EHR Automation

How Automation Works in an EHR 

Automation in PIMSY is applied across multiple departments and modules, utilizing a variety of tools, including settings, AI-driven processes, and seamless integrations. This results in intelligent workflows that handle repetitive administrative tasks, allowing providers to focus more on patient care. 

Automated Features in PIMSY EHR 

Scheduling & Reminders 

• Automated communication: auto-generated appointment confirmations and reminders. 

Intake & Documentation 

• Intake Assistant: screens and matches clients to providers based on location, availability, and payer. 
• Paisly AI Assistant: generates notes from what it reads or hears in the session. 
• Client Portal: assigns eForms to new clients and reminds them when it’s time to update previously completed forms. 
• Automated Measures: automatically assign, score, and report on standard or custom measures and assessments. 

Billing & Claims Processing 

• Automated Billing: enables the automatic submission of professional, secondary, and institutional claims, along with automatic payment posting. 
• Billing Matrix & Exceptions Handling: automates specific rules, modifiers, and behavior. 
• Specialty Toolkit: automatically creates per diem claims upon meeting requirements for IOP, PHP, PRP, and Psych Testing claims.  
• Automated Scrubbing: includes built-in error detection and invalid data warnings. 
• Insurance Verification: Real-Time Eligibility (RTE) and automated Batch verification. 

Renewals 

• Client Renewals: reminders for various clinical items, including treatment plan review and other documentation updates, expiring or low-unit alerts for authorizations, lab results, and many others. 
• User Reminders: reminders for various HR items, including credentialing due dates, licensure updates, trainings, etc.

Medication Management 

• ePrescribe: electronic prescribing including EPCS and PDMP with automatic drug interaction checks. 
• eMAR: electronic Medication Administration Record with dosing reminders and auto decrements for pill inventory. 
• Inventory Management: management and tracking of medication inventory, including patient-bottle matching via QR or barcode scans and system pill counts for accountability and storage audits. 

Workflows 

• Tasks: automatically create and assign tasks for various actions including medication refills, client communications, daily charting & nurse notes, and many others. 
• Alerts: secure internal communication hub including system generated alerts, warnings, and reminders. 
• Supervision: ensuring notes are compliant has never been simpler with our dual-signoff workflows. 

Laboratories 

• Orders: create electronic orders that are automatically sent to each lab. 
• Results: results auto-populate each client’s chart with staff alerts to review. 
• Options:  limitless options with close to 500 labs from which to choose. 

Frequently Asked Questions 

Q. How does automation benefit mental health organizations?  

Automation helps reduce repetitive administrative tasks, thereby reducing manual work and allowing clinicians to focus more on patient care. This, in turn, improves efficiency, reduces errors, and enhances compliance.

Q. Are PIMSY’s automations customizable to my practice’s specific needs?  

Absolutely. Automations are critical and can be configured to align with your practice’s unique workflows and requirements, further enhancing efficiency. 

Testimonials 

“We love how customizable PIMSY is. While other systems in the same price range may be a bit more user-friendly, they are highly cookie-cutter in nature and lack the customization options that PIMSY allows. We found that other systems that allow similar customized features were MUCH higher in cost. These features allow us to run unique reports and gather very specific (and extensive) data for research efforts. We also felt the amount of development time included in the startup rates were very generous.”
Megan J., Chief Operating Officer 

“The lab integration is amazing! I was able to download 25 UA results today with a single click, and all of them successfully populate into the appropriate client record. So valuable when you think about the time & labor that used to be required – before we had PIMSY – to manually label & scan each one into the system!”
Max M., Business Services Manager 

“PIMSY’s functionality improves every year with insightful integrations that continue to make running a busy mental health office easier. PIMSY helps our business to grow successfully.”
Jen G., Operations Manager

“For years, we were forced to use a very clumsy & rudimentary system. We asked PIMSY to design a new EHR that fits our needs, and it has been great. PIMSY is much more user-friendly, and it performs the tracking and notification requirements that we need.”  
Raymond T., Psychiatrist and Agency Owner 

Facing increased demands with no time to spare? 

You’re probably facing the same challenges that impact all behavioral health providers – increased need for care, extensive documentation, and limited resources. PIMSY streamlines workflows through advanced automation, enabling clinicians to focus on patient care while enhancing efficiency and minimizing errors.