The CATT DMS (Document Management System) is now ready for release.  With a case or client record “on the desktop”, any associated document or paper form can be scanned directly into the documents repository under a special “drawer” for that case and assigned by the user to named “folders” such as “Registration Documents”, “Permission Forms”, “Assessments”, “Hospitalization Records”, etc.  Once scanned into a case drawer, all stored documents are available for viewing from any CATT workstation that has access to that particular case. 

CATT users with “Office Scanning” permissions are able to store documents into alternate data repository “cabinets”, related to business office applications associated with a variety of agency departments: Employment applications, benefit enrollments, performance evaluations for Human Resources; Purchase orders, payable invoices, canceled checks for Payables; Time sheets, expense reports, W2’s and other tax forms for Payroll; Critical incident reports, compliance reports to funding agents, client satisfaction surveys for Quality Assurance; and Contracts, letters, agency procedural manuals,  policy updates for the Administration department.

The CATT DMS module will present maximum flexibility to agencies in all aspects of its implementation.  Agencies will be able to design their own Cabinet, Drawer and Folder hierarchical document repository structures.  Document repositories can be SLQ Server based (all scanned documents reside in a secure SQL Server database), stored as individual files on hierarchical directory structures, or if desired, documents can be saved to both types of repositories simultaneously.  Repositories can be configured to store images in a variety of formats including pdf, tiff, jpeg, gif and bmp.  Documents can be inserted into the repository in four different ways:  by direct scanning via local scanner, by browsing and selecting a file, by using the clipboard “copy” function and pasting the image directly into the scan screen or by batch “template” scans using the OCR facilities to read data from the document and store the document automatically into the correct repository, drawer and folder (see below).

The Autonomy (previously Cardiff) Teleform® environment provides the CATT DMS module with world class data capture, intelligent form design and workflow processing facilities to fully automate the reading, validation, storing and processing of data contained in paper forms.  CATT DMS reads hand print, machine print, optical mark, barcodes and signatures.  Data can be extracted from any document type to automate the proper filing of that document, or the data itself can be lifted off of the form and stored into designated structured database files.  Multiple documents of different types can be batch loaded into a scanner without header or banner pages and automatically processed according to predefined “templates” that recognize each document type and extracts data or stores that document according to parameters defined in the template.  Easily defined point-and-click setup of business rules allows the “Verifier”module to closely screen the accuracy of text recognition with exceptions intelligently routed to the right human operators to review and correct.

CATT’s automated template driven scanning technology can be deployed in the following types of applications for behavioral health organizations.

• Batch scanning and processing of registration documents at the intake window including Medicaid cards, insurance cards, permission-to-treat forms and records release forms.

• Design and deploy different styles of clinician completed encounter forms using either “bubble sheet” or printed character boxes.  These can then be batched scanned with the data extracted and automatically posted to CATT’s AR/MIS system.

• Design and deploy client satisfaction and other questionnaires to be scanned directly to database tables.

• Batch scan old clinical charts for paperless archiving.

• Scan in client completed ODMH OSQIC Outcome instruments for automatic processing to CATT’s Outcomes screen.

CATT DMS can be deployed locally or via remote thin clients such as Citrix or Terminal server.  Sold in single workstation, workgroup or enterprise editions, CATT DMS offers affordable document management solutions to any size agency.  

CATT DMS Brochure