The Menus: Main Menu (Fusion Enterprise)

  Permissions! Clinic Staff must have Administrator, Billing Manager, Billing Assistant, Front Office, Front Office Assistant, Operations Manager, PTA, Staff Therapist, Therapy Student, or Therapy Technician Permissions assigned in order to manage Schedule.

Fusion Enterprise understands that the Front Office is a critical function of any practice. As such, we have ensured that you can run all of your practices front office needs through Fusion Enterprise and make it as easy as we can. This series of introductory articles will cover the important aspects of managing the Schedule with Fusion Enterprise.

The Menus: Main Menu

The main menu that will show when you right-click the schedule looks as follows:

Main Menu

Speed Schedule	Allows you to quickly add a new appointment. Clinic Controller uses the point where you right-clicked to determine the date, time and therapist for whom the appointment is. The only thing you have to select is the patient.
New Appointment	This option brings up the New Appointment dialog.
Overrides	This option brings up a sub-menu that allows you to add, edit, delete and copy an Override
Annotations	This option brings up a sub-menu that allows you to add, edit, delete and copy Annotations.
Patients Name	If an appointment was under the mouse cursor during the right-click then the patient's name will be listed here. In this example, the patient ‘John Brothers' was the patient that was right-clicked. Selecting the patient name in the menu will produce a sub-menu of items that are directly related to this patient and appointment.
Patients Visit Summary	This option brings up the select patient dialog and then displays a report showing that patient’s visit summary.
Enter Patient Payment	This option brings up the select patient dialog and then displays the Enter Patient Payment dialog.
View By…	Toggles the display between Therapist/Resource View and Day View.
Layout	This option brings up a submenu that allows you to create a new layout with the Wizard, Add a Layout normally, set the current layout to the default, or delete the current layout.
Magnification…	Brings up the Magnification control. This will be explained more in the working with the schedule section.
Additional Info	Displays the floating additional information window.
Reassign Therapist’s Visits	Brings up the reassignment dialog. More information on this in the working with the schedule section.
Print	Brings up a sub-menu that displays various print options.
Refresh	Reloads the schedule and updates the display.
Close	Closes the menu.