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Patient Case Management Software

OnBase

Enterprise content, process and case management platform from Hyland for organisations handling document-heavy work

  • Indexing
  • Revision History
  • Data Aggregation and Publishing
  • Graphical Workflow Editor
  • +47 more
OnBase cover

About OnBase

OnBase is Hyland's flagship enterprise information platform. It brings an organisation's documents, workflows and cases into one secure system and delivers the relevant information to staff wherever they work.

What OnBase offers

  • Document capture — takes in business content from many sources with automatic classification and verification.
  • Process automation — routes documents, handles exceptions and applies configurable workflows, forms and rules.
  • Case management — manages the documents, emails, tasks, approvals and compliance checks around each case.
  • Reporting and analytics — gives real-time dashboards and audit trails of content activity.
  • Collaboration — supports co-authoring, version control, tasks and notifications.
  • Records management — automates retention and destruction of documents across their lifecycle.

Who it works with

Hyland cites users including a credit union, a lumber company, a marine transport firm and Toyota Financial Services.

Key facts

  • Vendor: Hyland
  • Integrations: connects with key business applications to keep data in sync
  • Hosting: also offered in the Hyland Cloud

Profile written by TrustList from the business's own published information, Oct 2026.

Categories & features

  • Indexing
  • Revision History
  • Data Aggregation and Publishing
  • Graphical Workflow Editor
  • Workflow Configuration
  • Permission Management
  • Patient Records
  • Financial Aid Management
  • Student Information / Records
  • Document Archiving
  • Document Retention
  • File Recovery
  • Optical Character Recognition
  • Business Process Automation
  • Invoice Processing
  • Medical History Records
  • Batch Processing
  • Metadata Extraction
  • Document Check-in / Check-out
  • Mobile Capture
  • Web-Based, Cloud, SaaS
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • 24/7 (Live Rep)
  • Search
  • Task Management
  • Version Control
  • Collaboration Tools
  • Deployment Management
  • Visual Modeling
  • Workflow Management
  • Billing & Invoicing
  • Mobile Access
  • Vendor Management
  • Document Management
  • HIPAA Compliant
  • Electronic Signature
  • Risk Management
  • Full Text Search
  • Compliance Management
  • Calendar Management
  • Offline Access
  • Approval Process Control
  • Compliance Tracking
  • Forms Management
  • Document Indexing
  • Customizable Dashboard
  • Alumni Management
  • Integrations Management

Rankings

What the business tells TrustList

Delivery
SaaS (cloud) evidence sent

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