Product Enhancements and New Features:

Pre-Authorization Manual Entry

In response to customer requests, you can now add a pre-authorization number to all new dental and medical claims without creating a pre-auth claim in a treatment plan first.

When you obtain an insurance pre-auth via telephone, direct portal, etc., you can simply enter the number manually and it is saved with the claim details.

To add a pre-authorization number:

1. Navigate to the Claims Management screen.
   (Patient > Insurance > Claims Management or Location > Claims)
2. Select a claim from the list. The Claim Summary is displayed.
   
   If no Pre-Authorization # is indicated, the Add Reference # link is displayed.
3. Click Add Reference #. An entry field is displayed.
4. Enter the number and click Save.

The saved pre-authorization number then automatically populates the following claim form boxes:

• Paper Medical: Box 23
• Paper Dental: Box 2 (coming in an August 2023 release)
• Electronic claims: DA0-14.0

Expanded Clinical EMR Interface – Allergies and Medications

Sensei Cloud now enables all customers to access the Medications and Allergies tracking widgets on the Clinical Chart (EMR) screen. These were previously only available to Oral Surgery customers.

• Use the tracking widgets to view and enter/update current medications and allergies for the patient.
• Use the Administration tab to manage lists of medications and allergies available for selection.
  (Administration > Clinical > Allergies / Administration > Clinical > Medications)

To access these features:

1. Select Patient > Clinical > Clinical Chart (EMR).
2. Select from the panels at the top of the screen.
   

For more information, see:

• How to Track Visits with the Clinical Chart (EMR)
• How to Enter Patient Allergy Information
• How to Enter a Patient’s Current Medications

Claim Form Handling of Gender Type: Unknown

When Unknown is selected for a patient’s Gender (Patient > Patient Record), claim forms are handled as follows:

• Medical paper claim: Box 3 (patient), box 11a (policy holder) remain blank.
  (No option for Unknown.)
• Dental paper claim: Box 22 (patient), box 14 (policy holder), and box 7 (policy holder for additional coverage) are marked “Unknown.”
• Electronic claims CA0 – 09.0 transmit “U” for Gender.

Service Locations on Additional Claim Types

In a recent release, Sensei Cloud provided the ability to add a service location to a paper medical claim when the work was performed at a location other than your practice, such as a hospital, clinic, or mobile facility. The service location populates the service/treatment portion of the claim, while the billing portion reflects the practice location.

This functionality is now also available on electronic medical claims as well as paper and electronic dental claims.

For more information, see How to Add Service Locations.

Additional Licensing and Codes for Providers

In response to reported medical claim rejections, Sensei Cloud has updated the requirements for some of the doctor-specific licensing fields, and verified when each should be transmitted as part of a normal claim workflow.

To access these entry fields, select Administration > Team > Team Members.

When a team member’s Role is Doctor, additional fields are required:

• NPI Number – 10-digit National Provider Identifier code. Use the provider’s individual NPI number. If they do not have an individual number, enter the NPI number that is assigned to the practice location. (Administration > Locations > Practice Location Settings > Business)
• Taxonomy Code – Select the provider’s specialty classification from the list.
• State License Number – Enter the Dental License Number for each state in which the provider holds credentials. This number is transmitted in BA0 – 24.0 on electronic claims and printed in Box 55 on the Dental claim form.
  Note: If more than one state license exists for the Provider, the system chooses based on the practice location for the work.
• DEA Number – This number is required for the provider to issue prescriptions or administer controlled substances.
• Tax ID Number (TIN) - Use the provider’s individual Tax ID number or the number assigned to the practice location. (Administration > Locations > Practice Location Settings > Business)
• Dentist License Number - Enter the additional license number for the provider’s specialty (such as Oral Surgery or Anesthesiology), if applicable. If the provider does not have a separate ID, enter the State License Number again.
  
  Reminder: Box 50 on the Dental claim form populates from the Location’s Business License Number field.

New Taxonomy Code for Anesthesiologists

You can now select an Anesthesiology Taxonomy Code for Anesthesiologists in your practice:

1. Select Administration > Team > Team Members.
2. Click Create New Team Member or Edit Selected Team Member.
3. For Role, select Doctor. Additional fields are displayed.
4. For Taxonomy Code, select Anesthesiology.
5. Enter the additional required information for the Doctor role. (See the previous section Additional Licensing and Codes for Providers.)
6. Click Save Team Member.

Defects and Small Enhancements

Twenty-four additional defects were addressed, including:

• The Remaining Booked This Month amount on the Location Home screen is now calculated the same way as for the Schedule.
• The “missing address” prompt now also displays for responsible parties and policy holders when saving a patient record.
• The Vitals entry fields in the Anesthesia Record (Oral Surgery customers) now has a Diastolic Blood Pressure threshold of 30 instead of 40.