My Sal Calendar
Summary:
The My Sal Calendar is where you can create/manage appointments, take payments, set up recurring
appointments, create/manage notes and more.
My SAL is simply a list view of the appointments in the My SAL Calendar.
Fields:
Subject: This auto fills when you save the appointment.
Start time: the time the appointment begins
User Name: the user who the appointment is scheduled with
End time: the time the appointment ends
User Group: If you need to schedule for a group of users within your company.
Duration: how long the appointment will last
All day event: use this if the appointment will last all day
Status: let’s you change the status of the appointment: ie: Scheduled, cancelled, etc.
Client Name: the name of the client for whom the appointment is scheduled
Client Group: Used if scheduling a group appointment.
Billing Code: the billing code for this appointment
Division: if your practice uses divisions, select one here
Location: if your practice uses locations, select one here
Room: if your practice uses rooms, select one here
SAL #: the identifying number of this appointment
Note #: When the note is started on the client it will show the number.
Client #: Once the appt has been saved it will show the client number.
Group Note #: after the group note has been started it will show here.
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Icons
What do the Icons mean at the bottom of the calendar box? Your calendar will only have the icons that
are enabled for your PIMSY.
Open check list
items that may
need something
signed.
Shows the
appointment has
been synced
with Google
There are Reminders
regarding this client
that need to be
reviewed
The client has
a co-pay set up
so you know
to take a
payment.
This client has an
open request
This appointment is part of
a re-occurring appointment
This client did not
show up for their
last appointment
The client has open check
list items that may need
something signed
There are
renewals due for
this client
Buttons:
Check Availability: check whether this day/time is available for the appointment
Note: start a note for this appt
Group Note: start a group note for this appt
Copy Note: copy a note (not always available for everyone)
Client: open the client’s chart
Take Payments: take a payment for this appt
Statement: generate and print statement
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Instructions:
ACCESSING THE CALENDAR
From the PIMS Y home page, click on the My S A L Calendar button to access the calendar.
CREATING AN APPOINTMENT
Within the calendar, select the date and time of
the appointment, right-click and select NEW SAL.
Next, select the client you are scheduling and the
billing code. The duration will auto-populate
according to the billing code selected.
If your practice is using Divisions, Locations, or
Rooms apply those here.
If this appointment is for a different user, select
that user from the User Name drop-down. Click
Save.
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Smoky Mountain Information Systems, home of PIMSY EM R | 877-334-8512 sales & support
PRINTING SCHEDULES
To print a schedule for each person with
appointments: go to the My Sal Calendar and
Filter by User (select ***NA*** to view all).
For example, select all users for a view of appointments the next day. Change to half hour intervals and
Exit.
Go to Reports > Service Activity Log (Multiple Users) and filter for the desired user and for the service
date (next day). Click OK.
Click the Export button to
save the selected calendar
appointments in a MS
Excel spreadsheet. Cick
Yes. Now you can print the user’s schedule from MS Excel.
Use Case:
L yle Carter is a client at the AB C Therapeutic company and weekly visits have been determined to be
necessary for his care. Maureen, the PIMS Y administrator, goes to the My Sal Calendar to enter the first
visit that will be repeated weekly on Thursdays at 11:00am.
When Maureen is entering the appointment,
she goes to the My Sal Calendar and completes
all relevant fields. She then clicks on the
Recurrence button and selects Weekly as the
Recurrence Pattern and an End By date. The
End By date corresponds with the
authorization date entered into Lyle’s profile.
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Smoky Mountain Information Systems, home of PIMSY EM R | 877-334-8512 sales & support