## Secretarial access allows a clinician's admin staff to manage documents, by copying the documents once they've been approved by the clinician.

**1. Getting Started with Secretarial Access**

-   Use the email address linked to your Secretarial Access invitation to create your i-scribe account.
-   Once your account is created, log in to access the patient and document details that your clinician has approved for you. 



**2. Managing Patient Documents**

After logging in, you’ll see details for each listed patient, including:

- **Patient Name and DOB**
- **Clinician Name** (who approved the documents)
- **Consult Date and Time**

Below each patient’s name are the documents the clinician created.

- **Blue Documents:** These need to be copied*(Image 1).* To copy, click the document name.
-   Once copied, the document name will turn**white***(Image 2)*, and the check box will be ticked.
-   When all pending documents have been copied, the**Status Box** will also be ticked.
-   If you copy a blue document in error, simply click the document name, and it will revert from copied to un-copied. 



```image media="163" caption="Sec access 1"
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> *Image 1:* Secretarial Access interface, showing a patient with two pending documents, and instructions for these. 

```image media="164" caption="Sec access 2"
```

> *Image 2:* The same patient, with both documents copied and completed. The status box is now ticked. 

**3. Filtering and Searching for Patients**

To locate specific patients quickly:

Use the**Filter Patient** box in the top right corner to search by name.

You can also filter patients by:

- **Clinician**
- **Consult Date**
- **Status**
- **Available:** Blue documents are waiting to be copied.
- **Completed:** All documents for this patient have been copied



**4. Viewing Consult Details**

If you need to see more information about a consult:

-   Click**View Consult** next to the patient’s name.
-   Here, you can confirm**patient identifiers** and review the**transcript.**

**Note:** These documents*cannot be edited* by secretarial access users.

\*\*

5. Adding Additional Secretaries From Secretary View   \*\*

-   If a secretary has "Admin Access" they can invite other secretaries.
    - *"Admin Access" can be changed in the "Settings" of the Clinician's Account.*
-   To do this (referring to the image below) from the secretary view:
    -   Click the settings cog (shown by the red arrow on the top left)
    -   Enter the secretary information and invite user (shown by the red box).

```image media="165"
```