How to Create a Provider PIN for Signing Clinical Notes

Sensei Cloud enables team members with a defined provider-based role, including Doctors (Dentists), Hygienists, and any other clinical roles to create a secure PIN to use when signing off on new or existing Clinical Notes. The team member must be assigned a provider-based role and must be logged in to set their own PIN in the team member settings.

To create a PIN:

1. Providers with Administrator group permissions: Navigate to Administration > Team > Team Members. 
   Providers without Administrator group permissions: Navigate to User Menu > My Settings. 
2. If accessing from the Administration tab, click on the provider's name. Otherwise, proceed to the next step.
3. Click Edit Selected Team Member.
4. Scroll to the Personal Information section.
5. In the PIN field, type a number from 4-10 digits (no letters, spaces, or special characters allowed).
   
6. Click Save Team Member. The PIN can now be used to sign clinical notes. 

Other users cannot view the PIN field when viewing/editing the provider's record.

Note: To change the PIN, the provider must click Reset next to the PIN field, enter the new PIN, and save their record. Only the provider can set or reset their PIN; other administrators do not have access to this field in the team member record.

For more information on signing clinical notes, see:

• How to Add Event-Based Clinical Notes
• How to Use the Clinical Notes Worklist