Client/Case and Admin Notes

iinsight's Client/Case and Admin Notes feature, you can easily add notes and details regarding the services provided and time spent.

Keeping track of the services provided during an appointment or the time spent on a case is crucial for efficient and accurate billing. With iinsight®'s Client/Case and Admin Notes feature, you can easily add notes and details regarding the services provided and time spent. These notes can be added directly in the billing window, saving you time and reducing the risk of errors associated with manually adding notes to different sections of the platform.

Additionally, you can create customisable Case Note templates that can pre-populate with client information, reducing repetitive administrative tasks.

You can make your notes privileged, ensuring that only authorized personnel can access them, providing an extra layer of security for sensitive client information.

Furthermore, iinsight®'s drag and drop feature makes it simple to add emails, images, and other documentation to your notes. You can also mark your notes as privileged, ensuring that only authorized personnel can access them.

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.
Trial wizard - International

What country is your business located in?

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

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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?
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