Client Address Book

Using Client Address Book

Clients know that they are to make a direct request to use their address book if they would like information copied from it. Do not change any information from an address book entry that has been pasted (e.g. name) unless the client gives specific instructions to make a change.

In his or her dictation, the client may say something like, "The name and address are in my address book" or "It's on file in my SpeakWrite account". Understand that this is a request for you to insert the address from the client's address book, and do not type the request into your transcription.

If you search the client’s address book, and do not find a matching entry, only then should you place the information in bold and brackets as a client instruction to staff. Be sure to use the client's own words; do not paraphrase or add to what the client says.

Do not use a client’s address book unless they specifically refer to it.

Adding to Client Address Book

Occasionally a client may request that you add an address to their address book. TypeEasy does not provide that capability at this time, and the request must be typed as an instruction to staff in bold and brackets.

Do not add to a client’s address book unless they specifically refer to it.