Clinic Options

Permissions: You need the Admin permission to use these functions.

Go to Admin Basic Setup → Clinic Options to update the options for your clinic.

In This Article

General Settings

Field Description
Check-In Updates Determines whether patients can update their own information from the check-in kiosk.
Fax Cover Page Determines whether faxes sent from Fusion should include a standard cover page.
Services Offered Determines which of these 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 User Screen After Determines how long a user can remain inactive in Fusion before being asked for their password again.
Plan of Care Effective Range The plan of care duration for each of your clinic's patients, which helps calculate the Effective Range (Plan of Care) field in evaluations, progress notes, and re-assessments.
Edit Document Sign Date Determines whether users are able to edit the date when signing a document.
Time In/Out Required Determines whether the time in / time out fields are required on documents.
Document Revision History Determines how Fusion logs the history of revised documents:
  • Simple: Fusion will just keep a copy of each version of a document.
  • Detailed: Fusion will ask users who sign a revised document to explain what's being changed. A full log of the document's revision reasons will be available in the document's history.
Physician Signatures (Evals) Determines whether the physician signature line will appear on evaluations rather than just appearing on plans of care. This includes initial evaluations, progress notes, and re-assessments.
Physician Signatures (Discharges) Determines whether the physician signature line will appear on discharge documents.

Billing & Claim Settings

Field Description
TIN The Tax Identification Number for the clinic that will be used on claims.
Address The address for the clinic that will be used on claims and invoices.
Phone The phone number for the clinic that will be used on claims.
Bill NPI As Indicates whether you bill as an organization or an individual. 
If you bill as both for different payers, select Organization and contact your  Customer Success Manager to set up claim rules.
Invoices Due New invoices will be due this number of days after the invoice is created.
Invoice Memo The default note included on the bottom of new invoices.
Auto-Generate Invoices Determines whether invoices will be automatically created on the 1st of each month for all billing accounts that have uninvoiced items.
Default Payment Text The default description for payments added to a billing account.
Allow Payment on Emailed Invoices If you have payment processing enabled, this option determines whether to allow online card payments on emailed invoices.
Detailed Invoices Determines whether invoices will include detailed billing information that patients can submit for reimbursement from payers.
Allow Early Charge Submission Determines whether therapists can submit charges prior to signing off on the daily note.
Flag Same-Day Claims Determines whether to add the Multiple Visits label to claims for patients that have more than one visit in a day.

Statements

Field Description
Confidentiality Statement A message included on faxes and emails sent from Fusion. If this field is left blank, the default statement will be used.
Certification of Medical Necessity A message included on each patient's plan of care document. If this field is left blank, the default statement will be used.

Document Reminder Settings

Field Description
Co-Signing Determines how often a therapist without signoff permissions must have their daily notes co-signed. Leave this blank to not require co-signing on daily notes. Co-signing is always required for other documents.
Progress Note Determines how often progress notes are required for each patient. This can be overridden by the settings on a  payer. Leave this blank to turn off progress note reminders.
Re-Assessment Determines how often re-assessments are required for each patient. This can be overridden by the settings on a  payer. Leave this blank to turn off re-assessment reminders.

Authorization Reminder Settings

Field Description
Expiration Authorizations with a date range will display a reminder when they will expire within this many days. Leave this blank to turn off reminders about expiring authorizations.
Remaining Visits

The Remaining Visits reminder settings are displayed in this format:
"Remaining Visits  X or fewer in the next Y days"

These 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 (this is recommended). Leave both fields blank to turn off visit-based authorization reminders.
Remaining Units Unit-based authorizations will display a reminder when the remaining units reaches this number. Leave this blank to turn off unit-based authorization reminders.

Other Reminder Settings

Field Description
Verifications A verification reminder will display when it will expire in this many days. Leave this blank to turn off verification reminders.
Rx Expirations An Rx reminder will display when it will expire in this many days. Leave this blank to turn off Rx Expiration reminders.
Documentation A document reminder for Progress Notes and Re-Assessments will appear this many days before it is due. The due date is based on the  Document Reminder Frequency section.
Status Updates 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

To learn more about patient portal settings, view Customize Your Patient Portal.