Overview
In PIMSY, managing groups is made easy using User Groups. A User Group is created and maintained in order to easily manage groups in a few easy steps rather than documenting separately for each individual group member. User Groups are an efficient way to create specific groups according to who is in network with specific payers, or who works at specific locations, as well as by grouping by specialties.
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):
- User Group
Step-by-Step Instructions
Step 1: Navigating to User Groups
From the top navigation menu, go to:
Administration > User Management > User Groups
Step 2: Creating a New Group
To create a new user group, simply type the name of the new group in the User Group field and click Save in the middle of the window.
If you are editing a group, select the name from the User Group dropdown box. To rename a group, first, check the Edit Name box, followed by typing the new name in the User Group field, and then Save.
Step 3: Assigning Users
To assign users, simply double click the user’s name in the left panel (Unassigned Users), which will move their name into the right panel (Assigned Users).
To remove a user, you can double-click on a name in the box on the right to move it to the Unassigned Users panel, or to remove everyone and begin anew, you may use the Remove All button. Proceed by double clicking on the appropriate people to move them over to the Assigned Users, and click Save and exit.
Step 4: Refresh Pick Lists
Once your user group has been created/updated, go to Utilities and select Refresh Pick Lists. This will disperse your update to all user's for utilization.