Sensei Cloud Release 0.1.14426 | 12 Jan 2025

New Features, Fixes, and Enhancements

NHS: 'Uncomplete Treatment Plan' Option (UK Only)

In response to customer feedback and NHS requirements, you can now reopen and edit completed treatment plans, including NHS Courses of Treatment (COT). This enables you to correct or update treatment plan details as needed to facilitate the processing of NHS Dental claims.

You can reopen a treatment plan under these conditions:

• The attached NHS claim has a Not Ready or Deleted status.
• The claim is Dental (non-Ortho).
• No other NHS Treatment Plan for the patient currently holds the status of Accepted.
• Private treatment plans can also be uncompleted and edited as needed.

To access the Uncomplete Treatment Plan option:

1. Select Patient > Treatment Plans.
2. Select a plan from the list. The Viewing Treatment Plan window is displayed.
3. Click Uncomplete Treatment Plan. 

To access this functionality from the Location tab:

1. Select Location > NHS Claims > Claims Management.
2. Select an NHS Claim. The Update NHS Claim window is displayed.
3. At the bottom of the window, click View Treatment Plan. The Viewing Treatment Plan window is displayed.

For more information, see How to Reopen Completed NHS Treatment Plans.

 Allocation of Credits to Providers 

In response to UserVoice requests, you can now credit funds directly to providers at the time of service. Related workflows have been enhanced to enable your practice to track and report these payments. The Report Generator includes two new reports, and existing Financial reports have been updated as well. 

Updating Credit Distribution Rules

The practice-level Financial Rules settings have been updated to enable you to more specifically define how to distribute credits (applied payments) when entering payments or adjustments.

Administration > Practice Settings > Financial Rules > Edit Financial Rules

From here, you can select whether to distribute to providers only, or to services and providers. It is recommended that you select Yes to the automatic prompt, so that the Apply Payments window is displayed as part of the process when entering a payment.

For more information, see How to Configure and Use Applied Payments.

Applying Payments to Providers at Time of Service

When you select Yes for Automatically Prompts to Distribute, the process for entering a payment includes the Apply Payment window, based on the defined Credit Distribution Rules. If you have selected Services & Providers, this window displays two tabs you can use to continue distributing credits.

• Use the Providers tab to distribute the amount to one or more providers.
• Use the Services tab to distribute an amount to services performed.

For more information, see How to Allocate Payments Directly to Providers.

Report Generator: Payments By Type Report

Generate the new Payments By Type report to see an accounting of all payments received during the specified reporting period, including the number of payments and the total amount, regardless of whether the payments were distributed to a provider.

• You can group the results by the posting team member (Posted By), or by Transaction Type. When generating from the All Locations tab, you can also choose to group by Location.
• You can format this report to display Totals and Subtotals only, or Totals, Subtotals, and Details to create a more robust accounting.

For more information, see How to Create a Payments By Type Report and How to Use the Report Generator.

Report Generator: Collections By Provider Report

Generate the new Collections By Provider report to see how payments received were allocated to providers during the specified reporting period. The report includes all allocations from payment-based transactions.

• The Transaction Count and Amount at the top will always match the Payment report for the same period and criteria.
• The Allocation Amount per provider is displayed, along with the total amount that was not applied to a provider.

For more information, see How to Create a Collections By Provider Report and How to Use the Report Generator.

Updated Financial Reports

Several financial reports have been updated to reflect changes to how payments are applied. Note that "pre-payment" amounts are no longer reflected.

Transaction List Reports (Dashboard > Reports > Transaction List)

• When the Provider column is included, it displays values based on distributions.
• Multiple providers are included if they are credited from a single transaction.
• If no distributions were added for a transaction, the field remains blank.

For more information, see How to Generate Transaction Reports.

Production By Provider (Location > Financials > Provider Production)

• Now uses distribution data rather than single transactions for adjustments.
• A single adjustment can be distributed to multiple providers or multiple services.
• Separate entry for each distribution.

For more information, see How to Generate Provider Production Reports.

Applied Payments (Location > Financials > Applied Payments)

• Minor adjustments to labeling (Provider Distributions instead of Pre-Payments).
• Multiple providers are included if they are credited from a single transaction.

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

Daysheet (Location > Financials > Daysheet)

• Still transaction based; when filtering, you will see the entire transaction listed under each provider.
• Printout shows item only once, but lists all providers credited.

For more information, see How to Use the Financial Daysheet.

Daily Activity Report - New Grouping Options

(Location > Financials > Report Generator > Report Type = Daily Activity Report)

• When you generate the Daily Activity report, you can now elect to Group By Patient.
• When you generate from the All Locations tab, you can select to Group By Location. 

For more information, see How to Create a Daily Activity Report.

Defects and Small Enhancements

Twenty-nine additional items were addressed, including:

• Per customer requests, the Accounts Receivable Report (Location > Financials > Accounts Receivable) now includes the option to Export Current View. This option saves the currently selected data to a .CSV (spreadsheet) file.