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Custom notes and clinical templates

PIMSY’s custom documentation features ensures that your electronic notes match exactly the way you need them to. From custom note templates to pre-populated assessment templates, we have you covered.

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Simplified intake management 

It all starts with client registration and intake. Our Intake Assistant allows your clients to easily complete a self-guided intake and find a clinician near them who is a good fit.

Intuitive, customizable, and able to be embedded directly on your practice’s website. 

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Customizable notes

PIMSY’s EHR allows for unlimited customizable note templates to support whatever note formats work for your practice and your various clinical programs, including documentation requirements for various complex mental health programs, including SOAP notes, BIRP notes, Psychosocial Rehabilitation programs, and various clinical assessment templates. 

Documentation library 

Choose from our library of clinical assessment and note templates, or provide your own custom documentation requirements, including setting required fields, custom elements, and ensuring proper supervisors review and approval notes to ensure you remain compliant. 

Wiley Treatment Planners

Easily develop even the most complex treatment plans with our integrated Wiley Treatment Planner tools. Set target dates and easily keep track of your client’s clinical progress with our clinical decision tools.

Easily see prior notes

Quickly review documentation and notes from prior sessions with the click of a button, and leverage our AI Assistant to document efficiently.

Review and Approve

PIMSY is built to meet and exceed compliance standards for both the government and payers. Assign reviewers and approvers in the system to ensure all documentation is reviewed prior to submission.

Learn why thousands of other clinicians have joined PIMSY

PIMSY has invested heavily into security and compliance and is an ONC certified EHR. We have also invested in building strong relationships with our customers, and the glowing reviews from our users speak for themselves.


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Frequently Asked Questions

Explore some of the most common questions we hear about notes and documentation.

Can I add my own custom forms and templates?

Yes, PIMSY allows unlimited custom forms in addition to our library of assessments and note templates. With PIMSY, you don’t have to adapt your practice around your EHR: build out exactly the forms you want and need for your practice.

Can I have supervisors review and approve notes before billing?

Yes, PIMSY allows you to set up supervisors based on the service and note types. Supervisors can disapprove notes and send them back for further edits and reviews.

Can I automate my documentation?

Within PIMSY, you can easily review prior documentation based on specific segments of notes to easily review previous session content and discussions. PIMSY also has an integrated AI assistant to support efficient and compliant completion of documentation.


Ready to get started?

Schedule a demo to learn about how PIMSY can help your practice thrive.

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