OrthoTrac Report Comparison – Carestream Dental

The following information is offered to assist users of OrthoTrac, a Sensei product, who are migrating their practice management needs to Sensei Cloud.

Refer to this table to see where data and commonly-used reporting functions are located in the new software.

Click on the article links for more detailed information on each report or worklist.

OrthoTrac Report	In Sensei Cloud, go here:	Notes
Daysheet (Daily)	Location Tab > Financials > Daysheet How to Use the Financial Daysheet
Patient Flow Report (Daily)	N/A	Check out the following articles to see how Sensei Cloud handles the flow of patients through the office: -- Waiting Queue -- Seated Queue (Lightbar) -- Checkout Queue
No Show Report (Daily)	Location Tab > Appt Worklists > Pending List How to Delete or Reschedule an Appointment From the Pending List	While not exactly the same as the No Show Report, you can use the Pending List to generate a worklist of patients with cancelled and failed appointments.
Daily Schedule Report (Daily)	US: Location Tab > Schedule > {Print Schedule} UK: Location Tab > Diary > {Print Diary} How to Print the Schedule or Diary Day View
Accounts Receivable (Monthly)	Location Tab > Financials > Accounts Receivable How to Print the Accounts Receivable Report Location Tab > Financials > Report Generator > Insurance Aged Receivables Report How to Create an Insurance Aged Receivables Report
Roll Report (Monthly)	N/A	The process of applying scheduled, recurring contract charges occurs automatically in Sensei Cloud. Balances are also automatically aged.
MTD Daysheet (Monthly)	Location Tab > Financials > Report Generator > Daily Activity Report How to Create a Daily Activity Report Location Tab > Financials > Report Generator > Register Report How to Create a Register Report	You can use the Report Generator in Sensei Cloud to create a report that is similar to the MTD Daysheet. The Daily Activity Report summarizes all of the posted transactions for a specified service (or transaction) date. The Register Report provides an accounting of debit and credit transactions for the specified reporting period.
Balancing Worksheet (Monthly)	Location Tab > Financials > Report Generator > Daily Activity Report How to Create a Daily Activity Report Location Tab > Financials > Report Generator > Register Report How to Create a Register Report	Either of these customizable reports allow you to summarize monthly financial transactions by category for the time period you specify.
Auto Payments Report (Monthly)	ePayments that are already posted: Location Tab > Financials > Report Generator > Payments By Type Report How to Create a Payments By Type Report ePayments that are scheduled: Location Tab > Financials > Auto Payments How to Use Automatic Payments for Ortho Contracts ePayments that have failed: Location Tab > To Do > Failed Payment Transactions
Contact Expert Reports (Monthly)	Dashboard Tab > Reports > Patient List How to Generate Patient List Reports
Ledger Scan (Monthly)	Location Tab > Financials > Report Generator > Daily Activity Report How to Create a Daily Activity Report	You can generate a Daily Activity Report for a selected reporting period, grouped by Patient. Multi-location practices can group by Location from the All Locations Tab.

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