Users (Fusion)

  Permissions: You need the Admin permission to add and manage Users.

Employees in your clinic who have access to Fusion are known as Users. Everyone who will be using Fusion should be added as a User, then assigned one or more Roles. You can set up and manage your Fusion Users in the Users section of the Admin tab. 

NOTE: The cost of your subscription may be affected by the number of active users in your clinic. A deactivated user does not count toward this number.

Jump to Section: [Add & Edit a User] [Reset a User's Password] [Upload a User's Signature] [Assign Locations to a User] [Deactivate a User] [Reactivate a User] [Assign a Document to Another User]

Add and Edit a User

Everyone who will be using Fusion should be added as a User. Never repurpose a user. When an employee leaves your clinic, do not convert that user to a new employee's information. Instead, deactivate the previous user and add a new user.

1. Click the Admin tab at the top of the screen.
2. Click Basic Setup in the menu on the left.
3. Click Users. 
   
   
   
4. Click the + User button in the lower right to add a new user, or click the name of an existing user to edit that user.
   
   
   
5. Enter User Information and click the Save User button.
   

   Name: The user's name, which may also be used on claims. Email: The email address this user will log in to Fusion with. Each user's email address must be unique. Role: The Role assigned to the user determines what permissions they have. Schedule: Determines whether or not a therapist will be able to schedule appointments for themselves. If the user has been assigned a role with the "Schedule" permission, they will always be able to schedule appointments. Calendar: Determines whether a user can see appointments for other users or only their own. Color: Determines the color of the user's appointments on the calendar if the option for user colors is enabled. Service: A therapist's service determines the options available for documentation and sets the service type for their appointments and claims. The user's service cannot be changed once appointments have been scheduled. Signoff: If a therapist has signoff enabled, they will always be able to sign off on their own documents. A therapist without signoff is required to send evaluations and some daily notes to a co-signer, depending on your Clinic Options. License/NPI: The therapist's state or national license number, which will appear on documents, and the therapist's National Provider Identifier, which may appear on claims. Credentials: The therapist's credentials (for example, OTA or SLP-CCC), which will appear on documents. Student Credit: If the user is a student or intern, selecting "Yes, request a student credit" will submit a three month credit request to the Fusion team.

Reset a User's Password

Reset a user's password to send the user an email with a secure link that lets them log in and create a new password.

1. Click the Reset Password icon .
   
   
   
2. Click the Reset Password button.
   

NOTE: Each user's password will expire and require updating every 90 days.  Password history will prohibit the re-use of the previous 10 passwords.  Passwords must be a mixture of letters, numbers, and at least one upper case character and one special character.

Upload a User's Signature

The user signature must be in either .png, .jpg, or .jpeg file format. For the best quality, use an image of at least 90 x 200 px.  

1. Click the Set Signature icon .
   
   
   
2. Click the Choose File button to select a file to upload as the user's signature.
3. Click the Set Signature button.
   

Assign Locations to a User

Assigning location to a user grants them access to view appointment details for that location and information for patients who have that location set as their primary location. 

1. Click the User you want to assign locations to.
2. Click the Locations tab.
3. Select the Checkbox next to locations this user should have access to.
4. Click the Save User button.
   

Deactivate a User

Users who leave your clinic should be deactivated. Never repurpose a previous user for a new user. If you are deactivating a therapist, remember to remove their NPI from the Reserved NPIs list after you have received remits for the appointments they held at your clinic.

1. Click the Deactivate icon .
   
   
   
2. Indicate whether to Keep or Delete the user's appointments and saved calendar groups.
3. Click the Deactivate User button.
   

Reactivate a User

1. Click the Inactive tab.
2. To the right of the user, click the Reactivate icon .
   
   
   
3. Click the Reactivate User button.
   

Assign a Document to Another User

The clinic can decide to assign an inactive user's document to another user for amending if the treating therapist is no longer available. When you assign a document to another user, an explanation of why the document is being transferred will appear on the final document, the treating therapist will still be listed on the document, and the amending therapist's signature will appear on the document.

If the treating therapist has signed the document, the treating therapist's signature will remain on the document, and the billing codes can not be changed by the amender. If the treating therapist has not signed the document, the treating therapist's signature will not appear on the document, and the billing codes can be changed by the amender.

If the amender does not have signoff permissions, they will be asked to send the document to a co-signer when they are done.

NOTE: Before you continue, if you have questions about changing legal documents, consult your state laws and licensing board.

Assign a document from an inactive to another user from the Admin tab. If you change your mind, as long as the amender has not made any changes to the document, you can click the assign amender icon again to move it back to the original user.

1. Click the Inactive tab. 
2. Click the View Documents icon  .
   
   
   
3. Use the Date, Document Status and Document Type dropdown buttons to filter and find the document you are looking for. 
4. Click the Assign Amender icon  for the document you want to reassign.
   
   
   
5. Click the user you want to assign the document to.

   NOTE: Not all users will display as options to reassign the document. Only users of the same therapy type as the inactive user can amend documentation.

   
   
   
6. Fill in the reason the document is being transferred, which will appear on the final document.
7. Click the Save Amender button.