Left click the drop-down caret next to the Applications button on the Perceptive Content toolbar.
Set KEES RDB Unknown as the default application plan. See Setting RDB Default Application Plan for detailed steps.
Set Package Mode as the default Capture profile. See Setting RDB Default Capture Profile for detailed steps.
Click the Capture button on the Perceptive Content toolbar to initiate the scanning process.
The Enter Received Date dialog box displays. The date in the Enter Received Date dialog box defaults to the current date and can be manually changed if needed. Click the OK button.
The Perceptive Content Viewer - Package window dialog box display.
Enter Information in the Document Keys. Resource Company Name enter the name of the Resource as the Office Location + Name, e.g. enter Topeka Little Tykes if the document was received in Topeka and the Provider name is Little Tykes. If the Provider name is not known, the user is to enter Office Location + Unknown, e.g. enter Topeka Unknown.
NOTE: Complete Resource Last Name using same logic as Resource Company Name.
NOTE: The Resource Tax ID is not a required filed enter information if known.
Verify all document types are visible on the left side of the Perceptive Content Package Mode dialog box under Provider – No Task.
NOTE: The displayed list may need to be minimized by clicking the minus sign to the left of KEES Applications then clicking the plus sign to the left of Provider – No Task to expand the list.
Select the Document Type from the list. See DCF Imaged Forms Desk Aid for guidance on Document Type selection.
Load the Provider paper documents into the scanner. Click the Capture icon on the bottom of the Perceptive Content Viewer - Package window. The scanner invokes and scans the document(s).
The scanned document(s) images directly into the document type selected and displays in the Perceptive Content Viewer window. Review the images of the documents for clarity.
NOTE: If document is not readable, see the Image Unreadable steps in Troubleshooting for Imaging.
If additional documents associated to the same Provider but belonging to a different document type were submitted, click the thumbnail image(s) to drag and drop all other documents to their appropriate Provider – No Task document type(s) which automatically changes the Document Type on the Document Keys.
Verify the accuracy of the Document Keys for each document type.
Click the Submit icon on the bottom of the Perceptive Content Viewer - Package window. The Perceptive Content Viewer window closes.