Frequently Answered Questions

Our pricing varies by country. We offer two licensing agreements for you to choose from, depending on your needs. Our Per User plan is based on the number of active users you have, while our Per Case licensing module allows for an unlimited number of users and is charged at a maximum once-off fee for the lifetime of the case. Please Click Here to view the pricing for your location. All of our plans include everything you need to run your business efficiently, with no extra charges for creating or running reports, or viewing billables and financials. The only additional fees would be if you choose to connect with an accounting software like Xero, which costs $25 per month, or if you choose to use our SMS function, which costs $10 per month for the phone number and 15 cents per sent SMS (with no charge for reply SMS). We strive to offer transparent pricin. Please feel free to contact us if you have any further questions or require assistance in selecting the right plan for your business.

Yes, iinsight® integrates with several email platforms, including Microsoft Outlook and Gmail, allowing you to seamlessly manage your emails within the iinsight® platform. You can easily send emails and track your communication history with clients, all without leaving iinsight®. In addition, our software is fully integrated with Zoom, which enables you to schedule and manage online meetings and appointments with your clients and staff directly from the iinsight® platform. You can also record and save these meetings for future reference. Regarding reporting, iinsight® provides a lot of inbuilt reporting options while also allowing you to generate custom reports based on your specific needs. Our reporting feature includes a wide variety of filters and options that enable you to extract and analyse data from across the platform, providing you with insights into your business operations and performance.

We understand that time is of the essence when it comes to implementing new software and getting your business operations up and running as quickly as possible. In terms of implementation time, the timeline can vary depending on the size and complexity of your business and the extent to which you want to customise the platform. However, our dedicated team will work closely with you to get you up and running as soon as possible. We’ll guide you through the onboarding process and help you get started with using iinsight® to manage your business operations more efficiently and effectively. To ensure a smooth transition to iinsight®, we provide comprehensive training and support for all our clients. Our support team is available to answer any questions you may have and provide guidance and assistance as needed.

Absolutely! Our software, iinsight®, is designed to be flexible and adaptable to suit the needs of a wide range of users, including sole traders. iinsight® provides a range of features that can be useful for sole traders, such as client management, scheduling, invoicing, and reporting. With our software, you can easily manage your clients’ information, track their progress, and generate detailed reports to help you monitor your business performance. iinsight® also offers a mobile app, which allows you to access your data and perform tasks on-the-go, making it easier to manage your business from anywhere. Our software is cloud-based, which means that you can access your data from anywhere with an internet connection, and you don’t need to worry about maintaining your own IT infrastructure. Additionally, iinsight® is fully customisable to suit your business needs, allowing you to tailor the software to your specific requirements.

Yes, our software, iinsight®, is designed to be well-suited for organisations and businesses working with the National Disability Insurance Scheme (NDIS) in Australia. Our software has been specifically tailored to help NDIS service providers manage their daily tasks, such as client management, invoicing, and reporting. iinsight® is a cloud-based software that allows NDIS service providers to easily manage and organise their clients’ information, track their progress, and generate detailed reports as required by the NDIS. With our software, you can streamline your administrative processes, reduce paperwork, and save time, allowing you to focus on delivering high-quality care and services to your clients. Additionally, iinsight® is fully customisable to meet the unique needs and requirements of your organisation or business, ensuring that you can optimise your workflows and improve your overall efficiency. If you have any further questions about how iinsight® can benefit your NDIS service provider organisation, please don’t hesitate to contact us. We would be more than happy to provide additional information and discuss how our software can help you meet your specific needs.

Yes, iinsight® allows for bulk invoicing and bulk emailing, making the invoicing and communication process faster and more efficient. You can create and send invoices and emails to multiple clients at once, saving you time and effort. You can create and send invoices to multiple clients at once. In addition, iinsight® integrates with accounting software such as Xero, QuickBooks, and Sage, ensuring that all your general ledgers and financial data to meet all funding bodies’ requirements. Once a payment is received, iinsight® will also automatically receive a remittance back. This eliminates the need for manual data entry, reducing the chances of errors and making the invoicing and payment process seamless. Additionally, you can set up automated reminders to ensure your clients pay on time. With iinsight®, you can streamline your communication and invoicing process, freeing up time to focus on delivering high-quality services to your clients.

“iinsight® is the perfect solution for organisations in need of a case management system.” iinsight® is an All-in-One cloud-based Case Management Software that allows you easily manage client information, track progress, write notes and documentation, generate reports, streamline billing and invoicing, and set important alerts and reminders. In addition, iinsight® comes with integrated features such as SMS notifications and 2-way Outlook connection for seamless email communication. You can also integrate iinsight® with Xero, Quickbooks, Sage, Teams and Zoom, to manage your clients your way! MOST IMPORTANTLY – the automation and repopulation offered by iinsight®. This feature will reduce administrative tasks and improve efficiency by automatically populating fields and forms with relevant information, saving you time and reducing the risk of errors.

Yes, iinsight® has a 2-way integration with Xero that syncs between the two platforms every 20 minutes, 24 hours a day, ensuring that your data is always up-to-date. The integration is fully automated and seamless, allowing for efficient management of financial data with minimal manual intervention. When a Xero recognises that a payment has been made, it automatically sends remittance advice back to iinsight®, ensuring that your financials are always accurate and up-to-date without the need for manual data entry or reconciliation. This integration offers a range of benefits, including reducing the potential for errors and streamlining financial data management. With iinsight®‘s integration with Xero, you can easily sync your financial data, such as invoices and payments, between the two platforms, and generate reports to help you monitor your business’s financial performance. This can save you time and improve your financial management processes.

Trial wizard - USA

What country is your business located in?

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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?

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