The Case List displays all cases that you currently have assigned to you. Each case can be viewed and modified by selecting it in the list and changing the properties in the right-hand pane.

The right-hand pane of the 'Case List' contains the case tabs, which are used to manage the detailed information related to the selected case according to the categorisations detailed below. The interface and functionality of each of these tabs is largely identical, however, each tab is responsible for a different aspect of the selected case.

Contains detailed information regarding the client associated with the selected case. This includes the client's identity, address and contact information. This is always displayed at login.

Contains detailed information regarding the case itself, including the identity of the referrer, the requirement of the referral, details of the company or organisation to be billed, and a variety of important details that dictate the status and behavior of the case. This includes the case status, the individual and team to which it has been assigned, rules for case documentation and controls to enable or disable access to the case information by 3rd party organisations.

Contains information that could be helpful, which includes information about a referrer and referral reason, when the initial contact with the doctor commenced and when the follow-up date is due. This tab can be disabled for all users if not required.

Contains controls to search, create, view, edit, or delete notes regarding the case. These can be authored by users, or added by the Iinsight system as automatic records of activities. The Case log is included here as an audit trail of actions on the case.

Contains controls to search, create, view, edit or delete documentation regarding the case. While the case notes take the form of simple text recorded to be referenced exclusively within the Iinsight system, the case documentation takes the form of complex, detailed documents prepared in Microsoft Office formats and which can be automatically pre-populated with case details dependent on the available document templates.

Contains controls to search, create, view, edit, or delete contacts associated with the selected case.

Contains controls to search, create, view, edit, or delete activity and item costs associated with the selected case.

Contains controls to search, view, create, delete, and print accounting activities in the form of invoices, payments, adjustments, and refunds.

Contains controls to search, create, delete, and view estimates associated with the currently selected case. It is through this tab that the user is also able to define the current goal associated with the case.