PIMSY Training
You will find training videos and written instructions to help you learn how to set up and use PIMSY EHR. This section is regularly updated with new articles & videos. If you need help with something you can't find, please contact your PIMSY Administrator.
Desktop
- ★ Renewals - Desktop
- ★ Scheduler User Specialty Tags - Desktop
- ★ Q&A Scoring - Desktop
- Tasks - Desktop and Provider Portal
- Tags - Desktop and Provider Portal
- Q&A and Document Notifications and Renewals
Portals
Client Portal
Misc Articles
- ★ JaaS Integrated Telehealth Troubleshooting Guide
- ★ Dr. First
- ★ Clearing Your Cache (article)
- Digital Rx & SureScripts (article)
- PIMSY Security
- Document Management (article)
Getting Started
- ★ Copying folders over from Mac OS to your Microsoft RDP
- ★ Installing PIMSY (article)
- ★ PIMSY Requirements (article)
- .net Download (link)
- Remote Desktop Protocol for Apple & Droid Devices (article)
- Removing PIMSY version 6.0.10 (article)
Telehealth
- ★ Telehealth for Providers (article)
- ★ Telehealth for Providers (video)
- ★ Telehealth for Providers (PDF)
- ★ Telehealth User Setup (article)
- ★ Telehealth User Setup (PDF)
- ★ Telehealth for Clients (PDF)
Important News
Printable Materials
- Tasks
- Take Payments Quick Guide
- Pick List Management
- Document Management
- Provider Portal
- Diagnosis Codes for Released Notes
Administration Menu
- New Schedule Preferences Update
- User Management (video)
- Insurance Companies, Payers, Charge Types (video)
- Insurance Companies, Payers, Charge Types (article)
- Inventory Management (videos)
- Inventory Management (article)
Calendar
Clients Menu
- Client Management (video) Part I
- Client Management (video) Part II
- Client Management (video) Part III
- Client Management (article)
- Audits & Surveys (article)
- Auto Note Creation (article)
Financial Menu
- Take vs Make Payments (article)
- Financial Reports (article)
- Running Payroll (article)
- Billing Insurance 837 Files (article)
- Entering Insurance Payments Manually (article)
- Importing 835 Files Electronically (article)
Reports Menu
Utilities Menu
- Alerts (article)
- Generic Referral Intake Excel File
- Company Q&A (article)
- Messaging (article)
- Requests (article)
- Utilities Menu Items (article)