The following information is offered to assist users of SoftDent, 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.
| SoftDent Report | In Sensei Cloud, go here: | Notes |
| Daily Op Scheduler (Daily) |
Location Tab > Schedule > Print Schedule (Grid or List) How to Print the Schedule or Diary Day View |
|
| Missed Appointments (Daily) |
Location Tab > Appt Worklists > Pending List How to Delete or Reschedule an Appointment From the Pending List |
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| Confirmation List (Daily) |
Location Tab > Appt Worklists > Confirmation List How to View the Confirmation List for the Schedule |
|
| Daysheet (Daily) |
Location Tab > Financials > Daysheet Location Tab > Financials > Daily Activity Report |
The Financial Daysheet provides an accounting of all transactions during an open Daysheet period, grouped and summed by transaction type. This is for a rolling period since the close of the last Daysheet and based on Transaction (Posting) Date. The Daily Activity Report provides a list of transactions grouped and summed by Transaction Category and/or Patient for any date period specified. |
| Short Call List (Daily) |
Location Tab > Appt Worklists > Shortcall List How to Use the Shortcall List |
|
| Daily Register (Daily) |
Location Tab > Financials > Report Generator > Register Report How to Create a Register Report |
The Register Report can be run for the desired time period and provides Production and Collection totals. |
| End Of Day Call Backs (Daily) |
Location Tab > To Do > Patient Follow-Up List How to Use the Patient Follow-Up List |
Sensei Cloud provides an active worklist of patients who have had appointments which have been flagged as requiring follow-up. You can filter the worklist by patient, procedure code, provider, appointment type, appointment status, appointment date, or location (if accessing from the All Locations Tab). |
| Unsubmitted Claims (Weekly) |
Location Tab > To Do > Unbilled Procedures How to Identify and Process Unbilled Procedures |
|
| Account Aging (Monthly) |
Location Tab > Financials > Accounts Receivable Dashboard Tab > Reporting > Patient List |
The Accounts Receivable worklist provides an active list of patients (accounts) with location or practice balances. This worklist can be filtered and sorted by balance type and provider. The worklist can also be printed or exported. Simply filter and sort by any calculated balance value to identify the subset of target patients for collections (e.g., patients with the largest aged balances). The Patient List Report can be used to generate a list of patient accounts that meet various criteria and include a requested account balance (e.g., Balance Aged 31+ Days). |
| Recall Report (Monthly) |
Location Tab > Appt Worklists > Recare List (US) or Recall List (UK) How to Use the Recare/Recall List |
This report can be exported to a .CSV file. |
| Outstanding Insurance by Company/Patient (Monthly) |
Location Tab > Claims > Claims Management |
This report can be exported to a .CSV file. You can also create an Insurance Aged Receivables Report using the Report Generator (Location Tab >Financials > Report Generator). |
| Monthly Register / Registers for a Period (Monthly) |
Location Tab > Financials > Report Generator > Register Report How to Create a Register Report |
|
| Transactions For a Period (Monthly) |
Location Tab > Financials > Report Generator > Daily Activity Report Dashboard Tab > Reports > Transaction List |
While both reports can be run to garner the desired data, if you plan to compare the results, it is essential to make sure the filters are set equivalently (including selecting the date basis in the Daily Activity Report) and take into consideration whether corrected/removed transactions are included. |
| Collection Summary (Annually) |
Location Tab > Financials > Report Generator > Payments By Type Location Tab > Financials > Report Generator > Collections By Provider |
Selecting a Totals and Subtotals report format is the best option to compare to the Collection Summary report, for either of these Sensei Cloud reports. The Payments By Type report is best for practice (or location) totals. The Collections By Provider report can be used for totals by provider. |
| Lab Case Report (As Needed) |
Location Tab > To Do > Lab Case Management |
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| Collections for a Provider (As Needed) |
Location Tab > Financials > Report Generator > Collections By Provider How to Create a Collections By Provider Report |
The Collections By Provider Report gives a breakdown of payment transactions (for the specified reporting period) that have allocations to one or more providers as well as payments that are unallocated. |
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