How does information pull forward in documentation?

Permissions: You need the Docs  permission to use the pull forward option in documentation.

When completing a Fusion document, users have the option to pull forward information by selecting the Pull Forward button.

What document does the information pull from?

Fusion determines what content appears when using the pull forward option by looking at the last signed document that has information populated for that section. Let's look at an example.

Jan 1 A Daily Note is signed that includes data in the  Take-Home Activities section.
Jan 8 A Daily Note is signed that does not include data in the  Take-Home Activities section.
Jan 15 The  Pull Forward button is clicked in the Take Home Activities section. Fusion will pull forward the data that was entered on January 1, since the note from January 8 had no data populated.

Which document is the most recent? Fusion will pull forward information from the document with the most recent date of service that has data and is signed, not the document that was signed most recently. 

What information is pulled forward?

When the Pull Forward button is clicked, it will pull selected sections and data.

Eval-Type Documents with Multiple Sections

When using the Pull Forward option in a segment with multiple sections (e.g. Standardized Tests), Fusion will pull forward the segment as a whole, not the individual sections. For example:

Jan 1 An initial evaluation is signed with the following standardized tests:
  • Active Movement Scale
  • Movement ABC Test Score
Apr 1 A progress note is signed with the following standardized tests:
  • Movement ABC Test Score
  • Roll Evaluation of Activities of Life
Jul 1 The Pull Forward button is clicked in the Standardized Tests section of a re-assessment. Fusion will pull forward the following tests:
  • Movement ABC Test Score
  • Roll Evaluation of Activities of Life

The Active Movement Scale will not be included because it was not used in the most recent signed document.