IINSIGHT 5.1.0 Release Notes

1. IINSIGHT 5.1.0 ReleaseNotes • We are delighted to announce the release of the new iinsight5.1.0. • The main highlights of this new releaseare: • New Billing Window – Allows users to add costs using only onewindow. • 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 claimnumber. • Attended and Not Attended Charge Codes are nowavailable. • Two New Reports are Available: Non-Attendance Report and Case OutcomeReport. • 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 ofInvoices • Better Grouped InvoiceSupport. • Workcover Rounding Costs Per DayFeature. • New BillingWindow • 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 andItems. • The new Billing window is accessible in 4 areas as shownbelow: • Case List/Costs Tab/BillingButton: Case List Main Menu/BillingButton:

2. Timesheets menu/BillingButton: Finance Menu/Costs Tab/BillingButton: 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 belowexample:

3. Limitation Feature forCosts You can now limit the amount of activities and items per case or claimnumber. 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 thiscost. 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 caseonly. Attended and Not Attended ChargeCodes 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 clickon the Codes tab/New and select Not Attended in the drop down box for Type as shownbelow:

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 detailedbelow. NewReports • 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 asexamples. • 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 dataincluding: • 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 companyhas. • Numbers of Attended/Not Attended sessions each Bill To and/or Bill To companyhas • Numbers of Attended/Not Attended sessions each Service Contracthas. • To access the new Non-Attendance Report in iinsight. You require permission in the Admin/Manage Users/User View tab as shownbelow:

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 isbuilt: 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 shownbelow:

7. Case OutcomeReport 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 thefollowing: 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” asoutcome. • OutcomeSettings • 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 befollowed. • In the Options Menu/Common Lists Tab/OutcomeRate: • Add successfuloption. • Add un-successfuloption. 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 shownbelow:

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 isbuilt: There is also a bar chartavailable:

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 forMac. A New Add-on for Microsoft Office 2013 64 bit is NowAvailable 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 Helpicon: Faster Printing ofInvoices

12. Printing existing invoices is now from 3 to 60 times faster depending on the characteristics of eachdatabase. • 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 withthis: • An error message will be given when printing a grouped invoice in the individual Case/AccountTab: • 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 othercases: 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 invoicecharge. If you go to the Options Menu/Financial Settings/Enable daily rounding setting in Service Contract asbelow:

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 thearrow:

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 automaticallyapplied.