Permissions: You need the Admin permission to change the clinic's options.
Use the Clinic Options page to choose how Fusion works for all of your users. To change a setting, go to Admin → Basic Setup → Clinic Options and click the Edit button for the section you want to update.
In This Article
Choose which service types will be available to use across the clinic:
|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.|
|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.|
|Change Sign Date||Choose whether users are able to change the date when signing a document.|
|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
This section is only available if your clinic has billing.
|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):
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:
|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.|
This section is only available if your clinic has billing.
|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.|
|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
|Custom Portal URL||
Choose the web address your portal users will use to log in to the patient portal. If you type in "mytherapyclinic", you 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||Fill in an email address your portal users can use to reach you if they have a question. Replies to portal emails sent from Fusion, such as the email sent to new portal users, will be sent to this address.|
|Documents on Portal||Select which types of documents can be seen by patients and their caregivers on the portal.|
|Other Settings||Choose whether portal users can see their patients' account balances or invoices. This option is only available if your clinic has the Payment Processing add-on.|
|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.|