Optimize Your Process by Using Workflow

Assign, Remind, Escalate and Approve

The i-Sight Complaint & Incident Tracking Software is configured to precisely fit your requirements. Customized workflow rules ensure that the right people are kept in the loop – and that nothing falls through the cracks. Compared to an off-the-shelf case management system, i-Sight helps your team work faster and achieve better results.

Use i-Sight functions such as automatic notifications, case/task assignment, reminders, follow-up tasks, approval requests, inactivity alerts and escalations to ensure proper management of patient complaints and incident investigations.

Workflow Rules to Optimize Case Management

  • Notifications/Assignment: Automatically notify and assign new cases to the appropriate patient relations or compliance representative.
  • Reminders: Set task or action due dates with built-in email reminders
  • Inactivity Alerts: Automatically notify managers if there is no activity on case for a specified number of days
  • Escalations: Overdue cases and actions generate escalation email notices to managers
  • Approval Requests: Create notices requesting/providing approvals
  • Fully customizable: Create any other business rule to help optimize your case management process


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