The goal of this lesson is to define a small number of documents that reflect your type of work. If you use a large number of document types, as many lawyers are prone to need, this lesson is aimed at showing methods that might be applied to all documents. Select no more than 4 documents which reflect the types of documents you normally generate - a letter, a form that must be completed, a set of patient/client/prospect notes, etc.
Identify what YOU will complete on each of these documents. Review whether voice makes sense - for some documents, keyboarding may be more efficient.
Determine whether you get a new copy of the document often enough to have a voice command to start a new copy of the document.
Determine whether the file name of the saved document can be auto-magically generated from the completed contents of the document - for instance, from the name and date fields. If so, you may wish a voice command to save the document.
Determine how you wish to print the document. For doctors, will you want each note on a separate piece of paper for the chart? Or will you want to append information to a prior patient note?
Discuss how the documents will be handled. We will then assist in preparation of voice commands to help open, complete, print, and close the documents. Or, you can learn to make such commands yourself using the Command Wizard.
Lesson 6
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