Automate your workflows and compliance

Iinsight Software platform that allows you to create and automate workflows is essential for any business or organisation that wants to operate efficiently and effectively.

Use the iinsight® practice management platform to create the best workflows for the unique needs of your practice and ensure the whole team is following your standardised processes.

Advantages of Using iinsight® for Workflow Management

What are Workflows?

Workflows are a series of tasks completed in a particular order to achieve a specific goal. They can be simple or complex, involving multiple people, departments, and systems. Workflows help ensure that tasks are completed consistently and on time, leading to increased productivity and customer satisfaction.

Make sure your business operates efficiently and effectively by using iinsight software to create and automate workflows.

You can have multiple Workflows running at the same time.


iinsight®, you can create workflows that reflect your organisation's unique needs, ensuring that everyone follows the same standardised process.

Easy to use

Our experts pride themselves on making the iinsight platform easy to use. When you become an iinsight user, we help to set up workflows for your existing clients. Then the process for setting up workflows for new referrals is simple.

You are in control of structuring workflows using intuitive ‘drag and drop’ and drop-down options. You select the options that will become the steps in the workflow. You decide the time scales between workflow actions and decision points. You can create multiple workflows for one case and interlink smaller workflows. Practitioners will be reminded of targets and processes, and Team Leaders will be notified of overdue actions. Everyone will be on the same page!

Trial wizard - International

What country is your business located in?

Please write down your details below

so that we can personalize your Trial to you and your business.

What Funding Bodies/Services does your business work with/deliver?

Is your business Multi-disciplinary?

Does your business employ many disciplines like, OT, Physio, Speech, Support Workers, Support Coordinators etc, or just a single discipline

What Services does your business work with/deliver? (select those relevant)

What Services does your business work with/deliver? (select those relevant)

Do you have an existing Software?
And if so would you need assistance from our Data Migrations team?

Whilst we arrange your Trial Access would you like to undertake a iinsight® demo?

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