Overview
School Management allows an organization to easily identify, track, and run reports on clients
who are of school age or who receive school-based services. Schools can also be used for service locations when agencies are school-based. When this applies, please make sure you list a nine-digit zip code for the school address.
Required Permissions and Prerequisites
- This article is in reference to our Desktop application
- Please assign the Create, Modify, View, and Delete permissions for the following rule(s):
- School
Step-by-Step Instructions
Step 1: Navigate to the Menu
From the top navigation menu, go to:
Administration > School Management
Step 2: View or Add a New School
Select a School from the left-side panel to review a school entry. Its information will appear on the right-side panel.
OR
Add a new school by entering the school’s name, address, etc. in the applicable fields of the right-side panel. Click Save once completed. To begin a new entry, click New after saving the previous entry.
Step 3: Assigning Schools to Clients
Refresh your pick list by going to Utilities, then selecting Refresh Pick Lists. Any schools that were just added are now available for selection on the client. You may assign a school to a client on their Demographic tab.
When a clinician picks the service location of "03 - School", PIMSY will refer to the school listed in the client's chart, and attach the physical address from the School Management into box 32 of the HCFA CMS-1500 claim form for seamless billing.