Navigate to the Resource Detail page for the Provider associated to the documents.
NOTE: The user must be on the Resource Detail page to auto-populate the Resource ID and the Resource Name in the following steps. Perceptive Content is not able to read the IP Address if the page is minimized and an error displays.
Left click the drop-down caret next to the Applications button on the Perceptive Content toolbar.
Set KEES RDB 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.
On the Resource Detail page, click the Capture button. The Perceptive Content Viewer - Package window and the Enter Received Date dialog box display.
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.
On the Perceptive Content Viewer - Package window, the Document Keys auto-populates with Resource ID, Resource Name, Received Date and Unique ID.
Select the Office Location from the drop-down menu if needed. By leaving <Please select location> as the default, the office location associated with the user’s Worker ID is selected.
Verify the user can view all document types on the left side of the Perceptive Content Viewer - Package window under Provider – Task or Provider – No Task as appropriate.
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 – Task or Provider – No Task to expand the respective list.
Select the Document Type from the list. See DCF Imaged Forms Desk Aid for guidance on Document Type selection.
Load all the Provider 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. 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.