How to Manage Statement Default Settings

Sensei Cloud allows you to control the default settings for Statements from the Statement Defaults section of your practice's Financial Rules  (Administration > Practice Settings > Financial Rules > Statement Defaults).

Currently, you can adjust the following settings:

• Procedure Description Basis: The Procedure Description Basis setting controls the information (code and description) that is displayed for Statements, Account History, and for transaction descriptions in the Patient Ledger.
  • Office Code / Description: This is the internal office code and description which you can edit to say whatever you would like. 
    For example, you could shorten the CDT nomenclature description of periodic oral evaluation - established patient to simply say "Exam" or "Periodic Exam" in the Office Description, etc. 
    
    Note: Changing the procedure description basis to Office Code / Description will not impact insurance claims; they will still use the authority codes (CDT or CPT nomenclature) regardless of the Statement Default Settings.
  • Authority Code / Description: This is the official code and description (CDT or CPT) that is used for insurance claims.
• Cross-Coded Preference (Available for Oral Surgery Practices): Select whether you want to default to Dental Code (CDT) or Medical Code (CPT) descriptions in Statements and Account Histories.
  Note: Sensei Cloud will use the chosen basis, including the dental (CDT) or medical (CPT) preference, for the Code and Description when defined for the Procedure. If or when undefined (i.e., Procedure not cross-coded or associated with an CDT or CPT billing code), then it will fall back to the next available option.

The default code set that is included with Sensei Cloud automatically uses the traditional CDT language in the Office Code / Description, but you have the ability update the office descriptions on a procedure-by-procedure basis. Enter brief descriptions for the office codes to help decrease the overall page count and increase patient understanding when sharing Statements and Account Histories.  

The Office Code and Office Description for a procedure can be managed from the Procedure List & Fee Schedule list (Administration > Procedures & Fees > Procedure List & Fee Schedule).  See How to Create or Edit a Procedure Code for more information. 

IMPORTANT: 
-- To help ensure accuracy of historical records, updating a Procedure (code and/or description) in Sensei Cloud effectively creates a new version of the Procedure that is used going forward. Any existing instances of the Procedure (i.e., posted in Ledgers, scheduled on Appointments, added to Treatment Plans) will continue to use the version of the Procedure that existed at the time of its use. 
-- While the Statement Defaults settings still apply to existing records (displaying the preferred basis for the Code and Description), the labels displayed are based on the information defined for the Procedure at the time of its use, not the latest changes that were made to the Office Code and Description or authority code mapping.