We are delighted to announce the release of the new iinsight 5.1.0.

The main highlights of this new release are:

It has never been easier to add new costs in iinsight as from version 5.1.0 and beyond, the new Billing window allows users to add costs using only one window without the user having previous knowledge of Activities and Items.

The new Billing window is accessible in 4 areas as shown below:

Case List/Costs Tab/Billing Button:

Case List Main Menu/Billing Button:

Timesheets menu/Billing Button:

Finance Menu/Costs Tab/Billing Button:

When you click on the Billing Button the drop-down box displays all the Activities and Items that were created in the Charges menu for that particular Service Contract including plan costs if applicable as per the below example:

You can now limit the amount of activities and items per case or claim number.

In the Charges Menu/Service Contract/Charges List there is a new check box for Limitation and if selected you can then choose from the Billings Limit drop-down box the amount of Limitations you wish to have for this cost.

There is also a new drop-down box for Limit Period which can either be selected to have No Renewal Date or can have a specific period such as 6 months/12 months etc as below:

The limitation is applied to all cases that share the same claim number, therefore, the limitation is enforced per claim. In cases that do not have a claim number, the limitation is applied to the case only.

Have you ever waited for a patient who has not attended one or more sessions? Users can now define charge codes specifically for “Not Attended” sessions or billings. To create Not Attended charge codes, in the Charges menu, you need to click on the Codes tab/New and select Not Attended in the drop-down box for Type as shown below:

You can also edit existing charge codes if you have already defined codes specific for not attended billings. This feature can be used in combination with the Limitation feature so you can have billings that are both marked as not attended and are also limited for some time. As an example, you may choose to limit up to 3 not attended billings (codes) for 12 months. These settings are also used for new reports detailed below.

Some IINSIGHT users intend to decrease the number of not-attended sessions. Trying to look at billing by billing and then identifying common characteristics in these not attended sessions might be an extremely time-consuming task. To help users find where to diminish the not attended rates, a new report has been added to IINSIGHT showing not attended rates optionally per Bill To, Service Contract or Referrer as examples.

This new report shows the numbers of attended billings and not attended billings within a given date range and calculates the not attended rate. With this report, users can see from which aspects they will need to implement a strategy to reduce not attended rates.

The report displays data including:

To access the new Non-Attendance Report in iinsight. You require permission in the Admin/Manage Users/User View tab as shown below:

Then when you have the required permission, please go to the Reports Menu/Non-Attendance Report to select the required criteria:

Please see below a screenshot example after the Non-Attendance Report is built:

The attendance calculation is performed using the attendance charge code setting. Before running this report for the first time, iinsight administrators need to set up this setting in the charges/charge code table as shown below:

There is a saying in management that states “What is not measured is not managed”. To help administrators to easily measure successful outcome rates and seek performance improvements, a new report is built. As an example, a report showing “Service Contract” performance will look like the following:

Please see the below example of a Case Outcome Report showing the “Service Contract” status:

In the above example, “Service Contract” is used as a “Grouping field” so all cases that have a specific Service Contract will be grouped per row and then calculations are applied for each group. In this example, 20% of closed cases for “NSW: Insurance Co ABC” have “Work completed” as the outcome.

Outcome Settings

The case outcome report is based on closed cases only. The color scheme to be used when showing data in the report depends on the “success” status of the outcome. As an example, a 1% “Return to Work” rate is a bad thing (should be highlighted in red) but a 1% permanent disability might be green. For the color scheme to work, some steps need to be followed.

In the Options Menu/Common Lists Tab/Outcome Status:

In the Options Menu/Common Lists Tab/Outcome Status list, success for each outcome needs to be mapped as below:

To access the new Case Outcome Report, you require permission in the Admin/Manage Users/User View tab as shown below:

Then when you have the required permission, please go the Reports Menu/Case Outcome Report to select the required criteria:

Please see below a screenshot example after the Case Outcome Report is built:

There is also a bar chart available:

Printing existing invoices is now from 3 to 60 times faster depending on the characteristics of each database.

Invoices of the type 'Group by Bill To' can contain multiple cases. These invoices should not be able to be printed as a standard invoice in a single case. To comply with this:

Workcover SA has requested that billings must now be calculated to the exact minute if the time taken for an activity is less than a 6-minute unit. This has resulted in us building a feature to enable a daily rounding per invoice charge.

If you go to the Options Menu/Financial Settings/Enable daily rounding setting in Service Contract as below:

Then go to the Charges Menu, highlight the Service Contract, and enable the checkbox for 6-minute daily rounding as shown below marked with the arrow:

After this is done, when adding or editing a cost in the case now using this Service Contract the daily cost rounding will be automatically applied.