
AutomatedRenewalTracking
Renewals and Compliance Management Software
Tracking renewals for certifications, compliance items, and training deadlines can be overwhelming for mental and behavioral health organizations. With varying service definition requirements, form deadlines, and employee training schedules, staying on top of these responsibilities is no small task. PIMSY’s Renewal feature simplifies these processes by automating all renewal tracking for your practice. Whether it’s managing staff licensure, credentialing due dates, or client paperwork updates, this feature helps organizations stay organized and proactive.
What Can You Track with PIMSY’s Renewal Feature?

Client Documentation & Medical Records
Track and manage client documentation and medical records in real time, including paperwork updates, eForms, and clinical documentation such as assessments and treatment plans.
Employee Credentials & Training
Track expiring certifications, licensure updates, credentialing due dates, training requirements (CPR, CPI, HIPAA, etc.), and compliance reports.
How it Works

Automated Reminders
Eliminate manual processes with automated reminders that send timely alerts for upcoming events, whether for staff renewals or client documentation.

Customizable Intervals
Set reminders based on the specific renewal schedule of each requirement.

Centralized Platform
Consolidate renewal tracking in one place to efficiently manage due dates and identify overdue items. With real-time insights, staff can quickly assess upcoming deadlines and take steps to meet industry standards while improving operational efficiency.

User-Friendly Interface
Easily navigate renewals using our intuitive system. Built with key features like automated notifications and data protection, this interface simplifies internal policies and workflow management.
Benefits for Mental Health Providers
Regulatory Compliance Monitoring
Ensure your team meets regulatory requirements and stays compliance audit ready.
Reduced Administrative Burden
Automated renewals free up team members’ time, allowing them to focus more on patient care and less on paperwork.
Enhanced Client Trust
Maintain accurate, up-to-date records to foster confidence, trust, and reliability in client relationships.
Proactive Management
Stay ahead of deadlines with automated reminders and tracking, preventing last-minute documentation issues.
Client Testimonials:
“PIMSY is a great software for behavioral health facilities! It’s updated frequently based on the demands of the industry.”
“PIMSY’s functionality improves every year with insightful integrations that continue to make running a busy mental health office easier.”
FAQs:
Setting up renewals is quick and straightforward. Simply navigate to the Renewals section, select the type of renewal you want to track, and set the preferred reminder intervals. This ensures your team stays on top of important deadlines with minimal effort.
Yes! Renewal intervals can be fully customized to fit your organization’s needs. Set alerts for specific time frames—such as every 90 days, six months, or annually—to keep documentation and credentials up to date.
Track renewals for both clients and staff, including:
- Compliance items
- Credentialing due dates
- Licensure updates
- Employee training certifications
- Clinical documentation deadlines
By automating renewal tracking, organizations can avoid potential risks associated with expired credentials or missing documentation.
Absolutely! PIMSY EHR is designed with user-friendliness in mind, making it easy for staff to manage renewals without extensive training. The interface is intuitive and comfortable, ensuring a seamless experience.
Using compliance tracking software helps your practice:
- Automate compliance tasks to reduce manual workload
- Stay ahead of regulatory requirements
- Improve efficiency by centralizing renewal management
With a compliance software solution in place, your team can focus on providing high-quality care while minimizing administrative burdens.
Compliance requirements help organizations meet regulatory statutes and avoid severe consequences such as fines, penalties, or service disruptions. A compliance management tool supports mental health practices in following regulatory guidelines to protect both clients and staff.
Schedule a Demo
Never miss a renewal deadline again. Automate tracking, reduce administrative work, and keep your practice running smoothly. Request a demo to see how our intuitive, time-saving solution can simplify renewal and compliance management. Let’s work together to provide exceptional care for your patients!