Online Booking & External Forms
iinsight Case Management – Online Bookings & External Forms
Develop Dynamic External Forms For Different Uses Within iinsight
iinsight gives users the ability to create a number of different dynamic forms. These forms come with multiple types of elements, including:
You can use iinsight’s forms to also manage online bookings. This makes the process of booking consultant time simple and efficient. There will be a popup if you try to make an online booking outside of a designated consult or organisation time.
Navigate to the Templates section of the iinsight dashboard. You will find the “Custom Forms” tab. Users can create, edit, or delete dynamic forms in this area.
When creating a new form, you can decide which type – external or internal. If you select “external form”, you will also need to indicate a referral form by checking the box.
Once the form is created, you can add fields using a drag and drop feature.
As you edit a form, there is a space in the Form Properties section to copy a portion of HTML/JS code to place the form on an existing web page. You will also have the ability to configure which domain the form will be displayed from and select a label/button color.
You can then paste the code form in a WordPress page or using other backend system. Once the code is placed, the form will display on the page.
We have added a new iinsight Admin feature in the User Access section. From this menu, you can toggle permissions to give users the ability to view external forms. You can also set permissions to modify external forms.
You can click into the “External Forms” section to show a list of forms that were filled via an external web browser. If you click on one of the forms, all associated data will display on the right side. Users can filter forms by their name, source, user that is “working on”, status, and a date range. You also have the ability to save your filters as a view so that you can apply the same filters the next time users visit the page. It is possible for users to have more than one saved filter view.
When a user clicks on the row, they can change the “Working On” and “Status” fields in line. You can download the forms by clicking the “Download as PDF” button. This allows you to save the form to a separate location.
There is a “Referral Type” dropdown that displays values from a common list – “Reason for Referral”. This area allows you to indicate the time in minutes for the duration of the appointment. Changing the value in the time in minutes area will refresh the table to display different availabilities based on the designated appointment duration. Users can set a default appointment duration in the options section.
If a user changes the status of a form to “Rejected”, the system will ask for a reason why from a common list of options. There is also a free text area to input comments. Once submitted, the system will send an email to the email addresses listed in the form. You can also enter a new email that isn’t listed.
We have added a new iinsight feature to create notes similar to those found in a case list. iinsight stores all the information that has changed in the form, the assigned to area, and the statuses of the form as it moves through the system.
iinsight is a cloud based case management system for the Occupational Health and Rehabilitation markets. The Allied Health services company was formed in 2004 after a need was identified for specific case management and billing needs. A cloud-based, user-friendly approach with a focus on industry-specific compliance was necessary for these businesses to run successfully. In 2006, the first iteration of iinsight was deployed and has since been developed throughout 7 different countries. We also deployed iinsight for mobile devices in 2012 to help increase provider efficiency
To help customers maximize client and business outcomes through industry-specific software solutions.
Help to streamline business systems, increase efficiency, and meet compliance requirements.
Is to provide easy-to-use software solutions that remain up to date with industry requirements.
Don’t go another day with a disorganised calendar and appointment booking system! Optimize your calendar efficiency by connecting your iinsight and Outlook Calendar features. Please do not hesitate to reach out with any questions or if you need assistance in connecting the two.