OnBase

4.3 (79)
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Enterprise content management solution

Overall rating

4.3 /5
(79)
Value for Money
4.0/5
Features
4.2/5
Ease of Use
4.0/5
Customer Support
4.1/5

84%
recommended this app
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79 Reviews

Verified Reviewer
Overall rating
  • Industry: Higher Education
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Our organization utilizes OnBase for our invoicing, approvals, and T/E, which serves us very...

Reviewed on 2018/07/19

OnBase allows our organization to swiftly process invoices, approvals, T/E reimbursements, and...

OnBase allows our organization to swiftly process invoices, approvals, T/E reimbursements, and house all backup data for transactions. The software is very user friendly and would be an asset to any organization looking to upgrade their Accounts Payable department.

Pros

OnBase is a great software to utilize when wanting a virtual database that can easily be accessed and used by users of all experience levels. The software does an excellent job in communicating with other programs, which allows our organization to have the peace of mind our financial system is correct.

Cons

The only con I have at this time is a few options, such as the print option, are not as easily accessible as previous options. It would be great to have the CNTRL-P option to print again.

Verified Reviewer
Overall rating
  • Industry: Insurance
  • Company size: 501–1,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

OnBase is a versatile, robust electronic document management system. I have been continually...

Reviewed on 2017/12/22

It doesn't seem obvious, but implementing this software helped us standardize our business...

It doesn't seem obvious, but implementing this software helped us standardize our business processes. Obvious benefits are that we were able to streamline processes and keep our business documentation in one place.

Pros

OnBase is very versatile, so it can be configured to work within you environment, whatever it looks like.

Cons

Because it is so versatile, trying to figure out exactly how to build it out can be a bit confounding. Sometimes it's simpler to take a canned version of a thing and implement it, but that isn't usually the best bet.

Christopher
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 501–1,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 0.0 /10

Don't Try Anything Mobile or Remote

Reviewed on 2020/02/21

Terrible.

Terrible.

Pros

The ability to generate and query digitized documents was powerful.

Cons

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.

Verified Reviewer
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 10,000+ Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

Great for Case Management

Reviewed on 2019/08/26

I would definitely think that OnBase would be a useful tool for any healthcare facility that needs...

I would definitely think that OnBase would be a useful tool for any healthcare facility that needs to verify health insurance of patients or needs to make claims.

Pros

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.

Cons

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.

Verified Reviewer
Overall rating
  • Industry: Insurance
  • Company size: 501–1,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Storing files and documents

Reviewed on 2021/02/23

It’s good overall. Helps with my daily duties and that’s it. Anything more would be for the backend...

It’s good overall. Helps with my daily duties and that’s it. Anything more would be for the backend user

Pros

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

Cons

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

Verified Reviewer
Overall rating
  • Industry: Higher Education
  • Company size: 201–500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

OnBase For the Office

Reviewed on 2018/11/01

OnBase is very useful, and is incredibly important to our office. The interface is a bit clunky,...

OnBase is very useful, and is incredibly important to our office. The interface is a bit clunky, and the software crashes. Other than that, it's a good product.

Pros

It's comparable with the database software we use. A simple data entry screen allows the user to easily enter the information that is needed. In a matter of seconds, your documents are saved.

Cons

Too frequently, the software crashes and does not work. More than twice in the last 3 months the software crashed and we were not able to see our documents for a few business days. Customer service was helpful, but the problem took a while to fix.

Verified Reviewer
Overall rating
  • Industry: Financial Services
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

Perfect for document management

Reviewed on 2022/06/02

Pros

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.

Cons

No complaints for the purpose I use it for.

Verified Reviewer
Overall rating
  • Industry: Government Relations
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

The Ferrari of content management

Reviewed on 2018/09/18

Pros

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

Cons

It’s expensive! But every cents worth it

Verified Reviewer
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 5,001–10,000 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Good software but needs upgrades for efficiency

Reviewed on 2018/12/08

I like onbase but would like to see some efficiency improvements.

I like onbase but would like to see some efficiency improvements.

Pros

At times the processes for accessing information can be a bit confusing / daunting. It would be nice if the software was a bit more user friendly so that we would use more features. The software has a lot of features but not all are easy to use (take time) so aren't being of use to us.

Cons

Needs to be more efficient processes; less clicks, more accessibility, drag-drop, etc.

Verified Reviewer
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 201–500 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Great for document management

Reviewed on 2018/09/19

This is a great program for anyone trying to go green. It's a time saver for me which is key in my...

This is a great program for anyone trying to go green. It's a time saver for me which is key in my work area.

Pros

I use this everyday to access documents for credentialing, I really love the fact that everything is all in one place for me to find. Document management is key and saves me time.

Cons

Make sure you get the right training, this program can be a bit confusing until you know what your doing and where your going.

Anna
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 10,000+ Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

OnBase Review

Reviewed on 2022/05/27

Pros

I like the search function, makes it easy to use and search for items without having to spend a lot of time searching.

Cons

I don't have any cons or complaints about this product.

Bobby
Overall rating
  • Industry: Banking
  • Company size: 5,001–10,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Easy storage

Reviewed on 2021/12/09

Pros

We use onbase to easily store clients documents and paperwork. The search function on onbase is easy to use and has easy filters to find specific documents.

Cons

It can be laggy or slow at times. Sometimes when searching, it thinks for a few minutes before finding a file.

WILLIAM
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Been working with this vendor and software for 3 years to develop solutions for customers at...

Reviewed on 2018/01/09

Pros

Onbase is truly an ECM software that can capture all of a companies business processes. From AP, and AR, to HR and even healthcare solutions, Onbase has features and functionality that allows for a wide array of solutions and configurations. Simple back-end for managers and administrators, as well as a good UI for end-users.

Cons

The wide range of configuration options and features means it takes years to learn all the capabilities of the software. Onbase support is often times unhelpful for more complicated configurations and network dependencies, often taking days/weeks to resolve more complicated issues.

Verified Reviewer
Overall rating
  • Industry: Staffing & Recruiting
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

LOVE THIS SOFTWARE

Reviewed on 2019/03/26

Pros

I used this software while working for a credit union and we were really working about the implementation/switch but honestly it was so smooth besides a few system bugs. That's where their awesome customer service comes in.

Cons

I really don't have much to report that I didn't like. Maybe just the speed of the system, but that can always be because of network connectivity issues.

Candace
Overall rating
  • Industry: Computer Hardware
  • Company size: 501–1,000 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

OnBase is a great CMS tool!

Reviewed on 2018/04/22

The benefits of using OnBase software include having access to a great content management tool....

The benefits of using OnBase software include having access to a great content management tool. Other benefits of using OnBase client include easy file storage management system to learn. Additional benefits of using OnBase include secured file management storage with limited user access. More benefits of using OnBase client include great archival options for outdated files. Overall, OnBase reduces the amount of paper being transferred from location to location depending on the size of your company.

Pros

OnBase is a great content management tool. OnBase interfaces with a web client provided by the company. OnBase offers a database storage for customers and clients to manage documents in various file types. OnBase communicates with an application server and database disk groups. OnBase has three knowledge panels accompanied with a search function and display console.

Cons

Outdated software such as enterprise software may cause the communication or interfacing of OnBase to fail. Thus file syncing may be affected due to the lag in progressive updates. Functions may differ depending on the version type of download. Limited ways to flag documents. Application may crash or freeze while working within the client.

Verified Reviewer
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 51–200 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

OnBase as a Documents Respository and Retrieval

Reviewed on 2020/04/16

Overall, I'm still learning the tool, but I do see the upsides to its use.

Overall, I'm still learning the tool, but I do see the upsides to its use.

Pros

I like most all the features this software has to offer, and its modularity. While OnBase can do MANY things, a company only has to purchase the modules relevant to them.

Cons

What I like least is how to do some simple actions, you have to open and use 3 different applications. While developing forms and workflows, you constantly have to jump back and forth between the apps.

Verified Reviewer
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 1,001–5,000 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use

Great file maintenance software for HR records. Click-heavy, but easy to organize.

Reviewed on 2018/05/12

Pros

OnBase is easy to organize records by team member and subcategory. It's easy to find what you need and user friendly.

Cons

The software is a bit click heavy, and could be a bit more intuitive. Not a major issue as it's still very simple.

Tiffany
Overall rating
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Great content management

Reviewed on 2018/05/25

Pros

I like how all our documents can be scanned and saved on the system which gives me access to pretty much any document at any time. It's easy to search for documents as well using the different filters.

Cons

Nothing. It works great and is desktop based so it's very reliable. I suppose if you have a lot of documents saved in the system it can take a bit longer to filter at times.

Verified Reviewer
Overall rating
  • Industry: Higher Education
  • Company size: 1,001–5,000 Employees
  • Used Monthly for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

Hyland Onbase

Reviewed on 2019/08/22

Converted the paper application process into a electronic digital medium.

Converted the paper application process into a electronic digital medium.

Pros

The ability to configure indexed fields to perform auto sweeps of documents. This allows for various ways to segment the swept documents in different folders as well.

Cons

There are a lot of features to use. There is a lot to learn with auto-indexing, search categories, etc.

Tamara
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 1,001–5,000 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 5.0 /10

OnBase Dec 2022 Review

Reviewed on 2022/12/13

Good-Neutral

Good-Neutral

Pros

Easy to use. When starting my current position actually transitioning to new system, but have to refer back to OnBase periodically.

Cons

When looking for provider never able to find by name, has to be by NPI. Would like if there were more break downs for references and work history, instead of it being combined into one.

Leslie
Overall rating
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Used for scanning documents.

Reviewed on 2018/05/15

Pros

Ease of use, searching is easy. My dept. has scanned thousands and thousands of documents: personnel files, applicant documents, etc.

Cons

After documents are scanned, you have to manually commit or release each document. Very time consuming and hard on the wrist (using mouse to click multiple times). Editing is a little cumbersome.

Ted
Overall rating
  • Industry: Government Administration
  • Company size: 51–200 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

This is the best document management solution.

Reviewed on 2018/05/24

Pros

This product has lots of features and functionalities. My favorite modules are: 1. Workflow. We can use this module to streamline our document distribution process. 2. Document Import Process. We can use this module to do bulk import.

Cons

The product is somewhat expensive. You need to purchase individual modules if you need more functionalities. The training classes are not cheap either.

Parish
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 10,000+ Employees
  • Used Monthly for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

Document imaging application

Reviewed on 2019/02/18

Pros

OnBase is a great document imaging application that allows you to view, scan, index, and retrieve patient related documents and correspondence. The software also has the functionality of worklist.

Cons

There is not much I do not like about the OnBase software.

Andy
Overall rating
  • Industry: Information Technology & Services
  • Company size: 501–1,000 Employees
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

Great Document Repository

Reviewed on 2019/03/25

Pros

Onbase's simple-to-navigate functionality makes it incredibly easy to work within on a day-to-day basis.

Cons

Although it doesn't necessarily need a facelift, the look of the software is very plain.

Taylor
Overall rating
  • Industry: Medical Practice
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

OnBase software

Reviewed on 2024/08/03

OnBase is an efficient program, scanning ans sorting documents to the appropriate provider is swift...

OnBase is an efficient program, scanning ans sorting documents to the appropriate provider is swift and ease of use is great

Pros

Great source for managing and sorting incoming faxes, quickly able to find specific documents you are searching for.

Cons

This program is very efficient, i dont have any serious cons to list.