Tasks and Reminders

Key Benefits of iinsight® Tasks and Reminders Software:

Efficient Task and To-Do List Management

Our tasks and reminders software solution is designed and built according to the insights and feedback from industry professionals like yourself, and tested against their expectations. Allied health and NDIS service providers are among those who are benefiting greatly from our case management software and its tasks and to-do list.

With iinsight®, you can use the tasks and to-do list for yourself or assign tasks to another person in your team. It provides a more convenient way to manage all essential duties that you and your other clinic staff must schedule for a specific client file. This way, you don’t have to manually manage your calendar or write down your to-do list. Everything can be done seamlessly within iinsight®.

The tasks and to-do list module can save you a lot of time and effort. It’s an essential feature of our all-in-one case management software for medical and healthcare practitioners and clinics. Tasks will automatically deliver reminders as they are about to be due, and you can view all assigned tasks from a dedicated appointments and tasks dashboard. Assign tasks with statuses or priorities, and as they are completed, they are moved automatically to a 'completed tasks list,' so you can easily identify what is done and what still needs to be prioritised or accomplished.

Two-Way Integration with Outlook

iinsight® goes beyond a standalone tasks and reminders software. It offers seamless integration with Outlook, enabling a two-way synchronisation of tasks and reminders. This means you can set tasks and reminders from an organisational level as well as at the team and individual levels, all within your familiar Outlook environment. Stay organised and ensure nothing falls through the cracks.

Boost Your Productivity

If you find yourself and your team constantly lagging behind, failing to meet deadlines, or fulfilling commitments, it may be time to reevaluate your current tasks and reminders software. Perhaps your practice has outgrown the platform you currently have, and you need something more robust as your clinic continues to thrive and succeed in the long run.

With 2-way Outlook integration, you can view, send, and receive emails from within iinsight®.
With automated workflows, you can save time and reduce errors by automating many of the manual processes involved in managing cases, such as scheduling appointments, sending notifications, and updating case notes.

Time and Cost Savings

By automating routine tasks and reducing manual administrative work, a tasks and reminders software solution can save valuable time and resources. This time-saving aspect allows you and your staff to allocate more time to important activities, such as providing quality patient care and focusing on business growth. Additionally, by ensuring that tasks are not missed or overlooked, you can avoid potential costly errors or delays. This efficiency translates into cost savings for your practice, allowing you to optimise resource allocation and improve overall financial performance. With iinsight®'s tasks and reminders software, you can streamline your workflow, increase productivity, and maximise your practice's resources while minimising unnecessary costs.

Our tasks and reminders software includes an Appointments module that optimises scheduling and management of clients or patients, staff, and the resources in your clinic (i.e., treatment and consultation rooms, equipment, etc.). Use it to schedule appointments, book resources, enter and assign tasks, and manage your staff rosters in one convenient view.

The module also comes with two-way integration with popular calendaring tools like iCal, Google Calendar, and Outlook. This means you can add appointments on all connected devices you have, ensuring synchronisation across platforms. Access appointments from anywhere and anytime using any mobile device connected to the internet. The tasks and reminders software can also send emails and SMS notifications to be scheduled patients, making it easier for them to confirm appointments. This way, last-minute cancellations and no-shows can be reduced. Set reminders for any upcoming tasks or appointments to stay on top of your responsibilities.

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