Clinic Options (Fusion)

  Permissions: You must be an Administrator to set or edit Clinic Options.

You can set up and edit your clinic settings in the Clinic Options section of the Admin tab. Clinic Options includes General Settings, Document Settings, Billing & Claim Settings, Invoice Settings, Reminder Settings, Patient Portal Settings, and Custom Statements.

To access Clinic Options:

Click the Admin tab at the top of the screen. Click Basic Setup in the menu on the left. Click Clinic Options.

Click the Edit Settings button at the bottom of each Clinic Options section to edit the information in that sections.

Click the tabs below to learn more about how to set up your Clinic Options. 

General Settings

General Settings is where you indicate the types of services offered at your clinic, when to lock inactive users, if you'll allow your patients to update their information at self-check-in (if applicable), and what types of appointment reminders to use.  See the table below for detailed information about general settings options.

General Settings:

Field	Description
Services Offered	Choose which service types will be available to use across the clinic: OT: occupational therapy PT: physical therapy ST: speech therapy VT: vision therapy PS: psychology TH: other therapy CM: case management NP: neuropsychology
Lock Inactive Users	Choose how many minutes a user can remain inactive in Fusion before being asked for their password again. This must be between 1 and 60 minutes.
Include Fax Cover Page	Choose whether to include a standard cover page in faxes sent from Fusion. This option is only available if your clinic has faxing.
Update Patient at Self-Check-In	Choose whether patients can update their own information from the check-in kiosk.
Appointment Reminders	Choose how you would like to engage practice-wide appointment reminders for your patients.  You can choose to either Email and/or Text. This can also be adjusted per patient.  Follow this link for our article on Appointment Reminders to learn more about how.

Document Settings

Document Settings is where you set document and signature requirements, and indicate if you are tracking revision reasons in document history. Required fields are marked with a red asterisk.  See the table below for detailed information about Document Settings options.

Document Settings

Field	Description
Require Co-Signing for Daily Notes	Choose how often a therapist without the signoff permission must have their daily notes co-signed. Leave this blank to make co-signing optional for daily notes. Co-signing is always required for evaluations. If you change this setting, existing documents will remember whether they required a co-signer or not. You can delete the document and recreate it to reset the document's co-signing requirement based on current settings.
Require Time In / Time Out	Choose whether the Time In and Time Out fields on documents are required.
Include Physician Signature on Evaluations	Choose whether a line for the physician's signature will appear on the main version of evaluation documents, rather than only appearing on the plan of care version.
Include Physician Signature on Discharges	Choose whether a line for the physician's signature will appear on discharge summaries.
Detailed Revision History	Choose whether to ask therapists for a revision reason when they sign a revised document. If "Yes", a full log of the document's revision reasons will be available in the document's history, which can be sent along with the document.
Plan of Care Effective Range	Fill in the plan of care duration for each of your clinic's patients, which helps calculate the Effective Range (Plan of Care) field in evaluations.

Billing & Claim Settings

Billing & Claim Settings is where you enter TIN (indicate if your TIN is EIN or SSN) and address information. This section is only available if your clinic has billing. See the table below for detailed information about Billing & Claim Settings options.

Billing & Claim Settings

Field	Description
TIN	Fill in the Tax Identification Number to use on claims by default. You can use an EIN (Employer Identification Number) or SSN (Social Security Number).
Address	Fill in the clinic's address to use on invoices and claims by default.
City / State / Zip	Fill in the clinic's city, state, and ZIP code to use on invoices and claims by default.
Phone	Fill in the clinic's phone number to use on claims by default.
Billing Provider	Choose whether your billing provider for electronic claims is an organization or as an individual. If you bill as both, select "Organization" and contact your Customer Success Manager.
Submit Charges Without Signoff	Choose how charges are submitted for documents where the primary therapist doesn't have the Signoff permission (their documents require a co-signer): Submit on Sign: Charges are submitted when the primary therapist signs the document and can't be submitted before that. Submit Early: Charges can be submitted before the primary therapist signs the document. If no one submits charges early, they'll still be submitted when the primary therapist signs. Co-Signer Submits: If a co-signer is selected for the document, charges can't be submitted by anyone but the co-signer. If a co-signer isn't selected, it behaves like the Submit on Sign option. Choose whether the co-signer can submit early or not in Submit Charges With Signoff. For example, if you have a student or assistant with a co-signer and you want the co-signer to submit charges instead of the assistant, pick the Co-Signer Submits option.
Submit Charges With Signoff	Choose how charges are submitted for documents where the primary therapist has the Signoff permission (they can sign off on their own documents) and for co-signers when they're submitting charges: Submit on Sign: Charges are submitted when the primary therapist or co-signer signs the document and can't be submitted before that. Submit Early: Charges can be submitted before the primary therapist or the co-signer sign the document. If no one submits charges early, they'll still be submitted when the primary therapist or co-signer signs.
Same-Day Claims	Choose whether to add the "Multiple Visits" label to claims for patients that have more than one visit in a day.
Default Payment Description	Fill in the default description for payments added to a billing account.

Invoice Settings

Invoice Settings is where you control invoice details and allow payment on emailed invoices. This section is only available if your clinic has billing. See the table below for detailed information about Invoice Settings options.

Invoice Settings

Field	Description
Show Billing Details	Choose whether invoices will include detailed billing information that clients can use to submit to payers for reimbursement.
Automatically Generate Invoices	Choose whether invoices will be automatically created on the 1st of each month. This automatically adds all uninvoiced items to a new invoice for each billing account.
Allow Payment on Emailed Invoices	Choose whether to allow clients to make online payments when you email them an invoice. This option is only available if your clinic has the Payment Processing add-on.
Default Due Date	New invoices will be due this number of days after the invoice is created, by default.
Default Memo	Fill in the default message to use on new invoices.

Reminder Settings

IMPORTANT: Prior to sending an SMS Text Reminder, consent must be obtained.  To learn more please refer to our Appointment Reminders article. 

Reminder Settings is where you set up reminders for documents, notes, authorizations, verifications, Rx expirations, status updates and more. See the table below for detailed information about Reminder Settings options.

Reminder Settings

Field	Description
Show Document Reminders	Reminders for progress notes and re-assessments will appear this many days before they're due. The due date is based on the Frequency options.
Progress Note Frequency	Choose how often progress notes are required for each patient. This can be overridden by a payer's settings. Leave this blank to turn off progress note reminders.
Re-Assessment Frequency	Choose how often re-assessments are required for each patient. This can be overridden by a payer's settings. Leave this blank to turn off progress note reminders.
Authorization Expiration Reminders	Authorizations with a date range will display a reminder when they will expire within this many days. Leave this blank to turn off expiration reminders.
Authorization Visit Reminders	Where the fields are "X visits or fewer remaining within Y days", visit-based authorizations will display a reminder when an authorization will have X or fewer visits remaining for appointments scheduled in the next Y days. Leave the days field blank to get reminders based only on the number of visits remaining (recommended). Leave both fields blank to turn off visit-based authorization reminders.
Authorization Unit Reminders	Unit-based authorizations will display a reminder when an authorization has this many units or fewer remaining. Leave this blank to turn off unit-based authorization reminders.
Verification Reminders	A verification reminder will display when the effective date range for a patient's Verification section will expire within this many days. Leave this blank to turn off verification reminders.
Rx Expiration Reminders	An Rx expiration reminder will display when a patient's Rx Expiration date is within this many days. Leave this blank to turn off Rx expiration reminders.
Status Update Reminders	A reminder to update an appointment's status will appear when an appointment started this many minutes ago. Leave this blank to turn off status updates.

Patient Portal Settings

Patient Portal Settings is where you indicate the the custom URL for your practice, the reply-to email address for portal emails, and which service and document types patients and their caregivers can see on the portal. See the table below for detailed information about Patient Portal Settings options.

Patient Portal Settings

Field	Description
Custom Portal URL	The web address your patients or caregivers will use to log in to the portal. If you type in "mytherapyclinic", your portal's web address will be  app.fusionwebclinic.com/portal/mytherapyclinic This is required if you have a patient who also visits another Fusion clinic.
Reply-To for Portal Emails	An email address your patients or caregivers can use to reach you if they have a question. Replies to emails sent from Fusion, such as the email sent to new portal users, will be sent to this address.
Document Access Per Service	Select which service types patients and their caregivers can see on the portal.
Document Access Per Type	Select which types of documents can be seen by patients and their caregivers on the portal.
Other Settings	If your clinic has signed up to process payments through Fusion, you can choose to let patients and their caregivers see their account balance or invoices.

Custom Statements

Custom Statements is where you can create your own confidentiality statement and certification of medical necessity. See the table below for detailed information about Custom Statements options.

Custom Statements

Field	Description
Confidentiality Statement	Fill in the confidentiality statement to include on faxes and emails sent from Fusion. Leave this blank to use the default statement.
Certification of Medical Necessity	Fill in the certification of medical necessity statement to include on plan of care documents. Leave this blank to use the default statement.