How to Identify and Post Unposted Procedures

Unposted procedures have been performed, but not posted to the patient's ledger. Sensei Cloud provides a consolidated To-Do list for you to identify and collect this revenue. The Location tab also displays a widget under Financial Activity with a link to this list.

To identify and post unposted procedures:

1. From the Location tab, select To Do > Unposted Procedures. Sensei Cloud displays a list of patients for whom billable work has been completed, but not posted.
   
   Note: You can use the filters to refine the list for patients, providers, service date or range, or a specific revenue value range.
2. Click an item in the list to view summary details, to view the patient’s ledger, or to post the charges.
   
3. Click Post Charges. The Post Previously Completed Work window is displayed.
   
4. Select the procedures to post, and click Post Procedures. The Post New Charges window is displayed, and the workflow is initiated for posting charges and billing the patient's insurance.

Note: If a procedure in the list has not been posted because it was not completed, you can select it and click Uncomplete Procedures to remove it from the list.