Image Medical Case Documents

1. Log into KEES.

2. Navigate to the Case Summary page for the case associated to the medical documents.
   NOTE:  Ensure you are in the context of a case and on the KEES Case Summary page in order to auto-populate the Case Number and the Case Name in the following steps.  Do NOT minimize the KEES Case Summary page.  Perceptive Content is not able to read the IP Address if the page is minimized and an error displays.

3. Access Perceptive Content.

4. Left click the drop-down caret for the Applications button on the Perceptive Content Toolbar.

5. Set KEES Case as the default application plan.  (See Setting Default Application Plan.)

6. Left click the drop-down caret for the Capture button on the Perceptive Content Toolbar.

7. Select Package Mode as the capture profile.

8. The Enter Received Date dialog box displays with the current date auto-populated and the Perceptive Content Viewer - Package screen displays.
   NOTE: The Default Date is the current date and the user can manually change the date if needed.

9. Click the OK button.

10. On the Perceptive Content Viewer - Package screen, the Document Keys is auto-populated with Case Number, Case Name, Received Date and Unique ID.
    NOTE: The Case Number and Case Name auto-populates from the values on the KEES Case Summary page.  The Received Date will also auto-populate based on the date entered in the Received Date dialog box.  The user can manually change the received date in the correct format <mm/dd/yyyy> on the Document Keys, if needed.

11. Verify the user can view all document types under Case – No Task on the left hand side of the Perceptive Content Viewer - Package screen.
    NOTE: The list may need to be expanded by clicking on the plus sign to the left of Case – No Task.

12. Select the appropriate document type.

13. Load all the customer’s paper documents into the scanner.  Click the Capture icon on the bottom of the Perceptive Content Viewer - Package screen.  The scanner should be invoked and start to scan the document(s).

14. The scanned image will go directly into the document type that was selected and will display in the Perceptive Content Viewer.  Drag and drop all other documents to their appropriate document type(s).
    NOTE:  The Perceptive Content session may be blinking in the Toolbar at the bottom of the monitor.  Click to view.

15. QA the images of the documents for clarity and verify the accuracy of the basket, document type and the document keys for all images.

16. Click the Submit button on Perceptive Content Viewer - Package screen.  The Perceptive Content Viewer closes.