Charges & Documentation: Working with the Charges and Documentation Dialog (Fusion Enterprise)

  Permissions! Clinic Staff must have Administrator, Billing Assistant, Billing Manager, Clinical Director, Front Office, Operations Manager, PTA, Staff Therapist, or Therapy Student assigned in order to manage some of the features in Charges & Documentation.

Fusion Enterprise understands that managing all of your cases is a critical function of any practice. We have created Fusion Enterprise to not only be easy to use, but also allow any therapist to be able to sit down and with very little instruction be able to complete an evaluation or a daily note. We have designed the actual documentation to be as customizable as possible. This series of introductory articles will cover the essential aspects of the Charges & Documentation with Fusion Enterprise.

Working with the Charges and Documentation Dialog

The Charges and Documentation screen is divided into two halves. The left half contains the retrieval filter, which pulls a list of visits that meet a certain criteria (i.e. needing notes or charges). The right half contains the information concerning the currently selected visit.