ROLLUP HANDLING SETTINGS IN Fusion Enterprise:
In order to use the Internal (V5) roll-ups option (rather than MSWord), you will have to change the handling in Administration | Forms/Roll-ups.
This is set per form and can be toggled back and forth if needed.
Select the form, right-click, and Toggle Roll-Up Method till it shows 'Internal' (rather than 'MSWord') in the Rollups column on the far right.
Comparison Between Rollup Types/Handling:
Internal V5 Rollups |
Legacy Word Rollups |
| Do not need Word installed on the local machine to perform a Rollup. Rollups open in Fusion Enterprise. | Must have Word installed locally on the machine in order to perform a Rollup. |
| Will pull Logo (from Statement Logo) automatically, if mergefield Logo: Image is present. | Will not pull the logo at all. Would have to hardcode the logo in each individual Rollup. |
| Edits can be made on the fly and saved over the newly generated Rollup. | If edits are needed, must make and save those locally to your machine, then load those to the patient case. |
| Clean, modern design, using font Segoe UI. | Old-fashioned style, using Times New Roman. |
| Use Tables (not Columns). | Use Columns (not Tables). |