FAQs

Reports

• I need a report of items clients haven't reviewed in a certain amount of time
• Can I obtain a custom report that I don't see available under the reports tab?

Questions on Notes

• How do I release a late note?
• How do I make a quick communication type note?
• Can our office require dual sign-off on notes?
• Where do I start my note?
• Must I check both "Released for Review" and "Released," or just "Released?"

Calendar questions

• How to Print Schedules
• How do I add an appointment to my schedule?
• What does SAL mean?

Billing/CPT code/authorization questions

• Add a balance forward to PIMSY?
• Load your RA (835) file into PIMSY
• 3rd party software for paper claim submission
• Auths that have been made inactive are coming back as active the next day.
• I can't see the a particular billing code when I go to do a note.

Client / Patient Set-up & Misc Questions

• What is the best way to Take a Payment?
• How do I set up a new client?
• Treatment is completed for a client - how do I discharge them?

User set up questions

• A user can't bill after seeing a patient?
• I have a user who can't see the SAL, how do I fix that?
• Who do I call when I lock myself out of PIMSY?

PIMSY set up questions

• Uninstalling PIMSY
• Installing PIMSY
• Where can I find System Settings?
• How do I add an ICD code that isn't listed?
• I have a new computer - how do I install PIMSY?
• Things to Check When PIMSY Will Not install

Misc FAQ's

• Messaging Error Definitions
• PIMSY and Remote Desktop
• Installing PIMSY on Windows 8
• Diagnosis Not Printing on Receipt
• Adding PIMSY to a Tablet PC
• How do we download ERA(EOB) from clearinghouse?

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