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Fusion Ideas Portal
Status Future consideration
Categories Insights
Created by Guest
Created on Mar 7, 2019

Share reports without giving Insights permissions

Allow me to share reports with other users without having to give them access to the entire Insights tab.
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  • Guest
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    Oct 5, 2022
    I spend time printing and editing reports for front office staff or therapist that could be shared and allow them the option when needed.
  • Guest
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    Oct 5, 2022
    I am beginning to think this platform is limited in it's coding and this is impossible, I've been waiting on this since we started working with Fusion. Although, even if it's tied to the basic roles, why not have an Insight Dashboard only that appears for each role and let the admin check/uncheck the insight dashboard for all other roles? I mean, if we can add to an admin dashboard, you would think you could add to a Billing dashboard.
  • Guest
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    Dec 16, 2020
    Please make it possible that therapists having only a therapist's access in Fusion can have access to specific insights reports (but not all!) created by the clinic. For example, we run an insights report each month for therapists that compiles their billable hours for the month.
  • Guest
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    Jul 7, 2020
    Hello! We really need your help in creating a new role for Fusion users. We have 2 people who's primary responsibilities revolve around the schedule, but they are unable to run insight reports. 1 of those people is a manager, but has no direct involvement with billing, so we don't really need or want to open up that part of Fusion for him. We would really like to have a Scheduler or Scheduling Manager who would have access to the insights tab. Is it possible to make this happen? Thank You! Trevor Tomion Director of Operations Milestone Pediatric Therapy 562-528-0234
  • Guest
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    Jan 18, 2020
    Wanted to know if we can have the number of units (2, 3, or 4) display on the outside of the documents list per patient. In other words, if a therapist was to want to quickly verify that they put the correct units charge in the note instead of having to open up the full note to check?
  • Guest
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    May 28, 2019
    Allow my therapists to access some of the insight reports that are available in the Insights tab without giving them permission to access all of the insights.