Insurance Workflow


Dimensions360 optimizes the claim and medical bill process, increasing auto-adjudication rates while reducing administrative costs and turnaround times. Dimensions360 is a highly configurable, easy-to-use management tool that eliminates paper processes and enhances the efficiency of how documents move through your organization. By implementing workflows with Dimensions360, you can eliminate the need to physically transfer documents from person to person, reduce human error, enforce required approval processes, maintain version control and comply with government regulations.


  1. Documents are scanned or imported into Dimensions360.
  2. Dimensions360 saves a copy of the document to the repository.
  3. OCR is performed for indexing fields and keywords.
  4. Keywords or templates trigger a workflow based on business rules.
  5. Documents are routed to the appropriate user.
  6. The user can edit, approve, deny, print, etc. the document.
  7. Dimensions360 routes the document to the next specified user and saves a version.
  8. The next user receives and can work on a document.

Replacing paper processes with electronic workflows helps organizations route, manage and view documents across their department or across their enterprise based on pre-configured business rules. Dimensions360 provides queues that users access to see documents awaiting their review. Authorized users can quickly approve or disapprove documents, or collaborate with peers. Users also can create workflows and task queues, and set and track document review periods. Dimensions360 also provides users the ability to add annotations such as time/date stamps, highlights, text notes, redactions, and more.

Complement DIMENSIONS360 with these services:

Capture360: Our tool for client-based document intake. Correct from Optical Character Recognition (OCR) or index manually.

Check 21: Process checks with handwriting recognition with up to 98% accuracy.

Digital Recording Statements (DRS): Digitally record or upload audio index files and easily manage them.