Case Binder: Cases

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.

The first tab of the Binder is a list of cases that are in this Binder. With Binders cases are pulled into a Binder and not pushed. This means that you open a Binder and add a Case to a Binder, instead of starting with a case and selecting a binder for it to go into.

At the top of the Cases tab there is a place for a comment if you wish to write a note as to why the Cases are bound. This is optional and for your convenience. There is also a place for two External IDs. These are used when integrating with a 3rd-party system, such as a hospital billing system. (These are for display only and would be set automatically via the integration.)

The grid contains a list of all of the Cases in this binder.

Case Grid Columns

Case ID	Case ID of the case.
Service Type	Service Type as set in the Case.
Active	Active / Inactive as set in the Case.
Patient	Patient Name
Guarantor	Guarantor Name
Attachment Group	The name of the Attachment Group to which this case belongs. See Attachment Groups later in this chapter.
Medications Group	The name of the Medication Group to which this case belongs. See Medication Groups and Lists later in this chapter.
Patient Billing Group	The name of the Patient Billing Group to which this case belongs.
Case Therapist	Case therapist assigned to this Case as set in the Case.
Clinic	The Clinic this patient is assigned to as set in the Case.

Right-clicking on a case in the Case List brings up the following menu:

Case List Menu

Move Case to this Binder	Brings up the Select Case screen and allows you to select a case to add to this binder.
Clone Case	Clones the currently-selected case in the case list and adds it to the binder.
Remove Case from Binder	Removes the selected case from the binder AND returns the case to the binder it was previously in. NOTE: A case must first be removed from any Patient Billing and/or Medications groups.
Edit Comment	Allows you to edit the Comment section at the top of the case list.
Open Case	Opens the currently-selected Case.
Open Transactions	Opens the transaction screen for the currently selected case.
Refresh	Refreshes the current screen and brings in any changes another user may have made while you were looking at the screen.
Close	Closes the screen.