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Over $80million invoiced through iinsight per month

Occupational therapy software emr with billing

Get the cutting-edge advanced occupational therapy emr, enabling OT’s, SLP’s and PT’s to deliver exceptional care and streamline day to day tasks.
HIPAA
Data Encryption
ISO 9001
ISO 27001
Occupational therapy software emr with billing
Verve ot
Logic Health
ABI Solutions
ORS
OT Group
Sea Change

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Reduce time spent on tasks

Reduce time spent on tasks

Reduce time spent on day-to-day and administrative tasks

Focus on client care

Focus on client care

Free up time to focus on client care

Build your business

Build your business

Efficiencies, easy reporting and client management to help your business run smoothly

Get the occupational therapy emr that will take your business to the next level

Billing

Billing

Create billings for clients and associate them with appointments. Choose your "bill to" receiver. Invoice with multiple billings, or on an individual appointment/case basis. Run a "Bill to" report to see how much has been billed against certain funders or clients.

Appointment Scheduling

Appointment Scheduling

Schedule appointments and view them in the calendar view. Add details to appointments such as client details, assigned employee(s), buffer times before and after the appointment for travel or similar, new billing details, case notes and more. Make telehealth appointments with ease.

Create & Send Invoices

Create invoices based on billings. Easily select billings or costings to be applied to the invoice and click create invoice to auto generate the invoice with your invoice template (including your business logo). The invoice sync's with Xero or QuickBooks so it is also reflected there too. Send and bulk send invoices from iinsight.

Text Message Reminders

Text Message Reminders

Sent text message reminders for appointment confirmation's and reminders. Send directly to your clients phone to have them reply Y/N to confirm their appointment. Also send email reminders too. Cancelled appointments will show in iinsight as cancelled.

Notes and Documentation

Notes and Documentation

Create case notes, user notes and admin notes for cases. Create case/progress note templates and input those templates into case notes for employee's to fill in. Upload documents in 32 different file formats to iinsight as templates to use in reports or invoices - or to add to a case. Email documents to clients when necessary from within iinsight.

Reports

Reports

With 39 different reporting types for cases, employee performance and financial reports, you can generate reports at any time and get immediate insight into your business.

Forms

Create internal and external client onboarding and referral forms. Embed the form on your website and receive entries of that form into iinsight. Edit form fields. Link form entries to creating new cases in iinsight.

Over $80million invoiced through iinsight per month

Access iinsight via any device.
Cloud emr for proud OT's.

iinsight mobile app

Mobile App

iinsight web app

Web App

Log in wherever, whenever.

The most advanced-security OT emr.

The most advanced-security OT emr.

  • HIPPA Compliant
  • ISO27001 Compliant
  • ISO9001 Compliant
  • PIPEDA Compliant
  • GDPR Compliant
  • Data Encryption
  • ONC Certification in progress
Rest assured your business will be compliant, and your data safe and secure.

Sick and tired of expensive software development, ongoing software costs or other systems that don't have all the features you need?

How do you solve this problem?
iinsight®.
Advanced emr software goodness.
Advanced emr software

The Next Level...

Workflows

Workflows

Create workflows within iinsight. Workflows are a series of tasks completed in a particular order to achieve a specific goal. Use iinsight to create the best workflows for the unique needs of your practice and ensure the whole team is following your standardised processes.

Timesheets

Timesheets

The timesheets module gives you an overview of the number of billable hours an individual employee has made versus the number of hours they have worked. You can see this at the total number of employees level too, therefore determining how much the business has billed versus hours worked all together for all employees.

Finance

Finance

The finance module within iinsight is an accessible module with a finance overview of invoices, costs, adjusted costs, appointments (in log format), financial integrations and emailed transactions. You can see invoices that have been sent and not paid, paid and not yet sent within this finance dashboard.

User Permissions

User Permissions

Set granular user permission controls for user access, views and modifications. Control access to certain functions and features. Great for hiding/showing certain functions or features for different roles.

Templates

Templates

You can create your own custom template's which pull the variables you need from within iinsight and places those variables onto the document you want to generate. For example, if you require a document export on a weekly or monthly basis, simply select the template you want to export and it will populate it with the clients data onto that document.

iinsight®'s powerful admin console. Manage, configure, and permissions

iinsight's powerful admin console. Manage, configure, and permissions

Manage users, teams, offices, roles, groups, form fields and system fields, profiles, granular permissions for users, availability for employees and much much more.

Online and onboarding forms

Online and onboarding forms

Create advanced forms online for your business website to receive client data referrals into iinsight. Create onboarding forms for your physical premises. Customise these forms to suit your business requirements.

Set appointments with ease.

Create appointments and assign them to employee’s. View appointments in the calendar view. Associate appointments with billing, case notes, categories and create status’s. Add descriptions to the appointment, create telehealth zoom meetings, add buffer times before and after appointments for things like travel or set up. Buffer times are viewable in the calendar for that employee’s appointment.
Set appointments with ease.

What comes with your iinsight® platform?


Unparalleled support. 24/7 ai and live chat support.


Unparalleled support. 24/7 ai and live chat support.


Click the chat widget in the bottom right corner of iinsight anytime to have your questions answered.

Immediate conversation responses

Immediate conversation responses

24/7 support

24/7 support

Easy support ticket management

Easy support ticket management

Power Bi, API Connection and Integrations

iinsight can integrate with Power Bi. iinsight has an API connection. There are existing integrations available with iinsight. Our Xero and QuickBooks integrations allow for easy finance management, meaning you don’t have to go between the two systems and duplicate invoicing or reconciliation.
Power Bi, API Connection and Integrations

FAQ

Yes, iinsight supports exports to Microsoft 365 programs like word, excel and for some files to an outlook email message. You can also export to images and PDF.
Yes. Most of iinsight’s customers, unless a new start up or sole trader, will have legacy systems, sometimes with large volumes of data. iinsight has setup, onboarding and migration process where we can migrate your existing system to iinsight. Please contact us to discuss your specific requirements.
Yes you can. Simply create and save your progress note template within iinsight and add these to cases.
Yes. iinsight is available on IOS and Android devices.
Yes. Access iinsight anywhere, from any device, whenever.
iinsight operates in 7 countries worldwide.
It’s best to book a demo with iinsight and discuss pricing on that call. No matter the size of your business, from start up, single sole trader to medium to enterprise with many divisions and employee’s – iinsight can offer attractive pricing to suit your requirements.

Do you want insight into your business at any time with easy management and scheduling too?

Get iinsight now.
Get iinsight now

Arrange a demonstration
of iinsight®

USA - Arrange a demo - OT USA page

Start 14 day trial

USA - start 14 day trial - OT USA page

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