Never lose a waiver! Scan your documents!
An update to Rock Gym Pro has been released!
Included in this update is the long-awaited ability to scan and store customer documents. With this feature, you can use any TWAIN compatible scanner to digitally archive waivers, membership forms, medical notes, and other documents right into a customer record! This feature is only available to those customers on our Premium Support Plan. Now is a great time to sign up for Premium Support to get great benefits like Charting and Offsite Backup, and also support the ongoing development of RGP.
Once you start scanning your documents… you’ll NEVER LOSE A WAIVER AGAIN! And you won’t have to hunt through stacks of waivers to find one!
Video tutorials are available below:
- VIDEO TUTORIAL: Document Management Settings
- VIDEO TUTORIAL: Scanning Individual Documents
- VIDEO TUTORIAL: Bulk Scanning and Classification
Two innovative aspects make this scanning feature perfect for a climbing gym environment:
- All the documents are encrypted and transferred offsite for safe keeping. That’s right – you don’t need to worry about backing up gigabytes of scanned documents. When you scan new documents in RGP, they are encrypted and automatically transferred offsite for safe keeping. Of course, you can optionally choose to also store your documents on your local network or computer. And even though the documents are offsite, they are available right at your fingertips within your RGP database.
- Bulk scanning and classification. To make the scanning go as quickly as possible, RGP also includes a bulk scanning and classification interface. With this interface you can scan a stack of documents and they get “queued” for digital review and classification by your staff member. At any time, your staff can easily open up the queue in RGP and digitally review the scanned documents. As they digitally review the documents, they can assign them to customers by reviewing the name on the screen. Additionally, you can cut-and-paste barcodes on your documents and RGP will automatically recognize the type of document (waiver, membership form, etc.).
More information on scanning - including recommended hardware - is available.
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