Your Rules, Your Way: Effortlessly
Tailor iinsight®for Your Company – No Developers Needed!
Make iinsight® dance to your tune! Edit contacts, permissions, and templates effortlessly – a customised experience without the complexity. Dive in and watch your business shine!
Save Time
With the ability to edit document templates with branding customisation, progress note/SOAP note templates, email & SMS reminder templates – your business can save time and reduce errors.
Efficient and Organised
Keep your business organised and improve efficiency with software that allows the settings to be customised to suit your business requirements, ensuring streamlined operations.
Control User Access
Granually manage user access for heightened security and improved operational control, contributing to a more secure business environment.
Edit form fields
Edit form fields for internal and external forms like client onboarding and referral forms. Embed the referral form on your website and link it to creating a new case in iinsight. Edit case form’s for employee’s to fill in when creating new cases, client (person) and client (company) information fields, client contact information form fields, additional form fields for HR and form fields relating to Goals and Progress.
Templates Galore: Your Brand, Your Style, Your Way!
With our platform, you’re not just using templates; you’re creating a unique identity for your business effortlessly. Edit document templates with seamless branding customisations, tailor progress and SOAP note templates to fit your workflow, and craft compelling email and SMS reminders that resonate with your audience.
Template management
Create templates for custom (system) forms, documents, reports, plans/budgets, financials or emails including prepopulation of client information.
Email and SMS templates
Create and customise email and SMS templates to send to your clients.
Case note templates
Create case note templates to pre-populate into case notes such as progress or SOAP note templates.
Craft Your Control: Customising iinsight User, Role and Teams Permissions
Take charge with iinsight’s user, roles and teams permissions customisations! Tailor access for your allied health team with over 200 permission settings. From case lists to finances, precision control is at your fingertips. Secure, adapt, and thrive with a software experience molded to your business needs – because in control, you excel.
