iCare Report

We have created a brand new iCare Report which is a monthly report focusing on rehabilitation data such as referral information, injury, budget to date, work status etc.

A number of User Interface changes have taken place to accommodate the requirements for iCare and there are approximately 25 fields applicable for the iCare Report in the system:

Please note that a new article on the Knowledgebase will be created to describe the ‘iCare Report’ in more detail.

There is a new field available in the Case list/Client tab called ‘Client Location’ which links to Google Maps, when you select a point on the map it pre-populates the location you selected to iinsight.

If you would also like directions to get to the selected location you can choose to ‘Open on Google Maps’ as below:

Please note – (as above) we have also added a ‘Care Of’ field above the street address for any clients that need to use a ‘Care Of’ option.

This automatic location population is also available in the Contacts tab when creating a new contact, as before when you select a point on the map it pre-populates the location you selected to iinsight:

The Case Additional Information Tab also links the ‘Appointment Location’ to Google Maps in the same way:

There is a very useful new feature for users to be able to ‘Export ‘All Documents’ in the Case List/Documentation Tab to a Zip file’.

If you go to the Case List/Documentation Tab and choose the ‘Select documents to export’ button as below:

You then see a new button available ‘Export the selected documents’ as below:

You can select ‘All documents’ at once by checking the box in the top left hand side as marked by arrows below:

The Document/s selected then Export to your ‘Downloaded Reports’ section as a .Zip file:

There are now 3 Different Plan Types available to choose from:

Each of these Plan choices also gives you an additional option of having either a ‘Monetary Based’ or ‘Time Based’ Plan:

Charge Code Based Plans

‘Charge Code Based Plans’ have a feature whereby when you are adding costs to a plan it ‘sub totals the costs by charge code’ so you can always quickly check how much you have available/spent on each charge code at a glance:

The Plans are now much more user friendly to ‘Edit’ etc:

To ‘Edit’ a plan now you select ‘Add Activities/Items’ (as marked with an arrow below) the below example is of a ‘Service Based Plan.’

After you have selected ‘Add Activities/Items’ you can then change the amount for any of the Activities/Items already created (also marked with an arrow below).

You can add new Activities/Items to the plan and you can now have specific end dates for individual Activities/Items with individual Activity/Item reminders (also marked below), that can finish before the plan end date:

Multiple Documents can now be added when you create a new billing.

There is a new ‘Add Document(s)’ check box available when you create a new Billing:

One or more documents can be added to the new Billing as below (you can add ‘Document Templates’ and/or Upload Documents from your pc):

Add Templates:

Upload documents from your PC:

When you are happy with your selection select ‘Submit’ and the documents will go to your Documentation Tab.

We now have 2 new additional printing options (naming conventions) available for ‘Exporting individual PDF files from the Invoices Report’: