Overview
System Settings define how PIMSY is tailored to each practice. While default settings ensure the system works effectively out of the box, you can customize them at any time to better align with your practice’s specific needs.
Required Permissions and Prerequisites
- This function is only available on the Desktop application
- Please assign the Create, Modify, and View permissions for the following rule(s):
- Administration Menu View (Menu)
- Setting Menu View (Menu)
Step-by-Step Instructions
Step 1: Navigate to System Settings
From the top navigation menu, go to:
Administration > Setting Management > System Settings
Step 2: Viewing the System Settings
PIMSY has hundreds of settings that allow each site to tailor it specifically to their practice's needs. When first opening the Setting Management, the display is alphabetical based on the setting name. To make this project a bit more manageable, we recommend filtering for important settings such as "release" in the "Setting Name" to read settings regarding the release of notes and restrictions relating to that action, or "payroll" to read and adjust settings specific to the payroll module. Some other useful keywords include "alerts", "prohibit" (specifically as it relates to scheduling), statements, and authorizations.
Step 3: Making Changes to a Setting
The Default Value is the default system setting. You may change the behavior of your system by placing your new value in Your Value box. Click Save at the top left so the changed value will be implemented.
Please note it is best practice is to exit and reenter the system immediately to experience your changes implemented with your setting changes.