OnBase Mobile for Tablets

Do you need access on the go? Which OnBase application should you be using? Learn about OnBase Mobile Healthcare, OnBase Mobile, and Mobile Briefcase, presented by Cailen Myers, Senior OnBase Consultant for RPI Consultants.

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Hello everyone. Thank you for joining the OnBase Mobile for Tablets webinar. A couple of housekeeping items before we get started. These webinars are recorded. Also, if you have any questions, please put those in the question panel and we will answer those at the end of this webinar.

So, let’s go ahead and get started. OnBase Mobile for Tablets, so this is for people who need access on the go, but it’s often asked what applications should we be using? So, I want to go over a couple of the OnBase mobile modules that are available. So, before we get started with that, in case, you’ve not heard, we do have an OnBase webinar series going on for 2020. Listed on the screen here are the upcoming webinars, so please go onto our website and sign up for any of these. If you are unable to attend the webinars, we do have them posted online after the webinar’s over. One in particular that I like to call out is the Migrating Report Services to Reporting Dashboards. This webinar is on March 4th, I find this one to be rather important because Hyland is sun setting the report services module, so it’s a good idea to start looking at converting your report services reports over to reporting dashboards if you have any of those. So, feel free to join us.

And then a little bit about myself. So, my name is Cailen Myers, I’m one of the senior OnBase consultants for RPI. I have been supporting OnBase for over 10 years, designing, implementing, upgrades, pretty much anything OnBase, I’ve been doing it, so it’s been a fun 10-plus years now. I do specialize in healthcare and integrations with our EMR and ERP systems. I have a couple OnBase certifications, System Admin, Advanced System Admin, Workflow Engineer, and then I also have a few EPIC certifications as well. And on a more personal note, I am a mom to three Siberian Huskies. In my free time, I do like baking and scrapbooking, but you will hear this lovely voice multiple times throughout these series, so now you get to know a little bit about me.

Well, let’s go ahead and jump in. So, our agenda today will be our OnBase Mobile Healthcare, Mobile Briefcase, OnBase Mobile, the AP Invoice Approval App and then any questions and just an overview of what we looked at today. So, before we break down each of the mobile applications, I just wanted to take a moment to let everyone know that right now Hyland does have a focus on the development of their mobile offerings. So right now, any clients that are using OnBase Foundation would have to use the OnBase 18 Application Server and Mobile Broker. They have not moved mobile into there yet, so I do you find this rather important because if anyone is moving to OnBase Foundation, which hopefully most of you are, you would need to keep the mobile clients on version OnBase 18 until they make the move to the Foundation for these.

And then keep in mind if everything else is on OnBase Foundation, of course any of the new features on the Unity Form that you have with OnBase Foundation would not be capable to be used on the mobile 18, so just keep that in mind if you’re building a Unity Form and Foundations, you definitely would want to make sure you’re not using any new feature or functionality if you’re planning on using that Unity Form on the OnBase 18 mobile applications. Okay, so let’s go ahead and get started here.

So, the OnBase Mobile Healthcare, pretty much healthcare says it. So, if you are in the healthcare organization, this would probably be a pretty good application for you to go ahead and look into. OnBase Mobile Healthcare is a mobile app that is used for registration, E-capture, bedside clinical consent form signing, and it also integrates with the EPIC Haiku Canto app. It includes a companion desktop application for foreign packets. This allows you to be able to retrieve complete patient information from a mobile device by using the OnBase Mobile Healthcare app. So now your coalitions can view all content relative to a patient directly from their mobile device. So, you now have access to more complete patient information. You can securely capture images, signatures and patient data. And then you also have more support in from…more informed decisions and diagnosis.

The OnBase Mobile Healthcare application actually has three different modes and I wanted to discuss each one of these, so that way you know how your system needs to be licensed and what one you would want to use. So, the first one is a Standalone Mode. This mode allows you to work with the OnBase Patient Window. It is a standalone application on the OnBase Mobile Healthcare app, and it does provide medical staff, the mobile access to the patient record on an Android or iOS device. So, if you guys are familiar with the OnBase Patient Window is where you’re able to retrieve all the OnBase documents related to that patient’s chart. You can search for things. Like I said, patient records create Unity Forms, image forms, and also upload photos with this Standalone Mode, you do need to be licensed for the clinical consents. So, make sure you know that when you go to use this mode.

Our second mode is the Integrated Mode. So, this is where I was referring to a few slides ago. OnBase Mobile Healthcare app, the application can integrate with the EPIC Canto and the EPIC Haiku applications. So, this would be an EPIC integrated OnBase solution. It does have the same functionalities as a Standalone Mode, but of course then you’re also getting the EPIC integration. So, as you can imagine, this is pretty critical for any provider to be able to integrate with their EPIC application to see the patient’s information. And then lastly is the Patient Registration Mode. This mode actually will integrate with front office scanning. So, if you̵