To create a group, you configure settings on the following tabs:
Details tab
1. On the menu bar, click Groups and then click the Add icon on the Groups ribbon. The Base group dialog opens. The Base new group on what existing group? field lists all available groups for the current site.
2. In the Base new group on what existing group? field, select a group.
3. Press Select.
4. On the Group Details page, in the Details tab, in the Site field, select a site.
5. In the Group Name field, enter the name you want to assign to the group. The name is
required. You must choose a unique name and Nuance recommends that you choose one that is immediately recognizable.
6. On the menu bar, click Groups and then click the Add icon on the Groups ribbon. The New Group tab opens and displays the Group Details on three tabs.
7. On the Details tab, enter the name you want to assign to the group. The name is required. You must choose a unique name and Nuance recommends that you choose one that is immediately recognizable.
8. Select the Role for the group. The role is required. NMS 3.0 introduces changes that impact Group roles and names, including changes to the DM360 Mobile Recorder role and the CLU
role, plus a new 'User' role. For details, seeChanges to Group roles.
Members tab
On the Members tab under Group Details, you can:
n Select individual user accounts to make those users members of the group. You can assign users to more than one group.
To add or remove users as group members:
If a user is a member of only one group, you cannot delete the user from that group, because a user must belong to at least one group.
1. On the Group Details screen, click the Members tab.
2. A list of current group members (users) is displayed. The list of available users is constrained to users created manually or users that logged into DM360 Mobile Recorder and were assigned to the DM360 Recorder Group
3. In the list of Group members, click on and highlight a user account, then click the Add/Re-move button below the list. The Group Membership - User Accounts window opens.
4. In the Group membership - User Accounts window, click on one or more user accounts in the Available User Accounts list to the left, then click > to move them to the Selected User Accounts list to the right.
5. Click OK to save the changes and return to the Members tab, where you should now see the additional users in the Group members list.
6. Proceed to the Access tab section.
Access tab
You can only configure access control rules for a group if you are using the NMC Administrator role. For information on Security Rights, see Setting Security Rights for NMC Administrator groups on page 132. The Access tab displays the following information for all access rules for a group:
l Super-User: A rule that is set as a super user rule can only be changed by a user that has the appropriate rights. If a rule is not set as a super user rule, it can be modified by an NMC Administrator if their user account has the appropriate rights and access rules.
l Rule: The name of the rule, including the level the rule applies to, such “Organization – In List”.
l Data: Rule specific data about the rule.
To create a rule:
1. Click the Access tab.
2. Click Add Rule.
3. In the Rule drop-down list, select the level that the rule applies to.
l Sites: all
l Sites: in list - In the grid that appears in the Access Rule dialog box, select the sites that the rule applies to
l Sites: all from this group's organization
l Sites: all from a specific organization - In the Organization field, select the organ-ization with the sites to apply the rule to.
l Sites: with line of business - In the Line of Business area, select one of the following items: iChart, eScription, CAPD. Note: this is only for Reporting.
l Groups: all
l Groups: in list - In the grid that appears in the Access Rule dialog box, select the groups that the rule applies to.
l Groups: all from this group's organization
l Groups: all from a specific organization - In the Organization field, select the organ-ization with the groups to apply the rule to.
l Groups: only this group
l Groups: of a specific role - In the Role field, select a role. The rule is assigned to all groups with that role.
4. Click OK.
5. On the Group Details screen, click Save. The Nuance Management Console saves the rules when you save the Group.
To modify a rule:
1. Click the Access tab.
2. Select a rule.
3. Click Modify Rule.
4. In the Create rule dialog box, modify the data for the rule.
5. Click OK.
6. On the Group Details screen, click Save. The Nuance Management Console saves the rules when you save the Group.
To delete a rule:
1. Click the Access tab.
2. Select a rule.
3. Click Delete Rule.
4. On the Group Details screen, click Save. The Nuance Management Console saves the rules when you save the Group.
DM360 Network Edition Settings tab (only for the DM360 Network Edition product)
The following instructions only apply to the DM360 Network Edition product.
1. Select a medical vocabulary that you want this group to use. See Selecting a medical vocabulary for a medical specialty on page 334.
Later providers dictating with the Dragon Medical Client are still able to select other vocab-ularies from the list, but the one you choose here becomes the default vocabulary for each new user account you create.
2. Configure the Administrative settings:
l Data Distribution Location: The path to the Data Distribution Directory where you plan to place files containing new words, commands and vocabularies for this group. The Dragon Medical Client automatically downloads files from this location when a group member logs on to the Dragon Medical Client. For more information, see Using the Data Distribution Tool on page 306
l Disable the use of Advanced scripting commands: Prevents group members from accessing Dragon Medical's Advanced scripting tools. For more information, see the Dragon Medical Client Help.
l Anchor dictation box to application: Selecting the Anchor dictation box to appli-cation option causes the Dictation Box to start in Anchored mode, where the Dictation Box is anchored to a particular application.
When the Anchor dictation box to application option is unchecked (default), the Dic-tation Box is not linked to any particular application or window and can also be run in Hid-den Mode. For more information, see the Dragon Medical Client Help.
3. Select the voice Commands that you want to be available to the members of this group. For more information, see Setting Dragon voice command options for provider groups on page 246
Setting Dragon voice command options for provider groups on page 246
4. Select the Auto Formatting settings for the group to select the way that certain words spoken by any member of the group should be formatted. This includes general, capitalization rules, numbers, units, dates, abbreviations, and other settings that you want rendered con-sistently in documents generated by the group. See Setting Auto-Formatting Dragon options on page 181Setting Auto-Formatting Dragon options on page 181
5. Expand Profile Optimizer Scheduler and click the Configure button to configure them. See Scheduling optimization, medication, and command updates on page 208
Note:Selecting the correct auto formatting settings for the group is very important because these settings control the appearance of the documents produced when the medical practitioners dictate into Dragon Medical. Nuance recommends that you work closely with representatives of the group during the initial configuration to ensure that you select the appropriate options. In DM360 Net-work Edition, providers can change only General auto formatting settings. Providers cannot change the medical formatting settings configured in the Nuance Management Console.