Overview
The Physician Management area allows PIMSY administrators to enter and track all types of physicians in your system.
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):
- Physician
Step-by-Step Instructions
Step 1: Navigate to Physician Management
From the top navigation menu, go to:
Administration > Pick List Management
Step 2: Enter a New Physician
Enter all relevant information and then Save. Next, enter the physician’s address in the bottom row. Save again and exit.
Step 3: Contacts Tab
Any physicians that are entered in your Physician Management can be selected as the Preferred Physician or Referring Physician.
Please note, any time a physician is listed in the Referring Provider option, an NPI for that provider must be entered or the electronic claim process will error. This is not to be used as a tracking tool for outside agencies that refer. This entry is strictly for electronic billing purposes and populates box 17 on the HCFA CMS-1500 claim form.
Step 4: Misc. Contacts Option
Go to the desired client’s chart and select the Contacts tab. In the box toward the bottom of the screen, select the Choose Contact Type from the drop-down box.
Click on the Misc. Contact button, which opens the list of physicians in your PIMSY system. Select the desired physician and then Save.
Follow the same procedure to select another miscellaneous contact type for the client. Examples of some miscellaneous contact types:
- Family Doctor
- Non-parent Guardian
- Parole Officer
After you have entered all related miscellaneous contacts, Save and exit. To view the contact again, select the type and go to the Misc Contact button. The current assigned contact’s information window appears to indicate who the user is who is associated with this client.