Image Medical Application Received at DCF

Scenario:  An application for Family Medical is received at DCF and it needs to be routed to the Clearinghouse.

1. Access Perceptive Content.

2. Left click the drop-down caret next to the Applications button on the Perceptive Content Toolbar.

3. Set KEES New Application(s) as the default application plan.  (See Setting Default Application Plan.)
   NOTE:  The user needs to set the KEES New Application(s) application plan as the default.

4. Left click the drop-down caret next to the Capture button on the Perceptive Content Toolbar.

5. Select Package Mode as the capture profile.

6. Click the Capture button on the Perceptive Content Toolbar.

7. The Perceptive Content Viewer - Package screen. The Type Last Name Here dialog box displays.

8. Enter the Last Name of the consumer associated to the document.

9. Click the OK button.

10. The Enter Received Date dialog box displays with the current date auto-populated.
    NOTE: The Default Date is the current date and the user can manually change the date if needed.

11. Click the OK button.

12. On the Perceptive Content Viewer - Package screen, the Document Keys is auto-populated with Last Name and Received Date.
    NOTE: In the Document Keys section, the Last Name will auto-populate from the value entered on the Type Last Name Here dialog box.  The Received Date will also auto-populate based on the date entered in the Received Date dialog box.  The user can manually change these fields.  The received date must be in the correct format <mm/dd/yyyy>.

13. Verify the user can view all document types under KEES Applications on the left 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 KEES Applications.  The user needs to use different document types based on the type of medical application submitted by the consumer.

14. Select the appropriate Document Type, e.g., KanCare Application.
    NOTE:  The KanCare Application document type creates a task for the Clearinghouse only, letting them know a medical application has been routed to them for processing.

15. Load the application and all the customer’s supporting paper documents into the scanner.
    NOTE:  Paper goes in the scanner upside down and backward. The scan is completed for both sides of the paper (duplex scanning).

16. Click the Capture icon on the bottom of the Perceptive Content Viewer - Package screen.  The scanner is invoked and scans the document(s).

17. The scanned image goes directly into the selected Document Type and displays in the Perceptive Content Viewer.
    NOTE:  The Perceptive Content session may be blinking in the Toolbar at the bottom of the monitor.  Click to view.

18. Drag and drop all other documents to their appropriate document type(s) if supporting documents were submitted with the application.

19. QA the images of the documents for clarity and verify the accuracy of the document keys for all images.

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