With the growing number of multidisciplinary teams working on case files within IINSIGHT, release v6.5.0 brings you the following feature enhancements focused on giving you greater control over the management and user visibility of Documentation and Case Notes on your cases:
Further information on all of these can be found in the sections below.
Should you have any questions about this release and/or the functions contained, please don’t hesitate to contact your local Support Team.
Enable/Disable Documentation Labels per Service Contract
Often not all Document Labels are required or appropriate for all your cases or services. With release v6.5.0 you now have the ability to be able to enable and disable the Document Labels per Service Contract to avoid the use of incorrect organisation labels by your users and make their system view neater.
The control of this can be found in the Charges > Service Contracts in a new service contract settings tab called Document Labels:
Within this tab you can select the Document Labels you wish to be active and visible on any cases assigned to the Service Contract by using the Enable and Disable buttons:
If you attempt to Disable a Document Label on a Service Contract that already has documentation assigned to it you will receive a warning notification before any changes are made:
By clicking OK in this warning, you agree that any documents currently signed to the label selected will be removed from this label. Should you reenable this label again in the future no historical documents will have remained linked (please note the documents will still stay on the case and NOT be deleted).
Selecting Cancel / X will cancel disabling the selected label on the Service Contract with no changes.
Restrict visibility of Documents & Document Labels on a Case by users Role
In addition to the above outlined ability to control Document Labels by the Service Contract, you further control these for specific users based on their Role.
Setting Document Labels by Role allows you to restrict the following:
Prevent a user from seeing / accessing any documents that are not in a label their Role(s) has access to.
Only allow a user to assign documents to labels their Role(s) has access to.
Remove from the users view any labels their Role(s) doesn’t have assigned.
These can be set in the same Role Setup area that you currently control the other Role permissions for the Service Contract(s) Options under a new tab called “Document Labels”:
New Document Label for “Unlabelled” documents
A new system level Document Label has been created called “Unlabelled”.
Any documentation that has no other label assigned will be shown within this label allowing your more easily ensure your documentation is all organised and labelled on a case as required.
Stop a user viewing or creating “Unlabelled” documentation
To support some further control of “Unlabelled” documents, in addition to the new label created, a new user permission has been created under the User Modify permissions, in both the Manage User and Manage Profiles admin areas, called “Can view/add “Unlabelled” documents”:
If this permission is Disabled on a user's account (as in the image above), it will:
Prevent a user from creating a document without assigning a label
Prevent a user from seeing any current documentation that is “Unlabelled” and remove the label from their view in the Documentation area.
Control the visibility of Documentation on a Case based on Author, Role and/or Approval Status, via new user permissions
With more multidisciplinary teams working on cases within the system it became apparent that the current visibility of Documentation on a case (where a user would see all documents), was too broad for certain types of users.
As such in this release we have introduced a number of more granular user permissions which allow more control over the documentation that a user can see on a case:
Can see all documents (based on enabled service contract labels)
Can only see own documents
Can only see documents within the same Roles(s)
Can only see “Approved” documents created by other Employees
IMPORTANT: These permissions will work in addition to the Document Label restrictions that can be applied in the Role Setup on a Service Contract outlined above here, so it is possible to have multiple levels of control. |
These permissions can be found in the User View permissions, in both the Manage Users and Manage Profiles admin areas (please note these are only visible after the “Can view the Documentation tab” permission has been Enabled):
“Can see all documents (based on enabled service contract labels)” permission
This is the default permission Enabled when you first allow access to the Documentation tab on a user account, and is the same behaviour as existed in the system prior to release v6.5.0 where a user will be able to see ALL documents within the Case List > Documentation tab on a case (outside of other Service Contract / Role label controls introduced in this release).
“Can only see own documents” permission
When this level of permission is selected a user will only be able to see documents in the Case List > Documentation tab where they are the Author on the document (all other documents will not be accessible to the user):
“Can only see documents within the same Role(s)” permission
When this level of permission is selected a user will only be able to see documents in the Case List > Documentation tab which are assigned to the same Role(s) as they are (all other documents will not be accessible to the user):
“Can only see “Approved” documents created by other Employees” permission
This permission can be applied in addition to the other permissions where the user could have the ability to view documentation created by other employees:
…or…
When this permission is Enabled, it will mean that any documents that have an Author that is another employee, the user will only have access to those which are “Approved” (all other documents will be not accessible to the user):
Independent Case Notes user view permissions for the User Notes, Admin Notes and Case Log tabs
Historically on IINSIGHT, when a user had access to the Case List > Case Notes area of a case they would be able to see the User Notes, Admin Notes and Case Log tabs.
New permissions have now been added to the User View permissions in both the Manage User and Manage Profiles areas to allow for you to be able to control the access to each of these tabs independently.
The permissions are:
Can view User Notes
Can view Admin Notes
Can view Case Log
If the permission is Enabled, the user will have access to the tab and be able to see the note / log information within (dependent on addition other permissions managing the content of these areas).
If the permission is Disabled, the user will NOT have access to the tab.
For example, if the permissions were set to the below on a user's account:
…their view would show as having access to the Admin Notes, but the User Notes and Case Log would be removed:
Control the visibility of specific User Notes on a Case based on Author or Role, via new user permissions
Just as with the documentation features announced above, as more multidisciplinary teams are seen to be working on cases within the IINSIGHT it the current visibility of the User Notes on a case (where a user would see ALL notes), was too broad for certain types of users.
As such in this release we have introduced a number of more granular user permissions which allow more control over the User Notes that a user can see on a case:
Can only view own User Notes
Can only view User Notes assigned to the user’s Role(s)
Can view all User Notes
IMPORTANT: No matter which of the above is selected, the user will ALWAYS be able to see User Notes they are the Author on, as these are more often than not going to be linked to a billing and required for their Timesheets etc. also. |
These permissions can be found in the User View permissions, in both the Manage Users and Manage Profiles admin areas (please note these are only visible after the “Can view User Notes” permission has been Enabled):
“Can only view own User Notes” permission
When this permission is Enabled, a user will only be able to see User Notes in the Case List > Case Notes tab of which they are the Created by (all other User Notes will not be accessible to the user):
“Can only view User Notes assigned to the user’s Role(s)” permission
When this permission is Enabled, a user will only be able to see User Notes in the Case List > Case Notes tab of which they are the Created by…AND…those which are assigned to the same Role(s) (all other User Notes will not be accessible to the user):
“Can view all User Notes” permission
When this permission is Enabled, it results in the same behaviour as existed in the system prior to release v6.5.0, where a user will be able to see ALL User Notes within the Case List > User Notes tab on a case.
”Cost Summary & Clinical Notes Report” moved to the Case List > Costs tab
Historically the Cost Summary & Clinical Notes Report was accessed / exported from within the Case List > Case Notes area.
This however has now been moved to the Case List > Costs tab where it is more relevant (as this is a more cost driven report), and allows for costs data to still be reported on in conjunction with the User Notes whilst maintaining the level of restriction required for the new user permission introduced during this release:
