Back End Scanning Process

If your office supports back end scanning, then the mail is physically delivered to each employee. Each person works his or her mail, printing the corresponding barcodes. The items will not be attached in TAM until after the batch scan.

  1. The mail is delivered to the appropriate employees.
  2. Each employee processes the items as necessary and prints a barcode for each account, client, or policy to which the documents or images are to be attached. Keep the barcode with the associated items, with the barcode preceding the items. Each barcode indicates where the documents that follow must be attached in TAM. Scanned items continue to attach to that account, policy, or claim during this scan job until another barcode is scanned.

    Items following the second barcode attach to the account, policy, or claim to which the barcode is assigned, and so on.
  3. Barcodes and their corresponding documents must be scanned to attach to the appropriate items in TAM.