--- title: "WorldView Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about WorldView Software - reviews, pricing plans, popular comparisons to other Other Health & Medical Software products and more." source_url: "https://www.capterra.com/p/12554/WorldView-Document-Management/" page_type: "product" language: "en" --- # WorldView Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) WorldView ## What is WorldView? WorldView Healthcare automates order management, referral processing, and document workflows for post-acute care providers. With AI-powered tools and seamless EMR integration, agencies reduce manual workload, improve compliance, and accelerate patient onboarding while ensuring accurate, timely documentation. WorldView Enterprise simplifies accounts payable, document storage, and financial workflows. With AI-driven AP automation, real-time document retrieval, and invoice processing, businesses reduce costs, eliminate errors, and improve financial oversight while maximizing efficiency. ## What is WorldView used for? [Document Management](https://www.capterra.com/document-management-software/)[Accounts Payable](https://www.capterra.com/accounts-payable-software/)[Home Health Care](https://www.capterra.com/home-health-care-software/) Top alternative Featured Overall rating Based on 19 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for WorldView?[Manage this product listing](https://www.g2.com/products/worldview-document-management/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### WorldView 4.6 (19) VS. [4.6 (5,315)](https://www.capterra.com/p/153140/Connecteam/reviews/) Starting Price Contact vendor Starting Price $29 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.4 (19) Ease Of Use 4.7 (29,126) Value For Money 4.5 (17) Value For Money 4.5 (20,679) Customer Service 4.3 (19) Customer Service 4.6 (18,711) ## WorldView alternatives [4.5 (1,260)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [Google Docs](https://www.capterra.com/p/160756/Google-Docs/) [4.7 (29,203)](https://www.capterra.com/p/160756/Google-Docs/reviews/) Starting price $6.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/160756/Google-Docs/) Highest Rated [Google Drive](https://www.capterra.com/p/161425/Drive/) [4.8 (28,621)](https://www.capterra.com/p/161425/Drive/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/161425/Drive/) [Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/) [4.7 (17,715)](https://www.capterra.com/p/247901/Google-Workspace/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/247901/Google-Workspace/) [View all alternatives](https://www.capterra.com/p/12554/WorldView-Document-Management/alternatives/) ## FAQs about WorldView Overview ### Which roles and teams benefit most from WorldView? WorldView is most used by accounting, billing, and claims teams that need accurate transaction handling, document access, and payment oversight. Administrative and intake staff rely on it to organize records and coordinate workflows, while IT leaders, operations managers, and directors use it to support systems, maintain visibility, and keep processes running efficiently. Answer based on 19 reviews Overview ### What company size and industries is WorldView built for? WorldView is built primarily for small businesses, which make up 58% of reviewers, especially in hospital and health care at 47%. It also serves enterprise and midsize companies equally at 21% each, with additional adoption in construction at 16% and accounting at 5%. Answer based on 19 reviews Features and Usability ### What are the key features of WorldView? WorldView offers document management, workflow automation, and records management, supported by customizable forms, templates, and fields. It also includes approval process control, role-based permissions, audit trail, OCR, metadata extraction, electronic signature, reporting, and integrations, plus mobile access, alerts, and secure data storage. Integrations ### Which third-party tools and platforms does WorldView integrate with? WorldView connects natively to Agility, Axxess Home Health, Axxess HomeCare, Axxess Hospice, Curantis Solutions, Homecare Homebase, and KanTime. These integrations cover home health, home care, and hospice platforms, giving WorldView compatibility with several commonly used clinical and care management systems. Getting Started and Support ### What training and onboarding options does WorldView offer? WorldView provides in person training, live online sessions, documentation, and videos to help teams get started. In person training supports direct instruction, live online sessions allow guided remote setup, documentation offers written reference material, and videos provide self-paced learning resources. Getting Started and Support ### What customer support options does WorldView offer? WorldView provides email/help desk, FAQ/forum, knowledge base, phone support, and 24/7 live rep assistance. Support availability is broad, but no reviewer feedback is available here to describe response times, helpfulness, or common frustrations with the support experience. ## Features AI summary Based on 32,025 Other Health & Medical Software reviews Capterra data shows that buyers of document management software rank the following features as their top priorities: - **Secure Data Storage** (**56%** of reviewers rated this feature as critical) - **Document Storage** (**51%**) - **File Sharing** (**49%**) WorldView supports all three features that reviewers rate most highly: **Secure Data Storage**, **Document Storage**, and **File Sharing**. Together, these capabilities help businesses protect sensitive files, keep documents organized in one place, and share information quickly with the right people, allowing teams to manage records more efficiently and work with greater confidence. Document Storage 4.2 (6) 83.33% of 6 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system Mobile Access 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Access software remotely via mobile devices Electronic Signature 3.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Digitally sign online documents Workflow Management 4.3 (7) 100.00% of 7 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Alerts/Notifications 3.3 (6) 83.33% of 6 reviewers that rated this feature as important or highly important Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Document Management 4.3 (6) 100.00% of 6 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location WorldView 85 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounts Payable: Track money owed to a company's creditors/suppliers - Accounts Receivable: Track outstanding invoices and the money owed from clients - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Annotations: Highlight content and/or make notations about parts of content - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Autofill: Automatically populating fields or sections within a form - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Conditional Logic: Capability of a software or system to make decisions and perform actions based on specified conditions - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Dashboard: Alter the layout and content of dashboards - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Capture and Transfer: Import, collect, and capture data from multiple sources - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Capture: Scan, move or upload electronic files within the software's repository - Document Classification: Assign categories, labels, tags, or attributes to documents for organization, search and storage - Document Editing: Makes changes to document features such as text, fonts, formatting, etc. - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - ERP integration: Integrate with existing ERP systems - File Conversion: Convert files to a different format - File Recovery: Recover lost, deleted, or damaged files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Financial Reporting: Generate reports to assess the financial performance of an organization - For Distributors: Primarily serving wholesale distribution companies and supply chain industry professionals - Forms Creation & Design: Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system - Forms Management: Store, manage and track all forms in a centralized location - Full Text Search: Search for specific words or phrases within a document or database - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - Indexing: Compile and organize data into specific metrics - Integrations: Ability for the product to integrate with software to view and utilize contact and account buyer intent data (i.e. CRM software, marketing automation software, account- based marketing software, etc.) - Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made - Metadata Extraction: Retrieval of embedded metadata that is present within a file - Mobile Access: Access software remotely via mobile devices - Mobile Alerts: Notifications via mobile devices - Offline Access: Ability of websites, web applications, or mobile applications to function without an active internet connection - Optical Character Recognition: Ability to recognize printed or written text within digital images or scanned documents - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Patient Records Management: Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Receipt Management: Upload, track, and submit receipts in a central database - Records Management: Ability to record, store, update, and retrieve information - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Single Sign On: Allow users to access multiple services after entering their login credentials once - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Vendor Management: Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. - Version Control: Track revisions and updates made to files and navigate between different versions - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Configuration: Alter the default workflow to meet your organization's needs - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.1 (19) 4.1 Based on 19 reviews ## Pricing Value for money 4.5 (17) ### Starting price Free trial not available Value for money 4.5 (17) 4.5 Based on 17 reviews ## Integrations [ Axxess Home Health](https://www.capterra.com/p/114010/AgencyCore/)[ Homecare Homebase](https://www.capterra.com/p/82177/Homecare-Homebase/)[ Axxess HomeCare](https://www.capterra.com/p/212595/Axxess-HomeCare/)[ KanTime](https://www.capterra.com/p/129466/KanTime-Home-Health/)[ Curantis Solutions](https://www.capterra.com/p/176905/Curantis/)[ Axxess Hospice](https://www.capterra.com/p/187520/Axxess-Hospice/)[ Agility](https://www.capterra.com/p/10019742/Agility/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.3 (19) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.3 (19) 4.3 Based on 19 reviews ## User reviews Overall rating 4.6 Based on 19 reviews Filter by rating 5(13) 4(5) 3(0) 2(1) 1(0) Mentioned topic Sorted by most recent RK Riley K. I.T. Analyst Hospital & Health Care ### "Good Product - Needs a little love" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 12, 2026 It was very easy to utilize and not too difficult to install. When reaching out to support there was always a quick response. Pros As an Administrator changing user profiles worked well. The faxing system was also rather fluid and did not need much management. Cons There was no way to bulk change or add employees as an administrator. Each one needed to be individually added or changed. Switched from [Forcura](https://www.capterra.com/p/177709/Forcura/) Company owners found it cheaper and easier to use. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. KB Kenneth B. IT Administrator and Support Health, Wellness and Fitness ### "From the perspective of internal Tech Support: A pleasure to work with." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 December 24, 2025 I work in the IT support department and do not have formal training on this software, but supporting it has been a breeze and the support team we have have been responsive and attentive to our needs. I can always count on their team when we get stumped. Pros Active development, responsive to client needs, works as intended and from the IT side, easy to maintain, especially now in the cloud. Cons The only mildly negative experience I've had with WorldView was the manual configuration of text files during the transition into the cloud environment, and even that was mild and well supported by the technical team on their side. It was scriptable and easy to resolve, especially with their help. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AS Amanda S. Admin assistant Hospital & Health Care ### "admin assistant" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 7/10 December 24, 2025 overall it does the job I need it to do. I do wish that the webclient works as described so we can use it for offsite needs. Pros easily process faxed coming in and out. tracking invoices makes things easier. I like the writing sticky notes on the faxes to easily communicate in the office. Cons constant issues using the web client. Talk to support and they are usually confused too, and it takes a long time to get a resolution. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. RH Rocky H. IT Systems Specialist Hospital & Health Care ### "A good experience" 5.0 Overall Rating 5.0 5.0 Ease of Use 2.0 2.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 5/10 December 23, 2025 Once users were trained, it was a positive experience! I don't recall any particular issues that were rampant, and overall it was a great program to use! Pros Did exactly what it needed to. Was very easy to administrate for IT, and did not have super crazy issues that WV support couldn't assist with quickly. Cons UI was not very user friendly, faxes sometimes were slow, (not WV's fault) and was sometimes buggy, albeit with simple fixes from WV suppport. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AS Adelina S. Administrative Coordnator Hospital & Health Care ### "Worldview and Healthcare" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 23, 2025 Worldview has made my ability to multitask my daily correspondences, creating a more efficient workflow Pros I use Worldview on a daily basis all day long, the ease of navigating the program is great! I especially like when i can go back and retrieve any documents i have either misplaced or lost in the deleted file Cons The only con that i can think of is when I have loss of connection and can not obtain my documents. But their ability to provide a remote link to access is a great work around Switched from [Cypress](https://www.capterra.com/p/168276/Cypress/) It was decided by our company as a whole Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. IV Iryna V. Billing Specialist Hospital & Health Care ### "Worldview review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 February 20, 2025 E-faxing is definitely better for environment and requires less time "processing" received faxes. However this "ease" comes with daily reviews/corrections by assign office employee who must be trained to work with WV faxes. Pros Orders, POCs with assigned # do get index automatically into HCHB system. WorldView system allows us to find signed orders from the past (in case if smtg is missing/being deleted by mistake). Great that outbound faxes are going out without human handling. Cons System weekly misplaces order numbers that include 3,6,8,9 and incorrectly indexes signed documents under wrong patients. On few occasions, orders that came in on the weekend didn't show up in patient's charts. Indexing process takes longer than we'd like it to be (10-15min). Doctors complain that orders were signed/sent to us, yet we haven't received those. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. JD Jessica D. Accounts Payable Construction ### "Reluctant to appreciative" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 February 14, 2025 Overall experience has been pretty good. I was reluctant to see how paperless invoicing was going to work, but now I appreciate it greatly. It has greatly reduced the amount of paper we use and save. The help we get from \[sensitive content hidden\] is very good and much appreciated. Pros I love being able to see the invoice paperwork at the click of a few buttons. Saves a lot of time. Also, I like the shortcuts that make putting invoices into OnBase easier and faster. Cons I do not like that the notes put in OnBase do not transfer over to Agility. Also, sometimes it is hard to figure out why an invoice does not export. Especially when the default error message always starts with "Duplicate invoice", even when it isn't a duplicate invoice. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. DL Debbie L. Administrative Assistant Medical Records Hospital & Health Care ### "Review of WorldView" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 February 12, 2025 I've had a good experience with Worldview. Pros It's user friendly. Has made my job more efficient. I like that it's stable and doesn't have glitches or software problems that interrupt what I am doing or need to do. Cons When I do document separation, I can't retrieve the document I may have deleted. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. SN Sarah N. Intake Coordinator Hospital & Health Care ### "Worldview is Spectacular! " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 February 10, 2025 Worldview has always had our back and tried to make our experiences better and improving processes and listening to our needs. I am a "front line" office worker in the healthcare industry for a very busy home health office, meaning I work the records, orders, referrals and labs or anything coming through and I can truly say it made things much easier and allowed us to focus on more important things like patient care and referral sources. They are always looking for ways to improve our experience. Pros It made my job in Medical Records so much easier. Before I was uploading and saving thousands of pieces a paper one at a time from week to week on my computer and updating charts and orders and it was very time consuming. With Worldview, I no longer had to make paper charts. Orders could directly be sent to attachments and checked in. Important information for our clinicians now made it to patient charts timelier. Worldview changed my life professionally and I was able to do so much more with the time I had. It eventually cut down the need for paper to barely anything. Being able to send a document to a patients chart straight from a fax is fantastic! And Worldview just kept adding things that made our lives easier so printing was no longer our only option. Document Separation feature and being able in Import documents also changed our lives! It has let us to be more efficient in our job performance and duties. Cons Sometimes with bigger documents it freezes when creating Referrals. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. TM Tammi M. Assistant Wholesale ### "Admin Assistant" 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 2.0 2.0 Likelihood to Recommend 6/10 February 10, 2025 Good. Worldview has been a good product. Pros The ease of retrieving documents. Worldview is a good product. Cons None. Worldview has been a good product. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. CR Cas R. CTO Logistics and Supply Chain ### "Worldview brings added value to our company " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 February 10, 2025 Easy, confident, and trustworthy. Pricing is good for the overall service and the storage is exactly what we need. We have been a client for many years. Pros Allows BPI to bring all documents into one place and easy access. Using the ICAP product has brought so much efficiency to the Accounts Payable department. Cons The translation from our business to their understanding can be difficult but that is with any software provider; however, we have an outstanding account manager who we can count on to interpret as needed. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. MF Maribeth F. Accounting Assistant Construction ### "Overview KCM" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 February 10, 2025 The basic ability of World view is great. More detail is difficult to locate on how to do things isn't as easy. Pros I like the easiness of processing the batches and the look up in Agility. Cons I wish we could index in multiple locations at the same time. For invoices there is also information for PO's and receiving. If the capability is there, it is difficult to research how to do it. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. LF Linda F. Claims Coordinator Fishery ### "Great product" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 February 10, 2025 I like the program. Very user friendly. Pros It's easy to navigate. I like the ease of it. Cons Once I have approved something, there should be a back button in case I forgot something or hit approved too fast Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. SV salwa V. PURCHASING AND WORLDVIEW SPECIALIST Accounting ### "WORLDVIEW IS GREAT" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 10/10 February 10, 2025 worldview has been great on my end sorting different invoices with issues. worldview is a very organized program and i have learned so much from worldview Pros i like that worldview has different folders for exceptions/opens/directs and they can be set up in different ways if needed Cons that directs, multiple invoices per po/ and supplier returns are not removed through over night processing in addition would like a chat function to ask questions from time to time for questions or how to pull various report Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. CP Christopher P. Inside sales Building Materials ### "Great product" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 10, 2025 Overall, Worldview has made processing invoices much easier than what we used to do Pros I like that I don't have to access every invoice and only check on the ones with discrepancies. Cons It took a while to get used to where to find everything Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. SB Shelly B. AR-AP Construction ### "excellent worldview" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 10, 2025 it has been really good, knowledgeable people we have been working with and if they don't know the answer right away they get back to us with the answer. Pros I like how it all flows together and store information in one place Cons nothing at this time, we having been into it fully Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. BS Belinda S. Director of Operations Hospital & Health Care ### "Love working with Worldview!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 17, 2021 Overall, we enjoy working with Worldview and all of their team. Our Account Manager \[SENSITIVE CONTENT HIDDEN\] is amazing! She provides frequent communication and ensures our questions, requests and concerns are taken care of. Pros We use Worldview on a daily basis. We are able to get through our faxes more efficiently, which saves employees valuable time. We can fax directly from WV, mark orders as signed, start a referral and much much more using Worldview. The integration was easy and most importantly worldview worked with us to tailor to our needs. Cons Worldview is pretty easy to navigate through. Improvement needed would be with the reporting/dashboards. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SZ Sue Z. Director of Billing Services Hospital & Health Care ### "Worldview for Home Health indexing to EMR" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 16, 2021 WV has allowed us an efficient way to index faxed and scanned documents into our EMR and saves us some manual steps. Pros Setup and use of the product is easy. It give us an efficient way to attach documents into our EMR. Customer Support is very responsive. Cons Sometimes the OCR doesn't read correctly and that creates manual steps to index documents from the error queues. Reasons for choosing WorldView WV was the preferred vendor with Homecare Homebase at the time. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AG Ann G. Director Medical Practice ### "Worldview has been a great partner" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 15, 2021 We have virtually eliminated all paper in our service offices. Documents can be scanned/sent to Worldview directly and provides us the ability to attach into our EMR very quickly. We can centralize the role of attachment processing -- ensuring high quality attachments that meet our compliance standards. We eliminated portions of FTEs from across the organization realizing budget savings, not to mention that fewer documents are misplaced, documents are filed timely, and less physical file space is required in our locations. Pros Worldview's software has been flexible enough to meet our growing volume and our evolving needs. We feel that Worldview's management team has been a partner in our needs and listens to our concerns about new product offerings. In particular, Worldview solved a compliance concern that our EMR didn't want to address. Worldview has allowed us the flexibility to adapt items to our changing organizational structure without any hiccups. Worldview's customer service has been excellent compared to other vendors we have worked with. Worldview apologizes if an issue takes longer than a few hours to resolve and keeps us informed along the way. Cons The functionality works but not necessarily in an elegant-looking solution; this can turn off newer users. Alternatives considered [Forcura](https://www.capterra.com/p/177709/Forcura/) Reasons for choosing WorldView We felt that Worldview would be a better partner allowing for customization to the needs of our organization. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.