Batch Scan History

The Batch Scan History area provides information about items scanned or imported into the system (depending on the way you access Applied Epic), including who scanned/imported the items and when, where the attachments were sent, and details on any attachments that could not be routed. Information on this screen is read-only. You can specify how long Batch Scan History information is retained in Scanned Document Configuration.

The information available in the Batch Scan History area depends on the way you access Applied Epic:

• If Epic is installed locally on your computer, this area provides information about items scanned into the system using Batch Scan.
• If you access Epic through a web browser such as Google Chrome, Mozilla Firefox, or Microsoft Edge, this area provides information about items imported into the system using Import Scans.

1. From the Home screen, do one of the following:
   

   • Click Procedures on the navigation panel.
   • Click Areas > Procedures on the menubar.
   • Click the down arrow next to Home on the options bar and select Procedures.

   From any other area of the program, do one of the following:

   • Click the down arrow to the right of the Home options bar button and select Procedures.
   • Click Home > Procedures on the menubar.
2. Click Document Management on the navigation panel or Areas > Document Management on the menubar.
3. Click Batch Scan History on the navigation panel.

4. The Batch Scan History screen displays. Enter your desired search criteria to populate the list.

   1. Make a selection from the first dropdown menu:
      • Account Lookup: The account to which the item was attached. Select the type of account from the third dropdown. In the fourth field, enter the lookup code or click the lookup button to search for the account.
      • Batch: The number associated to the batch of scanned or imported items. From the second dropdown, select Equals or Within Range. Enter the batch number or range of batch numbers.
      • Date: The date the item was scanned or imported. From the second dropdown, select Equals or Within Range. Select the date or date range from the dropdown calendar(s).
      • Last 500: Displays the 500 items most recently scanned or imported.
      • Scanned by: The user who performed the batch scan or import. From the second dropdown, select Equals or Contains. If you select Equals, enter the entire user login code. If you select Contains, enter at least one character.
      • Status: The options available in the second dropdown differ, depending on whether the item(s) were scanned or imported:
      • Scanned: Select Complete, Cancelled, Scanned, or Expired.
      • Imported: Select Complete or Cancelled.
   2. Click Find. The list populates according to the criteria selected.

Information about the scanned or imported items displays in the following columns. Click on a column heading to sort by that criterion. To sort in the reverse order, click the column heading again.

• Batch: Number associated to the batch of scanned or imported items.
• Date/Time: Date and time that the batch was scanned or the item(s) imported.
• Scanned by: User who performed the batch scan or import.
• Pages: Number of pages in the attachment.
• Account type: Type of account to which the attachment was sent. If the barcode was unrecognized and the attachment could not be routed, Account Type displays as Unrouted, indicating that the item was saved as an unrouted attachment for the employee who performed the scan or import. If the attachment had to be discarded because the user who performed the scan or import did not have an associated employee code, this column displays Unknown.
• Code: The lookup code for the account to which the attachment was sent. If the Account type is Unrouted, this column shows the employee code for the user who performed the scan or import. If the Account type is Unknown, this column is blank.
• Attach To: Displays one of the following values for back end bar codes to provide more exact information on where the attachment was saved. Displays blank for front end or unrouted attachments.
  
  Note: If the attachment has an Attach To value, you can highlight it and click Access > Attachments on the menubar or options bar to open the Attachments list for that account, filtered to display only the selected item.
• • Account – [Account Name]
  • Activity – [Activity Description]
  • Claim – [Claim Number]
  • Policy – [Policy Description]
  • Line – [Line Description]

• Status: Displays one of the following:

• • Scanned: The document has been scanned but not attached to an entity. (i.e., it is currently being previewed on the Batch Scan screen.) This option only displays for scanned items.
  • Complete: The document has been attached to an entity in the system or saved as an unrouted attachment.
  • Cancelled: The document was scanned or imported but was not attached because the user deselected it during the Batch Scan workflow or because an error occurred. If the document could not be attached due to error, the Error message column (see below) provides more information.
  • Expired: The document was scanned using quick scanning and saved to a temporary location for seven days but was not attached within this period. This option only displays for scanned items.

To add or remove columns or to change the order in which they display, click the Select Columns link label. The following additional columns are available:

• Account name: Name for the account the attachment was sent to. If the Account type is Unrouted, the Account name also displays as Unrouted. If the Account type is Unknown, the Account name also displays as Unknown.
• Description: For barcodes, displays the barcode description; otherwise blank.
• DPI: DPI setting used to scan the item.
• Error message: If an error prevented the barcode from being processed normally, this column displays the text of the error message.
• Scanner: Identifying information for the scanner used. If the attachment was imported from another location rather than scanned from an Applied Epic workstation, this column is blank.
• Workstation: Workstation on which the scan or import was run.

To print the list of scanned or imported items, do one of the following:

• Click File > Print > Listview on the menubar.
• Click Print > Listview on the options bar.
• Click the Print icon to the left of the list.
• With focus on the list, press [Ctrl] + [P] on your keyboard.

Print the list as you would any other document.