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How to Create Requests

Overview

PIMSY makes communication between users simple and efficient. When you need another staff member to complete a task, submitting a Request is an effective way to ensure it gets done. Whether it’s verifying a client’s insurance, obtaining a treatment plan signature from another clinician, or handling any other item in the system that you cannot complete yourself, using a Request helps manage and track these tasks smoothly.

 

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):
    • For users to create requests, send them to other staff members, and fulfill requests received from colleagues:
      • Request Can Fill
      • Request Type…(Pick List)
    • For users responsible for setting up and managing request types:
      • Request
  • Settings:
    • -42  ALERTS - Send alerts when new Requests are made to the User group for the Request Type
    • -43  ALERTS - Send alerts when to requestee when Requests are completed
    • -580  REQUEST - Auto Create Note when Completed
    • -581  REQUEST/COMMENT/TASK/eMAR - Auto Create Note Category

 

 

Step-by-Step Instructions

 

 

Step 1: Create User Groups

First, you need to create a User Group for users who can receive and fulfill specific types of requests. For example, if the request involves insurance verification, set up a User Group comprising the staff responsible for insurance verification. 

Refresh your Pick lists under the Utilities menu.

 

 

Step 2: Pick List Management

Go to: 

Administration > Pick List Management

In the search bar, filter for Request Types. 

Select an existing request type or create a new one by entering it on the blank line at the bottom.

Choose the User Group authorized to fulfill the request. Click Save.

When a user with request creation privileges logs into PIMSY and clicks the Requests button on the home page, they can create new requests or manage existing ones.

 

 

Step 3: Auto Note Creation

PIMSY can automatically generate notes when a Request is completed. This feature requires setup by your PIMSY Champion.

Go to System Settings and set the following:
    -580 when True, will automatically create a note when the request is completed
    -581 when True will determine what category of note will get created. Progress or Assessment (Note: This is set to "Progress" by default. We recommend changing your value to "Assessment")


Ensure the appropriate billing code(s) have been created and assigned to the client(s) or user(s).

Only one billing code can be applied per request, but multiple requests can be completed in a single day. To allow this, check the Allow Multiple Notes Per Day box in the Billing Code column of the Billing Codes screen.

 


 

 

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