How to Print Envelopes and Labels

Sensei Cloud enables you to print envelopes as well as labels to affix to a patient chart or to outgoing mail. You can select an envelope / label template and the template automatically pulls the patient's information using the merge fields that are included in the template. 

Note: 
-- All users can print labels, but Administrator permissions are required to create and edit label templates. See How to Create and Manage Envelope / Label Templates for more information. 
-- Printing of the templates for labels should work with all standard locally-installed label printers (i.e., label printers that are compatible with a SaaS based system with installed drivers in the computer, such as Zebra, Brother, Rollo, DYMO, Bioxolon, Epson, and TSC). 

You can print envelopes or labels from the following software locations, using the Print Envelope / Label option:

• Patient Home page (Patient > Home)
• Patient Home or Patient Record (Patient > Patient Record)
• Patient Correspondence screen (Patient > Correspondence)
• Claims Management screen (Patient > Insurance > Claims Management or Location > Insurance > Claims Management > [Select claim] > Claim Summary window) 

Printing / Downloading an Envelope or Label 

To print an envelope / label from any of the preceding software locations:

1. Under Actions, click Print Envelope / Label. The Select Envelope / Label Template window is displayed.
   
2. Select Envelope or Label.
3. Select a template category from the drop-down list. Additional fields might be displayed, depending on the selected category (e.g., a Referral Source / Outside Doctor field for the Referral category).
   Note: When Envelope is selected, you might have the option to select Include return address if the template meets the criteria. 
4. Either proceed with the template as is or use the text controls to edit as needed.
5. Click Download to download a PDF copy of the label or click Print to print the label.

Note: 
-- Certain workflows might default to a particular template (e.g., Insurance when accessing the Print function from the Claims Management screen), but you can still select one of the other templates if needed. 
-- When printing a Referral envelope or label, you must also select a Referral Source / Outside Doctor. The Referral Source selection defaults to the patient's current active referral source but can be changed if needed.
-- When printing an Insurance envelope or label, you must also select an active insurance plan. The current active insurance plan is selected by default, but you can change this selection, if necessary.

See the following topics for more information:

• How to Add or Edit a Patient Record
• How to Manage Claims for a Location
• How to Send Patient Correspondence or Email
• Navigating Sensei Cloud