Patient Portal: Patient Paperwork

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 assigned in order to manage the Patient Portal.

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 Patient Portal features with Fusion Enterprise.

In the patient’s Case screen you will notice a tab called Patient Portal.

On the left is a list of Paperwork you want the patient to fill in; on the right are patient records that you have released to be viewed by the patient.

Right-click and select Add Portal Forms. You will be presented a list of possible forms for the patient.

Check the forms you wish the patient to fill in, and they will show up in the list in the patient case. These forms have been separated into mini-forms in order to be easier for the patient to view on various devices without an inordinate amount of scrolling. Note that these forms are assigned on a case by case basis and are not binder specific.

The paperwork grid has the following columns:

Paperwork Columns

Created	The date the form was added to the patient.
Started	The date the patient started to fill in the paperwork. The patient has the option to ‘save a form for later’ and must hit Finalize when they are actually done.
Completed	The date the patient marked the paperwork as completed.
Name	Name of the form the patient is filling out.

The following are screenshots of the standard paperwork forms. FUSION ENTERPRISE Medical can customize these for your unique needs, the pricing for which will be determined based on the amount of customization.

Demographics - Patient

Demographics - Guarantor

Health Questionnaire - Demographics

Health Questionnaire – Injury / Condition

Health Questionnaire – Medical History

Health Questionnaire – Post Surgical

Insurance – Primary

Insurance – Secondary

Insurance – Tertiary

Once a patient has filled in their paperwork and marked a form as completed, it will appear in the Paperwork section with the date it was completed.

Right-clicking on the Paperwork section reveals the following options:

Paperwork Menu

Add Portal Forms	Allows you to choose which forms you wish the patient to fill out. Only one copy of each form may be active at any given time.
View Patient Edits	This allows you to see the information the patient has entered so far.
View Office Edits	This allows you to see the information the office has changed.
Mark As Completed	Enables the front office to mark a form as being complete, even though the patient may not have finalized it. This can be useful if the patient never finalized the form, but the info entered so far should be migrated into the Case.
Review and Edit	Allows you to see what the patient has entered and gives you a chance to edit the data.
Merge Info into Case	Allows you to pull information that a patient has entered onto a form into various fields in the system.
Add Patient Edits as Attachment	Allows you to take the form, as the patient filled it out, and add it to Attachments as a PDF.
Add Office Edits as Attachment	Allows you to take the office-edited version and add it to Attachments as a PDF.

Merging Information Into the Case

Once the patient is finished with the paperwork, you can select to merge the information into the case. Selecting this option from the right-click menu produces the following screen.

This grid has 4 columns:

Merge Grid

Merge	Checking the box will instruct the system to pull this information into the case once the Merge button is pressed.
Must Edit	This indicates that you MUST edit the field before you can merge the form.
Name	Name of the field
Value	The value that was entered on the form.

Double-clicking on the form allows you to edit the field prior to merging. This allows you to correct spelling and punctuation errors. Once you have the data as you want it, press the Merge button and the information is copied into the case, overwriting any existing values.

When merging insurance information the system will prompt you to find the correct carrier as shown below:

When you double-click on the Carrier row, you will be presented with the Find Carrier screen, and you can choose the correct insurance carrier.

This will automatically create a policy for the patient with the above information.