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Scanning Requirements and Suggestions

Index

Scanning from the Server
It is not a good idea to scan from the server. The scanner does fail once in a while, and you will need to reboot thus taking the server offline. 

Scan Settings
If you are scanning carbonless paper, such as the SR22 forms from the companies, you may need to set the sensitivity higher. Test it and use what works best for you. Remember that the higher the sensitivity the more room the image file is going to take up on your hard drive.

Scanning Existing Files
When scanning your existing files, it is best to organize your scans by the Production date so that when done with a month you can produce the backup CD. Otherwise, you are working on many months at the same time you will not be able to do your backup very easily and are leaving your self in jeopardy.

Backups
It is imperative that you make two CD backups of all your images. One CD is kept off premise so that if your office burns you still have all your images. One copy is kept on site for use when images are archived. The file maintenance system of CMS allows you to archive images according to rules that you set up. An example would be that you could set a "Billing" to archive after 90 days or whatever time period you would like. If someone needs to view that image, the program will tell you to load the CD with that date and will load the image from there.

Descriptions
When you are attaching, a description list is provided for you to describe the image. This list can be added to by choosing user input at the end of the list and then pressing the "ADD" button.

Skipping and Deleting Images
At the top left corner of the attachment screen are two buttons of interest. Pressing the button with the right arrow skips the current image for this session. It will be presented for attaching the next time Attach is run. Pressing the button with the red X deletes the current image.

Page/Screen Size
If you can not see enough of the image to identify the insured, adjust the screen resolution in the Display settings in Control Panel of Windows.