Leave it to the Experts:
Your Platform Customized and Set Up to Perfection!
Saving you 100s of hours!!
All your templates will be created & Set-up inside your iinsight® platform:
- Document templates
- Invoice templates formatted to meet each funding bodies requirements.
- Email templates. (Subject & Body)
- Clinical note template
- Report template
- Monetary and Time-Based Print Templates
All created as per your preferences with your Company Logo.
When the iinsight® team sets up your documents & templates – all data will pre-populate!
All billable & non billable line items:
- NDIS line-item details.
- Charge codes with description of service.
- Items/line items and value.
- Kilometres
- Internal expenses.
Documents management:
Labels/ Tabs, Discipline-Specific Document Tabs! (as many as you want)
Allowing you to Organise your Documentation into Tabs for ease of access and filing within the system.
Invoice templates
With your funding bodies' unique invoicing requirements in mind, our team will configure all your invoices in the iinsight® platform. This guarantees accurate details, proper rounding, and appropriate formatting. Additionally, we'll ensure each invoice is promptly attached to its respective Service Contract or Business Division for seamless management.
Overdue invoices reminders automatically sent out to your preferences.
For example:
- 1st reminder – 7 days after due date.
- 2nd reminder 14 days later.
Funding Plans / Budgets - important notifications!
When would you like to be notified?
When a plan ends- Notified - 60 days prior?...30 days prior?
When 75% of funding has been used.
3 days before a task is due? the day before a task is due?
Users and Role Permissions
Business Division and Service Contracts!
Management, Administration, Receptionist, Psychologist, Provisional Psychologist, Therapy Assistant, NDIS Co-Ordinator, Accounting etc
With over 200 access permissions- we will set your staff permissions and access exactly how you need it, including all templates / charge codes / services contracts etc to each team and discipline.
SMS & Email Appointment Confirmation & Reminders:
- Custom wording.
- Set times to be sent automatically.
Companies and Contacts list!
Fields within your iinsight platform-
- Create custom fields.
- Make fields mandatory.
- Order of fields.
- Default Drop Down options for System Fields.
All fields can be pulled into any report and pre-populated into your templates. (Including Custom fields)
Policies billable & items:
- Line - item details.
- Charge code with description of service.
- Items/line items and value.
- Travel/Kilometres.
- Internal expenses.
Any items or charges that your organisation needs!
