Overview
There are many items in the pick list area that may make this section look overwhelming. Handle it one at a time, and you will have your system set up the way it needs to work for your practice. You likely won't edit every item, but they are all available in case you need them for your company.
Required Permissions and Prerequisites
- This article is in reference to our Desktop Application
- You will need to look through the profile management rules and decide which rules will need to be applied to certain profiles so they can access/and or modify specific categories of the Pick List Management
Step-by-Step Instructions
Step 1: Navigate to Pick List Management
From the top navigation menu, go to:
Administration > Pick List Management
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Pick List Management is divided into six main categories:
- All
- Client Demographics
- Client Misc.
- People/Contact/Addresses
- Billing
- Other
Each section has information that you will need to review or complete.
Step 2: Viewing a Pick List
Review every item in Pick List Management. Some tabs will need additional input that is specific to your company. Other tabs are pre-populated. It is good to go ahead and familiarize yourself with the format and available options.
Step 3: Making Changes and Creating New Pick Lists
For the purposes of this article, let’s look at the Document Types section of the Pick List Management.
The rows that are highlighted in yellow cannot be edited.
To add a document type, go to the bottom blank line and fill in the Name, Description (optional), and check the Active box if you want this new type available in all new client charts.
The DocumentTypeID will be added automatically upon hitting Save. You cannot edit this, as it is an internal ID PIMSY assigns to that pick list entry.
- Scroll over to the right and complete all applicable columns. Here are the options for Document Types:
- Add to New Clients – Check to automatically add document type to new clients
- Add to New Users – Check to automatically add document type to new users
- Is Fillable Word Template – Check to signify if the document is a fillable word template
- Show in Portal – Check to allow document type to show in the portal
- Persistent On Client Portal – Check to make document type always remain available to fill out in the portal
- If Word Doc Allow Editing – Check to signify the document is an editable MS Word document
Go to Renewal Sub Type, Client Check List and Division pick list categories to edit the dropdowns.
Be sure to save after every change to a pick list.
Additional Information
Please note each Pick List Category will host its own assortment of options.
When you make changes to a pick list, you also need to go to the Utilities menu and click Refresh Pick Lists to see your changes in the system.
VERY IMPORTANT: You must click Save on each topic if there is a change made on that topic page.
Remember, if you need to further edit items in the pick list, your PIMSY Administrator can go back anytime to make changes in the system settings.