Permissions Required: Clinic Staff must have Administrator, Billing Manager, Clinical Director, Front Office, Operations Manager, or Staff Therapist assigned in order to manage Tasks for other users.
Fusion Enterprise understands that managing all of your cases is critical for any practice. We have ensured that you can run all of your practices front office needs through the system and make it as easy as we can. This series of introductory articles will cover the essential aspects of managing Tasks & Alerts with the system.
Defining the Trigger
The first part of the alert is determining when you want Fusion Enterprise to evaluate the alert. Currently, the following triggers are available:
Alert Triggers
| Add Appointment | Occurs whenever an appointment is added. |
| Patient Check-in | Occurs whenever a patient is checked in. |
| Periodic Timer | Occurs every few minutes. |
| System Alert | Occurs whenever the system issues an alert. |
| User Logon | Occurs whenever a user logs onto the system. |
Once the type of trigger has been selected press Next to continue. The second item that needs to be defined is the Alert condition.
One thing to keep in mind is the Condition statement is going to revolve around the information available at the time of the event. In other words, if you were wanting to fire an event for a patient that does not have a valid prescription you would not be able to do the check at User Logon since that would require the system to check every case for every visit every time someone logged onto Fusion Enterprise. So build your alerts around the events that should trigger them.