Transcript DSip S DocuShare Interface Program

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eCabinet Indexing
Program
DSip
DocuShare
Interface Program
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Why DSip?
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Enhances DocuShare’s functionality
 Split-Screen
Display to facilitate heads-up indexing
 HIPAA Compliance (with optional DTA module)
 Extended User Rights, & Functionality
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DocuShare leverages its Web Interface
 No
native easy way to heads-up index documents
 ‘Nice to Have’ more robust user rights
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HIPAA regulations require strict auditing
and reporting
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Easy-to-Use DSip Container
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3 Re-sizable Sections
Heads-up data entry
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Object/Document Properties
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Separate Tabs for…
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Tab Key Navigation
Full support for all DS Property types
User-Defined Custom Fields
System Required Properties
Collection / Query return
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Tree structure results
Detailed Results Tab
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DSip Split-Screen Display
1. Source
2. Document
3. Custom Fields
or Properties
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DSip:
An Efficient
Indexing Tool
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Heads-Up Indexing Features
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Scenario: Documents/Files are sent to a
‘pending’ collection on DS by any of the
supported “on-ramps.” (Scanner, e-Mail, ISS DSPrintCap, DS-FileCap, DS-ImageCap, etc)
User Selects ‘pending’/Source Collection in
Pane #1
User Selects Object Type and Destination
Collection in Pane #3
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Heads-Up Indexing Features
Custom Fields Associated with Object
Type (ex Document, Medical Record) are
displayed and entered by user
 DSip supports all DS property rules
 System/Default Properties may be
modified
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Heads-Up Indexing Features
User clicks Save Icon
 Document is saved to destination
collection with its properties indexed
 “Sequential Processing” option:
ON: Next document is presented to user
OFF: User double-clicks next document to
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view
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“Sticky Data" Indexing Feature
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“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
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“Sticky Data" Indexing Feature
Sticky Data Toolbar Toggle
Select Fields to “Stick”
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“Mass Update" Indexing Feature
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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”
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“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
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Limiting Number of Docs Returned per Query
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Select LIMIT Check Box from Toolbar
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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
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DSip:
An Efficient Viewer
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Document Sources
Collections
 Queries
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 DS-Compliant
 Ad-hoc
Queries
 “FIND” from Toolbar
 Stored Queries
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Document Sources
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Tree Structure
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Document/Object title displayed on DSip Screen in Sizable Pane
#1
Detailed Results Tab
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User Option (admin can turn off or on)
Same Documents as in Tree Structure
Data Columns
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Object-Specific Properties
Default Properties
Sizable
Click to sort Ascending / Descending
Change field order by drag & drop
Click & Display document from here
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DSip Queries
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Searches
 Document
/ Object-Specific Properties
 Default / System Properties
 Documents for which I have viewer rights
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Grouping
Logic search
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Detailed Results Tab
Double-Click to View Document
in Main Window
All Columns are Sizable,
Sort-able, Movable
Properties are Shown
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“Delete” Maintenance Feature
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Powerful Tool to Delete Expired Documents from DS
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Query on Create Date (i.e. less than specified date)
Select Document(s)
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Highlight a document
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Click Delete Icon on Toolbar
Requires DSip-assigned right to DELETE
Highlight a group of documents (Ctrl+Click, Shift+Click)
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Delete Selected Document(s)
Click Delete Icon on Toolbar
Requires DSip-assigned right to MASS DELETE
Once and done!
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Export Documents
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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
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Once and done!
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Export Documents
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Export Documents
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E-Mail Documents
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Requires DSip-assigned right to e-Mail
Powerful Tool to e-Mail Single or Multiple
Documents
Highlight a document or group of documents
 Click
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e-Mail Icon on Toolbar
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E-Mail Documents
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E-Mail Documents
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Annotate Tiff Files
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Requires DSip-assigned right
 Save/Replace
 Deletes original TIFF
 Saves the TIFF displayed in DSip to DS
 Save/Copy
 Saves the TIFF displayed to DS as a copy of original
 DSip has option “Show All related Documents”
 Rubber Stamp Tool
 Allows incorporation of a user-specific bitmap (.bmp), for
example a signature, accessible only to the user per their
Windows log in.
 Saves image after stamping to minimize clicks required
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DSip
DTA Module
to assist in HIPAA compliance
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Overview
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DTA Module is an Add-on to DSip
Audits All Activity
 All
Documents
 All Users
 Activity by document, title, timestamp
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Every document movement
Every document-related action
 Property Changes
 includes before and after data values for custom fields, notes
and document title.
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Overview
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Database:
 MS Access or MSDE by
 Secured
 Protected
 Easy report Generation
 May
default
be customized to interact with any ODBC
Database: SQL, Oracle, etc.
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DTA Module: Highlights
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DTA Module is an Add-on to DSip
Audits All Activity
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All Documents
All Users
Activity by document
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Changes to Properties
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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.
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User Translation Table
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Optional Security Feature
Table will contain DSip user name and
eCabinet 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 66jonesb13 on DS.
This effectively locks Bill out of the DS web
interface, enforcing security and HIPAA
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DTA Reporting: Sample Report
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Basic reports to
be built-upon are
included
Reports can be
easily generated
using Access or
other reporting
tools like Crystal
Reports
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Coming Soon ….
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DS Import Utility (DSiu)
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May be used to bulk import images and indices exported from
competitor’s imaging systems; we’re experienced with
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Minolta
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LaserFiche
FileNet
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Watermark
Panagon
DocuMagix
eCabinet
Flexible utility, easily adapted to various un-attended import
scenarios
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Import from LAN Folders of images
Import from various data collection systems
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MI3MS, Doc-X-Net
ex. TELEform, Ascent Capture, Captiva InputAccel and Formware
Custom
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Coming Soon ….
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DS-PrintCap
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DS-FileCap
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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-ImageCap
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Index scanned images from a source folder to DS
Tear off pages as needed
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