How to Print Labels

Sensei Cloud enables you to print out labels to affix to a patient chart or to outgoing mail. You can select a 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 Label Templates for more information. 
-- Printing of the label templates should work with all standard locally-installed label printers.

You can print labels from the following software locations:

• Print All Label Types from the Patient Home page (Patient > Home)
• Print Patient and Chart Labels from the Patient Home or Patient Record (Patient > Patient Record)
• Print Patient and Referral Labels from the Patient Correspondence screen (Patient > Correspondence)
• Print Insurance Labels from the Claims Management screen (Patient > Insurance > Claims Management or Location > Insurance > Claims Management > [Select claim] > Claim Summary window) 

Patient Home

You can print labels of any category from the Patient Home. 

To print a label from the Patient Home screen:

1. From the Patient tab, click Home.
2. Under Actions, click Print Label. The Select Label Template window is displayed.
   
3. Select a template category from the drop-down list. An additional field is displayed for the selected category, with the default template selected automatically.
4. Either proceed with the default template selected or select another from the drop-down list.
5. Click Download to download a PDF copy of the label or click Print to print the label.

Patient Record

From the Jump To list in the Patient Record, you can click Print Patient Label or Print Patient Chart Label.

When selected, the available templates for the category are displayed. Select a template from the drop-down list and then download or print the label. 

Patient Correspondence

From the Patient Correspondence screen, under the Actions menu, you can click Print Patient Label or Print Referral Label.

When selected, the available templates for the category are displayed. Select a template from the drop-down list and then download or print the label. 

When printing a Referral Label, you must also select a Referral Source. The Referral Source selection defaults to the patient's current active referral source but can be changed if needed.

Claims Management

You can print Insurance Labels from either the Patient or Location Claims Management screen.

To print an insurance label from the Patient's tab:

1. From the Patient tab, select Insurance > Claims Management. The patient's Claims Management window is displayed.
2. Under Actions, click Print Insurance Label. The Select Insurance Label Template window is displayed.
   
3. Either keep the default insurance label template selected or select another from the Insurance Label Template drop-down list.
4. Select an insurance plan.
   Note: The current active insurance plan is selected by default, but you can change this selection, if necessary.
5. Click Download to download a PDF copy of the label or click Print to print the label.

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