Check out the interactive video below to learn how to set up a user group in desktop.
In PIMSY, managing groups is made easy using User Groups. A User Group is created and maintained in order to easily manage groups in a few easy steps rather than documenting separately for each individual group member. User Groups are an efficient way to create specific groups according to who is in network with specific payers, or who works at specific locations, as well as by grouping by specialties.
Required Permissions and Prerequisites
- This article is in reference to our Desktop application
- Please refer to our article on How to Set Up User Groups to learn more
How to Set Up a User in Desktop
Watch this interactive walkthrough to see step-by-step instructions for creating a new user in the Desktop application.