Product Enhancements and New Features:
Digital Signature Capture for Treatment Plans
Sensei Cloud now enables you to use your Topaz® Signature Pad to capture signatures on patient treatment plans. Once a treatment plan is signed, a copy is saved in Patient Files as a .PDF document.
Note: The signature pad integration has been fully tested with the Topaz SignatureGem LCD model
T-LBK462-HSX-R. For more information, see Topaz Systems, Inc.
The Add Signature functionality has been added to the Viewing Treatment Plan window you access whenever viewing/managing plans from the Patient Treatment Plans list, the Clinical Chart (EMR), the banner of the Dental Chart/Hard Tissue Chart or Patient Home page, or by selecting a plan from Location > Appt Worklists > Treatment Plan List.
Select this link to activate the signature pad.
Note: If you have not installed the Topaz SigWeb software (the driver for the signature pad), or if the device is not plugged in, you are prompted to do so.
- A Review and Sign link has been added to the Treatment Plan card on the Patient > Clinical> Clinical Chart (EMR) screen. Click this link to access the patient's Treatment Plans list.
- When the signature is captured for a treatment plan, the signed plan is automatically saved into Patient Files. From there, you can preview/print the document, delete it, or download the file.
- The signature-related links are changed to Signed when the signature is saved.
Important: If clinical or financial details of a treatment plan are modified, the links/status revert to their original unsigned status. It is recommended that you obtain a new signature after making changes; however, the .PDF file of the original signed plan remains in Patient Files.
For more information, see How to Digitally Capture Treatment Plan Signatures.
Ortho Contract / Statement Enhancements
Based on customer feedback, there are three enhancements that help clarify contract-related data for customers using Ortho contracts.
Closed Contract Visibility on the Ledger
When a contract is closed (Financials > Contracts > Close Contract), the associated adjustment entry on the Ledger (Patient > Financials > Ledger) is now visible without first selecting the Show Audit View filter. The running balance in the Ledger table now correctly accounts for these transactions.
Previously, the balance KPIs in the banner were correct, but the running balance columns did not account for that adjustment unless the Show Audit View was selected. This created a mismatch between the resulting running balance at the top or bottom of the table (depending on sorting order) and the KPIs above.
Ortho Practice Billing Statements Based on Current Balance
Ortho-enabled practices will now generate statements based on the Current Balance due for the billing period, instead of the Total Balance amount that reflects the entire unpaid amount of the contract. The transaction amounts for periodic contract charges are displayed (Amount to Current ledger column) along with a note about the remaining balance (Total Balance ledger column) for any open contracts. The Account History feature has also been updated with this logic.
Transaction amounts for periodic contract charges, and other contract-based transactions and adjustments, are now displayed (instead of a blank or $0.00 value) and accurately accounted for in the running balance on statements and accounts histories.
Note: Transactions that contribute only to the Total Balance are still displayed as blank (or $0.00 transactions) because the basis for the statement is now the Current Balance due. As such, these transactions include a [{Value} to Total Bal] note in the transaction descriptions.
Additionally, the current Remaining Contract Balance is added to the Notes sections of these documents for patients with open, active contracts.
For group-based (Guarantor-based) statements/histories, the sum is displayed for all guaranteed patients’ open, active contracts.
Additional Contract Descriptions
Additional descriptive details have been added to transaction lines to help clarify the Ledger and statements for both the practice and the guarantors.
In addition to the type (guarantor or insurance) and payer (e.g., guarantor or payer name), Orthodontic contract transactions now include the associated Contract Name in the transaction description. This helps distinguish transactions resulting from multiple contracts for the same patient or patients sharing the same guarantor.
Defects and Small Enhancements
Seven miscellaneous defects were addressed in this release of Sensei Cloud.
Comments
0 comments
Please sign in to leave a comment.