The following information is offered to assist users of PracticeWorks, 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.
| PracticeWorks Report | In Sensei Cloud, go here: | Notes |
| Daily Reports: A/R Recap Also called Daily Account Activities or Closeout (Daily) |
Location Tab (or All Locations Tab) > Financials > Daysheet Location Tab (or All Locations Tab) > Financials > Report Generator > Register Report Location Tab (or All Locations Tab) > Financials > Report Generator > Adjustments Report [COMING SOON] Location Tab (or All Locations Tab) > Financials > Report Generator > Daily Activity Report Dashboard Tab > Reports > Transaction List |
Sensei Cloud uses multiple reporting functions to capture this data. The Financial Daysheet provides a Totals Summary for the reporting period, whereas Transaction List reporting can be filtered/customized for more specific data. Click the article links to learn more about each reporting function listed for this report. |
|
Daily Reports: Deposit Slip (Daily) |
Location Tab > Financials > Daysheet > Print Deposit Slip How to Print a Deposit Slip |
The Financial Daysheet allows for an on-demand report or an automatic generated report upon closing of the current, open Daysheet period. |
| Daily Reports: Deposit Details (Daily) |
Location Tab (or All Locations Tab) > Financials > Report Generator > Payments by Type How to Create a Payments By Type Report |
Select Totals, Subtotals, and Details for the Report Format. |
| Daily Reports: Reconciliation Report (Daily) |
Location Tab (or All Locations Tab) > Financials > Daysheet
How to Use the Financial Daysheet |
Select Print Transaction Details to list transactions from the FD period (but not the A/R change), and then select either Print Totals Summary or Print Daily Totals to show the A/R charge summary of transactions, without the details. Note: The Financial Daysheet allows for an on-demand report or an automatic generated report upon closing of the current, open Daysheet period. |
| Daily Reports: Production Detail (Daily) |
Location Tab (or All Locations Tab) > Financials > Report Generator > Production by Code Report
How to Use the Report Generator Location Tab (or All Locations Tab) > Financials > Provider Production
How to Generate Provider Production Reports |
Use the Production by Code Report, and/or the Daily Activity Report filtered by Transaction Type. You can also use the Production by Provider worklist for an additional layer of detail. |
| Accounts Receivable (Monthly) |
Location Tab (or All Locations Tab) > Financials > Accounts Receivable How to Print the Accounts Receivable Report Dashboard > Reports > Patient List How to Generate Patient List Reports |
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 balances. |
| Adjustment Comment Summary (Monthly) |
Location Tab > Financials > Report Generator > Daily Activity Report How to Create a Daily Activity Report Dashboard > Reports > Transaction List How to Generate Transaction Reports Location Tab (or All Locations Tab) > Financials > Report Generator > Adjustments Report [COMING SOON] |
The Daily Activity Report can be filtered via adjustment-based Transaction Types and Subtypes, and grouped by Transaction Category or Patient. You can create a Transaction List Report by Transaction Type to return a list of adjustments, although this list is not grouped or summarized. COMING SOON: Adjustments-based reporting is in development for the Report Generator. |
| Collection Summary Report (Monthly) |
Location Tab (or All Locations Tab) > Financials > Report Generator > Payments by Type Report How to Create a Payments By Type Report Location Tab (or All Locations Tab) > Financials > Report Generator > Daily Activity Report How to Create a Daily Activity Report Dashboard Tab > Reports > Transaction List How to Generate Transaction Reports |
Use the Payments By Type Report to produce a general accounting (in summary or detail) for payments associated with the reporting period, or the Daily Activity Report filtered accordingly. The Transaction List Report can also be filtered to include Payments. |
| Production by (Treatment) Class Report (Monthly) |
Location Tab (or All Locations Tab) > Financials > Report Generator > Production by Code Report How to Use the Report Generator |
Use the Production By Code Report, Grouped by Provider, to generate an accounting of procedure-based charges, summarized and grouped by Office Code (not Treatment Type). |
| Multi-doctor Cross Settlement Report (If using Line Item Accounting: Payroll Report) (Monthly) |
Location Tab (or All Locations Tab) > Financials > Applied Payments
Location Tab (or All Locations Tab) > Financials > Report Generator > Collections by Provider Report
How to Create a Collections By Provider Report |
The Applied Payments Report provides details on distributions from credits associated with a given provider. The Collections by Provider report is limited to payments, but provides a summary of a reporting period's accounting of distributions/allocations by provider. |
| Marketing Report (Monthly) |
Location Tab (or All Locations Tab) > Financials > Report Generator > Production by Code Report
Location Tab (or All Locations Tab) > Appt Worklists > Treatment Plan List
How to Access the Location Treatment Plan List |
The Production by Code Report (Totals, Subtotals, and Details) provides list of posted transactions (grouped by Office Code) for a reporting period, and includes patient names. The Treatment Plan List provides list of patients with open treatment plans, or treatment plans with open items. |
| Timecard Report (As Needed) |
Administration Tab > Team > Team Timecards How to Access Team Timecards |
Use this to generate a detailed accounting of hourly employee working hours for the specified time period. |
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