Watch this video to learn what billing categories are and how to get them set up in Fusion.
Time: 1:57
Sometimes, you might want to see a snapshot of drug and input usage based on the specific context in which they were used. For instance, the same drug could be employed in both a treatment and a non-treatment scenario. In such cases, it wouldn't be accurate to simply tally up the quantity of that drug when calculating the total treatment cost. To address this, Fusion offers a solution by allowing you to specify a billing category with every drug and input event. These billing categories are then used to group drug and input usage into these categories for various reports in Fusion.
To get started, head over to the Fusion Setup Assistant window, ensure the Billing Categories section is selected, and then click on the 'Open Billing Category Pick List Window' button. Alternatively, you can access this window through the Setup menu with the Fusion Admin menu bar active.
You have the flexibility to assign any billing category you prefer to an event, but for efficiency and consistency, it's a good practice to create a predefined list to choose from. Click on the plus button to add an item to the list. It's worth noting that any changes you make to this list in the future won't impact drug or input events that have already been assigned a category. This list primarily influences the options available when creating new events.
In other videos, we'll walk you through setting default billing categories for drugs and inputs, either on their own or as part of a chuteside job, as you set them up. We'll also show you how to override these defaults for specific events. For now, when the list is complete click Save.
You can find more details in the documentation by clicking the help button, and our support team is always available for assistance.
