Case: Other Case Items

  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 Items

The rest of the items on the right-click menu stay the same, regardless of which tab is selected.

Notes 

There are three types of notes in the Case Tab: the Case Note, the Reminder, and the Billing Note.

These notes are office notes and should not be confused with Therapist notes. These notes are beneficial for displaying miscellaneous information not included within the regular fields of the case. Adjuster’s information for WC cases, front office calling notes, cancellation notes, etc, can all be included here.

The Reminder note is identical to a case note with the exception that the note will pop up anytime the case is accessed or the patient is checked in on the schedule. Reminders are beneficial as a quick reminder of information needed from a patient, special payment arrangements, etc. This reminder will appear when the patient is checked in, reminding the front office that a special task needs to be completed for that patient.

The Billing note is available to billing personnel in the posting and insurance statusing screens and allows the billing personnel to have their own place for billing-related notes.

Other Menu Items

View Transactions	Opens the Transactions dialog for this particular case.
Patient Payment	Opens the Patient Payment dialog which allows you to enter a patient payment.
Form Letter	Allows you to send or define a form letter, or view the History of forms sent to this patient.
Clone Case	Opens a dialog that will allow you to choose which parts of the case get copied into a new case.
Delete Case	Deletes the current case. This is only available if the case has never had any attachments or prescriptions added to it.
Print	Prints the current screen.
Refresh	Refreshes the case.
Close	Closes the dialog.

To easily switch between cases, use the Switch Case feature in the upper right of the dialog. Type a case number directly into the text box, or search for a patient by clicking the ellipsis. To refresh without using the right-click menu, click the Refresh arrow.