Overview
In PIMSY, forms can quickly be assigned to specific billing codes (i.e. where a nutrition assessment might need to be assign for billing code 97802, but a 90792 assessment might require a biopsychosocial form).
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
Step-by-Step Instructions
Step 1: Navigating to Billing Codes
From the top navigation menu, go to:
Financial > Billing Codes
Step 1: Assigning a Form to a Billing Code
Select a billing code from the list and then click Additional Details.
Select the preferred forms from the Assessment Forms Required for Release picklist to be added to the billing code and then click Save. Forms saved to the billing code will appear in the right-side panel of the Billing Code Details window.
Please note: The Assessment form must have a form complete question assigned at the end of the form.