This article will explain how to setup a new pool to a transcriptionist, editor, or QA.

This will allow the MT to type work for a new client or doctors/document types that she did not have access to before.

1. Go to:
InCommand > Maintenance > Transcriptionists

 

2. Select the transcriptionist and click Modify Clients and Pools for {MT}

 

3. Click on Add New Pool Assignment Wizard

 

4. Select the Client that will be typed and click NEXT.

 

5. Use the options in Step 2: Pool Options to determine which pools will be assigned as well as what QA options the typist will have then click FINISH.

 

6. Click EXIT on the confirmation screen.
 

7. After creating the pool, you may need to adjust payment and other settings for this client with this link: Manage Client Options (Pay, Access, etc.)

 

Troubleshooting for files not routing to a transcriptionist through pooling can be found here:
InCommand Level Troubleshooting For Jobs Not Downloading In InScribe