IINSIGHT 5.1.0 Release Notes

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IINSIGHT 5.1.0 Release Notes

• We are delighted to announce the release of the
  new iinsight 5.1.0.
• The main highlights of this new release are
• New Billing Window Allows users to add costs
  using only one window.
• Limitation Feature for Costs - Do you have
  insurance? Does your insurance policy restrict
  you to the amount of times you visit your
  dentist each year? Now there is a Limitation
  available in iinsight too! You can now limit the
  amount of activities and items per case or claim
  number.
• Attended and Not Attended Charge Codes are now
  available.
• Two New Reports are Available Non-Attendance
  Report and Case Outcome Report.
• FireFox is Fully Supported.
• A New Add-on for Microsoft Office 2013 64 Bit is
  now available and all existing features will be
  present in this new version.
• Faster Printing of Invoices
• Better Grouped Invoice Support.
• Workcover Rounding Costs Per Day Feature.
• New Billing Window
• 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 Main Menu/Billing Button
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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
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Limitation Feature for Costs 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 time
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. Attended and Not Attended Charge
Codes Have you ever waited for a patient that 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
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New Reports
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 a period of
time. As an example, you may choose to limit up
to 3 not attended billings (codes) for a period
of 12 months. These settings are also used for
new reports detailed below.

• Non-attendance Report
• 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. In
  order to help users find where to diminish the
  not attendedrates, 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
• What types of referrals are coming through and
  how many Attended/Not Attended sessions that each
  type has (Grouped by Status prior to referral)
• Numbers of Attended/Not Attended sessions each
  Referrer and/or Referral company has.
• Numbers of Attended/Not Attended sessions each
  Bill To and/or Bill To company has
• Numbers of Attended/Not Attended sessions each
  Service Contract has.
• To access the new Non-Attendance Report in
  iinsight. You require permission in the
  Admin/Manage Users/User View tab as shown below

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Then when you have the required permission,
please go to the Reports Menu/Non-Attendance
Report to select the required criteria
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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
charges/charge code table as shown below
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Case Outcome Report 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
  NSWInsurance Co ABC have Work completed as
  outcome.
• Outcome Settings
• The case outcome report is based on closed cases
  only. The colour scheme to be used when showing
  data in the report depends on the success
  status of the outcome. As an example, 1 Return
  to Work rate is a bad thing (should be
  highlighted red) but 1 permanent disability
  might be green. For the colour scheme to work,
  some steps need to be followed.
• In the Options Menu/Common Lists Tab/Outcome
  Rate
• Add successful option.
• Add un-successful option.

In the Options Menu/Common Lists Tab/Outcome Rate
list/Status list, success for each outcome needs
to be mapped as below
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To access the new Case Outcome Report, you
require permission in Admin/Manage Users/User
View tab as shown below
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Then when you have the required permission,
please go the Reports Menu/Case Outcome Report to
select the required criteria
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Please see below a screenshot example after the
Case Outcome Report is built
There is also a bar chart available
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Firefox Web Browser Version 28.0 is Now
Supported Now, all major web browsers are
supported in iinsight Internet Explorer
versions IE9, IE10, IE11, Google Chrome
(Windows, Mac, iPad and Android), Safari
(Windows and Mac) and now Firefox for Windows and
Firefox for Mac.
A New Add-on for Microsoft Office 2013 64 bit is
Now Available A new add-on supporting Microsoft
Office 2013 64 bit is now available and all
existing features will be present in this new
version. This new Add-on is available for
download under the Help icon
Faster Printing of Invoices
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• Printing existing invoices is now from 3 to 60
  times faster depending on the characteristics of
  each database.
• Better Grouped Invoice Support
• 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
• An error message will be given when printing a
  grouped invoice in the individual Case/Account
  Tab

• When the option - 'Invoices Standard' is
  selected in Reports/Invoices, grouped invoices
  will not be displayed when clicking 'Build'.
• A grouped invoice can be deleted after
  confirmation as it may include other cases

Workcover Rounding Costs per Day 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
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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
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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.