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EHR and practice management for mental / behavioral health

Wait List + Referral Management for Mental Health / Substance Use

What do you do when you have a sudden influx of referrals and not enough open intake slots? What happens when a specific department or service that your organization provides is full and no longer accepting new referrals? 

Many agencies find themselves managing a Wait List or a Referral List on paper, or spreadsheets. This may work for some companies – but large or particularly busy offices likely experience frustration at the lack of reporting options, duplicate entries, and general inefficiency that comes with such work-arounds.


Integrated EHR Wait List + Referral Management

Upon hearing about our customers’ struggles to manually maintain their wait list, we wanted to offer them an efficient, streamlined solution – integrated right into their mental health EHR software. Our developers got to work configuring an option that would electronically connect the calendar, wait list management, and agency data. 

Using the PIMSY Wait List, our customers are able to track and manage data for prospective clients or referrals BEFORE they become a “client” registered in the system and attached to a provider’s case load. This feature gives you the ability to apply “tags” to potential clients, track demographics, upload documents, record insurance and eligibility info, and many other bells and whistles. 

Once you are ready to move someone from the Waiting List to a caseload, you simply click one button, which then automatically converts them to an “Active Client” and moves all the information entered or completed on the Wait List into the newly created chart. With PIMSY, you also have the ability to pull Global Reports based on the Wait List using “tags” or other demographic data. 

If a potential consumer on the Wait List does not become an active client (maybe they changed their mind about service or sought help elsewhere), the information from their referral stays in the system’s database. If this same consumer presents again for service in the future, you can simply access their prior Wait List information and update as needed. 

Wait List Feature Demo

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Using a feature like this, PIMSY clients are able to see a very precise timeline of service delivery from start to finish. Mental health standards and regulations continue to evolve and are moving toward measurable service delivery and outcomes. We strive to support our customers by providing tools that allow their data to be measurable and reportable, and our Wait List is one of the many ways PIMSY meets this need.  

How Can We Help?

We want to hear from you! What type of needs does your agency have? Are there tasks that you struggle with or have become too large to handle manually? Give us your issues and we will provide you with solutions: 877.334.8512 // This email address is being protected from spambots. You need JavaScript enabled to view it.

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Kudos from Clients

  • Seth H.

    “PIMSY more than pays for itself by streamlining my office, improving efficiency and reducing billing times. I would recommend PIMSY to anyone looking for a good EMR company that will help you implement its program and help you with any questions you have along the way.”

    ~ Seth H., Business Owner

  • Karen B.

    “Love PIMSY! So much quicker to complete notes and easier for everyone working with clients to know current authorizations and track units.”

    ~ Karen B., Therapist

  • Dr. Carmen L.

    “I am extremely appreciative and am so glad I decided to go with PIMSY versus the other options I was considering. I was singing your praises to a colleague of mine today who is feeling overwhelmed with her paper process. I highly recommend all of you.”

    ~ Dr. Carmen L., Program Director

  • Kim T.

    “We are now functioning at a 50% faster recovery rate for money and a 50% lower denial rate. You should really give the PIMSY team time to demonstrate for you personally.”

    ~ Kim T., Business Director

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