Practice Fusion Tips, Tricks, And Shortcuts For 2024

Practice Fusion tips, tricks, and shortcuts offer a way to make your EHR work for you, not the other way around. The world of healthcare is changing rapidly. With advancements in technology and growing patient expectations, it is more important than ever for medical practices to operate efficiently.

Electronic Health Records (EHRs) have become a core component of modern healthcare, streamlining many processes, but let's be honest - they can be time-consuming. But what if you could claw back some of that time?

This blog will uncover hidden gems and insider tricks within Practice Fusion that will revolutionize how you manage patient data, charting, billing, and more. So, if you're ready to reclaim your time and provide even better patient care, buckle up for some Practice Fusion tips, tricks, and shortcuts.

Practice Fusion Tips, Tricks, and Shortcuts for Efficiency

Physicians often find themselves trapped in a whirlwind of administrative tasks, spending countless hours hunched over their computers instead of connecting with their patients. In fact, studies reveal that doctors dedicate an average of 4.5 hours each day just on electronic health record tasks. This can lead to burnout and decreased job satisfaction.

This is where Practice Fusion tips, tricks, and shortcuts become a lifesaver, particularly when you combine them with productivity tools like Magical. These shortcuts streamline workflows and maximize efficiency. They equip you to handle the demands of EHRs without feeling overwhelmed.

Custom Chart Notes: Your Secret Weapon

Charting is the heart and soul of any EHR, but it doesn't have to be a tedious chore. Practice Fusion allows you to create custom chart notes based on your practice's and your patients' encounters.

Imagine having a tailored chart note for each type of appointment - no more sifting through irrelevant information. Custom notes let you quickly document relevant details, making each encounter smoother and faster. For instance, you might design a specific note template for diabetic follow-ups or well-child visits.

Charting Templates: Your Time-Saving Allies

Think of Practice Fusion's charting templates as pre-built frameworks that take the guesswork out of documentation. No more staring at a blank screen trying to remember every detail. Templates come with pre-populated fields and prompts, guiding you through the documentation process smoothly.

You can use and customize existing templates or create your own based on your workflows. Sharing templates with your colleagues through Practice Fusion’s template library saves everyone time and ensures charting consistency across your practice. This means you can spend less time on paperwork and more time helping patients.

SOAP Note Template: Structured format for Subjective, Objective, Assessment, and Plan sections.

Benefit: Ensures comprehensive documentation.

Referral Templates: Pre-filled referral forms.

Benefit: Simplifies referral processes to specialists or labs.

Lab and Imaging Order Templates: Pre-populated lab and imaging order forms with common tests and diagnoses.

Benefit: Saves time on placing frequent orders.

Charting Shortcuts: Type Less, Chart More

Let’s face it; we all love shortcuts. And when it comes to Practice Fusion, they aren't just convenient - they're a game-changer. You'll find a treasure trove of charting shortcuts that act like magic spells, instantly inputting text and information. Spend less time typing, and more time focusing on patient care.

Navigation Tips & Shortcuts

Quick Navigation to Patients: Use the "Ctrl + P" keyboard shortcut to quickly search for and navigate to a patient’s chart from anywhere in the system.

Tab Key for Field Navigation: Use the "Tab" key to move through fields in data entry forms without having to click each one manually.

Back Navigation: Use the back button on your browser or click the top left Practice Fusion logo to return to the home screen quickly.

Bookmark Commonly Used Features: Add bookmarks for frequently used modules like Appointments, Messages, or Tasks directly on your browser for faster access.

Patient Management

Quick Add Patient: Use the “Quick Add” option to create new patient profiles with minimal information and complete their details later to save time during busy office hours.

Default Settings for Common Entries: Set default values for common entries like patient race, ethnicity, or language to speed up new patient creation.

Patient Summary Overview: Leverage the “Patient Summary” to get a snapshot of key information such as recent visits, prescriptions, and vitals, all in one place.

Customizable Alerts: Create custom patient alerts (e.g., high-risk conditions or allergies) to appear in their chart when it’s accessed, helping staff stay informed.

Scheduling & Appointments

Drag and Drop Appointments: Use the drag-and-drop feature to quickly move or reschedule appointments directly from the calendar view.

Appointment Templates: Create appointment templates for common visit types (e.g., physical exams, follow-ups) to speed up scheduling.

Color-Coded Appointments: Utilize color-coding for different appointment types or providers to easily distinguish between various schedules at a glance.

Set Recurring Appointments: Use the "Recurrence" feature to schedule follow-up visits for patients, especially for those requiring regular care.

E-Prescribing and Medication Management

Medication History Import: Automatically import a patient’s medication history from their pharmacy for easier prescription reconciliation.

Medication Favorites: Save commonly prescribed medications in your favorites list to avoid searching for them repeatedly.

Refill Alerts: Set up refill reminder alerts for patients requiring ongoing medications, ensuring timely refills and minimizing lapses in treatment.

Drug-Drug Interaction Alerts: Take advantage of Practice Fusion’s drug-drug interaction alerts, which will notify you of potential medication conflicts during prescription entry.

Charting and Notes

Smart Phrases: Use customizable Smart Phrases (e.g., shortcuts like `.cough`) to quickly insert commonly used phrases or paragraphs into patient notes.

Auto-Save: Enable the auto-save function so that chart notes are saved periodically, preventing data loss during busy periods.

Pre-Built Templates: Utilize Practice Fusion’s pre-built chart note templates (e.g., for different specialties or visit types) to streamline documentation.

Copy Forward Notes: Use the "Copy Forward" feature to pull information from a previous visit note to the current one, reducing redundant documentation.

Billing and Coding

Auto-Suggest Codes: Use the auto-suggest ICD-10 and CPT coding feature based on the chart note content to streamline accurate billing.

Superbill Templates: Create superbill templates for common services and procedures to expedite the coding and billing process.

Integrated EHR and Billing: Ensure the billing module is fully integrated with the patient chart for seamless claim generation without re-entering data.

Coding Favorites: Save your frequently used ICD-10 codes in the favorites list to access them quickly during charting and billing.

Reporting and Analytics

Pre-Built Reports: Use pre-built reports for clinical quality measures, appointment statistics, or financial performance to save time on creating custom reports.

Custom Report Filters: Apply filters such as date ranges, patient demographics, or visit types to customize reports and gather specific data insights.

Scheduled Reports: Set up recurring reports to be automatically generated and sent to your inbox at specified intervals (e.g., daily, weekly).

Patient Population Health Dashboard: Use the population health dashboard to monitor and track patient groups by specific health metrics, such as chronic disease management.

Communication & Messaging

Direct Messaging: Use the Direct Messaging feature to send secure messages to other healthcare providers, ensuring HIPAA-compliant communication.

Patient Portal Messaging: Enable the patient portal to allow patients to send secure messages, request prescription refills, and review lab results.

Appointment Reminders: Set up automated appointment reminders for patients via email, phone, or text to reduce no-shows and improve attendance.

Custom Message Templates: Create message templates for commonly sent communications like appointment confirmations or lab results to save time when messaging patients (see more about custom templates above).

System Customization

Customizable Dashboard: Customize your dashboard with key metrics, such as upcoming appointments, messages, and tasks, for a personalized, efficient view.

Role-Based Access Control: Set role-based access permissions so staff members only have access to the areas of the system relevant to their role, improving security.

Task Management: Use the task manager to assign and track tasks for yourself and your team, ensuring nothing falls through the cracks.

Custom Chart Layout: Customize the chart layout to fit your workflow and preference, such as arranging chart sections to display the most important information first.

Beyond Charting: Practice Fusion Power Tips

Charting isn't the only thing you can supercharge with Practice Fusion. There’s a whole universe of Practice Fusion tips, tricks, and shortcuts available. These tips, tricks, and shortcuts can do wonders to streamline your workflow.

Referral Templates: Simplifying the Process

Referring patients to specialists is a routine part of healthcare, but the associated paperwork can be frustrating. Practice Fusion comes to the rescue with pre-built referral templates, so there's no need to start from scratch.

You'll have the tools to create, save, and quickly generate referral letters for specific specialties, saving precious time and effort. This way, you can get your patients the care they require without unnecessary delays.

Billing Templates: Making Billing a Breeze

Billing is often considered the bane of healthcare administration, riddled with codes and complexities. Practice Fusion, however, wants to make billing smoother.

Their platform offers billing templates for common procedures and services. Practice Fusion empowers practices to submit accurate claims faster and get paid faster with billing templates. You'll find peace of mind knowing your billing is on point.

Lab and Imaging Orders: Efficiency at Your Fingertips

Practice Fusion integrates smoothly with labs and imaging centers, making ordering and tracking tests easier than ever before. Creating templates for your most commonly ordered tests saves you valuable time. This streamlines the process, reduces errors, and gets results back to you quicker.

A Final Word

EHRs have the potential to be a powerful tool in the quest for healthcare efficiency. Don't let these platforms bog you down. Embrace Practice Fusion tips, tricks, and shortcuts. Imagine more time to spend with your patients, and less time wrestling with tedious tasks - sounds pretty ideal, right?

If you're part of a healthcare admin team and want to know how to manage patient data and other administrative tasks more efficiently, try Magical. Magical is used at more than 50,000 companies like United Healthcare, Optum, and Zoomcare to save 7 hours a week on their repetitive tasks.

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