Sensei Cloud Release 0.1.16872 | 24 Aug 2025

New Features, Fixes, and Enhancements

Action Required: Reinstall Imaging Bridge

As part of ongoing system improvements, you must re-install the Imaging Bridge on each computer you use to view or acquire images (Patient > Clinical > Images) or scan documents (Patient > Patient Files).  For instructions, see How to Install/Reinstall the Patient Imaging Bridge.

Note: You may be required to install Windows system updates prior to reinstalling the imaging bridge. Follow the links provided in the dialog and complete any required package installations prior to reinstalling the imaging bridge.
 

Procedure History Screen

In response to customer requests for a more streamlined way to manage clinical data, a new Clinical chart screen has been created to access to a comprehensive list of a patient's completed clinical procedures. 

Use this screen to view the procedures, edit/correct the anatomy associated with a procedure, or remove/reverse items to mark them uncomplete. Corrections made from this screen update the procedures in other locations.

Note: This functionality is visible to team members in the Administrators group. Non Administrators must be granted access individually. 

To access the new screen, select Patient > Clinical > Procedure History.

The Procedure History window displays all clinically completed procedures for the patient, regardless of where they originated.

• List items are sorted by Service Date.
• The icon ( in the UK) indicates the procedure has been posted to the Ledger.
• Use the icon to correct the tooth number(s) or quad associated with the procedure.
• Use the icon to remove an item from the list. You are prompted to confirm the action, as doing so can result in a reversal of charges and/or claim cancellation.
  

For more information, see How to View a Patient's Procedure History.

Correcting Posted Anatomy

Practices have been asking for a way to correct the associated anatomy on a procedure after it is posted, and the Sensei Cloud team has been listening!

1. Select Patient > Clinical > Procedure History.
2. Locate the procedure to correct, and click in the Anatomy column. The Edit Procedure Anatomy window is displayed.
   
3. Enter the correct Tooth/Quad and click Save Changes.

Note: Updating the procedure here updates it wherever it is posted (Ledger, Clinical Chart EMR, etc.) but does NOT change a claim or statement that has already been sent.

For more information, see How to Edit the Anatomy of a Completed Procedure.

NHS Number and Exemption Status Display (UK Only)

To improve visibility of important information, UK customers will now see the patient's NHS Number and Exemption Status indicators in multiple locations, including the Patient Snapshot, Mini Card tooltips, as well as the Post New Payment, and Manage Treatment Plan windows.

An icon is displayed on the Mini Card to indicate the status and exemption, and tooltips provide the NHS number and details:

This information is also displayed on the Patient Snapshot-Pt. Info tab:

Look for these details on the Manage Treatment Plan window as well:

Anesthesia Records: New Graphical Entry for Surgery Vitals

Oral Surgery customers using the Anesthesia Records module will now see a graphical entry/display feature for Vital Signs recorded during surgery. 

Select Patient > Clinical Chart (EMR) > Add to Chart > Anesthesia Record, or edit an existing record on the chart. Click the Surgery Vitals tab and scroll down.

Connected

When using a supported, connected Vitals monitor, click Monitor and then select your connected monitor from the list.

When you click Start, data is collected automatically, saved to the Event Log, and plotted on the new graph when the recording is stopped. 

For more information, see How to Record a Patient's Vital Signs Using a Connected Monitor.

Manual

When collecting data from an unsupported or unconnected monitor, you can enter it manually after the surgery. To enter the data manually:

1. Select Manual. From here, you will enter values manually for each color-coded data type in order, as the surgery time progresses.
   
2. For each data type, enter the value and time in the next two fields, and then click +. The color-coded plot point is added to the graph, and the next data type is automatically selected for your value entry. 
   
   Note: Measurements are displayed on the left edge, while time increments (5-minutes) are displayed at the bottom, with 0 being the Start Time of the surgery.
3. Continue entering data through the list, using the time arrows to select the time of each measurement. As you add entries, the plot points advance the line throughout the duration of the surgery.
4. Click Add Entries to Log to save the data as you go. The warning icon next to this button indicates data has been entered but not saved. 

For more information, see How to Manually Enter Vital Signs in the Anesthesia Record.

Digital Signature Capture for Ortho Contracts and Payment Plans

Following up on adding this functionality for Treatment Plans, Sensei Cloud now enables the capture of a digital patient signature on Ortho Contracts and Payments Plans using the on-screen signature pad with a computer mouse, track pad, or touchscreen-enabled device. You can also use your Topaz® electronic signature pad.

A PDF copy of the signed contract or plan is automatically saved in the patient's files (Patient > Patient Files). See How to Add and Access Patient Files for more information. 

To access this feature:

1. Select Patient > Financials > Contracts or Patient > Financials > Payment Plans.
2. In the Contracts/Payment Plans window, select the contract or plan from the list.
3. Under Actions, click Sign Contract or Sign Payment Plan. The Sign Below function is displayed.
4. Capture the signature and click Sign.

For more information, see How to Digitally Capture Signatures for Treatment Plans, Payment Plans, and Contracts, How to Create an Ortho Contract, or How to Create a Payment Plan.

Payment Manager: Use Last Card Option

Sensei Cloud customers using the Payment Manager electronic payments service will see a new Transaction Method option to Use Last Card. Select this option if the patient wants to use the last credit card that they used for the new payment. 

The Use Last Card option is the default method when posting a new Credit Card ePayment from a patient who has a previous successful ePayment transaction using the same card to make a one-time payment. (Cards set up for recurring payments are not recognized by this field.) 

Note: This option is only available if the required conditions are met. Otherwise, select Insert/Tap/Swipe Card or Manually Enter Card Details and proceed with the payment entry.

IMPORTANT: Sensei Cloud does NOT store credit card numbers. The interface between Sensei Cloud and Global Payments, Inc. (GPI) shares a "token" that enables a repeat use of the previous credit card used by the patient. There is no list of a patient's cards from which to choose. The practice cannot access the full card information used by GPI to complete the payment.

To use this option:

1. From the Post New Payment window, define the core payment details and enter a Payment Type of Credit Card (ePay transaction).
2. Click Post Payment. The Payment Manager Transaction window is displayed.
   
3. For the Transaction Method, select Use Last Card and then click Submit.
   Note: The last four digits of the card are displayed only as a reference to confirm the desired payment method with the patient. 

Note: This functionality is not currently available for Debit Card or ACH payments.

For more information, see Payment Manager Overview or the Sensei Cloud Payment Manager Getting Started Guide. 
CLICK HERE to request a demo. Complete the form and select Payment Solutions from the list.

Insurance Claims Search Expansion

To improve your ability to search for a claim when processing EOBs and checks from an Insurance Company, the Search Claims field functionality has been expanded to include additional types of criteria.

Location or All Locations > Claims > Claims Management   or   Patient > Insurance > Claims Management

In addition to the patient or policy holder name, claim number, CDT code or nomenclature, service date, or payer, you can now search on the following criteria:

• Insured patient's subscriber or member ID
• Group number
• Insurance plan zip code
  Note: Zip code is also added to the Search field when adding or editing a policy in the Patient Record.

For more information, see How to Search for a Claim.

Defects and Small Enhancements

17 additional items were addressed, including:

• The Correspondence Template (Administration > Templates) entry/edit box has been expanded for larger A4 sizes to provide a better preview of how printed documents will appear.
• The Insurance Aged Receivables report (Financials > Report Generator) can now be filtered by Claim Type.
• Connected Patient Search (Patient > Patient Record) now includes DOB.