Sensei Cloud Release 0.1.15283 | 23 Mar 2025

New Features, Fixes, and Enhancements

This Sensei Cloud release continues to deliver on design improvements as well as enhancements encouraged by customer feedback. 

Medical Claims Remarks (US Only)

To facilitate more efficient claim processing, customers using the Sensei Cloud Medical Billing feature can now add additional remarks to the CMS1500 Medical Claim form.

Use the Medical filter on the Claims Management screen to display medical claims or sort by the D/M column in the list. (Patient > Insurance or Location > Claims)

To add remarks:

1. From the Claims Management screen, locate and select the medical claim that needs attention. The Claim Summary is expanded.
2. Click Edit Addl Info. The Additional Claim Information window is displayed.
   
3. Select the box for Item 19. Claim Remarks. The related fields become active.
4. Select a Qualifier from the list, and then type additional remarks into the Information field. You can enter up to 65 characters.
   Note: You can manually add an additional qualifier into the Information field if needed. Click to view more detailed instructions.
5. Click Save Changes. The new information is added to Box 19 ADDITIONAL CLAIM INFORMATION on both the printed form and digital record.

For more information, see How to Submit Medical Claims.

Regulatory Compliance Updates (UK Only)

The following enhancements have been put in place for customers in the UK, to facilitate regulatory compliance beginning on dates indicated:

CCN70 Compliance

Beginning 6 April, 2025, Sensei Cloud will prompt you to update patient records to remove the Tax Credit Exemption when you are working with the relevant interfaces. Claims created with the tax credit exemption prior to this date will still reflect the exemption.

CCN75 Compliance (Wales)

For customers in Wales, new treatment codes and associated claim fields have been added, effective for NHS claims on or after 1 April, 2025.

There are three additional checkboxes in the Other Services section of the claim:

• DAP New Patient - Patient has registered via DAP (Dental Access Portal) for non-urgent treatment.
• New Urgent Patient Referral - Patient has been referred via DAP (Dental Access Portal) for urgent treatment.
• Did Not Attend - Patient has been referred via DAP (Dental Access Portal) for urgent treatment but has not turned up for any appointments.

Option to Re-Open Treatment Plans (US Only)

Following up on functionality that was recently added for Sensei Cloud customers in the UK, practices in the US can now re-open a completed treatment plan. When you click on a patient's completed treatment plan (Patient > Treatment Plans), there is now an Uncomplete option at the bottom of the window.

Use this button to re-open and edit the plan to add more details and/or procedures.

Note: This action does NOT un-complete existing completed procedures or un-post charges already posted. Any existing claims are also not affected.

For more information, see How to Create or Edit a Patient Treatment Plan.

Insurance Reporting Enhancement (US Only)

In response to UserVoice requests, Insurance Payer information has been added to insurance-based transactions to improve your ability to track insurance company payments to your practice. 

Insurance payers are noted in the following locations:

Transaction List Reporting

You can now add Insurance Payer as a column in your Transaction List reports, and then filter by All (default), or use the filter to Include All/Include Only/Exclude selected payers.
(Dashboard > Reports > Transaction List)

For more information, see How to Generate Transaction Reports.

Payments By Type Report

The Report Generator's Payments by Type report now enables you to select Insurance Payer as a column when generating the Report Format of Totals, Subtotals, and Details.
(Location > Financials > Report Generator)

You can use the Filter Parameters to select or exclude individual payers from the report. 

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

Ledger line items

Patient Ledger entries now display the name of the insurance payer along with the payment type and claim number. (Patient > Financials > Ledger)

Applied Payments

The Applied Payments screen now includes the insurance payer name with the type and claim number in the Description column.
(Location > Financials > Applied Payments)

Financial Daysheet

The Financial Daysheet now includes the insurance payer name in the Description column of Payment - Insurance payment types. (Location > Financials > Daysheet)

Location Added to Applied Payments Reporting

The Location Name associated with transactions (credits or debits) has been added to the Applied Payments reporting. when printing or exporting the results. (Location > Financials > Applied Payments)

Exported data now shows the Credit Location and Debit Location.

Note: This also applies to Unapplied Payments reporting when the Only Show Credits With Unapplied Funds filter is selected.

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

Defects and Small Enhancements

Five additional items were addressed.