IINSIGHT 6.2.6

1. Internal Use IINSIGHT 6.2.6 Release Notes 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: •Service provider ID •Claim number •Instructing entity name •Agent/insurer number •Referral date •Referral type •Primary Injury Type •Claimant address postcode •Date of injury •Work status code – at referral •Certified work capacity - hours •Rehabilitation providers billing location postcode •Worker contact date •Appointment date •Appointment location postcode •Service performed •Service requested budget •Budget spend to date •Payment classification number •Certified work capacity at month end – hours •Work status code current •Report issued to instructing entity date – assessment services only •Additional services recommended flag •Service Provision closed flag •Service provision closed date Please note that a new article on the Knowledgebase will be created to describe the ‘iCare Report’ in more detail. Be Software International Pty Limited | ABN 69 108 074 746 | www.iinsight.biz Page | 1

2. Internal Use New field available in Case list/Client tab called Client Location which links to Google maps 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. Be Software International Pty Limited | ABN 69 108 074 746 | www.iinsight.biz Page | 2

3. Internal Use 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: Be Software International Pty Limited | ABN 69 108 074 746 | www.iinsight.biz Page | 3

4. Internal Use The Case Additional InformationTab also links the ‘Appointment Location’ to Google Maps in the same way: Export All Documents to a Zip file Feature 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: Be Software International Pty Limited | ABN 69 108 074 746 | www.iinsight.biz Page | 4

5. Internal Use 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: Be Software International Pty Limited | ABN 69 108 074 746 | www.iinsight.biz Page | 5

6. Internal Use The Document/s selected then Export to your ‘Downloaded Reports’ section as a .Zip file: Documentation Tab – The Multiple Button has been replaced with ‘Upload’: The ‘Upload’ button lets you drag multi documents into the ‘Multiple Document Upload Window’ as above. Be Software International Pty Limited | ABN 69 108 074 746 | www.iinsight.biz Page | 6

7. Internal Use Plans/Program Enhancements There are now 3 Different Plan Types available to choose from: •Service Based Plan •Total Sum Plan •Charge Code Based Plan (as below) 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: Be Software International Pty Limited | ABN 69 108 074 746 | www.iinsight.biz Page | 7

8. Internal Use Be Software International Pty Limited | ABN 69 108 074 746 | www.iinsight.biz Page | 8

9. Internal Use The Plans are now much more user friendly to ‘Edit’ etc: Be Software International Pty Limited | ABN 69 108 074 746 | www.iinsight.biz Page | 9

10. Internal Use 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: Be Software International Pty Limited | ABN 69 108 074 746 | www.iinsight.biz Page | 10

11. Internal Use Multiple Documents can now be added when you create a new billing 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: Be Software International Pty Limited | ABN 69 108 074 746 | www.iinsight.biz Page | 11

12. Internal Use Upload documents from your PC: When you are happy with your selection select ‘Submit’ and the documents will go to your Documentation Tab. Be Software International Pty Limited | ABN 69 108 074 746 | www.iinsight.biz Page | 12

13. Internal Use 2 New Printing Options (naming conventions) available for Invoices converted to PDF: We now have 2 new additional printing options (naming conventions) available for ‘Exporting individual PDF files from the Invoices Report’: •‘Client Name, Claim No.’ •‘Claim number, Client Name, Invoice No.’ Be Software International Pty Limited | ABN 69 108 074 746 | www.iinsight.biz Page | 13