Learning to get the most out of Fusion Enterprise is important to you, and we are committed to guiding you along the way! In these training webinars, we will explore a key aspect of Fusion Enterprise and how to get the most out of it for the growth of your practice.
The following webinar was recorded to allow you to best leverage Fusion Enterprise for your clinic's success. In this webinar, we look at Authorization Tracking, specifically how to solidify your process in order to decrease the normal struggle in making sure authorization is obtained in time.
Click here for a Printable PDF handout and outline of this webinar.
What version of CC do I have?
Go to Help | About to see your current version.
I’m not hosted by Fusion Enterprise. How do I update?
1. Log everyone out of Fusion Enterprise.
2. Go to Administration | Server Control | System Info tab.
3. Back up the database by right-clicking and selecting Backup Database. Wait until both the Code and Data backups have been completed. In the Database Backup section, Current Status will return to Idle. These two files should then be moved onto an external media device.
4. Download the file by right-clicking and selecting Update Clinic Controller | Download Update from Fusion Enterprise. The download is complete when the Update Status section's Update Available changes to True.
5. You're now ready to apply the update by right-clicking and selecting Update Clinic Controller | Apply Update.
How do I know if I have the V4 Alerts?
Go to Administration | Alerts. Your alert Names should start with ‘V4’, i.e., ‘V4 Active Prescription Check.’
What V4 Alerts are available that I might be missing?
V4 Active Prescription Check
V4 General Info Visit Limit
V4 Doctor Appointment
V4 Policy Visit Limit
V4 No Insurance Not Self Pay
V4 Warning Insurance Terminating
V4 Prescription Visits
Where can I get these V4 Alerts?
An alert pack is available on the News page in the Client Portal section of our website (see question below, if you don’t know how to access the website), where this webinar was announced. Download the zipped file, unzip it, and import it into Clinic Controller by going to Administration | Alerts, right-clicking and choosing ‘Import’. If you then see some duplicates, you can delete the extras.
How do I know what they do or who is alerted?
Each alert has a description. Hovering over that area or double-clicking to open the alert will enable you to read each alert’s Condition (what causes it to be triggered) and Action (what happens once it’s triggered).
Is the User Position used in Alerts the same as their Permission Roles?
How do I set someone’s User Position?
Go to Administration | General Information | Users/Therapists | User Positions. This has no bearing on their permissions. Be sure to assign a Clinic. The user will only get alerted for visits on their clinic’s Schedule.
How do I change who gets alerted and/or how?
Go to Administration | Alerts, and double-click to open an alert. Click Next until you get to the Action screen. Double-click the Action you’d like to edit and change as needed. NOTE: You can clone an action to avoid needing to copy the action’s Message. If you don’t clone, you’ll need to manually copy the message; otherwise, you’ll receive blank popups/tasks.
Why do you use User Position instead of particular users?
This prevents you from having to change the Alert action in the event of a staffing change. If you want someone to get alerted for items from multiple clinics, though, you’ll want to specify a particular user.
How do I get to the Client Portal?
Go to Fusion Enterprise, and click on Client Portal. You'll need to register for a username and password. Once you're logged in, go to the News page and look at the post called ‘Free Webinar – Authorization Tracking.’
My Upcoming Visits report is missing. Why?
If you’re not at version 4.4.102, you’ll need to update. If you are, then it’s a permission issue. You’ll see it if you’re logged in as an Administrator. If you need access to this report, and you’re not logging in with the Administrator role, you’ll need this report permission added to your User. For complete details on modifying/adding roles, please see the Users chapter of the main User Guide.
How do I split my screen?
Click on a tab and drag it to the right. You’ll then be prompted to choose how the screen should be split.
How do I enter Contracts?
Go to Administration | Contracts. Right-click to add a Carrier Group and enter rates for any charge codes you’d like. You don’t need to add info for all codes.
How do I add a Case Custom Information field (CCI)?
Go to Administration | General Information | Case | Case Custom Info, and right-click to Add. NOTE: the Medicare Cap Offset field must be entered exactly as shown in the Medicare Cap Tracking report’s blurb: Medicare Cap Offset. This is case and space sensitive.
I haven’t yet signed up for Fusion Enterprise. How do I do that?
Send an email to firstname.lastname@example.org.