PIMSY Helps Simplify Taxes
by Kori Hale + Leigh-Ann Renz, 2.27.17
One of PIMSY's most powerful capabilities is its robust reporting. While it offers many benefits to clinicians (think customizable notes that integrate the treatment plan goals + receiving an automatic alert from the front desk when your client is ready to be seen + not allowing an expired authorizations code to be used), PIMSY is an especially powerful tool for mental health practice management.
Imagine being able to easily run reports that show:
> how many times a particular client no-showed in a given month
> which clinicians are late releasing their notes - and how often it happens
> the total balance due (with transaction details) for a patient - or agency
> which CPT authorizations are about to expire or run out
See how PIMSY can help you turn data into usable information to help better support your providers - and better serve your clients.
Tax season is upon us, and a great example of how detailed practice-wide reporting can help you is tax documentation. For example, say one of your clients comes in wanting to know everything they've paid during the past year for their taxes. PIMSY can do it! With just a few button clicks, your front desk staff can easily print the "Client Statement Lite” and provide the requested data to the patient.
Let's say your accountant wants a breakdown of all income for the year by payer - no problem! Or: the CPA wants to see how much a clinician received from a particular insurance company. Easy peasy: PIMSY's Payroll Module assembles the non-billable calendar activity data + all paid billing + all notes where the employee was the reviewer - into three separate grids. From here, PIMSY aggregates the data and calculates payroll for each staff member, including PTO tracking.
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