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:
- 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.
- Click an item in the list to view summary details, to view the patient’s ledger, or to post the charges.
- Click Post Charges. The Post Previously Completed Work window is displayed.
- 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.