Joe S.

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  • Add New Patient

    Users may also add a Patient from the Schedule. See the Add New Patient From Schedule article for more information. In Fusion Enterprise Click the Patient tab. Select Case. Click New Patient. Clic...

  • Attachments Tab

    The Attachments tab allows users to access all documents for the selected case. These files may be Visit or Case forms from the Therapist, or they may be scanned-in documents, such as driver's l...

  • Informational - Payment Dots / EPS / Collecting Patient Payments

      In the therapy environment, it is difficult to know the exact charge for a patient before they leave your clinic. With this in mind, Fusion Enterprise uses an Estimated Payment System, which allo...

  • 837 Setup

        Permissions! Clinic Staff must have Administrator or Billing Manager Permissions assigned in order to set up the 837. Steps to set up 837 Fill out EDI Identification table under Administra...

  • Assign User Roles and Permissions

    Roles and Permissions allow administrators to permit or deny actions for specific users and or groups. Once you have an understanding of the Roles it is time to assign them to a user. In Fusion ...

  • Tasks and Alerts

      Permissions! Clinic Staff must have Task Master assigned in order to manage Tasks for other users. Tasks The Tasks module allows Users to create and maintain a list of tasks that can be set to re...

  • Case: Other Case Items

      Permissions! Clinic Staff must have Administrator, Billing Manager, Clinical Director, Front Office, Operations Manager, PTA, Staff Therapist, or Therapy Student Permissions assigned in order to...

  • When Posting or Validating Charges I get an error message that says: 'One or more billable charges is missing a diagnosis' what does this mean?

    This means that at least one function on your Flow Sheet is not linked to a diagnosis. You should see hash-marks on the function of the flow sheet. To fix (if you have a diagnosis entered for the p...

  • Printing Paper Claims / HCFA Alignment

    Here are the instructions for setting your printer offset for CMS paper claims. Each computer talks to a printer differently, so each user who's outputting claims and needs to adjust their offset w...

  • Reports | About Financial Reports

    One of the key principals in Fusion Enterprise is that money is always posted to the Holding Company, and is not allocated to a clinic until it is applied to the patient's transactions (think of a ...