When should I scan documents?

Posted about 3 years ago by Mark Cuban

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Mark Cuban
Mark Cuban

When is the best time to scan a document when using the customer service screens? Can I initiate scanning by using a function key?

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Keith Fischer

Keith Fischer posted over 1 year ago Admin Best Answer

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Keith Fischer

Keith Fischer posted about 3 years ago Admin

USSI suggests that once you have received a document, you should enter the pertinent information into the InsurancePlus Customer Service screen, scan and attach the document, and then follow-up the scan with a note to the next user that follows.

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Mark Cuban

Mark Cuban posted about 3 years ago

We have had a lot of luck scanning while you are entering the customer service information. You can also use the electronic in-basket feature to scan into your workflow and go from there.

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Keith Fischer

Keith Fischer posted almost 3 years ago Admin

This is a good place to see a popular topic

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Keith Fischer

Keith Fischer posted over 1 year ago Admin Answer

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