e Cabinet Indexing Program DSip Docu Share Interface

e. Cabinet Indexing Program DSip Docu. Share Interface Program PREVIOUS NEXT HOME

Why DSip? n Enhances Docu. Share’s functionality ¨ Split-Screen Display to facilitate heads-up indexing ¨ HIPAA Compliance (with optional DTA module) ¨ Extended User Rights, & Functionality n Docu. Share leverages its Web Interface ¨ No native easy way to heads-up index documents ¨ ‘Nice to Have’ more robust user rights n HIPAA regulations require strict auditing and reporting PREVIOUS NEXT HOME

Easy-to-Use DSip Container n n 3 Re-sizable Sections Heads-up data entry ¨ Object/Document Properties n n n Tab Key Navigation Full support for all DS Property types Separate Tabs for… User-Defined Custom Fields ¨ System Required Properties ¨ n Collection / Query return Tree structure results ¨ Detailed Results Tab ¨ PREVIOUS NEXT HOME

DSip Split-Screen Display 1. Source 2. Document 3. Custom Fields or Properties PREVIOUS NEXT HOME

DSip: An Efficient Indexing Tool PREVIOUS NEXT HOME

Heads-Up Indexing Features n n n Scenario: Documents/Files are sent to a ‘pending’ collection on DS by any of the supported “on-ramps. ” (Scanner, e-Mail, ISS DSPrint. Cap, DS-File. Cap, DS-Image. Cap, etc) User Selects ‘pending’/Source Collection in Pane #1 User Selects Object Type and Destination Collection in Pane #3 PREVIOUS NEXT HOME

Heads-Up Indexing Features Custom Fields Associated with Object Type (ex Document, Medical Record) are displayed and entered by user n DSip supports all DS property rules n System/Default Properties may be modified n PREVIOUS NEXT HOME

Heads-Up Indexing Features User clicks Save Icon n Document is saved to destination collection with its properties indexed n “Sequential Processing” option: ¨ON: Next document is presented to user ¨OFF: User double-clicks next document to n view PREVIOUS NEXT HOME

“Sticky Data" Indexing Feature n “Sticky Data” Option in conjunction with “Sequential Processing”: ¨ Selected Values from prior saved document are held for subsequent docs properties. ¨ Saves repeat entry of data on selected fields PREVIOUS NEXT HOME

“Sticky Data" Indexing Feature Sticky Data Toolbar Toggle Select Fields to “Stick” PREVIOUS NEXT HOME

“Mass Update" Indexing Feature n n n Highlight a group of documents (Ctrl+Click, Shift+Click), and save to destination folder. No limit to number of documents selected Selected common properties are saved with each document. Items not selected are left intact. Once and done! Requires DSip User Right “Mass Update” PREVIOUS NEXT HOME

“Mass Update" Indexing Feature Need to close the Document to perform this action Select Common Fields to “Stick” Multiple Files Selected: Mass Update Option Available, Toolbar Icon Saves as Mass Update PREVIOUS NEXT HOME

Limiting Number of Docs Returned per Query n Select LIMIT Check Box from Toolbar n Select Max Number and/or Start – Stop Document Count Click GO Useful when opening partial results from a large query set, example: when splitting work from a central ‘inprocess’ collection amongst more than one user n n PREVIOUS NEXT HOME

DSip: An Efficient Viewer PREVIOUS NEXT HOME

Document Sources Collections n Queries n ¨ DS-Compliant ¨ Ad-hoc Queries ¨ “FIND” from Toolbar ¨ Stored Queries PREVIOUS NEXT HOME

Document Sources n Tree Structure ¨ n Document/Object title displayed on DSip Screen in Sizable Pane #1 Detailed Results Tab ¨ ¨ ¨ User Option (admin can turn off or on) Same Documents as in Tree Structure Data Columns n n n ¨ PREVIOUS Object-Specific Properties Default Properties Sizable Click to sort Ascending / Descending Change field order by drag & drop Click & Display document from here NEXT HOME

DSip Queries n Searches ¨ Document / Object-Specific Properties ¨ Default / System Properties ¨ Documents for which I have viewer rights n n Grouping Logic search PREVIOUS NEXT HOME

Detailed Results Tab Double-Click to View Document in Main Window All Columns are Sizable, Sort-able, Movable Properties are Shown PREVIOUS NEXT HOME

“Delete” Maintenance Feature n Powerful Tool to Delete Expired Documents from DS Query on Create Date (i. e. less than specified date) ¨ Select Document(s) ¨ n n Delete Selected Document(s) Highlight a document Click Delete Icon on Toolbar ¨ Requires DSip-assigned right to DELETE ¨ n Highlight a group of documents (Ctrl+Click, Shift+Click) Click Delete Icon on Toolbar ¨ Requires DSip-assigned right to MASS DELETE ¨ n Once and done! PREVIOUS NEXT HOME

Export Documents n n n Requires DSip-assigned right to EXPORT Powerful Tool to Download Single or Multiple Documents to a local or LAN folder Highlight a document or group of documents ¨ Click Export Icon on Toolbar ¨ Or select Export from FILE Drop Down Menu ¨ Highlight a group of documents (Ctrl+Click, Shift+Click) ¨ Select Destination Folder n Once and done! PREVIOUS NEXT HOME

Export Documents PREVIOUS NEXT HOME

Export Documents PREVIOUS NEXT HOME

E-Mail Documents n n n Requires DSip-assigned right to e-Mail Powerful Tool to e-Mail Single or Multiple Documents Highlight a document or group of documents ¨ Click PREVIOUS e-Mail Icon on Toolbar NEXT HOME

E-Mail Documents PREVIOUS NEXT HOME

E-Mail Documents PREVIOUS NEXT HOME

Annotate Tiff Files n Requires DSip-assigned right ¨ Save/Replace n Deletes original TIFF n Saves the TIFF displayed in DSip to DS ¨ Save/Copy n Saves the TIFF displayed to DS as a copy of original n DSip has option “Show All related Documents” ¨ Rubber Stamp Tool n Allows incorporation of a user-specific bitmap (. bmp), for example a signature, accessible only to the user per their Windows log in. n Saves image after stamping to minimize clicks required PREVIOUS NEXT HOME

DSip DTA Module to assist in HIPAA compliance PREVIOUS NEXT HOME

Overview n n DTA Module is an Add-on to DSip Audits All Activity ¨ All Documents ¨ All Users ¨ Activity by document, title, timestamp n n Every document movement Every document-related action ¨ Property Changes n includes before and after data values for custom fields, notes and document title. PREVIOUS NEXT HOME

Overview n Database: ¨ MS Access or MSDE by n Secured n Protected n Easy report Generation ¨ May default be customized to interact with any ODBC Database: SQL, Oracle, etc. PREVIOUS NEXT HOME

DTA Module: Highlights n n DTA Module is an Add-on to DSip Audits All Activity ¨ ¨ ¨ All Documents All Users Activity by document n n n n n ¨ Changes to Properties n PREVIOUS Every document movement Open Close Save Viewing of Query / Source results in Detail Tab (Optional) E-mail Export/Download Save/Replace Save/Copy … and more includes before and after data values for custom fields, notes and document title. NEXT HOME

User Translation Table n n n PREVIOUS Optional Security Feature Table will contain DSip user name and e. Cabinet user name User signs on to DSip and credentials are translated to DS-based credentials i. e. Bill logs on to DSip as Bill Jones. DSip translates it to 66 jonesb 13 on DS. This effectively locks Bill out of the DS web interface, enforcing security and HIPAA NEXT HOME

DTA Reporting: Sample Report n n Basic reports to be built-upon are included Reports can be easily generated using Access or other reporting tools like Crystal Reports PREVIOUS NEXT HOME

Coming Soon …. n DS Import Utility (DSiu) ¨ May be used to bulk import images and indices exported from competitor’s imaging systems; we’re experienced with n Minolta ¨ n n Laser. Fiche File. Net ¨ ¨ n n ¨ Watermark Panagon Docu. Magix e. Cabinet Flexible utility, easily adapted to various un-attended import scenarios n n Import from LAN Folders of images Import from various data collection systems ¨ n PREVIOUS MI 3 MS, Doc-X-Net ex. TELEform, Ascent Capture, Captiva Input. Accel and Formware Custom NEXT HOME

Coming Soon …. n DS-Print. Cap n n n DS-File. Cap n n n n Print to a virtual printer on your desktop Doc is converted to PDF Select DS Object Type and Destination Collection Input Property Values and Save Monitors a Hot Folder on PC or LAN Stores files to DS Images Doc is optionally converted to PDF Select DS Object Type and Destination Collection Input Property Values and Save Bulk, unattended mode batch-imports files DS-Image. Cap n n PREVIOUS Index scanned images from a source folder to DS Tear off pages as needed NEXT HOME