Forms & Roll-Ups Overview (Fusion Enterprise)

 Fusion Enterprise understands that managing all of your cases is a critical function of any practice. We have created Fusion Enterprise to be easy to use and 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 Therapist Documentation with Fusion Enterprise.

Forms & Roll-Ups

The Forms and Rollups module is where you go to work with the Case Forms, Visit Forms, and their associated rollups. From this module, you can retrieve the forms for editing, delete forms, and add in newly created or edited forms.

The top half of the dialog displays a list of all the forms currently in your system. Selecting one of these forms populates the bottom half of the form which displays all of the rollup templates associated with the selected form.

Right-clicking on the Forms grid displays the following menu:

Forms Menu

Add Form	Allows you to add a new form to Fusion Enterprise from a file on your computer.
Retrieve to File	Takes the currently selected form and saves it to your computer where you can then load it into the form editor.
Delete Form	Removes the form Fusion Enterprise. This will NOT affect any of the documentation that is currently associated with a patient. This only prevents a form from being used again in the future.
Add Rollup	Allows you to select a rollup template from your computer and associate it with the currently selected form.
Mark as Default Form	This is currently an unused feature.
Import Form Pack	Allows you to load in a Form Pack that you have downloaded from the Fusion Enterprise website.

Right-clicking on the Rollup grid presents you with the following menu:

Roll-Up Menu

Retrieve to File	Allows you to save the selected rollup to a file.
Delete Rollup(s)	Deletes the currently selected rollup.

It is possible to add a rollup template to more than one form at one time. If you select multiple rows in the Form grid (either by shift-clicking or ctrl-clicking the rows) and then selecting Add Rollup the rollup template will be added to each of the selected forms.