User Manual - Card Scanning Solutions
Contents
1. First Name Middle Name Last Mame Gulf Mame L Passport Number j Nationality State New York F Auto Detect State A el Show Mixed Fields Cancel MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Record Management New Record e O O00 S iesch E EE EI MedicScan Pro User Manual Version 8 14 0 40 Pa Card Scanning Solutions all rights reserved Record Management IICA Record screen button description Button Name Description Start the scan process in manual mode Scan This button is inactive in Auto detect card insertion mode You can select one of two scan source options Select image From scanner source From file This button 1s inactive in Auto detect card insertion mode Deletes the scanned image from the EF Remove record Rotates the image in the buffer 90 degrees clockwise This allows Rotate l l controlling the image orientation prior to saving Single side Toggles between single sided and Double side double sided ID card scanning Auto save No Toggle between auto save mode after auto save each new record scan left button to overwriting current data when scanning a new card right button Auto detect card Toggles card insertion auto detection insertion Print on scan Print the last scanned card as soon as scanning is complete Toggle data source OK Saves a ne2. 4 Select the database file 5 Press OK Export database Database export is primarily used to backup the current database To export a database E ee Open the database to export Select File gt Export from the menu bar The Save as Screen will appear Select a folder to export the database to Type the name of the exported database in the File name field Press OK Note The exporting process will export only the records that are set as visible in the Records Table You can change this by using the filtering options Note Check the status bar to find the number of records and the name of the current database MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Database Management 31 5 User Management The administrator can add users who are authorized to use the application These users can have different levels of access privileges as follows Administrator access Allows the user full access to the database as well as the privilege of user management creating editing and deleting other users Read write access Allows the user full access to the database Read only Allows the user to read customer information from the database without the ability to add edit or delete records Write only Allows the user to scan ID cards into the database without the ability to browse existing records Print only Allows the user to see and print records To have access to th
3. ViedicScan P R F E S 5 I O WN A I User Manual Version 8 14 0 This publication contains proprietary information of the Card Scanning Solution Company provided for customer use only No other use is authorized without the express written permission of Card Scanning Solution Disclaimer 2 Disclaimer Warranty Card Scanning Solutions provides this publication as is without warranty of any kind either express or implied including but not limited to the implied warranties of merchantability or suitability for any particular purpose Card Scaming Solutions reserves the right to revise this publication and to make changes in the content hereof from time to time without notification Some countries or states in the USA do not allow a disclaimer of express or implied warranties in certain transactions if you are a resident of such country or state this statement may not apply to you This publication may include technical inaccuracies or typographical errors Changes are made periodically to the information herein these changes will be incorporated in new editions of the publication Card Scanning Solutions may make improvements and or changes in the products and or the software described in this publication at any time Notice to User This manual should not be construed as a representation or warranty with respect to the software named herein Occasionally changes or variations exist in the software that are
4. is set to IDP first field in the combo list and the letter A is entered in the Quick Search field only those records whose first field begins with A will appear in the table Example 2 Type Smith in the Quick Search box and select Name in the In Field combo box The software will display all records that have the name Smith in the field Name The search is performed on the entire database in the specified field unless Any Field is selected The search matches the requested string to sub strings in the database For example 1f the user 1s searching for Jo the search will show results with all records that include the string Jo such as Johnson Jonah and even Banjo MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Main Screen Record List 17 Record list table Note The record list table shows a summary of the database records Scrolling up and down and clicking on a specific record selects the record as active Double clicking on a record opens the record in edit mode in which the user can update the client details and image The list can be organized according to a specific field by clicking on the requested field column header An additional click on the column header will toggle between displaying the values in an ascending or descending order Right clicking on the list opens a popup menu wi
5. 14 0 Card Scanning Solutions all rights reserved Main Screen Record Display Section 19 Card image display 2 Image display Displays the image of the selected card and side The default is side A of the first card Card side Toggles between the card two sides A and B 4 Card Navigation Selects the next or previous card in the list Card count Shows the number of the displayed card in the existing card list for this record 6 Zoom button Click once to enlarge and again to reduce MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Main Screen Record Display Section 20 Record data view modes Overview view mode This is the default display mode displayed when the application 1s started It can also be displayed by clicking the Overview button on the left Up to12 fields are displayed You can manipulate the fields display by right clicking on the field name see The record display section description page 18 Details view mode A The Details view mode displays all the record fields up to 30 fields Note mode The Note view mode allows you to enter comments as free text in the active record The note is automatically saved when switching to another record El Stamps the current date at the end of the note jej Stamps the current time at the end of the note Save note saves the note or changes to the note Categories section mo
6. 30 600 in increments of 10 This gives you the flexibility to find the best image quality with reasonable image file size The file extension sets the image format that will be used by the application to save the images internally This option is useful for later export of the database to other database applications that might not support some image formats MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Application Configuration Image File Tab 37 Item Description Colors Select the colors of the images e Black and white 1 bit e 256 gray scale 8 bits e 256 colors 8 bits e True color 24 bits default Note Using higher bit values will take up more hard disk space dpi The dpi dot per inch value sets the resolution of the scanned image The dpi range is 50 to 600 in increments of 10 dpi 50 dpi provides very low quality 600 dpi provides very high quality 300 dpi is the default option Note Using higher dpi values will take up more hard drive space File The file extension sets the format of the images saved in the database extension Available format options are File format True color 24 256 colors 256 gray scale Black and white 8 bits 8 bits 1 bit Y Y Documents Select document size size Custom You can also create a customized document size Select Custom Size from the Document Size popup menu and click on the Custom button Specify the
7. User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Printing S Printing Printing records 45 1 Select Print from the File menu in the main screen All records or selected records 2 The Print Wizard welcome screen appears Print wizard The print wizard will walk you through the printing process Pleaze click Next Figure 17 Printing wizard 3 Click Next The Select Format dialog appears MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Printing 46 Print wizard us Select Format Selecta printing format and then click Next Click on a format to see its description in the description bos Underneath Available Formats Envelopes Labels Photo Album Spreadsheet Description Data list format prints the data and the image s ane below the other along the page The records are separates by horizontal line Help Back Figure 18 Printing wizard Format selection Cancel 4 Select the requested data format when you select the data format its description will appear in the description box underneath Data list List of data fields and images Envelopes Envelope addresses Mailing labels Photo album Record images if available Spreadsheet Grid with one row per contact 5 Click Next The Select Page Layout dialog appears MedicScan Pro User Manual Version 8 14 0 Card S
8. have write privileges Record options are disabled Print Setup and Print options are You do not have print privileges disabled The Scan button is disabled The application is configured to be in Auto Scan mode I want to scan 2 sides of the ID card See Configure gt Single Sided Double Sided and 1 have only one side image I try to login but I always get a Verify that you have the right password and user message saying that my password name or user name are invalid Click the Exit button and run the application again Any other problem or question Send e mail to Card Scanning Solutions support team See Menu options table gt Help gt About MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved
9. mode Overview IDfi7o362855 LI Name CECILY CLEGG PUCCIO Overview Address T e City STONY POINT A State hy Details 47 Z 10980 den D O B 01 02 65 lsuefi2 3101 ad Expire 01 02 01 SSN Name 2 Tie Categories Figure 4 Record display The record display section description Overview mode 1 Property fields This part displays up to 12 property fields As a default it will display up to 12 of the first created property fields If you created 6 properties it will display all 6 if you created 20 properties it will display the first 12 properties in the order of their creation Note In some states some fields may not contain information Editing options Right clicking You can manipulate the appearance of the property fields by right clicking on a field name as follows a Modify select another field from the list The selected field will be displayed instead of the previous one b Remove Remove the selected field c Add Right click somewhere on an empty space in the Overview area but not on or near a field name Select a field than will be added at the end of the field list Fields can be added as long as the list contains less than 12 fields The changes in the record overview section are saved automatically and will be used the next time the application 1s started Note The card details can only be changed in Edit mode MedicScan Pro User Manual Version 8
10. records or Selected records Click Next Choose a format in the Format dialog box Click Next Choose a layout in the Choose Page Layout dialog box Click Next In the Select Fields dialog box choose which fields to print To change the font click Font choose the style and size and then click OK MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Appendix A Troubleshooting 53 9 Appendix A Troubleshooting Description Answer I opened a database which has You have to define the columns on the list in records but the list is empty order to see the record See Options gt Database Properties gt Columns button I created a new database but cannot You have to create fields and define the columns add or scan a new record on the table before creation of new records can be done See Options gt Database Properties on the menu In database properties I created a Long names of fields are partly displayed This is long name when I look at the Main indicated by a at the beginning of the name Window and the Record Details I To see the full name of a field place the mouse window I see only part of it pointer on the label name a tooltip will appear displaying the full name New record option is disabled This option is disabled when the application is in Auto Detect mode or when the user does not have write privileges New Record Edit Record Delete You do not
11. required document size choose Inch or Millimeter and click OK Document Display the selected document size in inches or millimeters as selected Size MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Application Configuration Live Update Tab 38 Live Update 2 Scan Configuration Keep my program up to date by vernfung that the software version ls the most current version e e Every Day At EM Figure 16 Scan Configuration Live Update Live update allows you to keep your software updated by having the application checking for updates using your Internet connection and 1f available downloading and installing them automatically Setup Check the box to enable Live Update and specify how often Live Update shall be performed MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Record Management CY 7 Record Management The Record window is used to scan new cards acquire images and insert data in records The records can be edited and stored in the database Another ID image source can be local ID image files on the hard disk These files must be scanned in a format of 24 bits true color with a resolution of 300 dpi e To reach the Record screen select Record gt New from the menu bar or click on the New Record button in the tool bar Hew Record Al Fields ID Full Hame Address i Expire
12. E PRINTING EC 53 H APPENDIX A TROUBLESHOOTING ccccccccnnnnnnccnnnnancnanannnnnnncccaninnoncccacccnnnnos 54 Table of Figures Figure 1 The login screen 9 Figure 2 The main screen 11 Figure 3 Database Fields Record list fields 17 Figure 4 Record display 18 Figure 7 Categories view mode 21 Figure 8 Categories list zz Figure 9 New database step 1 26 Figure 10 New database step 2 27 Figure 11 New database step 3 28 Figure 12 New database step 4 29 Figure 13 New database step 5 30 Figure 14 User Details 30 Figure 15 User List 32 Figure 17 Scan Configuration Automation 35 Figure 18 Scan Configuration Image Properties 37 Figure 20 Scan Configuration Live Update 39 MedicScan Pro User Manual Version 8 14 04 Card Scanning Solutions all rights reserved Table of Content 5 Figure 27 Printing wizard 46 Figure 28 Printing wizard Format selection 47 Figure 29 Printing wizard Page layout selection 48 Figure 30 Printing wizard Fields selection 49 Figure 31 Printing wizard Print preview 50 Figure 32 Printing wizard Page layout editing 51 Figure 33 Printing wizard Page layout setup 52 MedicScan Pro User Manual Version 8 14 04 Card Scanning Solutions all rights reserved Getting Started 1 Getting Started Before using the scanner The application has been carefully packaged to avoid damage during transportation Before operating the scanner please remove the packaging materials A
13. Edit Record button in the tool bar or double click on the record The Edit Record screen will appear 4 Modify data as needed Press OK to save data in database Delete record s To delete one or more existing record s from the database 1 Select record s from the record list on the main screen 2 Select Record gt Delete Record from the menu bar or click on the Delete Record button m the tool bar A confirmation dialog box will appear 4 Press OK to delete the selected record s from the database Record filtering and searching To apply a filter to the records 1 On the main screen type the word in the Find text box 2 Select the field from the In combo box The record matching your criteria will be shown and selected on the record list MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Record Management 44 Example Type Smith in the Find box and select Name in the Jn combo box The software will show all records that have the name Smith in the field Name The search is performed on the entire database in the specified field unless the Any Field is selected The search tries to match the requested string to sub strings in the database For example 1f the user is searching for Jo the search will show results with all records that include the string Jo such as Johnson Jonah and even Banjo MedicScan Pro
14. RATOR E Nidia 10 OPENING A DATABASE A as 10 SAA A A A Ce 11 MENU DESCRIPTION id 13 TOOLBAR KE EEN 15 KC ee A Road o co died dad i n zas 16 NOA CIRO GING AA is 16 RECORDLISTTAB EE 17 RECORD DISPLAY SECTION usais e 18 The record display section description Overview mode 18 COG imace AI PU EE 19 RECORD DATA VIEW MODES eet 20 Overview VIEW TOG A casa 20 DCL GILS view Mod morina A iia 20 NOTE MOE ll rai italia 20 EE EE ee eene 20 CATEGORIES a dd Bee 21 ASS ERIN E NOW EE 21 Delerim a AAA E 21 EE 22 TABS TA TOS Dd rias 24 4 DATABASE MANAGEMENT ui ti 26 EE 26 CREATING A NEW DATABASE lia 26 Table of Content 4 OOPENIAN EXISTING DATABASE cuts iii 31 EXPORT DATABASE an aida cae 31 di USER MANAGEMENT sti iciaa 32 ADD NEW USER oni eel SE EDIE USER sd aiii 33 DELETE USER hpr 33 6 APPLICATION CONFIGURATION spain 34 AUTOMATION EE 35 SCAN FLOW ONG 5 CON CVC Onua E a a a as 36 IMAGE GE 37 OV OT VI WA AA A E A E E tinea teadis 37 LAE ODA EE 39 DOUP e E A eee neste aaa 39 T RECORD MANAGEMENT nap dida 40 RECORD SCREEN BUTTON DESCRIPTION cri iii 42 ADDING A NEW RECORD Ee 43 MATUS COTA ecos 43 AMOLES CONTIG ahs ies eet EEN ENEE 43 EDIT EXISTINGRECOR Dias est scae cance a a e a 44 PELETER CORD S i23 hess cie EE 44 RECORD FIL TERING AND SEARCHING isaac iia 44 Be PRINTING di ei ees 46 ERINTING RECORDS corista siii Ee Ech 46 CREATING ANEW PAGE LA YOU Ta dao 51 INIODIEVING ANE XISTING PAGE LAVO UT eto lic D gt CHANGING TH
15. a type as set in the configuration 2 Reference source media type as was set in the configuration It will display 3 None 1f no value is set or the reference source is not connected to the computer efom Current time MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Database Management 25 4 Database Management Overview The database consists of a single main DB file and a related sub directory with the same name as the DB file The DB file may be located on the local machine or on a remote server as long as the user has read and write access permissions to the file location The database may store up to 20 million records this approximation assumes an average of 100 characters per record The database images are stored externally to the main database file each image is linked to its corresponding record The database file may be accessed simultaneously from several MedicScanPro applications installed on different machines Note If the MedicScanPro software has been updated use the option Open existing database to open the last database you worked on Creating a new database To create a new database do the following 1 Select File gt New Database from the menu bar If this is the first time you use the program Click New database in the login window 2 The Database Wizard screen will appear New Database Wizard Step 1 Welcome Welcome to M
16. ain Screen Menu Description 3 Main screen E MedicScan Pro CSSN Fie Record View Options Tools Help GECKEGE 11 Quick Search In Fields Any Field In Category A 7 y E e e e 170 362 855 CECILY CLEGG Ne 170362855 CECILY CLEGG NY 170362855 CECILY CLEGG NY 170362855 CECILY CLEGG Ne 170362855 CECILY CLEGG NY 01 02 65 01 02 65 01 02 65 01 02 65 01 02 65 STONY POINT e pe p Overview Io fz70 362855 O00000 Name CECILY CLEGG PUCCIO Address City STONY POINT State Ny Jetaile ip 110980 D 0 6 01 02 65 Issue 12 31 01 Expire 01 Motes coh Mame 2 Title Overview Categories MedicScan Pro Scanner Scanner User csn Figure 2 The main screen The main screen contains several sections as follows e Menu Bar Containing all the application commands w lt del ES 0320242004 200PM e Toolbar Containing shortcuts to the most common application commands for fast use e A search facility Allowing you to search for any string in any field of the database e Records table Displays all the records currently in the database o Clicking on each of the columns headers will sort the table according to that column o Clicking on a record line turns the record into the ACTIVE RECORD o Right clicking on a record will open a menu with various record action new edit delete goto etc MedicScan Pro U
17. begins and follow the instructions on the screen To run the software click on the Windows Start button select Programs gt MedicScan Pro and then click MedicScan Pro Note When starting the program for the first time you ll be prompted to fill in your license code Uninstall To uninstall the software click on the Windows Start button select Programs gt MedicScan Pro and then click Uninstall Alternatively you can open the Add Remove Program control panel Select the Application icon and click on Add Remove Follow the uninstall instructions until the operation is completed MedicScan Pro User Manual Version 8 14 04 Card Scanning Solutions all rights reserved Introduction 8 2 Introduction Overview MedicScan Pro is a powerful card and image scanning application capable of scanning as many as 1200 cards of various types per hour into a relational database The scanned cards are saved in records each record stores the card image the card data you type in from the card the scanning time and additional user defined information You can use the database fields to type in various cardholder details and save the record card image with details to an external file the clipboard or third party software In addition to displaying card data the application uses this database to produce various reports such as a list of VIP customers etc MedicScan Pro features e Fully automated scanning process The user onl
18. canning Solutions all rights reserved Printing 47 e Print wizard Selecta page layout and click Nest Page layout defines the paper size margins and onentation ou can edit delete and create new layouts by clicking the Edit layout button Page Layout FullPage Landscape FullPage Protrait Edit Layout Cancel Figure 19 Printing wizard Page layout selection 6 The page layout specifies the page size number of record per page margins etc Inappropriate layouts for the format for example multiple entries for envelopes are not available 7 You can edit delete or create a new page layout by clicking on the Edit Layout button see Modifying page Layout on page 53 8 Choose a layout and click Next The Select Fields dialog appears MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Printing 48 Print wizard Select Fields Select the record fields pon want to have printed by checking the appropriate checkboxes and click Next To change the printing font or its properties click the Font button Print Fields Select All Full Name Address City State ip DOB Issue Font MS Sans Serf Hot Figure 20 Printing wizard Fields selection 9 Select the field you want to have printed 10 Font Optional To change the font parameters click Font choose a font style and size and then click OK See Changing th
19. cuted and the card data and image appear in the record fields you can scan more images from different sources into the same record When you are done press OK to save the record to the database Automatic Scanning l 2A s7 Follow steps 1 6 above Select the auto save mode by clicking the appropriate button El Configure the scan flow using the scan flow buttons as follows Scan Flow a Click on the right button and hold down the mouse button Select the card type you want to have scanned first ID or General If only one option is MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Record Management III B available click on the left button select None and go back to the right button b Note that the vertical tab on the left of the image has changed according to your selection You can use the single double sided scan buttons to determine whether each card in the cycle shall be scan from one or both sides Note To use the scan flow option Auto save has to be enabled 4 Proceed to step 8 above Note The scan flow can also be configured from the configuration screen see Application Configuration Automation tab Scan Flow and Scan cycle page 36 Edit existing record To edit an existing record from the database 1 Select a record from the record list on the main screen 2 Select Record gt Edit Record from the menu bar or click on the
20. de F 4 The Categories view mode displays the categories to which were assigned to Lg the record The Categories function is designed to help you sort the records according to categories using the search bar For example using the categories criteria in the search bar you could quickly display a list of all the business VIP customers Several categories can be assigned to the same record For example a VIP customer can also belong to the business category MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Main Screen Record Display Section 21 Categories Assigning a new category e Press Categories to go to the Categories view mode Categor e Customer Assign Lategones Figure 5 Categories view mode e Press Assign e In the window that opens select the required category New Category E Goals Objective Holida e Click OK You can add several categories to the same record Deleting a category e Select the category from the Categories List e Press Remove e The selected category will be removed from the list MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Main Screen Record Display Section 22 The categories list You can manage the categories in the categories list by creating editing and removing categories from the list Editing the categories list e Select Options fro
21. e place of the column on the list the field at the top shall display in the first column and so on MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Database Management 29 When you are done click next 8 Step 5 Users In the users list you can add users who are authorized to use the database by clicking New and filling in users details in the user dialog box that opens Mew Database Wizard Step 5 Users Edit see Delete Figure 11 New database step 5 9 In the user dialog box you fill in a user name and password and determine what access privileges the user will have by selecting the appropriate level from the popup menu Administrator is the highest access authorization enabling creating editing and deleting other users See also User Management page 32 EY User Details User Hame Password Privileges Administrator Read rite OF Read Orly Add Only Read Print Figure 12 User Details 10 Click Finish to complete the database creation process MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Database Management CO Note The user CSSN cannot be edited in any way This user is the default user for any database Open an existing database To open an existing database 1 Select File gt Open Database from menu bar 2 The Open Screen will appear 3 Select the database folder
22. e printing font on page 53 11 Click Next The Print Preview dialog appears MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Printing 49 Zoom 5 e bal Cancel Figure 21 Printing wizard Print preview 12 Use the arrows top left to view the previous or next preview page 13 Select the proper magnification from the Zoom dropdown list 14 To print click Next The Print Setup dialog appears 15 Choose print parameters and click OK MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Printing 50 Creating a new page layout 1 In the main screen select Print from File menu All records or Selected records 2 Click Next The Choose Format dialog appears Click Next The Choose Page Layout dialog appears 4 Click Edit List The Edit Page Layout List dialog appears e Print wizard Page layout FullPagelLandszcape FullPage Protrait Figure 22 Printing wizard Page layout editing 5 Click Add The Page Layout dialog appears MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Printing 51 e Print wizard name L t FulPagelLandscape SC Pag Columns D Width Paper A4 10 3 mm Rong E Height Width la 6 66 Height f 11 651 SE C Protrait 8 e Landscape Page margin Top eft 0 500 Right fo 0 500 Bottarn fo 0 500 lo 500 Top Le
23. e user management option you must be logged in as an administrator Add new user To add a new user 1 From the main screen select Tools gt Users from menu 2 The Users List screen will appear Users List User Name Delete Figure 13 User List 3 Click on the New button The New User screen will appear MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Database Management 32 User Details User Name Pazzunord Permission F ead write 1 Type a user name in the User field 2 Type a password in the Password field 3 Select the appropriate access privileges level from the popup menu See also Creating a new database 8 Step 5 Users page 30 4 Press OK Edit user To edit an existing user ae pa e e In the main screen select Tools gt Users from the menu bar The Users List screen will appear Select a user from the Users List Click on the Edit button The Edit User screen will appear Change the desired parameters Press OK Delete user To delete an existing user from the Users List GA E A DAA From main screen select Tools gt Users from menu bar The Users List Screen will appear Select a user from the Users List Click on the Delete button A confirmation dialog box will appear Press OK Note The CSSN user cannot be deleted MedicScan Pro User Manual Version 8 14 0 Card Scanning Soluti
24. edicScan Pro database wizard To create new database press NEXT Figure 7 New database step 1 3 Click Next MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Database Management 26 New Database Wizard Step 2 Database File Please click the Browse button to set a location and name for the new database file Browse Figure 8 New database step 2 4 Step 2 database file Click on the Browse button on the right In the Windows explorer screen that will open choose a location create a file for the database and click Next Step 3 will appear MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Database Management 2 5 Step 3 Database Fields Select fields for the new database by moving fields from the left column to the right column Select a field and click on the arrow to add one field at a time or click on the striped arrow to add all the fields in the list New Database Wizard Step 3 Fields Automated Filled Fields Fields Figure 9 New database step 3 a Scanned card fields These are fields that appear on the scanned cards and are automatically filed in by the application when scanning a card b Additional fields These are fields that are not part of scanned cards and can be used to add extra information to the scanned card such as phone no company second address and phone no etc Descriptio
25. fter removing the packaging materials you will find the following ScanShell scanner Application CD USB interface cable User license card Calibration card only with ScanShell 800 This manual Minimum system requirements The minimum system requirements are e Pentium III with 128MB e Win 98 Second Edition or higher e USB port e 15 MB free disk space Connecting the scanner The scanner is connected to the computer via the USB port To connect the scanner do the following e Place the scanner on a flat firm solid surface with easy access e Plug the USB interface cable into the USB port of the computer e After the Add new hardware wizard dialog box appears click Next until you are asked to set the driver for the reader You ll find the driver on the Installation CD at lt CD ROM drive gt CSSNDriver CSSN800 dll Select the driver and click Next until the installation 1s complete MedicScan Pro User Manual Version 8 14 04 Card Scanning Solutions all rights reserved Installation Installation To install the software on the computer do the following 1 Close all programs 2 Insert the CD into the CD ROM drive 3 Wait until the install program begins and follow the instructions on the screen 4 If the install program does not automatically start click the My Computer icon on the desktop and then select the CD ROM drive ei Double click on the Setup program Wait until the install program
26. it 0 000 Right 0000 porton 0 000 0 000 Unit Ze Inches C Centimeters il Help Tes Cancel Figure 23 Printing wizard Page layout setup g magns SS 6 You can e Enter a name for the layout required e Select parameters and enter values as required to determine the appearance of the printed page e Click Test to print a sample using your settings 7 Click OK to add the layout to the Edit Page Layout List MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Printing 52 Modifying an existing page layout l EE In the main screen select Print from File menu All records or Selected records Click Next The Choose Format dialog appears Click Next The Choose Page Layout dialog appears Click Edit List The Edit Page Layout List dialog appears Select a layout e To edit a copy of the layout leaving the original unchanged select the layout and click Copy e The Page Layout dialog appears with the options for the selected layout You can e Enter a name for the layout required e Use the Units Orientation and Page options e Use the Page Margins options Layout options and Internal Margins options to control the printed page appearance e Click Test to print a sample using your settings Click OK to save your changes to the layout Changing the printing font E ST e A A In main screen select the Print from the File menu All
27. m the menu e Select Categories List from the sub menu e The categories list window will appear Full Categories List lea z S Se SD 3 tT ssociate usinezss s UI Holiday Holiday Card ot Contact eas nternational ey Customer edia iscellaneous Figure 6 Categories list The list can contain up to 30 categories Adding a new category e Press New e The following window opens Add Category Category Name e Type in a new category name e Press OK to confirm MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Main Screen Record Display Section 23 Editing a category e Select the category to be edited e Press Edit e A window opens displaying the selected category Edit Category Category Name Customer Edit Change the name Press OK to confirm Deleting a category e Select the category from the Categories list e Press Delete e The selected category will be removed from the list MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Main Screen Status Bar 24 The status bar He status bar 1s at the bottom of the screen It displays the following information from left to right scans hell Pro OCA Scanner Scanner User LN 4 05 01 2004 10 55 PM Description Software name and other application messages Scan Source medi
28. n Add a selected field to the database AN DW Add all the fields in the list to the database Mp Removes a selected field from the database Removes all field from the database NOR Move a field up the list Move a field down the list MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Database Management 28 Description Create a new field for the database Change a field s name Select a field and click Edit Delete Delete a selected field from the database only from the right column Remove all fields from both the right and the left column Caution Avoided using this option because once removed you Il have to create all the fields anew D When you are done click Next Step 4 will appear New Database Wizard Step 4 Columns Display Displayed Fields First Name Middle Mame Last Name Suffe Name Passport Number Nationality Figure 10 New database step 4 7 Step 4 Columns Display In the Displayed Columns screen Step 4 you specify the fields that you want to have displayed in the columns of the application main window records display The fields that are not displayed remain available accumulate data and can be displayed later on a To add fields to the columns display select a field and click on the top arrow or click on the striped arrow to add all the available fields at once b Use the up and down arrow to determine th
29. n a card insertion new card is inserted into the scanner When unchecked The user has to click the Scan button to begin scanning This option is not available when the Scan source is set to From file Auto save When checked The last scan process will be saved upon new scan automatically to the database This option must be checked in cycle order to use the Scan Flow option When unchecked The user can scan more images into the same record and has to click the OK button to save the record in the database Scan Source e Scanner Scan the card in the scanner The sourceof e File Extract the data from a file data used MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Application Configuration Automation Tab 35 Item Description Scan Cycle e Select single or double sided scanning Print image e When checked The image will be printed automatically as after each soon as the scan is complete scan Scan Flow and Scan cycle Scan Flow allows you to create an automatic scanning sequence For example you can determine a sequence in which first a customer ID card is scanned from both sides and than his membership or any other general type card is scanned lh 1 Scan Flow Click on the right button and hold down the mouse button Select the card type you want to have scanned first ID or General If only one option is available click on the left button
30. not reflected in the manual Generally 1f such changes or variations are known to exist and to affect the product significantly a release note or read me file accompanies the manual and or the distributed software In that event be sure to read the release note or read me file before using the product Publication The descriptions specifications design and procedures contained in this manual were effective at the time of publication of this manual Card Scanning Solutions reserves the right to modify any of the above at any time without notice and without incurring obligations Trademarks All trademarks are the property of their respective holders and are hereby acknowledged MedicScan Pro User Manual Version 8 14 04 Card Scanning Solutions all rights reserved Table of Content 3 Table of Contents DISCLAIMER ee EE 2 VATED esses le ide ak tea esta estat oe ad dan acct vse Ow aston Este aoa ee 2 Noto ro US EE 2 PUD ICG ON oia E TEE 2 TABLE OF CONTENTS A A 3 lable EE 4 l GE TCUNG STARTED GE 6 BEFORE USING THE SCANNER ARA 6 MINIMUM SYSTEM REQUIREMENTS nsnsnsossesesesessesesesessesesesesersesesessrseseseoersesesesersesesese 6 CONNECTING THE SCANNER anales ee 6 INSTAL Bi J Seen ener see ne er id oO ee ee 7 UNNS TA EE 7 Ze INTRODUCTION erona EENS 8 OVERVIEW ita tada iaa 8 MEDIESCAN PRO FEATURES siii italia 8 STAR TING THE PROGRAM nd a 9 t GE 9 LOGIN Sanatorios caia 9 TESEO ISO ipod caes 10 ADMINIST
31. ons all rights reserved Application Configuration 33 6 Application Configuration MedicScan Pro offers a variety of operating modes controlled by the configuration panel You can control all the application options and settings such as the application automation options to ease the scanning process the scanning parameters and set the saving mode with which images are saved in the database To open the configuration panel from the main screen do the following 1 Select Options gt Scanner Configuration from the menu bar or click on the Scanner Configuration button in the tool bar 2 The Scanner Configuration screen will appear MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Application Configuration Automation Tab 34 Automation tab 3 Scan Configuration Image Live Update Detect Mode Scan Cycle Auto Detect Card Insertion General Scan Cycle Definition e Scan Single Sided Card f Scan Double Sided Card Save Mode i Auto Save upon new card cycle Scan Flow Media Print Scan Source Print image after each scan Figure 14 Scan Configuration Automation Scanning automation minimizes the operations required to perform a batch scan It automates the scan to respond automatically to insertion of a new card and ensures automatic saving of data when a new scan cycle starts Description Auto detect When checked Scanning process runs automatically whe
32. rd Login MedicScan Pro User Name Password Database Figure 1 The login screen 1 Type in your user name and password 2 Select a database to open You can either leave the database used last or use the Browse button on the right to either select another database or create a new one See Creating a new database page 26 MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Starting the Program 10 First time use 1 Type in a user name and a password you would like to use for this program and make sure you ll remember them 2 Click New database to create a database in which the program will store the scanned data See Creating a new database page 26 Administrator Login Login as an administrator enables the administrator privilege level highest user level The administrator can define and control access privileges to the application and databases Using the Users List he she can add additional users and give them different access privileges as explained in the User management section on page 32 To log in as an administrator use the following user name and password e User CSSN e Password 123456 Opening a database 1 Use the Browse button to open an existing database 2 Select a database and press OK 3 The main screen will appear MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved M
33. ription 15 Toolbar description Button Name Description aa Editrecord Open the Edit Record dialog to edit the active record the Edit Record dialog to edit the active record CIN Delete the selected record s Open the application configuration dialog box where you can configure the scan and save modes scanning color schemes and resolution Application configuration Card insertion auto Automatically detect insertion of a new card into the detection scanner tray and opens the New Record dialog box Send an email containing the data and image of the Email active record in the table the email addresses and data is configured via the Export configuration wizard E E Live Update Activate the Live Update process MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Main Screen Toolbar Description 16 The Search bar Description Free text field Enter one or more word s or Quick Search letter s to perform a search In Fields Select the field search criteria By Category Select the category search criteria Carp Select the criteria by which the search results y will be sorted Search example Example 1 The n Field default value is Any Field If the letter A is entered in the Quick Search field only those records containing at least one field that begins with A will be shown in the table If In Field
34. select None and go back to the right button 2 Scan Cycle Use the single double sided scanning buttons under Scan Cycle to determine whether each card in the cycle shall be scanned from one or both sides Note that these options become available unavailable according to the Scan Flow selections you made Note Scan Flow only works in auto save mode MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Application Configuration Image File Tab 36 Image file tab 2 Scan Configuration Color f Black 4 hite 1 bit Gray Scale 8 bits f Color 256 Document Size General Card landscape e e True Color 24 bits RT e Document Dimension Resolution 4nd Type Inch width 2 2 Resolution dpi 300 Millimeter Height 3 6 Image Type Bitmap Files bmp b Figure 15 Scan Configuration Image Properties Overview This screen allows you to set the saved image color scheme and resolution The image color scheme has a great impact on the overall database size In general using lower resolution and colorless images keeps the database size to a minimum Note that although higher quality images occupy more disk space their size does not affect the application speed due to the database internal architecture The color scheme setup and dpi do not affect the application data detection accuracy The resolution field allows you to select any of 33 values
35. ser Manual Version 8 14 0 Card Scanning Solutions all rights reserved Main Screen Menu Description 12 e Record details Displays the Active Record details The active record can be displayed in four different modes which can be switched using the four buttons on the right e An image frame showing the scanned card image e Status line At the bottom of the screen showing the number of records in the database the database name and the current scanning source MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Main Screen Menu Description 13 Menu description Menu Sub menu Action Description New Database Create a new database Open database Open an existing database Import Import records from another database Export Export records from the database either the selected records or all records Send Email Open an email message which allows you to email a record You can specify which record details and File field are sent Print Selected Records Print only the records that are currently selected Print All Records Print all the records from the database Recent databases Display up to 4 names of the databases that were used most recently Exit Exit the program New record Create a new record Record Edit record Delete record Edit selected record Delete selected record s This option is checked as a default when it is
36. th the options to create a new record edit or delete the active record Some fields in the record may be empty in some states The fields displayed in the record list and the order in which they are displayed can be configured as follows 1 Open Options gt Database Properties from the menu Property Names List Fields Fields Defined as Columns Contact Person Figure 3 Database Fields Record list fields 2 Select the columns tab The fields displayed on the right under Displayed fields are the fields displayed in the record list 4 Select fields and use the arrows to move and remove them from the Displayed Fields column right column Use the arrows to move fields up and down the list upper field displays first 6 Click Close when you are done MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Main Screen Record Display Section 18 Record display section The record display section displays the fields and images of the record you selected in the record list This part is used to view the record details only To edit these details double click on the active record line and open the record in Edit mode The information of each card record can be viewed in one of four display modes Overview Details Notes and Category see details below Note The selected card and card type display can only be changed in Overview display
37. unmarked the toolbar will disappear Reset Sort On Table Reset the sorting order to the default ordered by creation date Go to first row Go to the first row in the record table Go to last row Go to the last row in the record table Card auto detection This option 1s checked as a default 1t activates when Toolbar Expand Table View Expand the view of the table to the entire main View window checked or deactivates when unchecked the scanners auto paper feed feature Categories list Clean Scanner Manually activate the scanner cleaning process It requires placing the special cleaning paper in the tray Tools Only for 800 and 800N scanners Users Open a user list window where users and authorizations can be edited available only in administrator login ViewHelp Open the help file O O i O MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Options Main Screen Menu Description 14 Menu Sub menu Action Description View Help Open the help file Live Update Update Checks 1f there are new updates for the application Files download and install them requires registration Open MedicScan Pro About screen Live Update Check for Opeoks r ghttrataon fomufulatesibienins app lpradant Registeation ocquabds the Etru rbipdate function MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Main Screen Toolbar Desc
38. w record or saves existing record changes Exits without saving any data MedicScan Pro User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Record Management A Adding a new record Manual scanning l 10 11 12 Select Record gt New Record from the menu bar or click on the New Record button from tool bar The New Record Screen will appear Select the card type General ID or Passport using the vertical tabs on the left side of the image Select a state to match the card state from the State dropdown list or check the State Auto Detect option You can also use the quick state buttons To set a button for the desired state right click on the button Select the desired state from the list After you release the mouse button vou H notice that the button name has been changed to the state you selected Select single or double sided scanning by clicking the appropriate button a atl bell Select the manual save mode by clicking the appropriate button Select Card Auto Detect by clicking the appropriate button EY if you want the scanning to start automatically as soon as you place the card in the scanner Click the Print on scan button 1f you want the last scanned card to be printed automatically as soon as scanning 1s complete Place the ID card in the scanner If auto detect is enable the scan will start automatically Else click on the Scan button After the scan 1s exe
39. y has to chain feed the media to the scanner while image processing takes place in the background e Automatic page feed detection launches the scan job immediately upon the insertion of a data source into the scanner e The card image and data are automatically stored in a local or remote relational database in a pre defined color scheme and resolution e Image auto alignment Automatically corrects incorrect card insertion e Capable of scanning any photo media including paper photos ID cards Passports and even rigid plastic credit cards e Database capabilities including extensive search capabilities e Self definition of data fields The user can define up to 30 data fields properties to be saved with the scanned cards MedicScan Pro User Manual Version 8 14 04 Card Scanning Solutions all rights reserved Starting the Program 9 Starting the program First use The first time you start MedicScan Pro you will have to fill in a license key which is provided with the software in the package 1 Click on the Windows Start button and navigate to Programs gt gt MedicScan Pro gt gt MedicScan Pro 2 The License screen will appear 5 License Enter License Kep cn 3 Type a valid license key and click OK 4 The Login screen will appear see next section Login When you start the application you 11 be presented with a Login dialog box where you have to fill in a user name and a passwo
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