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Requests (article)

Summary:

PIMSY makes it easy to communicate between users. If you need another staff member to do something a Request is a great way to manage whether or not it gets done. If you need an insurance verified for a client, a treatment plan signed by another clinician or any other item in the system you as a requestor can’t do yourself, a request is a great way to handle it.

Fields & Instructions:

First, there must be a User Group for those users who can receive and fulfill certain types of requests. If your request is for Insurance Verification, create a user group for those individuals who do Insurance Verification. To do this, go to Administration > User Management > User Groups.

USER GROUP ASSIGNMENT

User Group – create a new group by typing the new name or edit a group by selecting an existing one.

Active – check this to make the group active in the system.

Unassigned Users –list of users to choose from for your group. Double-click to move users from side to side.

Assigned Users – list of users in the group. Double-click to remove.

PROFILE SETTINGS

Profiles will need to be set up so users can manage request creation, sending requests to other staff members and fulfilling requests for other staff members.

You will need to create a new or edit an existing profile for those who will set up the request types. Be sure to add the appropriate rules and Save for the user who manages the requests:

  • Request Can Fill   (Allow users to fill a request)
  • Request Create (Allow a user to make a new request for something)
  • Request Delete (Allow a user to delete a request)
  • Request Modify (Allow a user to modify a request)
  • Request View (Allow a user to view and access the request area)
  • Request Type Create (Pick List)     (Allow a user to create a request type in the pick list set up area)
  • Request Type Delete (Pick List) (Allow a user to delete a request type in the pick list set up area)
  • Request Type Modify (Pick List) (Allow a user to modify a request type in the pick list set up area)
  • Request Type View (Pick List) ) (Allow a user to see and access a request type in the pick list set up area)

Create a new or edit an existing profile for the request senders and receivers. They will need the following rules:

  • Request Create (Allow a user to make a new request for something)
  • Request Delete (Allow a user to delete a request)
  • Request Modify (Allow a user to modify a request)
  • Request View (Allow a user to view and access the request area)

PICK LIST MANAGEMENT

Filter for Request Types.  

Select an existing request type or create a new request type on the bottom blank line, select your User Group that can fulfill the request and Save.

When a user with request creation privileges logs into PIMSY and clicks on the Requests button on the home page, a request can be created or managed.

When a user makes a request for something it will automatically send an alert to all the people in the user group that can fulfill that request.

Users will only see requests in the list that they made or that they can fulfill.

When a user fulfills a request for another user and marks it completed, it will send an alert to the user who created the initial request letting them know it is done.

Use Case:

A therapist at ABC Therapeutic Group is about to create a note for a client when they discover the client doesn’t have any auths in their chart. The therapist sends a request to the insurance department staff asking for the auths. The insurance department receives the request and assigns the task to a user. When the person has completed the task, an alert goes back to the original requester. Once the therapist receives a notice that the request has been fulfilled, the note can be created.

Related Articles:

If you cannot find what you need in this article, please contact Support (email) or call 877.334.8512 ext. 3.

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