Sensei Cloud provides several reports and worklists that Oral Surgery practices may find particularly useful.
(Location > Financial > Daysheet)
The Daysheet gives an overview of the day's finances, including all Daily Totals, Deposit Slip, Totals Summary, and Transaction Details. You can also print reports for each of these sections as needed.
(Location > Financial > Accounts Receivable)
The Accounts Receivable Report displays all non-zero accounts by default. You can refine the list by Account Type and/or Doctor.
(Location > Financial > Applied Payments)
For practices that pay providers based on collections, Sensei Cloud's Applied Payments functionality enables you to apply funds from posted credits to open debits (charges). The Applied Payments window enables you to view, filter, and report on the applied payment distributions.
(Location > Financial > Provider Production)
The financial management features enable you to track and report on production by provider, including associated charges, adjustments, discounts, and write-offs for a specified reporting period.
(Location > To Do > Patient Follow-Up List)
You can use this worklist like a "night-call" list to follow up with patients after appointments and encounters.
(Location > To Do > Referral Follow-Up List)
This worklist consolidates the task of writing/sending referral follow-ups in one place. A patient is added to the list when an appointment is completed (checked out) that was the result of a referral, and removed from the list once the correspondence is sent. A record of the letter/email is saved in the Patient Correspondence window.
(Location > Referrals)
You can store and manage your referral source information, and use that information to generate multiple reports about activity associated with those referral sources.
From the Location > Referrals menu, you can generate the following reports:
- Interactions by Referral Source
- Procedure Trend Analysis
- Productivity by Referral Source
- Referral Activity