How Will You Find Your Scanned Files?

At ScanWorks, we design each scanning job around our customers and their needs. We always start a scanning project by asking our customer how they wish to retrieve their files once scanned. And then we build their scanning project with that end result in mind.

Here are some examples:

• Your client / customer / patient files are separately scanned into individual PDF files and the file name bears the client / customer / patient name.  Most commonly the format is Last Name, First Name.  Example:  Doe, Jane.

• Your files are separately scanned into individual PDF files with the customer’s name but then moved into folders based upon the first letter of the last name.  So all customers with the last name starting with the letter A are placed into a sub-folder labeled “A.”

• In addition to client name, we include another piece of data you commonly use to cross-reference your clients.  This could be a specific file # assigned to that client, the client’s date of birth, or other identifier.

• Files are placed into sub-folders with titles you select.  Examples:  all invoices go into an Invoice sub-folder, all paystubs go into a Paystubs sub-folder, all tax returns go into a Tax Returns sub-folder.  We can assist you in determining an appropriate sub-folder structure if you seek it.

The primary take-away is that we can structure your retrieval system in any format.  We can replicate the set-up you have on  your computer, if you are accustomed to the folder & sub-folder approach.  We can listen to how your brain naturally groups types of files and develop a format that follows.  Anything goes!

Please call ScanWorks at 234-571-9501 for further information or for a free sample scan of your records.  Or click here for a Quik Quote.