Overview
Managing group services is simplified through the use of Client Groups in PIMSY. By creating and maintaining a Client Group, you can efficiently document and manage group services in just a few steps, eliminating the need to enter documentation individually for each group member.
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):
- Client Group
- Client Groups Add New Clients to Group
Step-by-Step Instructions
Step 1: Navigating to Client Groups
From the top navigation menu, go to:
Clients > Client Groups
Step 2: Creating/Modifying a Client Group
To create a new Client Group, type the name in the Client Group field and click Save. To add clients to the group, simply double-click the name of the client in the Unassigned Clients list to move them to the Assigned Clients list.
To add all clients at once, click the Add All button. To remove all clients at once, click the Remove All button.
Step 2: Update Existing Client Groups
To edit an already existing client group, select the name of the group from the Client Group dropdown. Double click on the right hand side to remove clients from the Assigned Clients group, sending them to the left hand side. Or to assign clients, double click on their name on the left hand side under the Unassigned Clients, to send them to the Assigned Clients. Click Save in the top right corner and exit.
Step 3: Additional Items
To check a client’s eligibility, click once on the appropriate client name, then click the Eligibility button. This feature is only available for ClaimMD users.
To add documents for the group, use the Documents button in the lower right corner.
If your agency has a Q&A built for the client group, click Additional Details to view and complete it.
To generate a C-CDA, simply click the Generate C-CDA button.