphoneHow to pick the right microphone in the Dashboard, check the level before recording, and place the microphone well in the consulting room.
- Upload an audio fileUpload an existing recording and have the documentation drafted from it. MP3, WAV, M4A, AAC and OGG up to 500 MB.
- Record an online consultationRecord a video consultation by sharing your screen with audio. MediSync records the call audio and your microphone together.
- Connection lost during a recordingIf the internet drops during a recording, the browser keeps recording and stores the recording on the computer. This is how you upload it afterwards.
- Personal notes with Smart DictationDictate a note without a patient appointment. Smart Dictation tidies up the dictated text, and you save, copy or delete the note.
Documenting
- Review and edit the draftRead and change the documentation, regenerate it with another template, and copy it with or without ICD codes.
- Change the documentation by instructionSay or type what should change in the draft. MediSync marks every change, and you keep or discard it.
- Use the wordbook and the voice profileDecide how MediSync spells names, drugs and abbreviations. When you correct a term in the draft, MediSync offers to add it to your wordbook.
- Read the transcriptWhere to find an appointment's transcript, how speakers are shown, and how to listen to a passage in the recording.
- ICD-10-GM codes in the draftMediSync suggests ICD-10-GM codes for the draft. How to review, accept, change and remove codes, and copy or send the draft with or without them.
- Attach findings and documents, check sourcesAttach findings as PDF or image to an appointment and include them in the draft. The source numbers in the draft show where a statement comes from.
- Link follow-up appointmentsLink an appointment to an earlier appointment of the same patient. MediSync then uses its material and can show what changed since the last visit.
Templates
- The MediSync templatesWhich templates come with MediSync, which sections they have, and which appointments they are meant for.
- Build your own templateDefine your own sections and set for each one whether it is written as a list or as continuous text. With the rules MediSync follows when it applies the template.
- Set your default template and switch per appointmentChoose the template new recordings start with, and pick a different one for a single appointment.
- Document with form templatesWith a form template, MediSync fills in a form with sections, checkboxes and text fields from the consultation. Here is how you check and change the values, see the quote behind each value and download the form as a PDF.
Doctor's letter
Teams
- Teams, roles and seatsA team shares one subscription with several seats. The team admin manages seats, invitations and billing. Members work with their own appointments and templates.
- Invite and remove membersAs team admin you invite colleagues by email. An invitation is valid for 7 days and only for an address that has no MediSync account yet.
- Share templates with your teamThe team admin passes templates on to the whole team, form templates included. Members use team templates for their appointments and can copy them.
- Team statistics for adminsAs team admin, Statistics shows the numbers of the whole team and a table with each member's appointments, notes and doctor letters.
Online booking
- Online booking at a glancePatients book or request appointments on your practice's own page. You decide which appointments can be booked and whether you confirm each request.
- Set up online bookingCheck your working hours, create appointment types, set the booking rules, enter absences and switch on the booking page.
- Booking page on your website and by QR codeEmbed the booking page in your practice website with two lines of code, share the link or QR code, and subscribe to your appointments in Outlook, Apple or Google Calendar.
- The calendarThe calendar shows all appointments. You handle booking requests, create and move appointments, and start the recording from an appointment.
- Change or cancel an appointment you booked onlineWith the link in your email you cancel an appointment you booked online, ask for a different time, or accept a time the practice proposes.
Practice and settings
- Enter practice details, working hours and your practice systemUnder Clinic you enter the practice name, address and doctors, set working hours, and choose your specialty and your PVS or KIS.
- Set the retention periodMediSync deletes appointments automatically after the retention period. You choose between 1 and 183 days; the default is 14 days. You can extend single appointments.
- Your statisticsThe Statistics page counts your appointments, documentation and doctor letters, shows conversation times and estimates the time saved.
Plan and billing
- What each plan includesWhich MediSync Dashboard features each plan includes. The table reads the current state straight from the product.
- When the trial endsAfter the trial you can no longer record new appointments. Existing appointments stay readable until their retention period ends. With a plan you continue at once.
- Manage your subscription, invoices and payment methodSettings > Subscription shows your plan, seats and next charge. Invoices, payment method and cancellation are handled in the Stripe customer portal.
- A feature is lockedYour current plan does not include this feature. The notice names the plan that does. Upgrade plan takes you there.
Troubleshooting
- A recording is missing or was not processedA checklist for when an appointment is not in the list, has no transcript or has no draft. What each message means, what you can do yourself and what support needs.
- The microphone is blocked in the browserStart recording stays grey, or MediSync reports that microphone access was denied. How to allow the microphone in the browser and in Windows or macOS.
- Session expired or signed out during a recordingWhat happens to a running recording when your sign-in ends or the device is signed out, and how to find the recording afterwards.
- Messages during and after a recordingWhat the notices during a recording mean, from Dienst ausgelastet to Save failed, and what to do about each.
- The draft does not follow my templateA section is missing, stays empty or has the wrong format. The most common causes, and how to regenerate the draft with the right template.