In PIMSY, managing group service is made easy using Client Groups. A Client Group is created and maintained in order to easily document and manage group service in a few easy steps rather than documenting separately for each individual group member.
Client Group – name of the client group being created/edited
Active – this group is active in the system
Default – this group is set to be default
Edit Name – allows the name of the group to be changed without creating a new group
Desc – a description for the group (optional).
Unassigned Clients – clients who are not yet assigned to the selected group
Assigned Clients – clients who have been assigned to the current group
Save – save the current configuration of the group selected
Delete – remove the selected client group
Add All – add all unassigned clients to the assigned clients group.
Remove All – removes all clients from the current group.
Docs - add documents to all client charts in the group at one time. Example: allows family members to be grouped together to share various documentation.
Go to Clients > Client Groups
If you are creating a new group, simply type the new name in the Client Group field and click Save in the middle of the window. If you are editing a group, select the name from the Client Group dropdown box. To rename a group, type the new name in the Client Group field, check the Edit Name box and click Save.
To add client(s) to the group, double-click on a name in the left box to add it to the box on the right. To remove a client, you can use the Remove All button or double-click on a name in the box on the right to move it to Unassigned Clients.
To add documents to a group, click on the Docs button at the bottom of the window. See Document Management for details.
Dr. Jones at the ABC Therapy Group facilitates a domestic violence group on Thursday afternoons. The DV group is large and Dr. Jones’ scheduler uses the PIMSY calendar to quickly and efficiently manage the group. She has created a reoccurring appointment and assigned the DV client group to the 5:00 p.m. every Thursday appointment. PIMSY has autogenerated this appointment and attached it to every client’s calendar assigned to the DV client group for Thursdays at 5:00 p.m. with Dr. Jones. Dr. Jones also utilizes the Client Group area to add documents to each client chart all at one time.
If you cannot find what you need in this article, please contact Support (email) or call 877.334.8512 ext. 3.