Sensei Cloud provides a comprehensive set of features for practices providing Orthodontic treatment. When activated, these features are integrated seamlessly throughout the various workflows in the software:
Use the Orthodontic Clinical Summary to initiate a patient's orthodontic treatment, and to record and track the treatment's progress. Click Begin New Treatment to get started. Enter the start date, estimated months of treatment, and the modality: [traditional] mechanics or aligners. Once the treatment is defined, a progress tracker is displayed in the banner to monitor the patient’s progress against the proposed treatment timeline. A summary of the current state is also displayed in the upper-right of the window, reflecting the selected modality.
For patients seeking orthodontic treatment, you can create a financial contract to define the key terms of the proposed treatment. Once the details are defined, use the interface to generate the charge schedule for the responsible party. By default, the patient’s guarantor is assigned the contract total. The charge schedule is calculated automatically based on the down payment amount and billing details you enter. Use the interface to modify this as needed. When insurance is applied to the treatment, create a separate charge schedule for the anticipated coverage. As this schedule is calculated, the guarantor's schedule is recalculated accordingly. When a contract with insurance is activated, an initial claim is generated automatically.
When generating Patient List reports (Dashboard > Reports > Patient List > Select New Report), you can use the Current Ortho Treatment Status (Ortho Tx Status Name) and Model Box Number fields to better track information about your patients receiving orthodontic treatment.
For more information, see the Sensei Cloud: Working with Orthodontic Patients Recorded Class.