Create a package scanning document rule - Manage Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

To create a document rule that Scan Prompter evaluates to guide a user through the scanning process in Package Mode, complete the following steps.

1. On the Perceptive Content toolbar, click Settings > Options.
2. In the ImageNow Options dialog box, in the left pane, click Capture.
3. On the General tab, under Package Settings, click Document Rules.
4. In the Document Rules Manager dialog box, click Create.
5. In the New Document Rule dialog box, on the General tab, type a name and optional description.
6. To define how Scan Prompter displays the rule, in the Priority list, select one of the following options:
   • Required. Forces the user to take the indicated action in Scan Prompter by clicking either the Scan or Review button.
   • Optional. Displays = Scan Prompter but allows the user to skip the action by clicking the Defer button.
   • Disabled. Disables the rule so that Perceptive Content does not apply it to any documents in the basket group. A disabled rule does not display Scan Prompter.
7. To select a capture profile to use when the user clicks the Scan button for this rule in = Scan Prompter, in the Profile list, select the capture profile.
8. On the Conditions tab, do the following actions:
   1. Click the Add button and define the conditions you want to use for the scan prompter.
   2. To display the Review button in Scan Prompter, select the On Success, display for Review (with comment) check box.
      The Review button enables the user to inspect a previously scanned document.
   3. To display a message in Scan Prompter when a document on file passes all the conditions for a specific rule, in the Comments box, type the message. For example,
      Scan optional. There is already a valid driver's license on file for this patient.
9. On the Basket Groups tab, select the basket group that you want the rule to evaluate.
10. Click OK twice.