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Fusion Enterprise Stock Rollup - List (Fusion Enterprise)

Liz K
  • Updated

In Fusion Enterprise, typically Rollups are only linked to Evaluation forms. The purpose of Rollups is to take a long Evaluation and roll it up into a short summary of the Eval, dropping off anything that was not filled out on the form or to capture just the necessary information for a Plan of Care. Rollups are mailmerge documents. 

There are two types of Rollups:

  • Full Rollups: (Each body-part evaluation would have its own Full Rollup since the Objective section is specific to that body part.)
  • POC/Summary Rollups: (These fulfill the requirements for a Plan of Care. They are formatted closer to a letter style and are close to 1 page in length. These rollups can be used across multiple body-part evaluations since they pull common information, including Assessment, Goals, Interventions/Rationales, and Frequency/Duration. These rollups do not pull any Objective or Subjective information.)

 

ROLLUPS

  • V5 Full Rollup - Body Part 

    • Each body-part evaluation would have its own Full Rollup since the Objective section is specific to that body part. 
      Full_Rollup_Example.png

  • V5 Plan of Care - Evaluation
    • includes a Medicare signature box for the Referring Doctor to sign and return to the clinic
  • V5 Plan of Care - Recert
    • includes a Medicare signature box for the Referring Doctor to sign and return to the clinic
  • V5 Plan of Care - DC
    • includes a Medicare signature box for the Referring Doctor to sign and return to the clinic
      POC_Signature_box.png
  • V5 Summary - Evaluation
    • No signature box included, for information only
  • V5 Summary - Recert
    • No signature box included, for information only
  • V5 Summary - DC
    • No signature box included, for information only
      Summary_no_sig_example.png

      NOTES: 
    • The Plan of Care and Summary Rollups are intended to work with all standard PT and OT Evaluations. These do not include any Objective information making them more universal.
    • This excludes Peds and Specialty Evaluations. 
    • Daily Notes, Functional Outcome forms, and Case forms do not typically have Rollups since these forms are usually short and would not need to be condensed. 
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