Overview
The Financial menu provides a comprehensive set of tools for managing all financial-related tasks.
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):
- Billing Code
- Billing Code Prices
- Billing Code Group
- Financial Main View (Menu)
- Payroll
- User Payroll
- User Payroll…(User Management)
- Payment Method
- Invoicing Self Pay - Co Pay
- Client Billing Statements
- Client Eligibility
- Eligibility Electronic Verification
- Eligibility Electronic Posting (271 File)
- Electronic Data Exchange (submit)
Step-by-Step Instructions
Step 1: Navigating to the Financial Menu
From the top navigation menu, go to:
Financial
Step 2: Financial Menu Options
- Billing Codes - The Billing Code screen displays a complete list of all codes that can be documented within your system. This includes both clinical billing codes and administrative codes. You can view, modify, or enter new codes. To learn more about billing codes, check out our article on How to Create Billing Codes.
- Billing Code Matrix - The Billing Matrix screen displays all billing codes that have requirements differing from your system’s standard configuration in PIMSY. To learn more, check out our article on How to Use the Billing Matrix.
- Billing Code Groups - The Billing Codes window provides an easy way to view and manage billing code groups, as well as create new ones. It allows you to assign a specific set of codes to a single group, making it quick and simple to apply the same codes to a client. Check out our article on How to Create Billing Code Groups to learn more.
- Payroll Advanced - The Payroll Advanced screen displays the staff payrolls when utilizing PIMSY's Payroll feature which provides clinicians with reports in the provider portal. If any, unpaid payrolls will be displayed here. Check out our article How to Run Payroll in PIMSY to learn more.
- Invoicing - The Invoicing screen displays all active invoices in the system. From here, users can filter and view invoices, process payments, access the EDE screen, perform batch posting, and view invoice-related notes. To learn more, check out our article on How to Maneuver the Invoicing Screen.
- TOS Patient Liability - The Time of Service Patient Liability feature (TOS Screen) in PIMSY makes it easy for users across multiple locations to quickly identify client charges and process payments in real time. Check out our article on How to Manage TOS Patient Liability Report to learn more.
- Client Payments - The Client Payments screen displays all client charges and payments. From here, users can filter and view invoices, create new invoices, and export data for more detailed tracking. To learn more about payments, check out our article on How to Take Payments.
- Client Easy Payment - The Easy Pay window allows you to select a client and take a payment without the need to go to their chart or the calendar. Check out our article on How to Make as Easy Pay Payment to learn more.
- Statements - The Client Statement is a report that summarizes the current status of a patient’s account, including all paid and unpaid fees. Statements can be printed individually or in bulk for mailing to clients. Check out our article on How to View Statements to learn more.
- Eligibility - The Eligibility area is primarily used to create and send Batch Eligibility (270) files to your clearinghouse to verify client insurance eligibility. Check out our article on How to Check a Client's Eligibility to learn more.
- Reports - The reports in the Financial menu differ from those in the Reports menu. While the Reports menu contains pre-formatted options (some of which may not be available in all PIMSY applications), the Financial Reports focus specifically on company financial information, and allow for reports to be run based off a variety of dates. Check out our article on Navigating to Financial Reports to learn more.
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