WinOMS Report Comparison – Carestream Dental

The following information is offered to assist users of WinOMS, 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 article links for more detailed information on each report or worklist.

WinOMS Report	In Sensei Cloud, go here:	Notes
Bank Deposit (Daily)	Location Tab > Financials > Daysheet > Print Deposit Slip How to Print a Deposit Slip	There are multiple ways to generate a list of transactions to be deposited. The Financial Daysheet Print Deposit Slip action uses the totals automatically generated at the time the FD period is closed. You can also obtain these totals from the Report Generator (Payments by Type) and the Dashboard's Transaction List Report.
Daysheet (Daily)	Location Tab > Financials > Daysheet How to Use the Financial Daysheet	Two ways to produce a Daysheet: The Financial Daysheet provides an accounting of all transactions during an open FD period, grouped and summed by transaction type. This is for a rolling period from the close of the last FD, and is based on Transaction (Posting) Date. The Report Generator provides a Daily Activity Report which can provide a list of transactions - grouped and summed by Transaction Category and/or Patient - for any date or period, and can be run in arrears. How to Create a Daily Activity Report
Night Call List (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 flagged as requiring follow-up. You can filter the worklist by location, patient, procedure, provider, and appointment type, status, or date.
Claim Submission (Daily)	Location Tab > Claims > Claims Management How to Create and Manage Claims	Sensei Cloud provides an active worklist of generated insurance claims, accessible by both location and patient. The filter is set to Open claims by default, but a variety of filters enables you to refine the list as desired. The worklist can also be exported for offline processing. Tip: Click the Last Updated column head to sort by date.
Unapplied Payments/ Adjustment (Weekly)	Location Tab > Financials > Applied Payments > Check Unapplied Option How to Access and Report on Applied Payments Location Tab > Financials > Report Generator > Collections by Provider How to Create a Collections By Provider Report	There are two ways of generating this data: The Applied Payments screen provides an accounting of all requested credit transactions that have/have not been applied or allocated to providers or services/debits. Select the Only Show Credits with Unapplied Funds filter to display unapplied credit transactions, filtered by date (acceptance or transactions) and type. The Collections by Provider report provides a breakdown of payment transactions, for the specified reporting period, that have allocations to a provider(s), as well as payments that are unallocated.
Adjustment Analysis (Monthly)	Location Tab > Financials > Report Generator > Daily Activity Report > Filter by Transaction Category How to Create a Daily Activity Report Dashboard > Reports > Transaction List How to Generate Transaction Reports	There are multiple ways to generate data on adjustments: The Daily Activity Report can be filtered via adjustment-based Transaction Types and Subtypes, and grouped by Transaction Category or Patient. Likewise, you can filter a Transaction List report by Transaction Type to return a list of adjustments, although this list is not grouped or summarized. Note: An additional Adjustments report is planned for the Report Generator, which will provide an accounting of all Balance Adjustments for a selected reporting period.
Aged Receivables (Monthly)	Location Tab > Financials > Accounts Receivable How to Print the Accounts Receivable Report Location > Financials > Report Generator > Insurance Aged receivables How to Create an Insurance Aged Receivables Report	The Accounts Receivable screen is an active worklist of patient accounts. You can filter by location, balance type, and preferred provider. Filter and sort by any calculated balance value to identify target accounts for collections. Print or export as needed. Note: The Dashboard's Patient List report can be filtered to include aged balances.
Credit Balance (Monthly)	Location Tab > Financials > Accounts Receivable > Filtered by All Credit Balance How to Print the Accounts Receivable Report Dashboard Tab > Reports > Patient List How to Generate Patient List Reports	Use Accounts Receivable to identify credit balances based on accounts, or Patient List reporting to identify patients with a credit balance.
Deleted Transactions (Monthly)	Location Tab > Financials > Daysheet > Print Transaction Audit How to Generate a Transaction Audit Report Dashboard > Reports > Transaction List How to Generate Transaction Reports	Transactions in Sensei Cloud can be removed or corrected via the adjustment process. Use the Financial Daysheet to view adjusted transactions that occurred during the FD reporting period. Select Print Transaction Audit and/or Show Suppressed Transactions to generate the data you need. The Dashboard's Transaction List reporting can be filtered by transaction type or subtype. Select Include Corrected & Removed when viewing the results.
Monthly Adjusted Receipts (Monthly)	Location Tab > Financials > Report Generator > Collections by Provider Report How to Create a Collections By Provider Report Dashboard > Reports > Transaction List How to Generate Transaction Reports	Sensei Cloud does not currently support the concept of Credit/Debit Adjustments to Collections; however, calculated revenue by provider data is reflected in the Collections By Provider Report. To see Refund Totals in Sensei Cloud, run the Transaction List from the Dashboard and select Refunds as the Transaction Type.
Payment Code Analysis (Monthly)	Location Tab > Financials > Report Generator > Payments by Type Report (Totals, Subtotals, and Details) How to Create a Payments By Type Report	Use the Totals, Subtotals and Details Report Format of the Payments by Type Report and specifically note the subtype when applicable. Note: Sensei Cloud does not allow users to define additional Payment Codes.
Payment Method Analysis (Monthly)	Location Tab > Financials > Report Generator > Payments by Type Report (Totals and Subtotals) How to Create a Payments By Type Report	Use the Totals and Subtotals Report Format of the Payments by Type Report.
Practice Summary (Monthly)	Location Tab > Financials > Report Generator > Register Report How to Create a Register Report	Sensei Cloud provides a Register Report that includes calculated values for Production and Collections (gross and net) for the selected reporting period.
Production Report (Monthly)	Location Tab > Financials > Report Generator > Production by Code Report How to Use the Report Generator	Use the Totals and Subtotals Report Format of the Production by Code Report. Note: Percentage of total production is not included.
Transaction Detail (Monthly)	Location Tab (or All Locations Tab) > Financials > Report Generator > Payments by Type How to Create a Payments By Type Report	When seeking a detailed transaction report for payments only, use the Totals, Subtotals and Details Report Format of the Payments by Type Report to generate detailed transaction data within the specified date range. When seeking similar data for Charges or Adjustments, different reports (such as the Production by Code or Daily Activities Reports) can be filtered/refined and generated as needed.
Procedure Analysis (Annually)	Location Tab > Financials > Report Generator > Production by Code Report How to Use the Report Generator Dashboard > Springboard > Treatment Ranking widget How to Change Which Widgets Are Viewable in Springboard	The Production by Code report in a Totals and Subtotals format returns a count of each procedure performed and the total charges associated with those procedures. The Treatment Ranking widget on the Springboard shows the top Treatment Subtypes posted in a specified date range and gives applicable totals.
Scheduler Report (As Needed)	Location Tab > Schedule > Print Schedule (List or Grid) How to Print the Schedule or Diary Day View Location Tab (or All Locations Tab) > Appt Worklists > Pending List How to Delete or Reschedule an Appointment From the Pending List	When printing the schedule, select Grid or List, for All or specified providers. The List format provides additional appointment details not displayed in the Grid format. Use the Pending List appointment worklist to identify, reschedule, or delete cancelled or no-show appointments.
Referral Rankings and Ratings (As Needed)	Location Tab > Referrals > Referral Activity How to Track Referral Activity	Filters enable you to customize your Referral reports. Links from the Referral Activity screen enable you to Manage Referral Sources and access the Referral Follow-Up List.
Patient Demographic (As Needed)	Dashboard Tab > Reports > Patient List How to Generate Patient List Reports	Customize the Patient List Report to generate the desired data.

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