Document Management

Simple Scanning

Virtual Cabinet scanning can be performed from high-speed production scanners or alternatively seamlessly linked in with your existing MFD. Redaction facilities allow information to be hidden if you want to protect areas of the document.

 

 

 

Efficient Post Distribution

Post routing to intrays allows fast audited distribution of daily documents. Documents can be dragged and dropped into other individual/group in trays and an additional “Sticky note” can be added for comments.

Filing made easy!

Filing is achieved by simply dragging and dropping the files onto the correct filing cabinet/folder. All your scanned, PDF and MS Office documents can be easily filed. A customer indexing structure can be created to suit your organisation. This structure defines the types of information you can associate with a document.

 

Instant searching & retrieval You can search for documentation in many different ways. You can simply search for a client file or combine the client file search with some further refining criteria e.g. Period End, but any of your document references are searchable. These search results can also be displayed in thumbnail form ensuring easy identification of the document required: Even the content of the document is searchable. Once selected, multiple documents can be viewed in our multi-format viewer so you can review a spreadsheet, word document and scanned image all one after another. Easy searching straight from your Core business product As well as searching straight from Virtual Cabinet, a search can be initiated directly whilst viewing the client record. This means instant access to the client file at the click of a button! Scanning and indexing from your core business applications are also part of this solution.

 

Automatic Email Filing

E-mails can be automatically filed into the client correspondence file in the Practice Management system. If an e-mail address is stored against the client record, any e-mail to or from that address will automatically file itself in the client correspondence file in Virtual Cabinet.

 

Automatic Outbound Filing

This provides the ability to capture printed documents automatically into Virtual Cabinet. Client related documents printed from the Practice Management System can be captured, imaged and stored direct onto the client file. So no need to print, scan and file; it’s all done for you. No more manual filing of emails.