Desktop
Desktop related content such as articles, videos, and instructional guides
Financial / Billing
- How Can I Create a Paper Claim?
- How to Assign Forms to a Billing Code
- How to Access the Credit Card Details Report
- How Do We Manually Download EOBs to Post in PIMSY?
- How to Maneuver the Invoicing Screen
- How to Add a Balance Forward in PIMSY
Administration
- How to Create a New User
- Interactive Walkthrough: How to Use Faxing in Desktop
- Interactive Walkthrough: How to Set Up User Groups in Desktop
- Interactive Walkthrough: How to Set Up a User in Desktop
- Interactive Walkthrough: Resetting a User's Password
- Interactive Walkthrough: Creating a Client Chart in Desktop
Provider Tools
- Interactive Walkthrough: How to Use Alerts in Desktop
- Interactive Walkthrough: How to Create Forms in Desktop
- Interactive Walkthrough: How to Send Messages in Desktop
- Interactive Walkthrough: How to Generate Statements in Desktop
- Interactive Walkthrough: How to Manage Profiles in Desktop
- Interactive Walkthrough: How Do I Set Up My Organization and Locations in Desktop?
Clinical
Provider Dashboard
- Interactive Walkthrough: How to Use Pick List Management in Desktop
- How to Navigate the Administration Menu
- How to Navigate the Financial Menu
- How to Navigate the Clients Menu
- How to Navigate the Utilities Menu
- How to Navigate PIMSY's Main Menu
Calendar and Scheduling
- How to Edit a Recurring Appointment Series
- How to Schedule an Appointment
- How Do I Print My Schedule?
- How to Color Code the Calendar
- How to Interpret Calendar Appointment Icons
- How to Use Telehealth