RPI Consultants Knowledge Base

Demo of Hyland OnBase Unity Forms for Workers Compensation Claims

Capturing data for internal requests or transcribing data from one system to another can create costly delays and unnecessary errors. Reduce costs, save time, and shorten business process cycles by utilizing OnBase Unity Forms inside and outside of the OnBase client.

Transcript

Speaker 1:
This demonstration video will walk through an end user experience with OnBase Unity Forms by Hyland. Specifically, the scenario here will show an employee filling out an injury report form that is then reviewed and updated by a supervisor.

We begin by logging into the Unity Client. After OnBase loads, we are shown the homepage for the user. From the homepage, we have three options, with the one on the far left being the accident, illness and injury reporting form. As noted earlier, we are walking through and on-the-job injury scenario, so I’ll select the accident, illness and injury reporting form option.

This launches a separate window titled, create a new form, with the injury form loaded. As you can see, the form is auto populated with various user information, like the employee’s name, ID, job title and other general information. This data is based on the logged-in user’s profile.

The form uses a variety of Unity Form’s features, including check boxes, date fields, open text fields, and some more that we’ll look at shortly. The form is also dynamic, meaning its fields change depending on the needs of the user. For this form, there are three different types of reports, injury or accident, illness, or a near miss. Selecting one of these will update the form accordingly.

In this demo, we’ll be reporting an injury, so I’ll select that check box. When I do, you’ll notice that the form does change. If I scroll down, you can see areas to explain what happened, enter costs like medical exams or medications, and even an interactive image, allowing the user to better show where the injury occurred on the body. If I change the report to a near miss, you’ll notice that the fields are updated so that the interactive image of the human body is no longer present.

Now, we do want to report an injury, so I’ll re-select that check box. I’ve also informed my supervisor already, so I’ll check the box yes under that question. Next is the date of incident field. The incident in question happened on Monday, so I’ll select Monday, May 21st from the interactive calendar pop-up. You’ll notice that it already has hard-coded today’s date for the date of report, and it automatically calculates the number of days to report incident by comparing the date of the incident and the date of report.

If I scroll down and try to submit the form now, some validation is done to ensure the appropriate fields are completed. Since I left out information, I receive a pop-up telling me some fields are invalid and I am unable to submit the form in this state. If I click okay and scroll up, I’ll see that it has highlighted the required fields that are not filled out correctly, like the step-by-step description. For good measure, I’ll fill out as much information as possible.

I’ll also add my medical expenses, like the MRI and x-rays I got from the box falling on my head and back. I can enter a description as well as a cost. You’ll notice that the estimated cost of injury box automatically populates with the total from the various expenses that I add.

Next, I’ll go down to the injury description area and select the drawing pencil. I will also change the color and thickness to make it easier to see. I’ll mark the back of my head, as well as my upper back and shoulder area. If needed, I could also add text for more information, erase my marks, or reset the form as needed. Scrolling down reveals the documentation and signature fields. Selecting the employee signature field will allow me to sign the form. This also works on touchscreen devices, allowing you to sign with your finger or a stylus. I can apply the signature and it will automatically note the date.

Finally, I can attach photos of the injury, like pictures of bruised areas, x-rays or other documentation, depending on the situation. In this case, I’ll upload a picture of my x-ray. Now I can submit the form and even create another one if needed. For our purposes, I am done, and I can close out of OnBase.

Before we end our demonstration, let’s see what it’s like to be a supervisor in this scenario. To perform these actions, I’ll launch the OnBase Unity Client and log in as a supervisor user. After logging in, I’ll select the retrieval button from the top ribbon. Now, in this scenario, we’re working with an on-the-job injury, which is a human resources issue. So, I’ll select human resources from the document type list and select the injury form document. Then, I’ll enter some basic search information, like the employee’s name, Cindy Smith, and perform the search.

Since this is only a demo, a single document is returned here, and I can select it and open the form as a supervisor. You’ll see that I have my own supervisor tab but can also view everything the employee filled out. I’ll review all of that information before switching over to my supervisor tab.

Once on my tab, I will enter relevant information, as needed, like my own understanding of the incident, as well as recommendations for how to avoid this type of incident in the future. I’ll then sign my name and submit the form. With the form submitted, I can close out of OnBase, completing the task at hand.

Want More Content?

Sign up and get access to all our new Knowledge Base content, including new and upcoming Webinars, Virtual User Groups, Product Demos, White Papers, & Case Studies.

[gravityform id=”4″ title=”false” description=”false” ajax=”false” /]

Follow us online for faster access to announcements, knowledge base updates, and upcoming events!

Entire Knowledge Base

All Products, Solutions, & Professional Services

Contact Us to Get Started

Don’t Just Take Our Word for it!

See What Our Clients Have to Say

Denver Health

“RPI brought in senior people that our folks related to and were able to work with easily. Their folks have been approachable, they listen to us, and they have been responsive to our questions – and when we see things we want to do a little differently, they have listened and figured out how to make it happen. “

Keith Thompson
Director of ERP Applications

Atlanta Public Schools

“Prior to RPI, we were really struggling with our HR technology. They brought in expertise to provide solutions to business problems, thought leadership for our long term strategic planning, and they help us make sure we are implementing new initiatives in an order that doesn’t create problems in the future. RPI has been a God-send. “

Skye Duckett
Chief Human Resources Officer

Nuvance Health

“We knew our Accounts Payable processes were unsustainable for our planned growth and RPI Consultants offered a blueprint for automating our most time-intensive workflow – invoice processing.”

Miles McIvor
Accounting Systems Manager

San Diego State University

“Our favorite outcome of the solution is the automation, which enables us to provide better service to our customers. Also, our consultant, Michael Madsen, was knowledgeable, easy to work with, patient, dependable and flexible with his schedule.”

Catherine Love
Associate Human Resources Director

Bon Secours Health System

“RPI has more than just knowledge, their consultants are personable leaders who will drive more efficient solutions. They challenged us to think outside the box and to believe that we could design a best-practice solution with minimal ongoing costs.”

Joel Stafford
Director of Accounts Payable

Lippert Components

“We understood we required a robust, customized solution. RPI not only had the product expertise, they listened to our needs to make sure the project was a success.”

Chris Tozier
Director of Information Technology

Bassett Medical Center

“Overall the project went really well, I’m very pleased with the outcome. I don’t think having any other consulting team on the project would have been able to provide us as much knowledge as RPI has been able to. “

Sue Pokorny
Manager of HRIS & Compensation

MD National Capital Park & Planning Commission

“Working with Anne Bwogi [RPI Project Manager] is fun. She keeps us grounded and makes sure we are thoroughly engaged. We have a name for her – the Annetrack. The Annetrack is on schedule so you better get on board.”

Derek Morgan
ERP Business Analyst

Aspirus

“Our relationship with RPI is great, they are like an extension of the Aspirus team. When we have a question, we reach out to them and get answers right away. If we have a big project, we bounce it off them immediately to get their ideas and ask for their expertise.”

Jen Underwood
Director of Supply Chain Informatics and Systems

Our People are the Difference

And Our Culture is Our Greatest Asset

A lot of people say it, we really mean it. We recruit good people. People who are great at what they do and fun to work with. We look for diverse strengths and abilities, a passion for excellent client service, and an entrepreneurial drive to get the job done.

We also practice what we preach and use the industry’s leading software to help manage our projects, engage with our client project teams, and enable our team to stay connected and collaborate. This open, team-based approach gives each customer and project the cumulative value of our entire team’s knowledge and experience.

The RPI Consultants Blog

News, Announcements, Celebrations, & Upcoming Events

News & Announcements

High Fives & Go Lives

Go to Top