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

1. 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/Costs Tab/Billing Button:
Case List Main Menu/Billing Button:

2. 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:

3. 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:

4. 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.
New Reports
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:

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

6. 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:

7. 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 “NSW:Insurance 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:

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

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

10. Please see below a screenshot example after the Case Outcome Report is built:
There is also a bar chart available:

11. 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

12. 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:

13. 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:

14. 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.