Flow Sheet: Creating Functions

  Permissions! Clinic Staff must have Administrator, Clinical Director, PTA, Staff Therapist, Therapy Student, or Therapy Technician assigned in order to manage some of the features of the Flow Sheet.

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 Flow Sheet in Fusion Enterprise.

Creating Functions

Functions can be created from two places: the Flow Sheet editor or from the Flow Sheet Functions & Templates screen found under the Administration menu. It should be noted that the Flow Sheet & Function Templates screen is identical to the Flow Sheet editor with the exception of the Flow Sheet panel in the middle.

From the Flow Sheet Editor you will select a function category, right-click and select Add Function as shown below:

The Flow Sheet Function Wizard will appear next and lead you through the creation of the function. The first section is shown below:

Flow Sheet Function Wizard - 1

Name	The Name of the function as it will appear in the function list.
Type	Type of function which will be covered below.
CPT	CPT code connected to this function. This is fixed for a function type of ‘Exercise’.

The Function Type can take on 4 different values: Timed, Units, No CPT, or Exercise.

Function Types

Timed	Expects the user to specify the Direct Contact Time used to perform the function.
Units	Expects the user to specify the number of units of the code being charged.
Exercise	Exercise specifies a Function Type where the specific role will be specified in the parameters when the function is performed on a visit. This allows one function. to fit multiple roles. Exercise Type can be switched between Therapeutic Exercise, Therapeutic Activity, Group Therapy, Neuromuscular Reeducation, and Gait Training.
No CPT	No CPT is associated with the function. It allows you to create a function that does not affect billing.

If you choose the Unit or Timed type you will be prompted to enter a CPT code. If you choose Unit as your type and pick a timed code, or chose Timed as your type and select an untimed code, you will be given a warning message. You can proceed if you have permission to create an non-compliant function.

Once you have those fields filled in select Next.

The next section allows you to create parameters. Right-click on this section, and you will be presented with the following menu:

Flow Sheet Function Wizard - 2

Add..	Allows you to Add a new parameter.
Edit…	Allows you to Edit the selected parameter.
Reorder…	Allows you to change the order the parameters show on the function.
Delete…	Deletes the parameter.

Note that Exercise Style parameters are automatically handled by the system and may not be modified.

Adding a parameter brings up the Edit Parameter section as shown below:

Here you will provide a Name for the parameter and designate a type.

Parameter Types

Text	The text box allows the user to enter information.
Drop Down	A drop-down list for the therapist to pick a value from. If you chose this type a text box will appear and allow you to enter your choices, one per line.
Annotated Image	This is an image that the user can draw. There are examples of these in the [Special] category. After you choose the annotated image you can right-click on the image and select Load Image or Clear Image. Currently, only JPEG and PNG images are supported. Use this Parameter Type sparingly as it requires a significant level of system resources.
Up Down	Gives the user an up/down editor for entering numbers.
Comment	Gives the user a 200-character text area to type additional information.

After you have defined your parameter click on next and you will be given the opportunity to add more parameters.

NOTE: You cannot edit parameters once the function has been created. This is to keep the integrity of the functions that a user may already be using on their flow sheets.

The final section is the Daily Note Template. This is how the function is going to appear on the objective text section of the daily note.

The example above has the following text:

Upright Exercise Bike for {[Minutes]} minutes at a resistance of

{[Resistance]} and seat position {[Seat Position]}.{@NL[Comment]}

When this is written on the daily note it is merged with the parameter values and would come out similar to this:

Upright Exercise Bike for 15 minutes at a resistance of 6 and seat position 4.

Patient rode the bike with minimal pain.

The wording is up to you and can be as simple or detailed as you wish. It might simply read ‘Upright Exercise Bike’ and not include any of the parameters.

To create a note template type your text. To enter a parameter you can right-click and select the parameter from the menu as shown below:

This will paste the parameter and the special formatting into your template. Parameters have the following format:

{ text before [ parameter name ] text after }

The text before and text after only appear in the final output IF the parameter is not blank. If we change the above example to read this way:

Upright Exercise Bike {for [Minutes] minutes} {at a resistance of [Resistance]} {with a seat position of [Seat Position]}.{@NL[Comment]}

Here we have put a lot of text into the Text Before and Text After areas. If the therapist did not record resistance, seat position or a comment, the output would read as follows:

Upright Exercise Bike for 15 minutes.

You may also have noticed there is a special character in the examples above. The ‘@NL’ instructs the template to ‘hit enter’. In that example, if there is data in the comment it will show on the daily note on the next line.