Business Details
Emergency
services
Streamlined Document Management Solutions
Worldview specializes in creating innovative document management solutions that bridge gaps in EHR and ERP workflows. Our technology streamlines administrative tasks across healthcare, automotive, and enterprise sectors by integrating platforms like DMSi, Homecare Homebase, and KanTime. We focus on customization, enabling clients to adapt workflows to their specific industry needs while maintaining seamless compatibility with existing systems. Our approach combines automation with dedicated human support, ensuring clients receive both technical efficiency and personalized service. Real-time data access allows businesses to monitor key metrics and respond instantly to operational changes. With solutions like Referral AI, we reduce manual data entry through intelligent automation that learns and adapts over time.Our white-glove service emphasizes partnership, guiding clients through implementation and ongoing optimization. We serve home health agencies, hospice providers, senior living facilities, and automotive businesses seeking to improve productivity without expanding staff. Backed by 23 years of IT operations expertise from our leadership team, we deliver scalable solutions that evolve with changing business landscapes. Customer testimonials highlight our ability to transform document management into a strategic advantage through rapid issue resolution and tailored implementations.
Services
Document Management
Workflow Automation
Integration Solutions
Referral AI Processing
Enterprise Content Management
Mobile Medical Records
AP Workflow Automation
RMA Request Workflow
Custom Software Development
IT Support Services
Highlights and features
- We offer 24/7 emergency support for critical document management needs
- Our solutions integrate with 10+ healthcare platforms including KanTime and Axxess
- White-glove implementation service ensures smooth system adoption
- Real-time data analytics track document workflow performance metrics
- Customizable automation adapts to specific industry requirements
What people say
Gift of time
Quick response time
More successful company
Monitor return orders
Swift issue resolution
Services
Document Management
Our document management system organizes digital records across healthcare and enterprise sectors. The platform enables secure storage, rapid retrieval, and automated processing of medical records, financial documents, and operational files. Integration with existing EHR systems eliminates manual data entry through intelligent automation features.
Workflow Automation
Workflow automation solutions reduce administrative burdens by streamlining repetitive tasks. Our AI-powered systems handle document classification, data extraction, and workflow routing while maintaining compliance with industry regulations. Customizable sensitivity settings ensure accurate processing across different document types and formats.
Integration Solutions
Integration solutions connect document management systems with existing platforms like DMSi, Homecare Homebase, and KanTime. Our developers create seamless interfaces that maintain data integrity while enabling cross-platform functionality. This ensures consistent workflow performance across multiple software environments without requiring system overhauls.
Referral AI Processing
Referral AI transforms patient intake processes through machine learning technology. The system automatically extracts and organizes referral information from various sources while maintaining data accuracy. Continuous learning capabilities improve processing efficiency over time, reducing manual verification requirements by up to 70%.
Enterprise Content Management
Enterprise content management solutions organize digital assets across large organizations. Our platform handles document version control, access permissions, and audit trails while maintaining HIPAA compliance for healthcare clients. Centralized management tools provide administrators with complete visibility over document workflows and storage locations.
People
Rob Stoltz
Chief Strategy Officer
Rob Stoltz leads strategic direction at Worldview, focusing on long-term technology development and market expansion. With extensive experience in document management solutions, he guides the company's innovation roadmap while maintaining client-centric priorities.
Greg Mooney
Senior Vice President of Technology & Security
Greg Mooney oversees technology operations and security protocols at Worldview. Bringing 23 years of IT experience, he manages client service operations and SaaS delivery while ensuring robust data protection measures across all platform implementations.
Amy Ingram
Director of Customer Service
Amy Ingram leads Worldview's customer service initiatives, focusing on client satisfaction and support excellence. She manages technical assistance teams and develops training programs to ensure rapid resolution of implementation and operational challenges for all clients.
Rachel Shapiro
Director of Marketing
Rachel Shapiro directs marketing strategy at Worldview, developing campaigns that highlight document management innovations. She manages brand positioning and market research initiatives to align product development with evolving industry needs across healthcare and enterprise sectors.
Cortney Swartwood
Senior Marketing Manager
Cortney Swartwood develops marketing strategies for Worldview's eldercare solutions. She creates educational content and digital engagement programs that help healthcare providers reduce administrative burdens while improving patient care workflows through optimized document management systems.
Questions
What industries does WorldView serve?
We primarily serve healthcare providers including home health agencies, hospice organizations, and senior living facilities. We also support automotive businesses and legal firms needing document management solutions.
How does Referral AI improve workflow?
Referral AI automates patient intake processes using machine learning to classify documents, extract data, and route information to appropriate departments, reducing manual entry by up to 70%.
Can your system integrate with existing software?
Yes, our platform integrates with DMSi, Homecare Homebase, KanTime, Axxess, and other common industry platforms through customizable API connections that maintain data integrity.
What support options are available?
We offer 24/7 emergency support for critical issues and standard business hours support Monday-Friday 6am-6pm CST through phone, email, and live chat.
How do you ensure data security?
Our systems implement enterprise-grade security protocols including encrypted data transmission, role-based access controls, and regular security audits to maintain HIPAA compliance.
Do you offer customized solutions?
Yes, our document management systems are fully customizable to match specific workflow requirements while maintaining compatibility with existing infrastructure and industry regulations.
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