Inside the Patient Case, the General Information Tab contains data that is not referenced specifically in other specific sections. The data may be easily accessed by all therapists and staff with access to the Patient.
In Fusion Enterprise:
- Click Patient.
- Select Case.
- Enter Search Data and click Search.
- General Information is located at the bottom half of the screen.
NOTE: Right-click anywhere in the Case tab to open the selection menu. Select the Information to be edited.
Case Menu | |
| Edit General Information | edit the General Information section of the case. |
| Edit Diagnosis | edit the diagnoses. |
| Edit Prescriptions | edit the prescriptions. |
| Edit Estimated Payment Schedule | edit the payment schedule. |
General Information
Clinic
The clinic the patient is currently assigned to. If the patient is scheduled at another facility, a warning will show indicating that this is not the clinic they are normally associated with. The schedule will not keep the patient from being scheduled with a different clinic. This information is used in reports, so it should be entered correctly. Obviously, this only applies to organizations with more than one clinic.
Therapist
The therapist the patient is currently assigned to. If the patient is scheduled with a therapist other then the one listed here, a warning indicator will display. The schedule will, however, allow you to schedule with a different therapist. This information is used in reports and potentially by the Providers table so should be entered correctly.
Service Type
Allows selection of a service type. These types are set in the Administration | General Information | Service Types menu.
Account Type
Allows selection of an account type. These types are set in the Administration | General Information | Account Types menu.
Documentation Required
If set to No, the patient’s visits will not appear in Charges and Documentation as Needing Notes. By default, this is set to Yes.
Visit Limit
Displays the current visit limit and the current visit total.
Fee Schedule
Allows selection of a different fee schedule for the patient.
Patient Billable
Indicates whether the patient is billable or not. If patient is not billable, no patient statements will be sent to this patient.
Patient Statement
Allows you to specify which type of patient statement form the patient receives.
Direct Access
Overrides the necessity for a Referring Doctor and a Prescription.
Employment Status
Indicates whether the patient is Employed, Unemployed or Full Time Student.
Visit at Collections
Indicates how many visits have an invoice state of At Collections.
Referring Doctor
The doctor who referred the patient.
Supv. Doctor
Allows you to specify the supervising doctor for the patient, who may be different from the Referring doctor.
Plan doctor
Allows you to specify a plan doctor for the patient, who may be different from the Referring doctor.
Workers Comp
Indicates whether the patient is a workers compensation patient.
Unable to Work
The date range the patient was unable to work. Required information for some carriers.
Injury Related To
Indicates whether the injury was related to an Auto Accident, Employment or Other. Required by some carriers.
Case Manager
Allows selection of a case manager. These names are set in Administration | General Information | General | Auxiliary Bios.
Adjuster
Allows selection of an adjuster. These names are set in Administration | General Information | General | Auxiliary Bios.
Referred
The date the patient was referred. Often entered as the date the patient was first entered into the system.
Discharge Date
Date the patient was discharged. If blank, the patient has not yet been discharged.
Injury Date
Date of injury. Required information for some carriers.
KX Date
Used by the KX Modifier charge validation rule. If present, a KX modifier will appear on all charges on or after that date.
POS Override
Allows a different Place of Service code to be used for this patient instead of the system default. For specific steps to enter a new POS, please see Change the Place of Service Code.
TOS Override
Allows a different Type of Service code to be used for this patient instead of the system default.
Special Program Code
Used when required by the insurance carrier.