Other Case Info: General Information

Permissions! Clinic Staff must have Administrator, Billing Manager, Clinical Director, Front Office, Operations Manager, PTA, Staff Therapist, or Therapy Student Permissions assigned in order to manage Case Info.

Fusion Enterprise understands that the Front Office is a critical function of any practice. 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 essential aspects of managing Cases with Fusion Enterprise.

This section contains information about the case that does not fit into any of the other sections.

General Information

Clinic	The clinic the patient is currently assigned to. If the patient is scheduled at another facility, a warning will show indicating that this is not the clinic they are normally associated with. The schedule will not keep the patient from being scheduled with a different clinic. This information is used in reports, so it should be entered correctly. Obviously, this only applies to organizations with more than one clinic.
Therapist	The therapist the patient is currently assigned to. If the patient is scheduled with a therapist other than the one listed here, a warning indicator will display. The schedule will, however, allow you to schedule with a different therapist. This information is used in reports and potentially by the Providers table so should be entered correctly.
Service Type	Allows selection of a service type. These types are set in the Administration > General Information > Service Types menu.
Account Type	Allows selection of an account type. These types are set in the Administration > General Information > Account Types menu.
Documentation Required	If set to No, the patient’s visits will not appear in Charges and Documentation as Needing Notes. By default, this is set to Yes.
Visit Limit	Displays the current visit limit and the current visit total.
Fee Schedule	Allows selection of a different fee schedule for the patient.
Patient Billable	Indicates whether the patient is billable or not. If the patient is not billable, no patient statements will be sent to this patient.
Patient Statement	Allows you to specify which type of patient statement form the patient receives.
Direct Access	Overrides the necessity for a Referring Doctor and a Prescription.
Employment Status	Indicates whether the patient is Employed, Unemployed or Full-Time Student.
Visits at Collections	Indicates how many visits have an invoice state of At Collections.
Referring Doctor	The doctor who referred the patient.
Supv. Doctor	Allows you to specify the supervising doctor for the patient, who may be different from the Referring doctor.
Plan Doctor	Allows you to specify a plan doctor for the patient, who may be different from the Referring doctor.
Workers Comp	Indicates whether the patient is a worker's compensation patient.
Unable to Work	The date range the patient was unable to work. Required information for some carriers.
Injury Related To	Indicates whether the injury was related to an Auto Accident, Employment or Other. Required by some carriers.
Case Manager	Allows selection of a case manager. These names are set in Administration > General Information > General > Auxiliary Bios.
Adjuster	Allows selection of an adjuster. These names are set in Administration > General Information > General > Auxiliary Bios.
Referred	The date the patient was referred. Often entered as the date the patient was first entered into the system.
Discharge Date	Date the patient was discharged. If blank, the patient has not yet been discharged.
Injury Date	Date of injury. Required information for some carriers.
KX Date	Used by the KX Modifier charge validation rule. If present, a KX modifier will appear on all charges on or after that date.
POS Override	Allows a different Place of Service code to be used for this patient instead of the system default.
TOS Override	Allows a different Type of Service code to be used for this patient instead of the system default.
Special Program Code	Used when required by the insurance carrier.

To edit the general information select Edit General Information from the Case menu. This option will bring up the Edit General dialog.

Edit General Information

Clinic	The drop-down has a list of all clinics currently in the system.
Therapist	The drop-down has a list of all therapists currently active in the system. To add a therapist see Chapter 21: General Information
Service Type	The drop-down has a list of service types that can be assigned to the case. Useful when you have two different cases for the same patient and the patient is seeing an OT and a PT. Service Types are defined in the Administration menu.
Account Type	The drop-down has a list of account types that can be assigned to the case. Useful when you would like to see reports on groups of patients in similar situations, i.e., Commercial, W/C, Self-pay, etc. Service Types are defined in the Administration menu.
Docs Required	Uncheck this box if the therapist is not required to do notes on a patient.
Visit Limit	Number of visits approved by the insurance carrier. When the visit limit is met, a warning will show in the schedule the next time the patient is scheduled or checked in. Also, a task may optionally be inserted into the ’Office Managers’ task list reminding them that the patient's visit limit has been met.
Fee Schedule	Different fee schedules may be set up and assigned to different cases. If an alternate fee schedule is needed, it may be specified here.
Patient Billable	Indicates whether the patient should receive a patient statement or not. This field is not visible when the case is set to Workers Comp.
Patient Statement	The drop-down has a list of available patient statement formats.
Direct Access	Check this box if a Referring Physician and Prescription are not required in your state.
Employment	Drop-down presents the following choices: Employed, Unemployed, Full-Time Student.
Referring Doctor	Right-clicking the referring doctor box will present two choices: Find and Clear. Find will load the Find Doctor dialog and present a list of doctors currently in the system. Clear will clear the doctor currently listed. To add a new doctor see Chapter18: Doctors
Supervising Doctor	On the ANSI 837 Claim form, there is a provision to specify a supervising doctor as well as a referring doctor. Editing the Supervising Doctor works the same as Referring Doctor
Plan Doctor	In some PPO situations, it is desirable to be able to note the Plan Doctor (or treating doctor). This is purely a reference field and is not used in billing.
Workers Comp	Check this box to indicate the case is workers comp. When workers comp is set, the patient billable checkbox will disappear.
Unable to Work From / To	Dates patient was unable to work. Required information for some carriers.
Injury Related To	Indicates whether the injury was related to an Auto Accident, Employment, or Other. Required by some carriers.
Case Manager	The drop-down has a list of available case managers who can be assigned to the case. Useful for tracking and reporting purposes.
Adjuster	The drop-down has a list of available adjusters who can be assigned to the case. Useful for tracking and reporting purposes.
Referred	Date patient was referred. This will be used in all of the referral reports as the date the patient was referred.
Discharge Date	Date the patient was discharged. If blank the case has not yet been discharged.
Injury Date	Date of injury. Required information for some carriers.
KX Date	Allows a date to be set after which all charges will appear with a KX modifier.
POS Override	Used to override the system default Place of Service.
TOS Override	Used to override the system default Type of Service.
Special Program Code	Used in special circumstances where extra information is needed on an 837-formatted claim.

To choose a Referring, Plan, or Supervising Physician, click on the ellipsis to the right of the text box. To clear, click the X.