Introducing Neurofit to a New Client — Case Managers & Insurers

For case managers, disability management professionals, and insurance-funded providers using Neurofit to track client functioning between remote check-ins.

Who this is for

You're managing clients remotely — primarily by phone or video — and your contact time is limited. You need structured, objective data to track how clients are functioning between check-ins, support return-to-work (RTW) assessments, and document progress for claims, funding decisions, or insurer reporting.

Neurofit fits into this model as a structured home practice tool that generates real performance data without requiring in-person sessions to collect it.

Common client profiles in this context:

• Acquired brain injury (ABI) — MVA, workplace injury, or medical event
• ADHD in working-age adults — attention, planning, and task initiation challenges
• Anxiety or stress-related executive dysfunction — reduced concentration, disorganization
• Post-COVID cognitive effects — processing speed and memory complaints
• Mental health conditions with cognitive components — depression, burnout, PTSD

At a Glance

The guiding principle

Neurofit gives you a measurable window into how a client functions during the 99% of time you're not with them.

For case management and insurance contexts, the clinical value isn't just cognitive training — it's behavioral evidence. How a client approaches structured tasks, whether they follow through on assigned work, how consistent they are over time, and how their performance trends across weeks — these are functional indicators that speak directly to work readiness, daily living capacity, and treatment adherence.

Assignment compliance is itself clinically meaningful. A client who consistently engages with structured assignments is demonstrating the same skills required to sustain employment: self-initiation, task follow-through, and tolerance for cognitive demand. A client who avoids or abandons tasks reveals a different functional picture — one worth discussing directly.

How to introduce it

Since in-person walkthroughs typically aren't possible, your phone or video check-in is where the framing happens. Keep it brief and functional — this isn't a product pitch, it's a clinical instruction.

What to say on the call:

"I'm going to set you up with a short cognitive exercise program you can do at home. It takes about five minutes, a few times a week — you just log in on your computer. I'll be able to see how you're doing between our calls, and it gives us something objective to refer to."

Immediately after the call: Send the invite from your Dashboard while the conversation is still fresh. The client receives an email with the subject line "[Your Name] invited you to Neurofit" and a direct link to log in at activity.neurofit.ca.

Critical: Tell the client on the call to expect the email and check their spam folder if they don't see it. Neurofit invite emails occasionally land in spam — a heads-up on the call eliminates the most common reason invites go unopened.

Setting up the first assignment

For RTW and functional capacity contexts, start focused and low-pressure. You can adjust any setting at any time from the client's profile.

Tip: A schedule the client can actually follow is more valuable than a comprehensive one they abandon. Start lighter than you think necessary — first-session data will tell you whether to increase demand.

What the data gives you

Neurofit generates multiple data streams relevant to case management and insurance documentation:

At-risk flags are automatically surfaced in the Dashboard when a client shows declining performance, missed sessions, or non-participation — so you don't need to manually monitor every client's data to catch early warning signs.

Organisation view — if you manage multiple clients across a caseload, the Organisation page shows engagement trends, attendance, and top responders across all active clients at a glance — without opening individual profiles.

Report generation — generate a single PDF from any client's profile page combining all charts and data for a selected date range. Attach directly to a claim file or share with a treatment team. Raw CSV export is also available for organizations with their own reporting templates.

Using data in case notes and reports

Neurofit data is exportable as a formatted PDF report or raw CSV from the client's profile. Both formats are appropriate for inclusion in case files, insurer reports, or RTW documentation.

Sample language for case notes:

"Client completed [X] Neurofit sessions over [Y] weeks targeting attention and executive functioning. Assignment completion rate was [Z]%. Performance in [domain] showed [improvement/stability/decline] of [%] over the period. Self-reported mood trended [up/stable/down]. Engagement pattern suggests [consistent self-initiation / inconsistent follow-through — relevant to RTW readiness assessment]."

For funding or claim submissions, Neurofit's published outcomes support the clinical rationale for the intervention: 61% improvement in memory, 28% improvement in attention, and 81% improvement in processing speed based on peer-reviewed evidence.

Common challenges

"I can't do an in-session walkthrough — it's a phone relationship." That's the norm for this segment. The call framing above is designed for exactly this. If the client has questions after receiving the invite, direct them to the Neurofit Help Centre or the client-facing login guide at activity.neurofit.ca. Most clients can navigate the first login without assistance.

"They said they'd log in but still haven't after a week." Reference it directly on the next call — "Did you get a chance to try that Neurofit exercise I mentioned?" — not as a nudge but as a natural check-in. If they confirm the email never arrived, ask them to check spam. If it's genuinely not there, contact Neurofit support to verify delivery.

"Their status shows 'Pending' — does that mean they got the email?" Pending means the invite was sent and likely received, but the client hasn't clicked the link yet. It does not confirm the email was opened. Accepted status updates once the link is clicked. Follow up on your next call if status remains Pending for more than a few days.

"I want to check on progress without scheduling a call." Log in to your Dashboard and open the client's profile. Performance trend data, session counts, and completion rates are visible at any time. You can generate a report or export CSV for your records without the client being present.

"I need to add several clients at once." Use the bulk upload option (CSV template) from the Client List page. This is faster than adding clients individually when onboarding a larger caseload.