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Funding programs beyond ADP.

ADP is not the only payer your office deals with. Fusion Claims gives ODSP and March of Dimes their own workflows, tracks WSIB, insurance, Muscular Dystrophy Canada and hardship cases with their own statuses, and keeps program forms in the therapist's portal.

Book a call See the ADP workflow

ODSP, SA Mobility and Ontario Works

Staff choose the ODSP division on the case: ODSP Standard, SA Mobility or Ontario Works. Each one has its own statuses, forms and payment order.

ODSP Standard

  1. Quotation
  2. Submitted to ODSP
  3. Pre-Approved
  4. Ready for Delivery
  5. Delivered
  6. POD Submitted
  7. Payment Received
  8. Case Closed

Other outcomes: On Hold Cancelled Denied

SA Mobility

Adds two statuses to the ODSP path:

  1. SA Form Ready
  2. Submitted to SA Mobility

Ontario Works

  1. Quotation
  2. Documents Ready
  3. Submitted to Ontario Works
  4. Payment Received
  5. Ready for Delivery
  6. Delivered
  7. Case Closed
See the full ODSP, SA Mobility and Ontario Works workflow

March of Dimes home and vehicle modifications

March of Dimes Canada cases for the Home and Vehicle Modification Program follow their own path, from the assessment and drawings to the funding agreement, the PCA and production.

  1. Schedule Assessment
  2. Assessment Booked
  3. Assessment Done
  4. Processing Drawing
  5. Quote Sent
  6. Handed Off
  7. Awaiting Funding
  8. Approved
  9. Awaiting Agreement
  10. Agreement Signing
  11. PCA Received
  12. In Production
  13. Complete
  14. POD Sent
  15. Closed

Other outcomes: Denied On Hold Cancelled

See the full March of Dimes home and vehicle modifications workflow

WSIB

WSIB cases have their own case form and statuses.

WSIB case

  1. Quotation
  2. Assessment Scheduled
  3. Assessment Completed
  4. Documents Ready
  5. Submitted to WSIB
  6. Pre-Approved
  7. Ready for Delivery
  8. Delivered
  9. POD Submitted
  10. Invoice Submitted
  11. Payment Received
  12. Case Closed
  • The WSIB Case form keeps the claim number, adjudicator, Form 7 date, approval date and approval letter.
  • Chosen milestones send a message to the client and the authorizer.
  • Therapists find the Provider Payment Request for Equipment/Supplies (3941A) in their portal's document library.

Private insurance

The Insurance Case records the insurer, policy, claim, pre-authorization amount and expiry, with an optional home assessment. There are two routes.

Client submits

  1. Submitted by Client
  2. Approval Received
  3. Payment Received from Client
  4. POD Given to Client

Direct bill

  1. Pre-Auth Submitted
  2. Pre-Auth Approved
  3. POD & Invoice Submitted
  4. Payment Received
  • Selected milestones send notifications.

Muscular Dystrophy Canada

The Muscular Dystrophy Case tracks enrolment, the MDC client ID, who submits, and the MDC purchase order with its number, date, amount and document.

Muscular Dystrophy case

  1. Quotation
  2. Awaiting OT Letter
  3. Documents Ready
  4. Submitted to MDC
  5. Purchase Order Received
  6. Product Ordered
  7. Delivered
  8. POD & Invoice Submitted
  9. Awaiting Payment
  10. Payment Received
  11. Case Closed

Other outcomes: Client Not Enrolled On Hold Denied Withdrawn Cancelled

  • Fusion Claims sets the payment due date to 90 days after the purchase order date.
  • The therapist's document library links the MDC registration and equipment program forms.

Hardship funding

One Hardship Funding Case covers any hardship funder: the funder, who submits, the eligibility interview, the approval date and amount, the client portion and how the approval arrived.

Hardship funding case

  1. Quotation
  2. Awaiting Pre-Assessment
  3. Pre-Assessment Complete
  4. Application Package Ready
  5. Submitted to Hardship Funder
  6. Eligibility Interview Scheduled
  7. Approval Received
  8. Product Ordered
  9. Delivered
  10. POD & Invoice Submitted
  11. Payment Received
  12. Case Closed

Other outcomes: Eligibility Failed

  • Milestone emails include one for Eligibility Failed.

ACSD

ACSD clients are ADP cases with the ACS client type, so they follow the ADP workflow, documents and claim file. The ACSD Cases list shows them together.

  • The client profile records ACSD as a benefit type, and XML import reads it from the application.

Program forms in the therapist's portal

Therapists signed in to their portal have a library of program forms and links, kept with a title, type and version.

  • It covers IFHP, Veterans Affairs Canada, Blue Cross, the City of Toronto Hardship Fund, Easter Seals Ontario, the MS Canada Quality of Life Program, the Holland Bloorview Family Support Fund, the Jennifer Ashleigh Children's Charity and the Home Accessibility Tax Credit.
  • These are references for the therapist. Fusion Claims does not process claims for these programs.

Direct and private, other payers and rentals

Direct and private sales, other payers and rentals are sale types on the same order, without a government application or ADP claim file.

  • Direct, private and other sales can still record an authorizer; rentals leave that question out.
The ADP claims workflow Every step from the therapist's call to the closed case, with screenshots. The Fusion Claims module Features, documents, screens and recent changes of the Odoo module behind these workflows.

Tell us which programs you bill.

Book a call and we'll show how each program's paperwork and billing would run in your system. Prefer the phone? Call 905-792-0000.

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