Patient Cases are where therapists document progress toward therapy goals. Patient Cases may be associated with a single service type or multiple service types (Shared Patient Cases).  Every Patient Case has it's own evaluation document and assessment reminders. Shared Patient Cases allow therapists with different service types to work together and document progress on the exact same patient goals. Patient Cases also allow therapists to distinguish between different courses of therapy under the same broad service type. 

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Admins will have control over how patient cases are set up for their clinic and what patient cases are available to therapists. Once a patient case is created, it will be available for schedulers to select when scheduling an appointment, and for therapists to add to a patient chart.

Admins must determine how to use patient cases to meet their therapists' specific needs. Therapists will not need access to separate patient cases for each individual aspect of a patient's therapy. Creating Patient Cases that are specifically relevant to your clinic will make it easier for therapists to select the appropriate patient cases for their patients.

When Patient Cases is released, Fusion automatically creates Patient Cases for every service type that your clinic is currently using. Patients that had data or appointments with those service types will automatically have patient cases associated with those same service types.

Check out these Knowledge Hub articles to learn more about using Patient Cases:

• Create a Patient Case for the Clinic
• Add a New Patient Case to a Patient
• Use Patient Cases to Transition Away from Duplicate Users and Duplicate Patients
• FAQ: Patient Cases

When creating new Patient Cases for your clinic, it's useful to consider when shared cases might be appropriate for your clinic when shared cases could be unhelpful or unnecessary, and when your therapists could use separate patient cases even if they aren't sharing goals with other service types. 

When to Use a Shared Patient Case (a Patient Case that can be used by therapists with different service types)

• Patient is being seen by therapists of different service types who are working on the same exact goal/outcomes and collaborating on the same evaluations between their sessions. (Each document, daily note or evaluation, is still only owned by one therapist.)

   NOTE:  Having therapists work together on the same evaluation within a shared case may or may not be appropriate for your clinic and can depend on state regulations, referring physician requirements, and the payers your clinic is working with.

• A therapist needs to document on a goal outside of their primary service type. 
   

When Not to Use a Shared Case

• Patient is being seen by one or more therapists who are all the same service type (Example, the patient only ever sees OTs in the clinic.)
• Patient is being seen by two or more therapists with different service types who do not share the exact same goal. 
• Therapists of different service types do not want to write an evaluation together on a shared case (This may be because they are also writing an evaluation for the patient on a case that is specific to only their service type.)
   

When to Use Separate Patient Cases with the Same Service

• Start a new case if a patient is discharged and returns for the same reason, and you don't want the patient's older information associated with the current course of therapy. The new case will have new reminders and new documentation for physicians, diagnoses, and goals.)
• Start a new case if a patient is discharged and comes back for a different reason for the same broad service type (For example, a patient is being seen by an ST for Feeding, then returns to see the ST for Language).
• To distinguish between different episodes of care for the same patient. A patient can be linked to the same case type multiple times. 
• A therapist is seeing a patient for two courses of therapy (For example, OT and Feeding) and they want to keep those goals and documents separate.

Patient Case Presentation

See Patient Cases in the system as a way to track goals and document for cross-disciplinary services. Learn when to use multi-disciplinary cases vs when not to, set up, scheduling, and documenting with patient cases.

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