Records management system and methods

摘要

A records management system and method that permits paper records to be tagged, stored and retrieved according to user criteria. The system includes a scanning module, a central server, one or more user workstations and an optical character recognition server. After scanning, the records may then be serialized and categorized by project, and then supplemented automatically by the system with a hypertext data file. The system provides for the manual input of additional hypertext data and merger of the hypertext data file with other records in the project. The end user may then search and/or filter records according to information contained in the hypertext data file. Output from the system may include summary excerpts whereby summaries for data contained in select pages of each document in a project are associated with at least dates, page numbers, and providers for the data.

主权项

1. A records management system, comprising:
a memory that stores instructions; and a processor that executes the instructions to perform operations, the operations comprising:
designating an electronic storage location for a representation of a page of a document of a plurality of documents;creating an electronic data file for the plurality of documents, wherein the electronic data file includes the electronic storage location for the representation of the page and relates the representation of the page to a corresponding document of the plurality of documents;receiving data for the electronic data file, the data including information that identifies the representation of the page;correlating the representation of the page with the electronic data file such that the representation of the page and the electronic data file are accessible from a single electronic project file; andcreating a summary excerpt of the representation of the page.