New Features, Fixes, and Enhancements

This week's release delivers more UserVoice requested features:

Financial Daysheet: Auto Close Feature  

Sensei Cloud now enables you to set the Financial Daysheet (Location > Financials > Daysheet) to close automatically at the end of each day. When this setting is enabled for a Location, the Daysheet closes at 11:59 PM in the time zone defined for the Location.

To enable this setting, select Administration > Practice Settings > General > Edit General Settings > Daysheet Closing. When you set Auto Close Daysheet to Yes, you are prompted to select the Location(s) for which you are enabling this feature. 

• Select each Location you want to be closed automatically, and then click Save.
  Note: When the feature is enabled for a Location, you are still able to "close the day" manually as desired.
• When a Daysheet is closed automatically, the standard reports (Daily Totals, Deposit Slip, etc.) are generated automatically and archived.
•  The Archived Daysheet (Location > Archives > Archived Daysheets) indicates Auto Svc in the Closed By column. 
  

For more information, see How to Use the Financial Daysheet.

Ledger History Audit Report

Sensei Cloud's Audit functionality (Dashboard > Audits) now includes a Ledger History - Report you can use to audit ledger entries posted by the users in your practice.

The Ledger History - Report screen enables you to review all transaction-based actions (posting, removing, adjusting) performed by team members on patient ledgers during the defined reporting period. You can also filter the report by Location, Transactions of Type, and Actions. 

• The report defaults to the Last 7 Days for all Users, Locations, Transaction Types and Actions.
• Use the filters to refine the list and click Apply Filter.
• Select a User Name in the list to expand the details for that user. 
• Use the Search Patients field to refine the list for a specified patient.
• Click Export to create and download a .CSV file of the current report data.

For more information, see How to Create a Ledger History Audit Report. 

Defects and Small Enhancements

21 additional items were addressed.