Stock Rollup List

In Fusion. Enterprise, typically Rollups are only linked to Evaluation forms. The purpose of Rollups is to take a long Evaluation and roll it up into a short summary of the Eval, dropping off anything that was not filled out on the form or to capture just the necessary information for a Plan of Care. Rollups are mail merge documents. 

There are two types of Rollups:

• Full Rollups: (Each body-part evaluation would have its own Full Rollup since the Objective section is specific to that body part.)
• POC/Summary Rollups: (These fulfill the requirements for a Plan of Care. They are formatted closer to a letter style and are close to 1 page in length. These rollups can be used across multiple body-part evaluations since they pull common information, including Assessment, Goals, Interventions/Rationales, and Frequency/Duration. These rollups do not pull any Objective or Subjective information.)

ROLLUPS

• V5 Full Rollup - Body Part

  • Each body-part evaluation would have its own Full Rollup since the Objective section is specific to that body part.
    
     
• V5 Plan of Care - Evaluation
  • includes a Medicare signature box for the Referring Doctor to sign and return to the clinic
• V5 Plan of Care - Recert
  • includes a Medicare signature box for the Referring Doctor to sign and return to the clinic
• V5 Plan of Care - DC
  • includes a Medicare signature box for the Referring Doctor to sign and return to the clinic
    
     
• V5 Summary - Evaluation
  • No signature box included, for information only
• V5 Summary - Recert
  • No signature box included, for information only
• V5 Summary - DC
  • No signature box included, for information only
    

    NOTE:

    • The Plan of Care and Summary Rollups are intended to work with all standard PT and OT Evaluations. These do not include any Objective information making them more universal.
    • This excludes Peds and Specialty Evaluations. 
    • Daily Notes, Functional Outcome forms, and Case forms do not typically have Rollups since these forms are usually short and would not need to be condensed.