Use the search in the upper left of Fusion to look up any patient you have access to. You can also get a patient's information from any of their appointments, or from the patient list if you're an administrator.
Jump to Section: [Shortcuts] [Patient] [Contacts] [Therapy] [Payers] [Case Notes] [Files]
Shortcuts
You can access a few shortcuts from a patient's information:
- Click the Appointments button in the lower left to view the patient's appointments.
- Click the Documents button in the lower left to view the patient's completed documents.
- Click the Goals button in the lower left to view the patient's goals. Administrators can also add goals for other therapists' patients and other service types from here.
Patient
The Patient section includes basic information about the patient, their therapy and medical details, occupation or school, general notes, and alerts. To edit a section's information, just click that section.
Basic Information
| Field | Description |
|---|---|
| Name | The patient's name is used on documentation and claims. |
| Nickname | The name the patient goes by is displayed instead of the patient's first name in some places. |
| Gender | The patient's gender. |
| Birthdate | The patient's date of birth. |
| SSN | The patient's social security number. |
| Location | The patient's primary clinic location will help determine which users have access to the patient. |
| Age Group | Indicates whether the patient is in the pediatric or adult age group. |
| Race | The patient's race. |
| Marital Status | The patient's marital status. |
| Referred By | Indicates how the patient was referred to the clinic. |
Therapy / Medical Details
| Field | Description |
|---|---|
| Medical Record | The patient's medical record number. |
| Reference # | The patient's reference number. |
| Generate Claims | Determines whether or not claims are automatically created for this patient when charges are submitted through a daily note. Automatic claims must also be enabled on the patient's payers. |
| Work Accident | Indicates whether or not therapy services are needed due to a work-related accident, which affects box 10a on claims. |
| Auto Related | Indicates whether or not therapy services are needed due to an auto-related accident, which affects box 10b on claims. |
| Other Accident | Indicates whether or not therapy services are needed due to another type of accident, which affects box 10c on claims. |
| Accident Date | The date of the indicated accident. |
Occupation / School
| Field | Description |
|---|---|
| Status | The patient's employment or student status. |
| Organization | The name of the patient's school or place of employment. |
| Grade | The patient's grade level. |
| Industry | The industry the patient is employed in. |
| Address | The address of the patient's school or place of employment. |
| Phone / Ext. | The phone number of the patient's school or place of employment. |
Patient Notes
This field can be used to record any general notes about the patient.
Patient Alerts
This field can be used to record any important notes about the patient, such as allergies or custody information, which will appear on all of their appointments.
Contacts
You can use this section to record contact information about the patient or their caregivers. To add a new contact, click the + Contact button. To change a contact to the patient's primary contact, click the Make Primary button.
| Field | Description |
|---|---|
| Full Name | The contact's full name. If this information is about the patient, leave this field blank. |
| Address | The contact's address. |
| The contact's email address. | |
| Reminders | Determines whether the contact will receive email or cell phone text reminders about the patient's upcoming appointments. |
| Phone # | The contact's primary phone number. |
| Phone Note | A note about the contact's primary phone number. |
| Cell # | The contact's cell phone number. This is the number used for text reminders. |
| Cell Note | A note about the contact's cell phone number. |
| Emergency # | The contact's emergency phone number. |
| Emergency Note | A note about the contact's emergency phone number. |
IMPORTANT: Before sending an SMS Text Reminder, you must obtain consent. To learn more please refer to our Appointment Reminders article.
Portal Users
The Portal Users section includes a list of portal users who can access the patient's information via the patient portal. You can invite contacts to the patient portal or remove a portal user's access to the patient from here.
Therapy
The Therapy section includes information about each of the patient's therapy services, including diagnosis codes. To add diagnosis codes for each service type, click the + Diagnosis button.
Therapy Details
| Field | Description |
|---|---|
| Physician | The patient's physician, which is typically their referring physician for this service type. |
| Visit Frequency | The frequency of the patient's treatment sessions, which appears on evaluations, progress notes, re-assessments, and discharges. |
| Therapy Duration | How long the patient will receive treatment, which appears on evaluations, progress notes, re-assessments, and discharges. |
| Rx Expiration | When the patient's Rx or referral expires, which can generate reminders. |
| Start of Care | When the patient's therapy services began. |
| Last Assessment | The date of the patient's last evaluation or re-assessment, which can generate reminders. |
| Last Progress Note | The date of the patient's last progress note, which can generate reminders. |
Diagnoses
| Field | Description |
|---|---|
| Diagnosis | The patient's diagnosis code that is relevant to their treatment for this service type. |
| Onset | The date the patient was diagnosed or when they began exhibiting difficulty. |
Payers
The Payers section includes information about the patient's primary, secondary, and tertiary payers, which are used for generating claims. To select a new payer for the patient, click the + Add Coverage button. To change the order of the patient's payers, click the Move button.
Payer
| Field | Description |
|---|---|
| Payer | The payer for the insured. |
| Payer ID | The ID number for the insured's policy. |
| Group Name | The group name for the insured's policy. |
| Group Number | The group number for the insured's policy. |
Guarantor
| Field | Description |
|---|---|
| Relationship to Patient | The guarantor's relationship with the patient, which affects box 6 of the claim form. |
| Name | The guarantor's name, which can appear on claims. If Relationship is "Self", this is the patient's name. |
| SSN | The guarantor's social security number. If Relationship is "Self", this is the patient's SSN. |
| Sex | The guarantor's gender, which can appear on claims. If Relationship is "Self", this is the patient's Sex. |
| Birthdate | The guarantor's date of birth, which can appear on claims. If Relationship is "Self", this is the patient's Birthdate. |
| Address | The guarantor's address, which can appear on claims. If Relationship is "Self", this is the primary contact's Address. |
| Phone | The guarantor's phone number. If Relationship is "Self", this is the primary contact's Phone. |
| Organization | The guarantor's organization. If Relationship is "Self", this is the patient's Organization. |
Verification
| Field | Description |
|---|---|
| Effective | The date range that the patient's coverage has been verified for. When the end date is approaching, new verification reminders can be generated. |
| Deductible | The patient's total and remaining deductible amount for this payer. These amounts do not automatically change. |
| Out of Pocket | The patient's total and remaining out-of-pocket maximum for this payer. These amounts do not automatically change. |
| Monetary Max | The patient's total and remaining monetary maximum for this payer. These amounts do not automatically change. |
| Co-Pay | The patient's expected co-payment for this payer. |
| Percent Insured | The percentage this patient is insured for. |
| Yearly Visits | The maximum number of yearly visits the patient is covered for. |
| Verified | Indicates whether or not the patient's coverage information has been verified for the effective dates. |
Coverage Notes
This field can be used to record notes about the patient's coverage for your reference.
Third-Party Liability Codes
Some payers may assign patients a Third-Party Liability code (or Carrier code) that needs to be used instead of the previous payer's normal ID when submitting a secondary or tertiary claim electronically. If this is provided by a patient's secondary or tertiary payer, it can be filled in here.
If this is missing on a claim submitted to a payer who requires it, the claim may be denied because of a missing payer identifier.
Medicare Insurance Type Code
This field is only available for payers with a type of "Medicare" when filling in a patient's secondary or tertiary coverage information. This information will be included on relevant electronic claims behind the scenes.
Authorizations
There's a lot to authorizations! Check the Authorizations or Authorization Reminders article for information about this section.
Case Notes
The ten most recent case notes for the patient are displayed here. To view additional case notes, click the View All button.
Files
You can upload files, such as scanned documents or insurance cards, to the patient's information. Once a PDF, JPG, or PNG file has been uploaded, it can be previewed from within Fusion.
| Field | Description |
|---|---|
| Name | The name of the file. |
| File | Select the file to upload. It must be 20 MB or less. |
| Add to | Choose whether to add the new file at the top or bottom of the patient's existing files. |