Working with the Charges & Documentation Dialog: Policies Panel (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.

Policies Panel

The Polices panel shows a list of all the policies that will be billed for this particular visit.

Policies Panel

Ord	Ordinal of the policy (Primary, Secondary etc)
Carrier	Name of the insurance carrier.
App	Number of approved visits for this policy, as specified in the policy.
Att	Number of visits attended under this policy.
Rem	Number of visits remaining for this policy.
$ Limit	Dollar limit for this particular policy.
$ Amt	Amount charged against this policy.

NOTE: The policy panel is static and is used for reference.