Prior to scanning, set the default application plan to the plan most used for the type of documents being scanned. This will ensure the highest efficiency and decrease the amount of required “clicks” when scanning a large volume of documents.
Left click the drop-down caret next to the Applications button on the Perceptive Content toolbar.
Right click the application plan the user would like set as a default, e.g., KEES Case.
Left click the Set as Default Action.
The table below lists and describes Perceptive Content Application Plans.
| Application Plans | Description | Indexing Fields | When to Use | Document Example |
|---|---|---|---|---|
| KEES Case | Used to Index documents to case information. The Case Summary page is leveraged to pull and index case level indexing values | Case Number
Case Name Received Date Unique ID Document Type |
Use on any document tied to a program and the Case Number is known. |
Registered Applications, Reviews, IRs, Returned Mail, Loose Mail |
| KEES Case - PPS | Used to index PPS documents to case information. The Case Summary page is leveraged to pull and index case level indexing values |
Case Number Case Name Received Date Unique ID Document Type |
Use on any document related to a PPS medical program and the Case Number is known. |
PPS Forms, PPS Legal documents, Personal Identifying Information |
| KEES Case - LIEAP | Do Not Use | Do Not Use | Do Not Use | |
| KEES New Application(s) | Manual Application Plan used to index new Applications that do not have a KEES Case Number yet |
IN Application ID Last Name Received Date Batch ID Document Type |
Always use the "KEES New Application(s)" application plan when imaging unregistered applications. | Unregistered Applications |
| KEES Unknown Case - DCF | Manual Application plan used to index DCF documents when KEES case number is unknown; should not be used for new applications |
First Name Last Name SSN Received Date Fax Number/Email Address Document Type |
Used when a document is received at a DCF office and cannot be tied to a person and or case. | Any document |
| KEES Unknown Case - KDHE | Manual Application plan used to index KDHE documents when the KEES Case Number is unknown; should not be used for new applications |
First Name Last Name SSN Received Date Fax Number/Email Address Document Type |
Used when a document is received at the Clearinghouse and cannot be tied to a person and or case. | Any document |
| KEES Barcode Document(s) | Manual Application plan used to index KEES generated barcode documents (i.e. documents created with a KEES generated barcode that were delivered to designated consumers and since returned to the state) | Document Type | Any document with a KEES Generated Barcode | Reviews Forms |
| KEES DCF Non-Medical | Do Not Use | Do Not Use | Do Not Use | |
| KEES RDB | Used to Index documents to a RDB Provider. The Resource Detail page is leveraged to pull and index documents to the Provider. |
Resource ID# Resource Name Received Date Unique ID Document Type |
Use on and document tied to a Resource and the Resource ID number is known. |
Application Forms Copy of License AA Forms EIN Documentation |
| KEES RDB Registration | Manual Application Plan used to index new Resources that do not have a Resource ID yet. |
IN Application ID Resource Name Received Date Batch ID Document Type |
Use when a Provider Application Form is received and a Resource ID has not been created. | Application Forms not processed |
|
KEES RDB Unknown |
Utilized when a single document needs to be captured for an unknown RDB Provider.
|
Resource Company Name Resource Last Name Resource Tax ID Received Date Unique ID Document Type |
Use when a document is received and cannot be tied to a RDB Resource. |
Any Documents |
NOTE: Based on KEES Security Roles end user’s will have access to different Application Plans.