Client/Case and Admin Notes
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.