Sensei Cloud Release 0.1.11718 | 17 Dec 2023

 Product Enhancements and New Features:

2024 ADA Dental Claim Form

Sensei Cloud now provides the 2024 ADA Dental Claim Form. New fields in this form include:

• 3a: Payer ID for the current plan
• 11a: Other Payer ID for additional coverage
• 39a: Date Last SRP for the date of the patient's last scaling and root planing

Note: While the 2019 ADA Claim Form is the default for current plans, any new plans added will default to the 2024 form. 

To change the default form for an existing plan:

1. Select Administration > Insurance > Plans.
2. Select a Plan Name. The Update Insurance Plan window is displayed.
3. For ADA Paper Claim Format, select 2024 Form.
4. Click Update.

For more information, see https://www.ada.org/publications/cdt/ada-dental-claim-form.

Electronic Medical Claim Enhancements (US Only)

Practices with the Medical Billing feature activated can now transmit referring provider information and procedure code descriptions with electronic medical claims, as per the printed claim forms.

Referring Provider Information

Referring provider information (Tax ID, NPI, Taxonomy Code, Phone Number, etc.) is now included on electronic as well as printed medical claims. 

For a referral source to be selected for inclusion on a medical claim, it must meet the following criteria:

• Be an active referral source in the system.
• Be actively associated with the patient.
• Have a defined NPI number in the main record of the source. 

To select this option:

1. From the Claims Management screen, select the medical claim to expand the details.
2. Click the Edit Addl Info button. The Additional Claim Information window is displayed for the claim.
3. Scroll down to Item 17. Referring Provider Information.
4. Select the checkbox, and then select a Referral Source.
5. Click Save Changes. 

Procedure Code Descriptions

Narrative descriptions are automatically added to the electronic medical claim for each submitted procedure. The short description of the procedure code populates field HA0.
The description uses the CDT nomenclature or the CPT short description, and can include up to 280 characters, depending on the code submitted.

For more information, see Sensei Cloud Medical Billing.

Non-NHS Procedure List Enhancements (UK Only)

Per customer requests, practices in the UK can now easily select from available private fee schedules/procedure lists when planning, scheduling, and completing non-NHS work.

You can select a default procedure list, and then select a scheme for treatment planning and completing work.

Non-NHS practices can hide (inactivate) the NHS schedule list. 

Selecting a Procedure List / Fee Schedule

When you are creating a treatment plan, scheduling an appointment, or working with the patient's clinical chart, you can use the drop-down list to select the procedure list to use.

Deactivating a Procedure List / Fee Schedule

You can deactivate a procedure list that is not assigned to a scheme. An inactive list is no longer available for selection when planning or completing work, but existing data or records using procedures on the list are not affected.

To deactivate a procedure list:

1. Select Administration > Procedures & Fees > Procedure List & Fee Schedule.
2. In the for field, select the list/schedule to hide.
   
3. Click the pencil icon to edit the selected list. The Update Procedure List window is displayed.
4. Next to Status, select Inactive, and then click Update. 

Designating a Default Procedure List

To designate a procedure list / fee schedule as the default list:

1. Select Administration > Procedures & Fees > Procedure List & Fee Schedule.
2. In the for field, select the list/schedule to use.
3. Click the pencil icon to edit the selected list. The Update Procedure List window is displayed.
4. Next to Use Procedure List / Fee Schedule as Practice Default, select Yes, and then click Update. 

For more information, see How to Use Multiple Procedure Lists / Fee Schedules.

Platform Size Entry for Implants

Practices using the Implant Tracking feature can now record the platform size for implants. When a platform size has been defined, that information is displayed along with the implant size on implant cards and merge fields.

To add a platform size to an implant:

1. Select Administration > Clinical > Implants. The Implants list is displayed.
2. Click on the manufacturer name to expand the associated brand list.
3. Click on an implant name to expand the list of sizes.
   
4. Enter the Platform Size in millimeters, and then click Save Size. You are prompted to confirm.
   
5. Select Save & Apply Changes.

For more information, see How to Track Implants in the Clinical Chart (EMR).

Report Generator

A new Report Generator screen has been added to the Financials menu (Location, All Locations), to help you generate new reports and access recent reports. This functionality will continue to receive enhancements in upcoming releases.

To access this screen, select Location > Financials > Report Generator. A list of recent reports is displayed, as well as the option to create a new report. 

Production by Code Report

The first available report in this feature is the Production by Code report. Generate this report to see all posted, procedure-based charges for a selected reporting period.

For more information, see How to Use the Report Generator.

Applied Payments Report Enhancement

The Applied Payments Report (Location > Financials > Applied Payments) has been updated with new filtering options to improve your ability customize the report for your needs.

The Filters List now enables you to more specifically define each type of data to include in the report, with All Types defaults as well as the ability to narrow the criteria. You can also use the checkboxes to include specific write-offs, discounts, credits with unapplied funds, and credits with pre-payments. 

Additional improvements:

• The Credits Entered filter enables you to select not only the dates to include (default = Last Month, but you can customize a date range), but also whether those dates are the Acceptance Date (payment received) or the Transaction Date (entered into the system).
• A defect was addressed regarding corrected credits/payments. Now, if a payment on the patient ledger was corrected, you will see the correct amount, and if the payment was removed, it is not included in the report.

For more information, see How to Access and Report on Applied Payments.

Defects and Miscellaneous Items

12 miscellaneous defects were addressed in this release.