Permissions! Clinic Staff must have Administrator, Billing Manager, Clinical Director, Front Office, Operations Manager, or Staff Therapist Permissions assigned in order to manage Case Binder.
Fusion Enterprise understands that managing all of your cases 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 Case Binders with Fusion Enterprise.
Case Binders allow you to group multiple cases together. Case Binders provide the following added functionality:
- Limits – Visit and Dollar limits that span across multiple
- Medication List – One or more medication lists that are shared between multiple
- Patient Billing – Ability to send a single patient statement for multiple
- Attachments – Ability to see the documentation for all cases involved in the binder on a single
Setting Up a Binder
When a new case is created a binder is automatically created and the case is added to it. There is nothing that you have to do to create the actual binder. If you have no need for Binders, you can simply ignore them. After you create a case it may be moved to a different binder, or other cases may be added to the newly-created binder.
Cloned Cases are automatically added to the same binder as the Case they were cloned from (even if cloned from within the Case screen).
NOTE: If you have been using Fusion Enterprise prior to the version that included binders, the above is true for cases created/cloned after updating to this version of Fusion Enterprise. Existing cloned cases will be in their own Binders and can be manually moved if desired.
There are several ways to access a binder. From the Main Menu under Patient, you may select
The system will then prompt you to select a case, which can be any case within the binder. Binders themselves do not have a specific identifier (i.e.. they have no ‘binder number’); they are identified by the cases within them. This keeps you from having to know both a Case ID and a Binder ID. The Binder is defined by each Case in the binder.
Another way to access the Binder is from the Case screen itself.
In the top right corner of the Case screen, there is a drop-down and a button labeled B for binder. Pressing the B button opens up the Binder screen. The drop-down contains a list of all of the cases within the binder and allows you to quickly switch between the different cases in the binder.
This same feature is available from the Transactions screen as well. There is also a link to the Binder on the right-click menu of the schedule.
The global shortcut Shift + F7 will also open the binder of the currently-selected case.
The Binder appears as follows, with tabs across the top for Cases, Limits, Medications, Patient Billing and Attachments: