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:

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:

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:

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:

Companies and Contacts list!

Fields within your iinsight platform-

All fields can be pulled into any report and pre-populated into your templates. (Including Custom fields)

Policies billable & items:

Any items or charges that your organisation needs!

Asset 6 (1) (1)
Trial wizard - CA

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?

Oopsie! Hold on there, friend! If you close this window, you'll unfortunately lose all the info you've given and have to start from scratch. Let's make sure we save all your hard work by keeping this window open, shall we? 😉