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.
Other Case Info: Additional Info Tab
The Additional Info tab displays quick-reference information about the case and is broken into three sections – Related Information, Doctor Appointments, and Marketing Resources.
Related Information shows quick-reference information on the case and is not editable. Right-clicking with this tab selected displays the following options:
The Doctor Appointments section is designed to keep track of the next doctor appointments for patients, which aids in Re-evaluations or Progress notes to be done appropriately. Selecting Edit Doctor Appointments brings up the following dialog:
This dialog works like the dialogs for adding Prescriptions, Diagnoses, or Estimated Payments.
Add allows you to enter a date and a note, while Edit allows you to edit the currently selected line item.
The Marketing Resources section allows you to add and edit referral sources outside of a doctor’s referral. This is especially helpful in direct access states, where you may need to track your advertising strategies, such as Super Pages, Radio, etc. You can also track referrals by salespeople and pay a flat rate or a commission to this personnel.
This dialog works like the dialogs for adding Prescriptions, Diagnoses, or Estimated Payments. Selecting Add allows you to choose a resource from the dropdown and assign either a flat rate or commission. These values can be left at zero.