Bill,

Thanks for your reply.

In paperport, there is someone who "triages" documents and places them in the appropriate staff members folder. Each person then marks up documents and then we transfer documents around until they are ready for import. When they are ready we place them in the "ready for import" folder.

In Updox, how is the transfer of documents between staff members set up? Is it easy to use. Is it similar to the paperport work flow? I do understand that there is a mechanism to directly import the document into AC, so that part is already different. The rest?

For your office, how many people do you have as actual "users". Do all of your staff members access Updox. In my office, there are 2 physicians, and at least 6 staff members (office manager, 2 front, home care coordinator, and 2 MA).

Thanks
Jay