Tasks

PIMSY Tasks Feature Functionality

Key Features:

• Create and Assign Tasks: Whether generated automatically by PIMSY or manually created by staff, easily assign them to relevant staff or departments for collaboration. 

• Collaborate Efficiently: Facilitate collaboration among team members, enabling them to discuss and update tasks to stay informed.

• Set Deadlines and Reminders: Establish due dates and reminders to ensure timely completion of tasks, reducing the likelihood of missed deadlines. 

• Integration with Client Records: Links tasks directly to client records, ensuring that all relevant information is accessible for seamless communication. 

• Track Progress: Monitor the status of tasks in real-time, allowing for quick adjustments and updates as needed. 

• Access Reporting- Task reporting allows admins multiple views for efficient tracking and management of internal and client-related responsibilities including a Global Task report. Report filters make it easy to target specific information.  

Key Benefits:

Utilizing the Task feature brings numerous advantages to your practice:

• Improved Communication: Enhance team collaboration by informing everyone about their responsibilities and deadlines. 

• Confidentiality: Ensures that communications between patients and staff remain confidential and HIPAA compliant. 

• Increased Accountability: Clear task assignments promote accountability among team members, ensuring everyone knows their roles and responsibilities. 

• Streamlined Workflow: The ability to track and manage tasks within the EHR reduces the need for external communication tools, streamlining workflows. 

• Enhanced Patient Care: By improving internal communication, staff can provide better-coordinated care, benefiting their patients. 

FAQs 

Q: How do I manually create a task in PIMSY? 

A: Creating a task is simple. Navigate to the Tasks feature, specify the client, add details, and assign it to the relevant team member. 

Q: Can I set reminders for tasks? 

A: Yes. You can set due dates and reminders to ensure tasks are completed on time. 

Q: How can I track the progress of tasks? 

A: The Task feature allows you to monitor the status of each task in real-time, providing visibility into what has been completed and is still pending. 

Q: Is the Task feature integrated with client records? 

A: Absolutely! Tasks can be linked directly to client records (Golden Thread) for easy access and better information organization. 

Q: Can you see specific tasks associated with a client in their chart? 

A: Yes. You can view active Tasks in the Provider Portal by selecting the Client Data tab, then the Tasks option. 

Q: Is there a way to assign a task to more than one staff member at a time? 

A: Yes. You can assign tasks to multiple staff members individually or to a user group.

Ready to optimize task management? Master the utilization of PIMSY’s Tasks feature, a potent tool for internal and client communications and task assignments.   

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