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Provider Portal (article)

PIMSY Provider Portal

Summary:          

PIMSY now offers access to a portal specifically developed for our PIMSY providers. From the portal, providers can fully utilize the PIMSY calendar and have access to Alerts, Requests and Payroll.

How to access the Provider Portal:

You can reach the Portal via a web browser, such as MS Internet Explorer (IE) or Chrome. The Support team will provide your web address and login information. Your web address will be:  https://[company acronym].pimsyportal.com

You can also go to the Links menu in your main PIMSY and click on PIMSY Portal

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Calendar (Home)

When you first log into the Provider Portal, you will see your calendar for the current day. You can easily switch to week or month.

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FIELDS & BUTTONS

The left/right Arrows will change the view forward or backward from day to day, week to week or month to month.

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T today – changes the current view to the current day

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New Appointment – opens a new appointment window; the fields in this window work the same way as a PIMSY My Sal Calendar appointment window in your main PIMSY. See instructions below for Edit and New Appointment.

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Dashboard

The Dashboard contains important daily information just like the Dashboard in your main PIMSY. This window shows a synopses of Latest Alerts, Requests, Payroll and more, that are related to the user logged into the portal.

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Samples:

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Refresh – reloads the current calendar windowproviderPortal02.JPG

month-week-day – changes the calendar view to a full month, a week or a day at a time.

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The background color for an appointment can be customized from the edit window.

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Clients

To access your client charts, click on Clients in the menu on the left. The client charts contain the same features found in your main PIMSY.

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Note List

When you click on the Note List button on the menu, a new window appears where you can view all of your clients’ progress or assessment notes. You can also View a Report. If you click on the Note number, you can edit the note unless it has been released.

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Alert

In this section, you can send Alerts to other Users. Just as in your main PIMSY, enter your Message and select the recipients by double-clicking names on the left to add them to the list on the right.

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See your Dashboard to view Alerts you have received.

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INSTRUCTIONS

New Appointment

Click on the New Appointment button on the calendar or double-click on a time slot. Complete all fields required and Save. The new appointment window works the same way as your main PIMSY.

Notice the Note, Recurrence and Take Payments buttons are grayed out. If you are creating a note from the Calendar New Appointment button, when you have completed at least the Client Name and Billing Code, Save the new appointment in order to access the grayed out buttons. The Note section works the same way as the Notes in your main PIMSY.

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Edit Appointment

Select an existing appointment and click Edit to make changes.

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When you click to edit an appointment, a window opens with options and details about that appointment. Make changes as needed and Save.

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Use the Delete button to remove an appointment.

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Notes

New Notes

New notes are created from the Appointment window on the calendar or from the Notes tab in the client’s chart.

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First the system will ask what type of note you need.

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Progress Note

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Assessment Note

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Edit Notes

You can edit Notes from the Appointment Edit window, the Note List or from the Client’s Chart.

Open the Note List and click on a note number on the left.

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When you have finished making changes to the note, Save at the top right. You can also Delete a note from this window.

Take/Make Payments

The PIMSY Provider Portal has a couple of areas where the User logged into the portal can Take Payments if that feature is permitted in their profile.

Edit SAL

When you open an appointment to edit, there is a Take Payments button which opens a window where you can receive the client’s payment. This payment applies to the appointment selected. This payment will be reflected in your main PIMSY.

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Complete the required fields for the form of payment to be processed and click Process Payment. Click on Save this Card to your Profile to safely save the credit card information for this client to the PIMSY system for future reference.

Client Chart

Open the Clients area from the menu on the left. Select a client and go to their Statement tab.

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You can take payments here in two ways:
1) If you click on the Make Payment button to collect a payment for a client, it is a general payment on the account. This payment will also be reflected in your main PIMSY.

2) Click on the PAY button on the left to complete the transaction. This payment is applied to a specific invoice.

 

If you have questions or problems concerning the Provider Portal, contact our Support Team for assistance: support@pimsyehr.com or 877.334.8512 ext 3

 

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