A rollup is a Word document that has been created to merge information from the evaluation. Some rollups provide basic, summary information from the note. The Full Rollup, however, will display anything that has been filled in on the note. Anything left blank will disappear.
There are generally 2 types of Rollups in the system. A Full Rollup (as mentioned above) and a Plan of Care (POC) or Summary Rollup. The POC and Summary rollups are short (about 1 page) documents that just pull the information required by Medicare for a Plan of Care. The only difference is that POC rollups contain a signature box on the bottom for referring doctors to sign and fax back and Summary rollups do not contain that box and are more informational, but do not require a signature from the referring doctor.
POC / Summary Rollups contain Assessment, Frequency/Duration, Interventions and Rationale, and Goals from the Evaluation.
For more information go to the Fusion Enterprise Stock Rollups (List) article.
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There are many ways to code your rollups so that they pull the information you need from a form, and pull it in the way that you like. Below are just a few examples of some common rollup coding that can be used.
Rollup coding and expected results:
MERGEFIELD only
| Basic Coding* | |
| Result (if info present) | M17.12 Unilateral primary osteoarthritis, left knee M43.8X9 Other specified deforming dorsopathies, site unspecified |
| Result (if info not present) | (blank line) |
| Why | Pulls information shown in the element with the tag "Diagnosis" on the form. If there is no information in this element on the form, this would result in a blank line on the Rollup. |
MERGEFIELD with label
| Basic Coding* | |
| Result (if info present) | Diagnosis: M17.12 Unilateral primary osteoarthritis, left knee M43.8X9 Other specified deforming dorsopathies, site unspecified |
| Result (if info not present) | Diagnosis:
|
| Why | Will display "Diagnosis: " no matter what. And will pull information shown in the element with the tag "Diagnosis" on the form. This means that even if this element is not filled out on the form, the label "Diagnosis: " will pull onto the rollup. |
(Not recommended for most rollups.)
IF STATEMENTS without a label
| Conditional Coding* | |
| Result (if info present) | 5/10 |
| Result (if info not present) | (blank line) |
| Why | Pulls information shown in the element with the tag "PainLevel_Text" on the form only IF there is information present in the element at the time of roll-up. |
(Recommend using internal/conditional line spacing instead.)
IF STATEMENTS with a label
| Conditional Coding* | |
| Result (if info present) | Pain Level: 5/10 |
| Result (if info not present) | (blank line) |
| Why | Only IF information is present in the element with the tag "PainLevel_Text" on the form, then it will display "Pain Level: " and any information shown in the element with the tag "PainLevel_Text" on the form. |
(Recommend using internal/conditional line spacing instead.)
IF STATEMENTS with conditional spacing
| Conditional Coding* | |
| Result (if info present) | Date of Injury/Onset/Surgery: 12/15/2019 Mechanism of Injury/Type of Surgery: Total Knee Replacement
|
| Result (if info not present) | (blank, but no added blank lines) |
| Why | This is an example of how to format to make sure that your information has a free line in between each element. The space has been added into the end of the IF Statement so that IF the element is not filled out the extra lines will not show on the rollup. |
IF STATEMENTS with conditional spacing/formatting
| Conditional Coding* | |
| Result (if info present) | Symptoms: Pain with twisting, can't stand for more than 1 hour
|
| Result (if info not present) | (blank, but no added blank lines) |
| Why | This is an example of how to format to make sure that your information has a free line in between each element and also how to have a label on one line and the information on the next line. The space has been added into the end of the IF Statement so that IF the element is not filled out the extra lines will not show on the rollup. |
IF STATEMENTS with more than one element
| Conditional Coding* | |
| Result (if info present) | Intervention: 97140 Manual Therapy Rationale: Reduce pain and increase range of motion
|
| Result (if info not present) | Intervention: 97140 Manual Therapy Rationale:
|
| Why | This is an example of how to use one element to conditionally include additional elements. This one is written in a way that the Intervention element AND the Rationale element will only pull if the Intervention element has information entered on the form. So, if the Intervention was filled out but the Rationale was blank you would have the second Result example. |
NOTE: You cannot free-type Mergefields or IF Statements. Instead, you will copy and paste an existing IF Statement or Mergefield and then change the information in the quotation marks to match the new tag/element on the form.