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How to Navigate the Administration Menu

Overview

The Administration menu provides tools to manage the core setup and configuration of PIMSY. From here, administrators can manage users, customize system settings, oversee audit trails, manage organizations and schools, and configure payers, charge types, and other essential administrative functions that keep the system running smoothly.

 

Required Permissions and Prerequisites 

  • This article is in reference to our Desktop application

  • Please ensure you have been assigned the appropriate profile for administrative tasks

     

 

Step-by-Step Instructions

 

 

Step 1: Navigating to the Administration Menu 

From the top navigation menu, go to:

Administration

 

 

Step 2: Viewing the Administration Menu 

  • Organization Management - 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. Please check out our article on How to Use Organization Management to learn more.

 

  • User Management - User Management includes user-specific tools like:

    • User Personnel Folder - Like Client Management, this area focusing on Users. Create, view, and manage users and their information. Check out our article on How to Create a New User to learn more.

    • User Renewal - This screen lists all active user renewals that coming due or are already past due. To learn more check out our article on How to Manage and Create Renewals.
    • User Groups - Like client groups, user groups can be created, viewed, and modified. Check out our article on How to Set Up User Groups to learn more.
    • User Schedule Preferences - The User Management area allows the administrator to define which days/times the user prefers to work. To learn more, check out our article on How to Set Up User Schedule Preferences.

    • Reports - View either the Productivity Report and User Payroll reports.

    

  • Profile Management - Create and manage user profiles with set rules to control what level of access a user has in PIMSY. To learn more about profiles, check out our article on How to Create and Assign Profiles.

 

  • Q&A Set Up - Q&A (questions and answers) Set Up has the following options:

    • Q&A Question Set Up -  Q&A (questions and answers) modules allow you to create your own customized fields and forms throughout the system. To learn more about setting up forms, check out our article on How to Create and Setup a Q&A Form.

    • Q&A Pick List Management - The Q&A Picklist Management area allows for the setup and usage of picklists within the Q&A. To learn more about setting up Q&A Picklists, check out our article on How to Setup Q&A Picklists for Form Building.

     

  • Pick List Management - The Picklist Management area allows for the setup and usage of picklists within the system, such a document types, renewals, diagnosis codes, and more. To learn more about Pick List Management, check out our article on How to Use Pick List Management.

     

  • Setting Management - System Settings define how PIMSY is tailored to each practice. While default settings ensure the system works effectively out of the box, you can customize them at any time to better align with your practice’s specific needs. To learn more about system settings, check out our article on How to Use System Settings.
  • Audit Management - Audit Management provides a complete audit trail of all actions taken within the system

  • School Management - Like Organization Management, School Management allows an organization to easily identify, track, and run reports on clients who are of school age or who receive school-based services. To learn more about School Management, check out our article on How to View and Add Schools.

 

  • Insurance Co., Payers, Charge Types - The Insurance Co., Payers, and Charge Types screens provide tools to track all funding sources, including grant-funded programs, patient responsibility, and third-party payers through the payer list. To learn more on this topic, check out our article on Create Insurance Companies, Payers, and Charge Types.

 

  • Physician Management - The Physician Management area allows PIMSY administrators to enter and track all types of physicians in your system. To learn more, check out our article on How to Add and Modify New Physicians.

 

  • Inventory Management - With PIMSY Inventory Management, medications provided by your practice and/or brought by your clients, can be entered and tracked here. This feature allows for dosing and/or inpatient dispensing. Materials and their respective containers may be set up and tracked as well. To learn more, check out our article on How to Use Inventory Management.

 

 

 

 

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