what document management tools to use?
wdhirsch: I would recommend a solution called imagesilo.  It is made by digitech systems and is sold through a reseller network.  It is very powerful and can do all you ask and more.  Numerous healthcare companies and financial institions currently use the system.  Data is transmitted in a secure manner and the data is encrypted while it is stored.  They also sell a package called PaperVision which is very good.