Overview
The Organization Management section is for setting up your organization's information such as locations, Federal Tax ID, License, NPI numbers, maintaining documents and more. The information here will be used for processes like billing, service locations, etc.
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):
- Organization
- Organization Documents
Step-by-Step Instructions
Step 1: Navigate to Organization Management
From the top navigation menu, go to:
Administration > Organization Management
Step 2: Main Tab - Enter Important Information
The first page of Organization Management will be the Main tab. This area includes fields for all your organization's important and basic information.
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Some key fields include:
- Name
- Federal Tax ID #
- License #
- NPI #
- Taxonomy #
- Web Address
There is also an area to input a Home Page Message for your organization's home screen message, as well as an area to upload your logo for reports and portals.
Step 3: Organizations Tab
Similar to the Main tab, the Organizations tab provides an area to list any sub-organizations that your organization may have.
To create a new organization, enter all relevant information for the sub-organization in the right panel and then hit Save. To create another consecutive organization, click the New button and then enter any relevant information. Be sure to save after each organization is created. Please note, multiple Organizations is only available on the Platinum plan.
Step 4: Divisions Tab
Divisions are a method of breaking up service lines in order to provide greater control in the system quickly and efficiently. List the different divisions of your practice or different types of service. Divisions are used for reporting purposes as well as group assignments. If multiple programs are utilized, set them up as divisions.
To enter a new division scroll to the blank row at the bottom of the grid and enter the name in the Name column. Next, enter a Description (if desired). The Active check box will automatically check on initial save. If the item should be a default division, check the Default checkbox. Next, select a Division Category from the dropdown. You may add a User Group if using setting -95 to prohibit users from seeing client's assigned to a division they are not a member of. You may enter an NPI Number if applicable.
Step 4: Locations Tab
The Locations tab provides an area for your organization to list all site addresses. It is very important to enter the 9 digit zip code for each location as this is required for electronic billing.
Enter all relevant information for the new location and Save. To create another location, click the New button and then enter all relevant information. Please be sure to click Save prior to adding another location.
You can add rooms (offices) and bed information per location here as well. These can be utilized when scheduling. Any listed rooms / beds will show on your appointment and allow you to search for available rooms at different locations using PIMSY's scheduler.
Step 5: Documents Tab
The Documents tab is the final tab listed in Organization Management, which provides an area where you can upload company documents.