Other Case Info: Attachments Tab

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.

The Attachments tab allows you to access all documents for this case. These files may be Visit or Case forms from the Therapist, or they may be scanned-in documents, such as driver's license and insurance cards from the front office. Any file that is on the computer can be attached to a case.

The Attachments grid works like a standard Grid report.

Attachments Columns

Source	Indicates if the attachment is a Form, Document, or Scanned Image.
Description	User-created description for the item.
Visit DOS	If the attachment is a visit note (ie therapist documentation) then the visit that the attachment is linked to is displayed.
Status	Indicates whether the note is signed or not, or if it is unsignable.
Created	Date and time the attachment was created.
User	The user that created the attachment.
Class	Reserved for future features.
Path	Reserved for future features.
Extension	Shows the file extension for the file.

Documents

Any file that is on your computer may be attached to the case and will appear under the Documents category. If your therapists dictate their notes, and these notes are in Microsoft® Word format, then it is possible to attach the file and later retrieve it.

NOTE: Please note that if you retrieve a document and make changes to it, it will need to be reattached to the case in order for the changes to be saved.

Forms

Forms are part of the Therapist Documentation system and consist of Visit Forms and Case forms. You can add Case forms here, but Visit forms may only be added from the Schedule or Therapist Charge Entry.

Scanned

If you have a scanner, it is possible to scan images directly into the case. These images will appear under the scanned category.

Right-clicking in the Attachments tab produces the following menu:

Attachment Menu

Open	Opens the currently selected form.
Open Unsigned Clone…	Allows you to create an unsigned copy of the form to which changes may be made. You may then sign this new form. This is useful for making corrections to signed forms that are not changeable. Note, that the new form will have a new creation date. You will now have a record of the original document as well as the newer updated document.
Move Form	Allows you to move the form to a different visit. This is useful when a note was started for a visit but that visit was subsequently deleted.
Add Form \| New Form	Allows you to add a new Visit or Case form to the case.
Add Form \| New Form Flow Forward	Allows you to flow forward from the currently selected form into a new form of a different or same type.
Add Form \| New Form Flow Forward to Same	Allows you to flow forward from the currently selected form into a form of the same type.
Add Document	Allows you to select a document from your computer to save with the case.
Scan Image	Allows you to scan an image into the case attachments.
Retrieve for Edit	Loads the document so that you can edit it.
Retrieve for edit	Saves the stored document to a file.
Print	Prints the currently selected document(s).
Delete	Removes the document from the case.