Messaging: Outbound Messages

Not all features may be available by default and additional charges may apply for certain features. Please contact Fusion Enterprise with any questions

Permissions! Clinic Staff must have Administrator, Billing Assistant, Billing Manager, Clinical Director, Front Office, Front Office Assistant, Operations Manager, or Staff Therapist assigned in order to send EMail via Digital Secure Messages.

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 possible. This series of introductory articles will cover the essential aspects of managing the Messaging features with Fusion Enterprise.

Fax, Email, Text Messages, and EMail (DSM) are all done in the same manner and from the same place. Outbound messages may be sent (currently) from the Patient Case Screen, the Schedule, various Reports, and from the main menu under Administration -> Outbound.

Once you have selected Outbound Messaging from any of those locations you will be presented with the following Messaging Wizard.

On the first screen of the wizard, you will select the medium, or how you want the message sent. Your choices are Email, Email (DSM), Text Message or Fax.

Most of the screens through the wizard are the same regardless of the method you choose, but each choice will have a few minor differences based on the format (ie email address instead of fax number).

This example will show sending a fax.

Once you have picked Fax from the drop-down hit next.

To/From

Recipient	Choose Ad Hoc (enter your own fax number), Patient or Doctor. If you select Patient or Doctor you will be prompted to choose a patient or doctor and the fax number will be looked up from the database. Depending on where in the system you come into the Wizard there will be other prepopulated choices available.
From	A drop-down that will contain a list of different fax numbers set up in your system. One possibly for each clinic or holding company.
Your Name	Displayed on the Fax Cover.
HIPAA Note	A note to record why you are sending the fax. If there is no PHI being sent then this may be optional. This will be recorded along with the user that sent the fax, what was sent and when it was sent.

The next step allows you to select a predefined template that will populate the fields on the next page of the wizard which is the Subject and Body of the fax cover page. This allows you to set up boilerplate text for outgoing messages.

The drop-down allows you to select predefined (defined by you or your company) templates. The green plus sign allows you to create a new template, the pencil and paper allow you to edit the current template and the red X deletes the current template.

Pressing the Green Plus brings up the following page in the wizard:

Here I have defined a template for sending out Plan of Care letters. The Name is how the template will show in the drop-down, whereas the subject and body are the actual templates.

Hitting next takes you back to the Select Template page where ‘Plan of Care’ is now an option in the drop-down.

Pressing next takes you to the Fax Cover sheet.

To/From

Reference	Logged in the message log as an internal indicator. May be left blank. Used in reporting.
Subject	Shows on the fax cover as the subject.
Remarks	This is the comment area of the fax cover sheet.

Hitting next will take you to the Attachments page.

Here you select different attachments for the fax. The buttons on the right side work as follows:

Attachments

Case	Select Case will bring up the patient attachment dialog and allow you to select various attachments. If this is an email you will not be able to select attachments classified as Treatment attachments.
Special	Allows you to attach special documents. More detail is below.
File	Allows you to pick any file off of your computer. Note these should be PDF, Word Documents, or Images.
Delete	Deletes the attachment from the list on the left. This does NOT delete it from the patient’s case.
Move Up	Moves the attachment up in the list.
Move Down	Moves the attachment down in the list.
Clear All	Clears all of the attachments from the list.

Special… will display a list of documents available specifically for that place where the messaging wizard was launched. For example, if you launch the wizard from the patient case screen or the schedule then the following Special attachments will be available:

Currently, there are 3 different Special attachments available. There may be more available in the future.

Once you have selected all the attachments you need and put them in the order that you wish press next you will be presented with a final confirmation and can select Finish or Cancel.

To send an email, text message, or EMail (DSM) you will follow the exact same wizard. The main choices are identical throughout and should be self-explanatory.