Healthcare and OnBase: match made in heaven?
OnBase is used across the organization in many different departments, on the clinical and back office sides.
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Overview
What is OnBase?
OnBase by Hyland is an enterprise content management platform with business process and case management capabilities. It is modular by design and allows users to tailor the solution to their specific requirements.
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Top Rated
2021
Popular Features
View all 13 features- Document management (38)9.494%
- Content capture & imaging (37)9.494%
- Content search & retrieval (39)9.494%
- Records management (36)9.393%
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- We use the Document Import Process coupled with Unity API for writing custom code to automate processes to send and receive data from other systems th...
- We recently have received a couple projects to utilize API. That functionality in our version is somewhat limited. We are excited to upgrade and be ab...
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What is OnBase?
OnBase by Hyland is an enterprise content management platform with business process and case management capabilities. It is modular by design and allows users to tailor the solution to their specific requirements.
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What is OnBase?
OnBase provides a spectrum of turn-key industry and departmental solutions that are tailored to meet specific business challenges. As an enterprise platform, OnBase has purpose-built integrations and connectors to core industry LOB applications such as Epic and Workday, supporting critical content and process solutions. With repeatable industry solutions, OnBase provides the capability to automate business processes so teams can focus on higher value work without the need to build costly customized solutions. With business ownership of solutions, OnBase enables expansion beyond IT.
OnBase aims to speed up processes and reduces costs by capturing important information into a single system so users can manage data, documents and processes. Workflow can be configured to address departmental, industry and enterprise challenges. The solution also provides low-code application development and a range of multichannel capture options. OnBase can integrate with existing systems and provide access to everyone who needs it, giving visibility into processes and system performance while storing, protecting and expunging content.
OnBase Features
Enterprise Content Management Features
- Supported: Content capture & imaging
- Supported: Document management
- Supported: Records management
- Supported: Content search & retrieval
- Supported: Enterprise content collaboration
Additional Features
- Supported: Case Management
- Supported: Reporting and Analytics
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OnBase. One platform, unlimited potential.
OnBase Competitors
- IBM FileNet Content Manager
- Oracle WebCenter Content
- Laserfiche
- Box
- OpenText Enterprise Content Manamagement (ECM)
- M-Files
OnBase Technical Details
| Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Windows |
| Mobile Application | No |
| Supported Languages | Arabic, Bosnian, Chinese (simplified), Chinese (traditional), Croatian, Czech, Danish, Dutch, Finnish, French, German, Greek, Hebrew, Hungarian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Romanian, Russian, Serbian (Cyrillic), Spanish, Swedish, Thai, Turkish, Vietnamese |
Frequently Asked Questions
OnBase by Hyland is an enterprise content management platform with business process and case management capabilities. It is modular by design and allows users to tailor the solution to their specific requirements.
IBM FileNet Content Manager, Oracle WebCenter Content, and Laserfiche are common alternatives for OnBase.
Reviewers rate Contract lifecycle management highest, with a score of 9.9.
The most common users of OnBase are from Enterprises (1,001+ employees).
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December 30, 2022
Healthcare and OnBase: match made in heaven?
OnBase is used across the organization in many different departments, on the clinical and back office sides.
- Scales to the users and departments leveraging OnBase.
- Integrates with many different line of business applications.
- Provides online resources.
- The scanning options are plentiful to meet the requirements of a process.
- Process automation through Workflow.
- Change management. The process of moving code through environments (test to prod) is cumbersome.
December 29, 2022
OnBase is an incredible tool that is well worth the investment!!
Score 10 out of 10
Vetted Review
Verified User
We use OnBase for Employee Travel & Entertainment Request Management, Revenue Recognition and Deferrals, Accounts Receivable Request Management, Issuer and Prime Client Contract Request and Management, Human Resources Document Repository, File Transfer Request Management and Hardware Request Management. There are endless manual processes that can be automated with OnBase. It's an incredible tool!
- The Workflow engine is awesome for automating approval processes. We use OnBase for Legal requests, hardware requests, travel requests, corporate credit card requests, file transfer requests.
- Workview is an incredible module for gathering and displaying summary information. We utilize it highly in a subsidiary to manage their legal contracts, their financial billing process and their travel.
- We use the Document Import Process coupled with Unity API for writing custom code to automate processes to send and receive data from other systems that are not yet API enabled.
- We recently have received a couple projects to utilize API. That functionality in our version is somewhat limited. We are excited to upgrade and be able to utilize more.
December 14, 2022
A highly tool-able ECMS to meet almost any requirement set
We currently use OnBase by Hyland as our primary records management repository across most of the organization. Our largest processes that are managed in-system use Agenda Management (for City Council, Planning Commission, and a few other boards and committees) and Electronic Plan Review for all of our engineering, commercial building, and many zoning permit projects. These are also powered by OnBase Workflow for process automation, and Application Enabler to assist in document capture and retrieval from third-party systems.
- Customization.
- Breadth of modules & capabilities.
- Content management.
- Google apps support.
- Cloud team responsiveness.
- Dependence on Microsoft Office.
December 14, 2022
Hyland OnBase is a Market leader and worth the investment
We use Hyland OnBase for case management, document management, automating business processes using Workflow and for our forms.<br><br>OnBase allows us to automate our business processes and to reduce manual processing and errors. It’s been a huge time saver and makes finding and managing our data easier.
- Workflow
- Forms
- Document Storage and Retrieval
- Process automation
- Rapid Application Development
- OnBase is so robust I am still learning all of the features.
December 08, 2022
Advancing content services in a homerun kind of way
Document storage, retrieval, and retention for customer-related documents. Workflow solutions related to the documents supporting processes such as loan servicing, process validation, and data capture.
- Low code system design
- API integrations to support multiple challenge
- Implementations and professional services
- Education support and training classes
- Customer community sharing and connection options
- Service support response time
- Separate support for customers who hosts their software in-house versus customers who allow Hyland to host their solution versus resell vendors
- More timely updates to solution software support documentation
- Online Training
- In-Person Training
OnBase is used as the Enterprise Content Management platform for various business documents. OnBase is used for ingesting documents sent to the company as well as for ingesting documents returned back to the company. OnBase helped solve the problems related to securely store documents. OnBase facilitates secure display, delivery, and sharing of documents to internal and external customers.
- Scanning documents
- Organize and store documents securely
- Display documents based on user roles
- Facilitate secure delivery of documents to customers
- There are areas of improvement for tools provided to migrate changes from one environment to another.
December 08, 2022
OnBase from a System Administrator Perspective
We are very heavy users of OnBase as it is our primary document retention system for our organization. We have over 200+ workflows and 300+ doctypes. We use OnBase workflows to process and complete unity forms and doctypes that deal with loans, deposit accounts, disputes, policies & procedures, etc. We have also recently started using OnBase API to automate processes that employees must manually key every day. The API piece of OnBase has opened the door to a lot of possibilities for our business process to help reduce errors and have employees focus on more meaningful projects/tasks. We use OnBase almost everywhere in our organization. There aren't many business processes that OnBase doesn't have a piece in.
- Workflows
- Document Retention/Security
- Document Ingesting/Indexing
- Document Retrieval/Storage
- Documentation is lacking
- OnBase/DocuSign Integration
- Affordable Training
December 01, 2022
OnBase Projects are easy and fun
Score 9 out of 10
Vetted Review
Verified User
OnBase was selected to replace 2 legacy document management systems and integrate with SAP as part of the implementation in 2010. Hyland services installed and created all the initial configuration for the SAP archivelink integrations, AP Invoice workflows, as well as integrating with an Oracle application.
Since 2010, the AP invoice process has been upgraded to Hyland's automated SAP posting using OCR, workview and workflow, and an electronic invoice ingestion process via email. The move to electronic forms over email requests has been successfully used by the AR team. 14 forms for AR flow through a single workflow to manage requests and workload. The use of OnBase across additional departments such as Regulatory, Export, and Master Data Management, Credit/Collections, and Finance have been successful.
The mission statement is to use OnBase to manage business transaction related documents and processes.
Since 2010, the AP invoice process has been upgraded to Hyland's automated SAP posting using OCR, workview and workflow, and an electronic invoice ingestion process via email. The move to electronic forms over email requests has been successfully used by the AR team. 14 forms for AR flow through a single workflow to manage requests and workload. The use of OnBase across additional departments such as Regulatory, Export, and Master Data Management, Credit/Collections, and Finance have been successful.
The mission statement is to use OnBase to manage business transaction related documents and processes.
- Workflow and Configuration - easy to learn
- Documentation for each application and toolset
- Hyland Account Managers and staff are knowledgeable
- Robust User Community that helps solve an issue or make recommendations
- Web client - no application installation needed on a PC for users
- Cloud services need some maturity - good for new users but harder for on-prem to justify for us
- Upgrades - Internal testing improvement to reduce bugs
- Support - internal experience is lacking in specific application areas they support
November 28, 2022
Highly Customizable Document Management Solution
We started using it to manage our HR and AP/Accounting documents to eliminate our reliance on paper documents. Once we had moved most of our documents to digital storage we expanded the solution to take advantage of their workflow and digital document solutions. OnBase continued to grow to also be used for our associate policies, various workflow applications, and storing documents across the organization, not just in HR and Accounting.
- Document maintenance
- Customizable workflows
- Securing data and information
- Granular configuration
- Support has gone down in quality in the past couple years
- Pricing on certain modules is prohibitive for smaller organizations
November 16, 2022
OnBase - Data, Documents, Workflow and Processing no longer a chore
OnBase is our Enterprise Electronic Content Management system. 30+ departments use OnBase for retrieving documents that have been entered by Building Services, Clerk's Office, Finance, HR, PD, Public Works, Purchasing, Risk Management or Utilities. We have over 50 workflows automating many processes - to name a few: Agenda Management, HR Personnel Form approvals, Finance AR/AP/Payroll Report Approvals, Public Works using barcodes, Insurance Certifications/renewal notifications and PD Citation processing/Case Management. We have eliminated a lot of cumbersome emails and attachments by filing the
supporting document in OnBase and automatically have a notification sent to the required personnel with a hyperlink to the filed document.
Different modules used in conjunction with Workflow have significantly reduced the time it takes to complete tasks.
- Automated forms processing through workflow: Retrieve information from external database, update form, send notifications, acquire approvals.
- Outlook Integration: File and retrieve emails or documents from OnBase while remaining in Microsoft Outlook.
- Use barcodes to automatically import and index documents with no user interaction required.
- Training. Hyland offers Premium Subscription training, but there is a cost. I feel that since upgrades are part of our maintenance agreement, we should be able to access the training required for using and understanding the upgraded modules.
- Workflow Documentation. Workflow generates documentation for either the Admin or the User. Neither one is easily modified to acquire only the information we really need and the users will understand.
November 04, 2022
Enterprise Content Management Software Review
Score 8 out of 10
Vetted Review
Verified User
OnBase by Hyland is our document and report repository. We heavily utilize workflow in our institution. We took a very manual paper process and made it 100% electronic.
- OnBase provides solutions that are easy to manage.
- OnBase has integrations with other software platforms.
- OnBase makes it easy to capture and process physical and electronic content, so the information is accessible to users immediately after import.
- It would be nice to have a dedicated support team when an issue arises instead of opening a ticket and being placed in a queue for support.
- The support turnaround time is lacking. Sometimes we wait hours or days for a response.
- If your issue isn't resolved with support upon first contact, it is hard to get a follow up.
April 28, 2022
OnBase for Records Management.
Score 8 out of 10
Vetted Review
Verified User
Onbase is our primary records management software. We utilize it to file away and access all documents related to Owner Accounts, maintenance, and transfers. We also assign certain work-related items to individuals working for the purpose of accessing responses inbound and outbound. Utilizing it as a work queue also allows us the ability to keep secure information safe by eliminating the need for paper in our organization.
- Manages Information.
- Processes Uploads to applicable categories effectively.
- Handles documents of incredible sizes.
- Updates!!!!
- Adding and deleting accesses.
- Modifying document uploads.
November 09, 2021
Hyland OnBase - Evaluate Your Needs Before Purchasing
We use Hyland OnBase in the department in which I am employed and several other offices across campus as well. For the most part OnBase is used as a respository for digital document storage. My office takes in documents from students and other outside agencies and scans them directly into OnBase for storage and review. They also have workflow features built into the product that allows you to set up a chain of actions that can follow document processing. We use that to a limited degree but that could liekly be more useful to users that more often are sending documents betweening processing untis. Much of our reviewing is done within the office. The software does allow for mark up. Again, this is a feature we do not use agressively. With some types of documents we do some highlighting and adding of notes so if you work in an environment where documents are submitted with errors and require a back and forth this feature set will likely be more valuable.
- Houses documents for easy retrival.
- Allows for simple document scanning and storage.
- Has the ability to allow paperless document import so document do not have to scanned.
- Makes the review and document sharing process easy.
- Has security features that allow you to keep only the staff you want to view documents able to access them.
- I personally find the user inferface to be obnoxious and obtuse.
- When we have issues it is often hard to resolve the problem as there are many variables such as file types, DPI, and scanner setting that combine to make it hard to pinpoint trouble spots.
- The upgrade process has always been a nightmare for our team. We are not on the latest version now due to this issue.
February 13, 2021
OnBase by Hyland: An Honest Review
OnBase by Hyland is used enterprise-wide within our organization. Not only is it used for store and retrieve of documents, but we also have many workflow processes for Deposit Account Services, Loans, Wires, BSA, Audit, Human Resources, IT, and Research just to name a few. We also currently have several WorkView solutions for our Project Management Office, Facilities Management, and Information Services.
- OnBase by Hyland offers scalability that we couldn't get anywhere else.
- OnBase by Hyland is low-code configurable. With the right training and effort, great solutions can be built without heavy programming.
- OnBase by Hyland is dynamic in the available use cases. We are able to use it for submitting documentation to sending out audit information for review. Its uses are endless.
- OnBase by Hyland could do a better job vetting out each of the releases to ensure that functional work doesn't break after the upgrade.
- OnBase by Hyland needs to make some changes within their software support team. Turn around of issues or escalating ongoing issues shouldn't take as long as it has taken us on some recent issues.
- OnBase by Hyland feels like many of the departments work within different silos instead of as one organization. I will just leave it at that comment but I do have more that can be said on the topic.
January 28, 2021
Feature rich content and records management system that will help much more than anticipated
Score 9 out of 10
Vetted Review
Verified User
We are using OnBase [by Hyland] throughout the organization. The primary reason we bought it was to transition from paper to electronic document management and improve our document retention and destruction processes. During implementation, we realized that OnBase can provide much more functionality than simple document management. We are in the process of implementing additional functionality including digital forms, and full digital content management including workflows and information routing and approvals. OnBase integrates with our Cityworks work management solution and Vadim iCity financial system to provide seamless integrated document access.
- Digital information records management from creation of document to destruction including document retention automation
- Streamlining access to information through retrieving, routing, and relating documents through the use of keywords
- Restricting access to records and providing accountability through detailed access logging
- Routing of information based on keyword values
- Integrating with other software systems to provide seemless centralized document management
- It is a complex system that can be overwhelming to understand initially so there is a risk of less than optimal initial configuration unless you have an experienced solution expert that takes the time to fully understand your specific business needs
- Understanding options for backfile import was and continues to be a challenge for us. There are many ways to streamline these processes but hard to understand them
- There are not very many Canadian Partners for Hyland
November 24, 2020
Get OnBase and hit your document management needs out of the park
We are using OnBase by Hyland throughout our organization. The primary reason we bought it was to move from a paper patient chart to an electronic one; however, we also realized that it was powerful and flexible enough to support additional departments. It now handles our patient chart, our employees' HR records, financial department documents like AP statements, invoices, and remittance advices as well as educational content. It has handled every file type we've thrown at it, from PDFs to scanned documents to video and audio files.
- Organizing and managing myriad forms of data--I haven't met a file type I can't organize.
- Working across applications--OnBase by Hyland does particularly well integrating in with all kinds of different applications like CYMA, QuickBooks, Epic, Netsmart, and more.
- It works well with regulatory frameworks, providing data security and compliance built in with multiple different methods.
- It is really complex. This isn't something that I'd buy and implement in an hour.
- In the spirit of moving forward but staying put, I feel like they go down too many roads at one time instead of pushing towards transformational changes.
- It's complicated at times for end-users, too. You have to shut off avenues at times so they can understand how to use it.
September 09, 2020
An Overall Solid Product
OnBase is used by a vast majority of our departments, mainly on the business side. It addresses several needs of ours including electronic document storage, document conversion from physical paper to electronic, allows more automation in business workflows, data capture, reporting, and document processing speed to name a few.
- OnBase can be customized to fit a wide range of needs through their different modules.
- You can build complex workflows without needing an excessive amount of custom code.
- Offers users several different applications that allow access to OnBase (Thick client, Web client, Unity, Mobile).
- OnBase integrates well with Microsoft applications like the whole Office suite.
- There are many different applications that need to be used when being an administrator for this product.
- The process of first implementing OnBase can take longer than initially expected.
- Each of the different applications used by end users are vastly different in appearance and confuse users if they need to switch from one to another.
September 08, 2020
OnBase - the Tie that Binds
Score 10 out of 10
Vetted Review
Verified User
We use it for the entire organization. It has streamlined processes between department and different line of business systems using workflow and workview. It is used by every employee when completing PTO requests, Policy review and acknowledgements. It a key component of our mobile workforce also. We integrate OnBase with every application using App Enabler. We couldn't function without OnBase.
- Integrates document capture/viewing without programming using app enabler.
- Workflows processes between departments engaged with different line of business systems.
- Advance Capture significantly saves time and energy from mundane tasks.
- Not really any issues currently.
September 07, 2020
Unlimited innovation and integrations
We are currently using OnBase across our entire organization. We have implemented it in new business, claims, marketing, accounting, and development. We are using it to tackle all of our business process automations. We have automated processes like claim payments, billing statement review, lead management, and even subscription renewals. Since we went live with OnBase (2017), we have not had to hire in our Operations department despite doubling in production over the same time period.
- Integrations
- Low-code configuration
- API
- Upgrades
- Test Environment
- Server Infrastructure
- Mobile
September 04, 2020
One platform for us all, Hyland can do it!
Score 10 out of 10
Vetted Review
Verified User
At Discovery Benefits and WEX we use OnBase as a business process improvement tool as well as a ECM. All of our business units and employees benefit from OnBase but to pick a couple of the larges would be our Claims Processing, Client Implementation and Support, Participant Services team, Sales and Accounting.
- Integrations with multiple platforms and industry specific processes.
- Support and communication.
- Easy of use and setup for everyone.
- Provide a community for all to share and learn from.
- QA Testing on new modules.
October 22, 2019
Versatile Workflow and Data Mamagement
OnBase is used by the entire university community as its central data management tool. In my department, it is used for all documentation - donations, gift agreements, correspondence, proposals, reports, etc.
- User friendliness is optimal
- Streamline our gift processing- Capability of utilizing the program scan, remote deposit, create batches and store documents
- Providing ready access to al documentation.
- I don’t believe there is a con to the program
- It is costly and the more users you add and features the more expensive it gets
- Sometimes the system is sluggish
October 21, 2019
Great customization, but a bit buggy
We use OnBase across several departments who govern user access for PeopleSoft. We previously used a manual process for users to request new or additional access to PeopleSoft, but OnBase provides an online workflow so that we do not have to deal with paper request forms, scanning, or signatures anymore.
- Integrates with our HR system to auto-populate demographic info for users after they log in.
- Our approval workflow solution is highly customized, and OnBase was very accommodating.
- Helpful one-click buttons allow us to move requests forward or backward in the workflow with ease.
- Sometimes a request form gets stuck in the workflow, and one of our business analysts has to manually push it forward.
- Sometimes a request form will not save properly without using odd workarounds, like selecting options on the form that aren't actually needed by the requester.
- We have had some visual bugs for users while they complete the request form online. Drop down menus with strange text layering effects, for instance.
October 15, 2019
OnBase at The CIty
OnBase by Hyland is used in multiple ways by the City of Charlotte. We, in aviation, will be using it as an EDMS and will expand into other areas as user comfort grows.
- Folder structure
- Enterprise search
- Automated form creation
- Actual appearance is kinda clunky
- Difficult to get salespeople to respond
OnBase provided us a central location to house our transcripts and other important documents attached to student accounts in a secure manner. It provided us as advisors easy access to the students' information to better assist and provide the best customer service possible. We were able to easily access the information needed to do our jobs efficiently.
- Search easily for documents by using certain markers, to find a person or document
- Easy one stop access for all documents pertaining to an account.
- Easy view of each document and saving and printing capabilities if needed and access granted.
- Very secure site.
- I think a way to view multiple documents side by side easier would be very beneficial.
February 27, 2019
An amazing product to streamline departments and integrate applications and servers
Currently, OnBase is being used to streamline medical records and medical record requests across departments at UnitedHealth to eliminate provider abrasion from multiple medical record requests.
- Easy to use.
- TONS of integration opportunities across multiple servers and applications.
- Super easy reporting options.
- Timeouts are inevitable with large quantities of users.
- Due to the size of our company we are constantly buying additional user licenses and storage space <— to be fair I’m not part of this purchasing arrangement and not aware of the reasons this is needed as often as it is.