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OnBase Cross-Referencing

How do you locate a related document in OnBase?


  1. Login to your OnBase website.
  2. Open any record in the system.
    • For instance, a Pre-Authorization, or Supp-Services form.
  3. Right-Click anywhere on the form itself.
  4. Click Cross-References.
    • A new window will pop-up and show you any related records.
    • your browsers pop-ups will need to be enabled for this to function correctly.
    • In some cases, you can then perform the exact same action to the next record to further discover related documents.




 Cross references have been setup to function based on similar keyword values in the system. If there is a document in the system you would like to setup with cross referencing, please contact the I.T. HelpDesk.