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.
Access Perceptive Content.
Left click the drop-down caret next to the Applications button on the Perceptive Content Toolbar.
Right click the appropriate capture profile to set as a default. (Example: KEES Case)
Left click the Set as Default Action option.
| Application Plans | Description | Indexing Fields | When to Use | Document Example |
|---|---|---|---|---|
| KEES Case | Used to Index documents to case information. The KEES 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 medical program and the Case Number is known. | Registered E&D Application E&D Reviews Returned Mail Medical Loose Mail |
| KEES Case - PPS | Used to index PPS documents to case information. The KEES 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 | Used to index LIEAP documents to case information. The KEES Case Summary page is leveraged to pull and index case level indexing values | Case Number Case Name Received Date Unique ID Document Type |
Not used in Phase 2 |
Not used in Phase 2 |
| 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 or when routing an application to the Clearinghouse. | Unregistered Medical or Non-Medical Applications Applications routed to the Clearinghouse |
| KEES Unknown Case - DCF | Manual Application plan used to index DCF documents where KEES case number or KAECSES or KsCares Case Number is unknown | 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 where KEES Case Number is unknown | First Name Last Name SSN Received Date Fax Number/Email Address Document Type |
N/A to DCF | N/A to DCF |
| 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 | Medical Review |
| KEES DCF Non-Medical | Manual Application plan used to index DCF Non-Medical Document(s) | Case Number Case Name Received Date Unique ID Document Type |
On any document tied to a non-medical program and the Case Number is known | Registered Non-Medical Applications Non-Medical Review IR Returned Mail Non-Medical Loose Mail |