OnBase

OnBase is a great and easy tool to use for patient case management. As someone who is often responsible for verifying the health insurance of patients, I need to create caseloads on OnBase. Through doing this, it is easy to manage and track the different steps of the insurance verification, insurance claims, and billing through OnBase. What I like the most about this software definitely has to be how it streamlines this process.

There is definitely a bit of a learning curve for those who are using this for the first time. I think that most tools used in medical settings tend to be somewhat complex to navigate around and this is no different.

Like how you can store all your files and documents in one spot with ease
Easy to retrieve information and documents
Integration with outlook to make it easier

The text is weird sometimes as to how it saves a document, not very helpful to have to change it every time you save a document
It gets complicated to use sometimes

The ability to generate and query digitized documents was powerful.

Where to begin? If you're attempting to leverage this program for mobile document generation and/or signature gathering, look elsewhere! Numerous issues with sustaining sessions and maintaining connectivity. Furthermore, the error messaging is atrocious! End-users, myself included, constantly report not being able to successfully save documents or the program hanging on submission without any type of error messaging. Also, creating new forms is a nightmare! The number of places where profiles and and different data objects have to be created to get forms to correctly pass information is absurd. There's also no easy way to build upon old forms so you're stuck having to reinvent the wheel each time you may have a subtle difference or different process/user flow for an updated form.

I love how this allows you to seamlessly upload documents to this software and easily categorize where to store for easy navigation and search at a later time.

No complaints for the purpose I use it for.

Excellent content manager, excellent as a bpm, you can get the Mix with other systems (dynamics, outlook, your core software) and it woks perfectly

It’s expensive! But every cents worth it