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Created by Guest
Created on Sep 13, 2018

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Select which document to pull forward information

Allow me to select which document I want to pull information forward from. Sometimes I want to bring forward information from a previous session that may have been two weeks ago, versus the most recent session. Or, I may want to pull information from the last daily note onto my progress note/re-assessment.
  • ADMIN RESPONSE
    Aug 24, 2024
    You can now add custom therapy cases to Fusion, such as "Feeding", that therapists from multiple service types can work with if needed. This means, for example, that a patient could have an OT case and a Feeding case, and an OT therapist could work with both of those cases separately! This also means that when you pull forward in a document, information will be pulled from the previous document for the specific case you're working on! Check out the overview help article for more information: https://support.therapybrands.com/s/article/Patient-Cases-Overview-Fusion ( https://support.therapybrands.com/s/article/Patient-Cases-Overview-Fusion )
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  • Guest
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    |     Dec 15, 2022
    Hello, At our clinic we keep track of cancel appt and write a document/note for that missed visit. When the patient arrives at next appt I am unable to use the pull forward tab which we use daily because the note is invalid because it only says cancels vs listing the exercises from 2 session previously. Also, since we have 2 locations and different equipment the notes are not always the same so the pull forward from the previous session is not valid. Or if a new therapist treats them then there are different exercises listed. I would have to look 2 sessions previous. I would like to suggest that 2 or 3 documents notes of previous session are available in the pull forward option since we rely heavily on the pull forward option. I would like to be able to use it in all locations and all the sessions of the week.
  • Guest
    Reply
    |     Sep 22, 2022
    Pull forward to a note section from a variety of date choices of previous notes
  • Guest
    Reply
    |     Jul 21, 2022
    Suggestion: ability to pull forward information (specifically objective & goal notes) from a specific date/ service type. For example, when pulling forward this section, I could select 7/20 or 7/21 depending on the service I'm providing. We have clients who receive traditional OT & feeding-based OT on various days, so the ability to pull forward 7/20 traditional vs 7/21 feeding OT would be helpful for continuity of care
  • Guest
    Reply
    |     Feb 14, 2022
    It would be helpful to pull notes from specific dates rather than just the previous session.
  • Guest
    Reply
    |     Aug 12, 2021
    Select all contacts on messages. Have a selection of which notes to pull forward to use own notes and not write over each other’s.
  • Guest
    Reply
    |     Feb 13, 2021
    Create a way to select Objective lines from more than one past session as Completed or Not Completed. This omission compared to other EMR programs is a huge inconvenience and notes take excessively more time to complete.
  • Guest
    Reply
    |     Aug 10, 2019
    So many good ideas below. Our therapists have shared similar concerns about the need to pull forward their own last comments not the other therapists who also see the child.
  • Guest
    Reply
    |     Mar 13, 2019
    A system I used in the past offered the past 5 entries when using the "pull forward" feature when writing daily notes. This was very very helpful because some sessions look different than others, but usually within the last 5 sessions there is something similar you can use. I would love to be able to have a choice to "pull forward" from the past 3-5 sessions. Therapists will love this feature!
  • Guest
    Reply
    |     Mar 10, 2019
    pull forward-should be allowed to choose which note/date want to pull forward from. should not just be last note as child is seen by different therapists and may not want the last therapists exercises.
  • Guest
    Reply
    |     Jan 15, 2019
    It would be really helpful and more efficient for documentation to be able to pull forward information from more than just that previous document. For reports and daily notes if you could search by date to pull forward information that would make things easier. Copy and paste is to time consuming and frustrating.
  • Guest
    Reply
    |     Dec 14, 2018
    Please make ANY and ALL prior pt hx available between documents. Ex: I had created and eval at referral. Now working on re-assessment and cannot copy to this document any of the hx that was on the eval which most is same or needs minor adaptations for current report. Rather, without this feature, I have to X out of my report, search for the old one, and copy paste, back and forth for each box! I loose so much time and cannot get out what I just need to copy to write report.
  • Guest
    Reply
    |     Nov 5, 2018
    It would be so helpful if "Previous Content" was therapist-specific. Some clients are seen by different therpists in the week. I write my notes differently than another therapist might. I want to continue with my style, my wording, and my activities. I also might continue using the same materials over a specific set of time/activity and would like those to appear in "Previous Content" vs. what the last therapist used. Another related suggestion for Previous Content: please make it report-specific or provide the option to see and select contents from both types of reports. The content in my 6-month progress report is slightly different than in the annual assessment, and it would be nice to have access to "Previous Content" from both.
  • Guest
    Reply
    |     Oct 26, 2018
    I would be helpful to be able to bring forward previous content from more than just the last document. For example: in our clinic at 6 months we do a re-assessment that may not include all of the sections from an initial evaluation. Then at 12 months we do a more detailed evaluation similar to an initial and would like to pull forward information from the initial evaluation at that time and are unable.
  • Guest
    Reply
    |     Oct 25, 2018
    Hi, COTA here. I have an issue with the system. When another therapist/ OTR does a SUP visit sometimes they put in their own note under objective. Sometimes they write a note completely different (less detailed) than myself. If they leave the Assessment portion blank (as this often happens) I lose the information that I wrote the last time I saw the patient. Is there a way when I sign in I can copy my previous note and not theirs? It is a pain to have to open my last note and then copy and paste. It wastes a good bit of time. Hopefully that all made sense.
  • Guest
    Reply
    |     Oct 10, 2018
    It would be great if you could pull data from previous evaluation scores in the text boxes so we could do a comparison from last year to this year.