Overview
PIMSY provides a filter tool in most areas of the software, allowing you to narrow your search based on specific parameters. This powerful tool helps you quickly locate and review precise information without having to sort through unrelated data.
Required Permissions and Prerequisites
- This article is in reference to our Desktop application
- Must have the profile rules related to the various areas you are searching. For example, if you are wanting to filter in the Invoice screen, you must have the Invoice View rule
Step-by-Step Instructions
Step 1: Navigating to a Filter
Filters can be accessed from many different areas within PIMSY. Anytime you're viewing a list of information, a report, or any section displaying data, the Filter option will appear at the top of the list alongside other tools. Simply look for the Filter button to access the filtering options.
Step 2: Filtering Options
When viewing the Filter window in PIMSY, you’ll see a range of options specific to the area you’re currently working in. While the available fields may vary, all filter boxes include the following three tabs:
Standard
Advanced
Saved Searches
Standard - The Standard filter includes all available columns related to the section you're working in. For example, the Client Area filter contains all fields found in the Client Management section. Use the fields in the filter box to narrow your search by entering specific criteria such as Last Name, Service Date, Primary Therapist and more. This allows you to narrow down the search to find the data you need.
Advanced - The Advanced tab provides options for how you want the system to interpret your search criteria. For example, you can filter for results where a name is Like “Smith”, Ends With “Smith”, or where the Primary Therapist field is Not Empty. When using the filter, both the Standard and Advanced tabs work together to refine your search. You’ll typically make selections across three columns:
The field you’re filtering (e.g., Last Name)
The condition (e.g., Equals, Like, Not Empty)
The value (e.g., “Smith”)
You’ll most often use the “Or” option to broaden your results. For example, if you want to find clients with either the last name Smith or Jones, using “Or” is appropriate.
When searching for invoices for three different insurance companies at one time, specify the following in the Advanced filter tab:
Results:
Saved Searches - If you frequently use the same filter settings, you can save your search for quick access later:
- Set your desired parameters in the Standard and/or Advanced tabs.
- Navigate to the Saved Searches tab.
- In the search field, enter a name for your saved filter.
- Click Save.
To use a saved search, simply select it from the drop-down menu in the Saved Searches tab and click OK. To delete a saved search, choose it from the drop-down and click the Delete button.
Note: You’ll need to close and reopen the Filter box to see the deletion reflected in the list. Saved searches are specific to your user log in and are not copied to other user's profiles.