How Has COVID-19 Emphasised the Need for Customer Case Management?

  • By Renato Parletta
  • December 17, 2020

Table of Contents

The COVID-19 pandemic changed the way many of us work. Businesses have allowed their employees to work remotely from their own homes. The healthcare providers are also maximising telehealth services to continue providing their services to their patients. Because of that, there is a growing need for good and secure customer case management practices and solutions, such as the cloud-based case management software. With that solution, you can keep working efficiently, meet compliance requirements, and satisfy your patients’ needs, even when you are working from home or seeing less patients in your office.


Here are more points that explain its importance during COVID-19:


Collaborate remotely

With social distancing protocols in place,  it is all the more crucial to have a case management solution that will enable an easier and secure way to collaborate online. With the software hosted in the cloud, it is easier to access. That way, it simplifies the creation of important documents on the go, such as invoices, timesheets, billings, and updated accounting.


Reduced paperwork

The customer case management makes it easier to keep case files up-to-date with a drag and drop feature, and integration with your accounting system. That way, you can also reduce administrative costs, avoid human error, and eliminate double-data entry.


Streamlined appointment scheduling

Whether you are scheduling your next telehealth consultation or seeing patients in person, the customer case management can optimise the way you schedule and manage staff, clinic resources, and clients. It will help patients confirm their appointments, and remind them of it to minimise no-shows.


Work in a digital space

Use the customer case management solution to make bulk payment requests to NDIS and digitally sign off the services you receive with an eSignature. It can also centralise the approval process by enabling management personnel with approval rights to access draft documents for review and approval. Upon approval, the documents will be opened as PDF file to prevent further editing.

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?

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? 😉