New Features, Fixes, and Enhancements
Unbilled Procedures Enhancements
In response to customer requests, the Unbilled Procedures functionality has been updated with a Never Bill status you can assign to procedures you do not want included on an insurance claim. This enables you to streamline your workflow when creating claims.
Billable (claimable) procedures that have been completed and posted, but not yet billed to insurance, are listed as the patient's Unbilled Procedures. These are displayed when you select the Create New Claim option from the Patient Ledger or Patient Claims Management screen. When you do not want a procedure to appear in this list, select Never Bill to remove it.
Create New Insurance Claim
On the Patient Ledger (Patient > Financials > Ledger), the Actions menu alerts you to the number of Unbilled Procedures next to the Create New Claim link. This link is also available on the patient's Claims Management screen (Patient > Insurance).
To mark a procedure as Never Bill:
- Click the link to display the Create Insurance Claim window with the unbilled procedures.
- Select the procedure(s) you do not want billed to insurance.
- Click Never Bill. The procedure is removed from the patient's Unbilled Procedures list while remaining as a posted charge in the Ledger.
View/Restore
To view or restore Never Bill procedures:
- In the Create Insurance Claim window, click
.
- Select a procedure and select
to return the item to the Unbilled Procedures list, or click Cancel.
Unbilled Procedures Worklist
The Unbilled Procedures worklist (Location > To Do) now includes a filter to Show Never Bill Procedures when working through the list to create claims. Deselect this option to hide Never Billed procedures from the workflow.
For more information, see How to Identify and Process Unbilled Procedures.
Medical Alerts Enhancements
The Patient Medical Alerts feature has been enhanced to provide more audit trail information on the Mini Card, Snapshot, and Clinical Chart (EMR) (Patient > Clinical). The updated interfaces enable you to see Current alerts as well as the History (current and removed). In addition, each alert displays the name of the user and the date the alert was created, edited, or removed.
- Use the pencil icon
to edit an existing alert, including adding, editing, or removing an optional note.
- When you remove an alert
from the Current list, it remains in History with the removal date and user who removed it.
This functionality has also been updated for the Patient Snapshot and the Clinical Chart (EMR) screen:
For more information, see How to Create a Medical Alert for a Patient.
NHS Regulatory Compliance Updates (UK Only)
Sensei Cloud has been updated to meet the latest requirements for CCN 77 and CCN 79, effective for NHS claims accepted on or after 1 August 2025.
Defects and Small Enhancements
42 additional items were addressed, including:
- Payment Manager now supports ACH payment types for Automatic Payments in Payment Plans.
- Available Card Devices are now automatically filtered by your logged-in Location when posting a payment using Payment Manager.
- When selected in the Patient Record, the patient's Preferred Language is displayed on the Patient Home screen.
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