Square 9 for Health Care

Healthcare Document Management Software

Collect, store, and manage health and insurance information more effectively, so you can retrieve it quickly. You’ll improve the management and accessibility of patient records by streamlining daily tasks.


HIPAA And HIT Compliant
Integrate with Existing EMR Systems
Effortlessly Access Client Records

Easily capture and retrieve patient health and insurance data while remaining HIPAA compliant

Decrease administrative labor costs by eliminating manual data entry. Reduce paper and paper storage cost by digitally capturing all your records and documents.

Find patient records quickly including insurance cards, questionnaires, and scheduling forms, from anywhere you can connect to the internet. Integrate with existing Electronic Medical Records (EMR) systems.

Comply with HIPAA and HIT regulations through granular document security.

Easily manage patient intake processes for insurance cards, questionnaires and scheduling forms and automate internal record handling and patient claims such as HCFA/CMS 1500 and UB-04.


Success Stories

See what’s possible and get inspired by the growth our clients are experiencing across industries and use cases.

Product Videos

View short videos to see how digital transformation and automation can help you. Also find demos of our products in use.


Discover the benefits of digital transformation, document management, and automation through live and on demand webinars.

Grow your health care practice with Square 9

Let us help your health care organization on your digital transformation journey to simplifying common business tasks

  • Intuitively designed for ease of use
  • Streamlined process automation for simplified billing
  • Efficient OCR data extraction improving the speed at which you capture data
  • Prebuilt solutions for fast and easy implementation
  • Scalable solutions for organizations of all sizes
  • Growing library of powerful Web Forms to get you started fast
  • Free e-learning for your entire organization on their schedule
Success Stories

Document Management Helps Nurses Care for the Intellectually Disabled

For more than 18 years, Dimensional Health Care Associates, Inc. (DHCA) in Owings Mills, Maryland has provided nurse case management, delegated nursing, nutrition assessment and training services to organizations providing care for intellectually disabled individuals in compliance with local, state and federal regulations.

It helped us to eliminate our dependence on cumbersome paper records and enabled us to streamline our workflows. Using GlobalSearch, our nurses can quickly and effortlessly access client records while in the field so their individuals receive the best and safest care possible. And GlobalSearch quickly paid for itself. I estimate that by using GlobalSearch, we are saving more than $70,000 annually in labor and office space

Denise Schuffman

CEO of DHCA and a registered nurse and dietitian

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