Sign Nebraska Affidavit of Title Fast

Document type sign affidavit of title nebraska fast

hello and welcome to episode number three of our quality quick tip series my name is jeff watson with the cqi unit houston central office this episode we're going to be focusing on document imaging a new system on in focus that allows you to scan in important documents or emails and save digital copies right into n focus some of the key goals of this episode or we want you to understand how to upload a document using the document imaging system a little bit later we're going to go through some examples of how to do that how to load in the documents we also want you to know how to search for information using the document imaging system so once you have all this information uploaded into the system how do you go back and search for it and find what you're looking for and lastly we want you to know what type of documents could be useful to scan into the system provider notes or evaluations we'll go over some examples why is document imaging important to you guys what is the the goal behind getting it out to you it allows you to quickly save important information and documents and in focus without copying or pasting into narratives no more copying pasting into family team meeting narratives are into consultation points you'll get an actual copy of what was sent to you it allows you to recall important information that you can print later if needed for your case so if you're doing a court report later and you want to go look at an old eval if you want to go look at some old letters that may be the father sent you or something and they've been scanned into the system you can easily recall those without having to dig through a file and lastly you can make sure your items don't get lost or misplaced that's something that happens a lot when you get a letter that's scandia or emailed to you or even sent to you in the mail we want you to be able to scan that into the system so you can keep a digital copy of it and not always have to rely on having the paper copy next we want to go over some of the examples of items that you can actually scan into the system what would be good to use for document imaging some examples that we have here visitation or provider notes important emails from clients or providers evaluations or assessments for clients if you get mailed or emailed a psychiatric evaluation or mental status exam you can go and scan those into the system recommendations from legal parties important letters or faxes and then also legal documents if there's objections to affidavits or you type up an affidavit and you want to save that on in focus without copying and pasting it into a narrative and losing some of your formatting you can do that right there next we're going to jump into end focus we're going to have our email open as well we'll be right back when we have it all set up all right so what we have pulled up here is our end focus i'm in the training data base but this is going to look exactly the same on the live in focus site and we have our email account so we got outlook open as well so what we're going to do we're going to go into a master case where we unwanted upload some documents say I got some provider reports and an email that I want to scan in document imaging so I'll go into the minister case and this is the green case you can access document imaging from various number of locations the first one is on your detail master case window before you get into the program case you can actually access document imaging right here these blue icons up at the top are the actual document imaging icons this one called add image will is how you upload documents right next to it is the document imaging where you can look for documents that are already uploaded another way to get to them is if you actually go into your program case into your CFS case you can go ahead and look under each person's program program person information so if I want to go into betty and look up her case person information her person detail there right there again same buttons the add image and the document imaging back here on this screen you can select which person you want to do a document imaging for when you do it this way you should select which person you're uploading the documents for from this screen so right now I have some provider reports for Betty that I want to up so I'll select Betty go into person detail for her and I'll click on this button for add image it brings me up this screen this is the main document imaging screen so we'll take some time to explain it see right here I can only pick Betty as the person I want to upload a document for its for the person under category is where you can kind of select what you're uploading what's actually being uploaded for you the ones that will probably use the most for protection safety is correspondence casework education evals and provider reports for your visitation notes or evals home study equi sometimes legal medical and then the subsidized adoption and guardianship correspondence all down there the main ones will probably use our correspondence and evals provider reports so just be aware that those are there you can select this button to generate an alert if you use your InFocus alerts most of the time I deselect it and don't use it that's pretty much it you can also browse for files that way if you want to look for the files before uploading them but this is essentially how you upload documents so what I have over here in my email is I have a couple emails I have a psych evaluation for Betty green and then an affidavit recommendation that was sent to me by say a lawyer if I want to look at this email will double click on it and open it here's the psych eval for buddy Greene thanks for referring her to us and I have the provider report attached so what i can do is open up my document imaging screen i have this open here this little window is where we click and drag documents and if i want to go over here I'll open this up we'll take my provider report and scan it right into in focus and it shows up right there so go back to my document imaging screen click on it once and it shows you an example of what was all included in that document has all the information in there the title who wrote it everything that you had in there since he wrote this on the 14th I can change my received eight to january fourteenth of 2014 the date that i actually received it again I don't want to generate the alert I want to save it just as it is then I want to pick my category what type of document is that well this is an eval or provide a report so I'll select that you have two options here for imaging if you want to make it especially clear if you have signatures on your page that you want to scan in you can hit enhanced most of the time standard will work fine so once you have everything selected for Betty green my provider report category standard and load it up here hit save and it saves it in there it's now scanning a document imaging go ahead and close this window now let's look at the next example if I just want to scan an email over this is my email that i received say it's from a lawyer I'm in agreement with the recommendations in the affidavit but I do have some concerns with the placement change you want to copy this and then focus you want to copy the exact content of the email so what I'll do is I'll go back here under Betty I'll open up my document imaging screen one more time I'll go back to my email and then I'll just drag the email over you don't have to open it you just drag the email over open to this box and you click on it and it'll show up so here's what the actual email the content of the email and everything that's loaded in there the signature who wrote it an exact content of it again for Betty green I don't want the alert I want to change this to could be to go under legal or correspondence i'll pick correspondent since it's actually an email and that's it save that in there too pretty simple there are another example say you have a file on your computer that you've already saved or you scan something to yourself and you've saved it as a just document on your computer you can do that exactly the same way so if I want to go back into document imaging I have this provider report from Betty that I saved onto my computer before so I can do it like this just scan that right in there as well and then it's the exact same thing then I'll do this one more time just so we can show the different examples I'll put this one under eval provider reports and save it that one's actually going to generate the alert which is fine so that's it that's how you upload documents into the document imaging system it's very convenient way to save e-mails provider reports in any handy way to sort of store documents so you can retrieve them in a later time that's actually going to come up in our next segment in just a second all right well we spent a quick overview looking at how to upload images into the document imaging system we went over how to upload an email and drag and drop an email and also how to drag and drop a document from an email or document you save on your computer next we want to go over how to retrieve that information how to search for that information on in focus so essentially we look back in our master case the same one we were looking at before and you can access the document imaging screens in two different areas like we've said you can look at the ad image here and then the document imaging is where you go to search for that information on your detail master case screen you can look for document imaging here you can also go into your program case and under each person you can do your own document imaging under their person detail screen right here there's the documenting button when you do it this way you can only look for stuff under that one person when you go back into your detail master case window you can look for information from all the people in the master case from this one screen so it's quicker to do it this way so the way you do is you click on document imaging right here you can select which person you want to search for information for if it scanned under any of these people you can select all of them which is the easiest way to select them all over on this side you can pick your category will pick the protection safety category which will highlight all of our protection safety just areas that we can upload documents into so we have all of these down here the legal the medical everything we had before the correspondence the emails and providers this last one is you can pick the range to look for on how long you want to search for documents or how long ago they were scanned in so once we have that stuff we can hit search it will pull open our document imaging window one more time right there and looking at this it looks like there's three things that have been scanned in under Betty green that's what we scanned in earlier today when you click on the first one it's under the category correspondence and it's the email that we had scanned in before I'll go ahead and make this window bigger so you guys can see what I'm looking at right there there's the email we scanned in before it's still pretty small you can use these buttons over here on the right to kind of make it bigger for you can have it fit the page you can have it go back to the original size in case you want to read it but right there it's the exact you'll email that was scanned in just like you would print out on the printer and the weight print an email if you want to print this again you up to file and then print and it will just print out just like a normal email would I'm looking back over here under the email provider reports this is what we scanned in before directly from the email you can see it's three pages long through this window you can see pretty much all the text you can see who it's done by when it was done if you want to print this again later it's the same way just file and then print again you can make it fit the page you can make in the original size so you can have a better idea reading it I'm just a very quick way to get back in and look at documents you've already scanned so that's essentially the overview for document imaging if you have any questions please let us know at the D HHS cqi and Nebraska gov email address that will be the best way to get ahold of us and for more information about document imaging feel free to contact me at that email address thank you for watching our quality quick tip episode number 3