FAQs

SNOMED License for all staff using New NIH Problem Lists
See attachment  ALL EXYM USERS that view (including admins) the new Care Plan Problem Lists must get a SNOMED license. This is not a big deal, the user is ...
Thu, Jul 7, 2022 at 5:40 PM
Report>Custom> Budgeted Minutes with additional Filters
Report>Custom> Budgeted Minutes with additional Filters This report will show you the current Productivity Target aka Budgeted Minutes setting for...
Wed, Aug 24, 2022 at 2:24 PM
Activities and the Billing Rules workflow
There are 2 sets of rules That Exym uses to check services for errors: 1/ "Activities Needing Attention" page is for all activities that canno...
Mon, Sep 12, 2022 at 1:31 PM
How to link multiple user test accounts to the real user account
You use the account linking feature so you can link all the test accounts to the master account (that is billed).  So in Roman’s case, if you look at the us...
Wed, Dec 7, 2022 at 6:51 PM
modifications to a Note template will cause staff to be unable to ‘Copy Prior Values'
Any modifications to a Note template will cause staff to be unable to ‘Copy Prior Values', this will always occur when the template is changed. Staff ca...
Tue, Jan 3, 2023 at 11:29 AM
Adding Billable Activity Templates in Exym
  Create new note template.  Add CPT code and rate and modifiers (same as current pre-CALAIM activity), mark billable check box on – Pauline When you cre...
Tue, Mar 14, 2023 at 12:02 PM
For SMS reminders to work
For SMS reminders to work You just need 3 things:   the text message # under the client data tab the activity template needs to be set to send sms remind...
Mon, May 15, 2023 at 7:09 PM
Adding Duration fields on a Note Activity template
Good morning! The portion I circled below (pic 1) is actually controlled by the activity template (as opposed to the note template). The respective fields t...
Thu, Aug 3, 2023 at 2:39 PM
Changing POS drop down
You can edit POS by going to Admin\Customize\Locations\Manage Places of Service Clicking on Edit you can Active or Inactive them For more instructions pleas...
Mon, Nov 13, 2023 at 12:58 PM
Unlinking User accounts
the linkage is handled at Admin à Users à Edit User and then looking at that user accounts “Master User Account.” By clicking on that, there is an option to...
Mon, Feb 5, 2024 at 2:07 PM