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Designed with usability in mind

iinsight® is built on the feedback and input from industry professionals. The software is tested against end user
expectations. You’ll spend less time administering, and more time doing the tasks that matter. Forget about multiple
spreadsheets, word docs and organisers, puts everything you need in one place.

case-management image

Case management made easy

Invoices, timesheets & billing

It is simple to create your billings, invoices and timesheets anytime, anywhere. Allow your staff to update billing information in the field. Provides input to your accounting systems.

Keep track of Contractors’ costs and time

Reduce internal administration and benefit from our employee expenses feature to keep easily track of your contractors ‘costs. Highly configurable, this option will match your contractors’ remuneration policy and enable you to report against this information.

Fully integrates with Xero accounting system

Forget about double data entry and associated administrative costs, with our iinsight®-Xero connector you will benefit from automated synchronisation of the invoices and the payments between both systems. Talk to us today to learn more about this add-on.

Drag and drop documents into iinsight® in just 1 step

Effortless data entry, you can save your documents into iinsight® by simply dragging one or more files directly from your computer to the selected case, and voilà!

Also take advantage of our add-on and drag emails and their attachments from Microsoft Outlook directly into the iinsight® documentation tab.

Clear organisation of your documents thanks to custom folders

Easily find all your documents by creating document labels specific to your organisation which are sub- categories within the documentation tab allowing you to organise and group your documents according to their type.

Save time thanks to scan to email

Simplify your data entry by emailing your scanned files directly to iinsight®, the document will be automatically uploaded and attached to the specific client record. If you have a multifunction device you can save all your documents in only 2 steps.

Calendar/SMS Reminders (coming soon)

Iinsight Calendar is a powerful organisational tool enabling you to easily and efficiently optimise the management of your staff, clients and resources. You can schedule appointments, enter your tasks, book resources and oversee your staff rosters.

You will also love:

  • - Full integration with Outlook, iCal and Google Calendar so your appointments appear on every other connected device.
  • - SMS and Email notification to confirm appointment and reduce no-show
  • - Mobile device access to view and update your calendar anywhere, anytime.
  • - Reminders for the upcoming appointment and tasks.

Custom Forms

Iinsight custom forms are easy to create and will improve the accuracy of the data collected through conditional questions, dynamic content and pre-population of fields. This lessen the risk of incomplete or incorrectly filled out forms. Examples of use includes but is not limited to outcomes assessments, surveys, consent forms, treatment planning or goal tracking.

CRM (coming soon)

Thanks to iinsight CRM, you can store and manage all your business contacts in one place, create tasks and share with co-workers.

The CRM allows you to:

  • - Manage contacts in lists by filtering using your own criteria
  • - Export the list of relevant contacts for marketing purposes
  • - Attach notes and documentation against a contact or company so it’s easily available.
  • - Access your contacts, tasks, opportunities using our App on your mobile device.

Medicare integration (coming soon)

Linking your billings directly to Medicare's claims portal using our Medicare & DVA integration means less administration, faster claiming and simpler financial reporting for your practice.

Workcover QLD/SA integration

Iinsight® facilitates the Workcover SA and QLD claiming process by respectively providing a ready to use report and a full integration which electronically export invoices data from iinsight® into the WorkCover QLD system.


Maximize your productivity and compliance

Automated workflows and compliance

Workflow management is a breeze, it allows you to deliver on your internal and external KPI's. Deliver the right information to the right people at the right time. Worrying about contract compliance and audits will be a thing of the past.

System alerts and user notifications

Stay informed at all times by receiving time sensitive notifications about your organisations case load. Set automated reminders and thresholds for budgets and the number of remaining working days before budget due dates. Allow your consultants and their team leaders to get key performance indicators daily (KPI’s) either via email or desktop alerts.

Enterprise reporting for compliance and performance

Stay informed at all times by receiving time sensitive notifications about your organisations case load. Set automated reminders and thresholds for budgets and the number of remaining working days before budget due dates. Allow your consultants and their team leaders to get key performance indicators daily (KPI’s) either via email or desktop alerts.

Document approval

Centralise your approval processes as part of your operational quality management. Personnel with approval rights will have easy access to all draft documents which need to be reviewed and approved. Once approved the document can only be opened as a .pdf file to avoid future editing.

Effective plan management

Don’t risk exceeding the budget or duration allotted to a case, thanks to our plan feature you can now focus on the services provided and get the status of the remaining budget or duration in real time. It will also prevent you from going over the limit and provide you with a notification.

KPI Reports

Iinsight KPI reports will help you visualise Key Performance Indicators so you can keep track of the progress of your staff against targets to improve performance. Our KPI reports are based on case load, location and performance, they take into consideration both monetary and time targets.

NDIS Bulk Billing Report

Making bulk payment requests to NDIS is now easy using the Bulk File report. The report is built in accordance to NDIS requirements and can be lodged directly into the portal.


Benefit from the highest information security standards

Records management meeting privacy legislation requirements

Do not risk your client records. Cloud based practice management gives you peace of mind, it eradicates the need for a contingency plan in the event of files being destroyed, lost, or stolen. Don't save private client records to your computer’s hard-drive and risk them been compromised. iinsight® mitigates risk by offering the ability to quickly, easily and always having access your clients records via a secure online portal anytime anywhere.

Database security, backups and 24x7 system monitoring

With iinsight® your data is secure. Every organisation has a private database and document repository where data is encrypted and continuously backed up using the highest standards commercially available. We exceed the privacy and data protection legislation requirements across the countries that we service. We own infrastructure in data centres located in Australia, European Union, Canada and the United States providing our clients with site infrastructure and expected availability of 99.99%.

Secure any device, anytime. 100% Mac and Windows compatible

True secure cloud computing with iinsight®. 100% Apple Mac and Microsoft Windows compatible. Compliant with all major internet browsers and Microsoft Office applications. iinsight® integrates with software you already own and are already familiar with. Also take advantage of mobile tablet devices e.g. iPads, Samsung tablets etc., to easily update your client file notes and billings with your work immediately and securely stored in the cloud. No need to go back to the office, login remotely or double enter your file notes ever again.

ISO 27001 security management standard

Our ISO 27001 certification confirms our continuous commitment to the security of our services to all our clients. The certification process assesses that we are addressing each element of the ISO standard and that our information security management practices meet internationally-recognized best practices.

Multi Factor Authentication (MFA)

To help organisations comply with the new legislationssuch as the GDPR (EU) and Privacy Amendment Act 2017 (AUS), focus on strong privacy governance and encourage good practice, iinsight® supports Multi Factor Authentication (MFA). The MFA is one of the most effective controls an organisation can implement to prevent an adversary from gaining access to a device or network and accessing sensitive information.


Customer service, a priority

Helpdesk, customer support and user training

We make your engagement process fast and easy. Our system configurations are personalised to meet the needs of your organisations specific reporting and delivery model requirements. We work with you to understand your business direction and then advise on how you can personalise iinsight® to meet your needs. You’re up and running within days with ongoing support via online knowledge base, video tutorials, ticket and telephone helpdesk.

Continual innovation through industry interaction

We are passionate about innovation through the interaction with industry bodies and our clients. We are agile in producing software releases which are largely made up of ideas that our clients have shared with us. We invite all of our clients to particulate in our user groups so we can continue to develop the world’s best case management platform and continue to meet the industries reporting and compliance needs.

Data migration from legacy case management systems

Do you have a legacy system and want to have all of your historical data migrated into iinsight®? This is not a problem, we get asked to do this all of the time, so much so we have pre-canned migration scripts for a lot of the popular legacy case management solutions in the market place or we can easily create a migration script for your bespoke case management solution. Talk to us today about your specific needs.

And so much more!

  • Unlimited user licenses.
  • No restriction on the number of cases.
  • Comprehensive client reporting.
  • Case Notes (clinical, admin and audit logs).
  • Contact management.
  • Create and bill from predefined plans.
  • Generate docs on the fly.
  • Upload docs, images and other formats.
  • Document security and versioning.
  • User roles and permissions.
  • Automated management & staff reports.

Try it free for 14 days

Take a closer look

View our demos and product literature

View PDF brochure of software features

OH and rehabilitation case management made easy!

View PDF brochure of software features

How to improve case management INSTANTLY

View PDF brochure of software features

Why you will love iinsight®

View PDF brochure of software features

Case study from a client.

iinsight Billing

Generating invoices and making payments.

iinsight Templates

Generating invoices and making payments.