Features of Cloud Based Case Management System


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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 made easy

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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, & voilà!

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

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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.

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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.

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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.

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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.

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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.

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Medicare integration

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.

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Custom forms

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.

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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.

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Appointment setting & SMS notifications

The iinsight Appointments module is a powerful tool enabling you to easily optimise the management and scheduling of your staff, clients and company resources (e.g. meeting rooms, cars, equipment etc). You can schedule appointments, enter your tasks, book resources and oversee your staff rosters all from the one view.

You will also love:

  • One-way integration with Outlook, iCal and Google Calendars so your appointments can be added (optionally) on every other connected device.
  • SMS and Email notification to confirm appointment and reduce no-show.
  • Mobile device access to view and update your appointments anywhere, anytime.
  • Reminders for the upcoming appointments and tasks.
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Calendar/SMS Reminders

insight 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 appoint-
    ment and tasks.
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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:

  • 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 appoint-
    ment and tasks.

Bulk Email invoicing directly from iinsight

The Bulk Email Invoice module allows you to create a scheduled send data/time of all invoices on any given invoice batch run via the Batch Invoice Wizard directly or via the Finance module, to send to the “Bill to Contact” listed against each client file for every invoice.

When creating and sending emails through iinsight (via your IMAP Email Account setup in the back end of the system), iinsight will also create a record of each email sent in iinsight and copies of these will be saved in your IMAP Email Account under a new sent folder called “IINSIGHT Sent Invoice”, thus making it easy to track the emails sent both in and out of the iinsight platform.

Invoice grouping options

The invoice grouping module fulfils the invoicing requirements needed for compliance purposes by several Insurance Companies (including Suncorp Australia). When a billing is added that is enabled as a “Single Invoice Row” cost, the invoice will group any costs added (during the period being invoiced) that have the exact same “Description” and “Charge Code” into a single line on the invoice for the period being invoiced.

All other activities/items without the Single Invoice Row checkbox selected will appear on their own line in the invoice as has always been the functionality.

This may assist many providers with increasing their compliance obligations for insurance companies and funders, this may result in additional referrals from the insurers directly as invoice compliance is a benchmark that many use to determine referrals to allied health organisations.

Advanced search feature and organisational views

Should your organisation need to sign off on services delivered, iinsight® has a handy eSignature feature within the Billing and Case Note sections that allows either the participant receiving the services or the consultant providing the services (or both) to sign off on the services received at the time of consult.

The Advanced Search module allows users with suitable permissions to create ‘Organisational Views’ which will allow searching bookmarks to be shared across all members of the organisation for quick reference and organizational compliance. Additionally, this module allows a consultant to also edit any existing ‘Organisational Views’ and publish these updated views throughout the organisation.

The Advanced Search Filter Feature will allow a user to ‘Save’ a View with multiple Search Criteria selected and retain this view as a personalised view each time they log in to their platform.

Maximise your productivity & compliance

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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.

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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.

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Enterprise reporting for compliance & 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.

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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.

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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.

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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.

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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.

Digital eSignature to billing and case note entries.

Should your Company need to sign off on services delivered, iinsight® now has a handy eSignature feature within the Billing and Case Note Windows. This allows either the client or the consultant (or both) to sign off on the services received and to sign against the information of Billings to confirm they agree to the charge.

You can add a signature to New Case Notes and the signature exports if Case Notes are exported.

Also, for any New Billing entry added via the +Billing windows – the Case Note and corresponding signature is added to the list of Case Notes including the signature also.

Benefit from the highest information security standards

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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.

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Database security, backups and 24×7 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%.

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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.

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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.

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Multi factor authentication (MFA) mandatory as standard

To help organisations comply with the new legislations such as the GDPR (EU) and Privacy Amendment Act 2017 (AUS), focus on strong privacy governance and encourage good practice, iinsight® requires mandatory 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.

Document storage and back up retention

The Back-up and Storage of Client Documentation is performed hourly. Which means at any point in time should a document need to be recovered within a 120 day period,  Be Software will be able to recover this.

  • Backup your organisations database, every 5mins and store a history of each of these
    backups for 35 days
  • Backup your organisations document repository (documents, reports, uploads etc), hourly
    and store a history of each of these backups for 120 days.

Customer service, a priority

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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.

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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.

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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.

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24×5 Online support ticketing

iinsight® offers as standard 24 hours x 5 days (Monday-Friday) online support ticketing across the software platform. Users can lodge support requests with the confidence that they will receive quick turn around times to their support requests and there is always someone there to help. As these tickets are lodged directly through the system, Be Software will know who you are, which organisation you belong to and to which users we need to respond to when updating the ticket.

Our online knowledgebase is linked to our support tickets, so when you type in certain keywords via the subject line you will be presented with relevant knowledge base articles which may resolve your issue before you have even submitted your ticket!

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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.

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Generating invoices and making payments.

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Generating invoices and making payments.

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