The only software partner

You need

With Optiform, you can have it all. We integrate automated software specific to your needs, enabling you to focus on your profession.

Effective and efficient

See how Optiform can work for you.

Whether it be treating patients, educating children, or developing a financial strategy – we optimize your skill-set by eliminating the burden of manual data entry.

  • Forms Processing

  • Data Capture

  • Content Management

  • Invoice Processing

  • Workflow

  • Claims Processing

  • Forms Processing

    Optiform is ready to help you customize your forms processing solution. We offer many tools to help with data extraction, data validation, and integrating the results into your systems.

    Whether your process starts with a scanner, fax machine, your email inbox, or a folder full of images, our solutions can work for you. Our solutions work with a wide variety of documents types to extract data, whether you are processing structured, semi-structured, or unstructured documents, enabling you to successfully extract and validate your data. With a focus on automating your forms processing solutions, we will help you design, implement, and maintain your forms processing solution.

  • Data Capture

    Optical character recognition technology has revolutionized the way we do business. Combined with barcode recognition, software solutions provide time-saving systems for remittance creation, document classification, invoice, and mailroom processing.

    Time is valuable. Alleviate time-intensive manual document processing steps by automating the task of manual data entry. Collect documents from multiple sources in either paper or electronic format and allow the solution to do the work of sorting and extracting the information.

  • Content Management

    Showcase and maintain your unique data throughout its lifecycle. From creation or conversion to permanent storage, we enable you to take charge of your content. Our solutions are secure, globally compliant, mobile accessible, and platform agnostic. We believe in creating systems that protect your business’ internally produced material, keeping you in control of your creations.

  • Invoice Processing

    Automate the task of invoice data-entry. Collect invoices from multiple sources in either paper or electronic format and allow the software to do the work of sorting and extracting the information. Our solutions also have the ability to “learn” invoice layouts as they are encountered. Interface with an existing ERP system or database for matching a purchase order or posting. Combine with our Content Management software for storing images and metadata.

  • Workflow

    Establishing a functioning streamline workflow is an essential component to every day in the office. From employee interaction and morale to timeliness and customer satisfaction, implementing a favorable workflow process enhances your business. Our solutions complement your business process in conjunction with electronic forms. Functions such as credit applications, credit collections, employee onboarding, time sheets, expense reports, or approval requests are easily managed through workflow software.

  • Claims Processing

    Prioritize the optimization of your medical claims system to ensure a health care process that transcends treatment. Minimizing time-intensive tasks and clarifying processes allows health care resources to be used as intended; for the benefit of patients. Enable your team to devote the time needed to help patients understand the financial aspects of healthcare using a simplified user-friendly solution.

Customer Testimonials

"It is with great pleasure that I recommend Optiform as a partner. Optiform has been a trusted application support and systems integration provider for Lifeworks for many years. In my seven years here at Lifeworks, I have always had responsive and effective support from many of the excellent technical team members at Optiform, whenever it was required. Recently, Optiform has been helping Lifeworks reduce overall application costs for our document management systems by partnering on a custom development and system redesign project. We are excited about the reduction of system complexity and ongoing maintenance fees this project will provide our organization. Optiform has always provided timely, courteous, and highly technical support for critical systems we depend on. We have great confidence in Optiform's ability to continue our successful partnership in the future."

Don Becchetti, Director of Information Technology

"Your business manager took it upon herself to remedy a potentially very costly situation for our agency in spite of the fact that Optiform was under no obligation to do so. "

Ohio Department of Natural Resources

"We discovered that the university requires an SSL connection between the new eForms system and the MS SQL database. Optiform's engineer saved the day after the software vendor stated this was an unsupported configuration."

Indiana University School of Family Medicine

Position Your Team for Success

Are you ready to unleash the full potential of your business processes?

Optiform offers a broad spectrum of data processing solutions beneficial and able to be customized to fit any business need. From standard human resource departments to the information produced through clinical trials, Optiform has a long history of maximizing the efficiency of all its clients. Contact us today to set up a personalized, one-on-one consultation on software recommendations. Already a valued Optiform client? Our customer support is ready to help.