Indexing

Document indexing is a key component of an Enterprise Content Management (ECM) system because it significantly impacts system acceptance. A quality indexing solution accurately applies meaningful metadata to captured documents. The result: end-users are able to readily access the documents they need.

A successful indexing solution is both accurate and efficient. To achieve these benchmarks, Quadax’s ECM Professional Services team applies index values at three different levels.

Batch level

Batch level index values are systematically applied to each captured document in the batch.

Document level

For eDocuments, the ECM Professional Services team can derive index values by extracting resident data in files. For scanned documents, automated recognition of index values is based on
• Bar Codes
• OCR (Optical Character Recognition)
• ICR (Intelligent Character Recognition)
• OMR (Optical Mark Recognition)

System level

Systematic index enrichment can autofill keywords by matching principle index values in different systems. The autofill keyword process can automatically apply a multitude of meaningful index values to documents that share a common value with data residing in another repository.

For example, the common value could be a unique identifier such as patient account number. Keywords (medical record number, physician, insurance, etc.) can be extracted from HARP, PAS, Xpeditor, or other application and associated with a scanned document, such as a patient letter. The letter could then be retrieved based on any of the keywords. This autofill keyword process greatly enriches document indexing, providing many meaningful ways to query documents.