A practical starting point
Explore departmental workflows for claims, supporting documents, and approval requests. Help staff keep information organized as work moves between reviewers.
Begin with one request type, records collection, or staff process. Describe how the work happens today and identify the people and systems involved.
Explore solutions for your office
AP Claims and Approval Workflows
Explore a review workflow for the paperwork your finance team handles.
Explore solutionRecords and Document Management
Explore a cloud portal for organizing departmental documents and making information easier for authorized staff to find.
Explore solutionOnline Forms and Resident Requests
Receive requests online and help staff see the work that needs attention. Bring request information and supporting documents into a shared departmental process.
Explore solutionA workflow to discuss
This is an illustrative starting point. Your review steps, access rules, and responsibilities will be agreed during discovery.
Bring the paperwork and approval path together
When supporting documents and approvals travel separately, staff spend time reconnecting the pieces. Examine one process where a shared workflow can improve visibility. The portal’s role and the accounting system’s role must be defined; posting or payment execution is discussed separately.
Deductions and appropriation examples are Indiana-specific until their applicability is confirmed for your state.
What to bring to the conversation
- One process you want to improve and the forms used today.
- Staff roles, access needs, and review responsibilities.
- Sample nonconfidential records and retention requirements.
- Your county and state, existing systems, and integration questions.
Explore the existing SBS department resources. Flyers and videos describe advertised offerings; discuss current availability and configuration for your county. Practical questions We can discuss a starting scope around one process or records collection and identify what is needed. Tell us which system and what information needs to move. We will confirm available options, configuration, and any custom work. County responsibilities, terminology, access rules, and procedures vary. Your county and state are part of the scope discussion. Ask about product fit, access controls, implementation responsibilities, timing, commercial terms, and data exports. Your county determines release and access rules. Review the proposed publication workflow and restricted-record requirements with your team. Your next step starts with a conversation We’ll help you explore a practical starting point for your department.SBS flyers and demonstrations
Before you get started
Can we begin with one workflow?
Can this connect to another system?
How do state requirements affect the workflow?
What should we review before agreeing scope?
Which records can residents access?
Bring us one workflow you want to improve.