Onboarding Checklist - Front Office

Onboarding any new staff can be difficult, especially when it comes to getting them up to speed with your practice's key software platforms. Fusion Enterprise understands this and has created this helpful guide for any new front office staff to follow.

Simply go through the Phases in order and allow each new staff to review the materials suggested and practice what they have learned.

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Be sure the admin/owner set up the user

Be sure your practice Administrator has assigned the correct roles within the system for your duties

Watch any associated training videos

It is recommended that you familiarize yourself with some specific training we have created for someone in a billing role.  

We recommend that you watch the following videos in this order:

1. Schedule Training video
2. Case Dialogue Training Video
3. Authorization Tracking Video

Review Important Knowledge Hub Articles

Now that you have watched the key Training Videos, it is critical that you review additional articles related to a few of the key areas that you will be working with.

Once you review the articles listed and linked below, please feel free to return to the Knowledge Base whenever you have questions to answer any questions that may arise.

Schedule

Please familiarize yourself with the material in the following articles:

• Schedule - Introduction 
• The Menus: Main Menu
• Layouts
• The Schedule Display

Cases

Please familiarize yourself with the following materials:

• Introduction
• Demographics
• Buttons
• Other Case Items

Case Binders

Please familiarize yourself with the following materials:

• Setting Up A Binder
• Cases
• Limits
• Medications
• Patient Billing
• Attachments

Tasks And Alerts

Please familiarize yourself with the following materials:

• Introduction
• Creating a Task
• Alerts
  • Alerts: Adding an Alert
  • Alerts: Defining the Trigger
  • Alerts: Defining the Condition
  • Alerts: Alert Actions

Messaging

Please familiarize yourself with the following materials:

• Introduction
• Email Setup
• Fax Set Up
• Inbound Email/Fax
• Outbound Messages
• Automated Text/Email/Voice Reminders

Patient Portal

Please familiarize yourself with the following materials:

• Introduction and Setup
• Patient Authentication
• Setting Up A Patient
• Lobby Mode
• Patient Paperwork
• Exposed Records
• Chat
• Patient Perspective
• Payments
• Paperwork
• Records
• Appointments
• Chat
• Account