New Features, Fixes, and Enhancements

This release includes the following enhancements:

Bulk Reconciliation of Patient Balance Discrepancies Across Practice Locations

Sensei Cloud now enables you to automatically reconcile balance discrepancies for all applicable patient accounts (i.e., accounts with the Balance Discrepancy icon) using the Auto Reconcile Balance Discrepancies button. This action is available from a Practice Location's Accounts Receivable Report (Location > Financials > Accounts Receivable) and expands upon the existing Transfer Location Credit functionality, allowing you to post a series of Location Transfer Adjustments all at once to resolve balance discrepancies. 

You can essentially initiate a mass location credit transfer and automatically reconcile balance discrepancies for all patient accounts that have a credit balance in the selected Practice Location (i.e., the Location of the Accounts Receivable Report you are accessing) and a debit balance in one or more other Practice Locations, rather than transferring patient location credits a single transaction at a time from the Patient Ledger. 

Note: You can still use the Transfer Location Credit option from the Patient Ledger in cases where you would like more control in how specific Balance Discrepancies are resolved. 

Completing the Auto Reconcile process helps clean up your Accounts Receivable Report, either completely removing or greatly reducing the number of patient accounts that have Balance Discrepancy icons. 

Note: The Auto Reconcile option is not available from the All Locations tab. 

Using the Auto Reconcile Balance Discrepancies Feature 

From the Accounts Receivable Report for a single location, under the Actions menu, click Auto Reconcile Balance Discrepancies. 

The Auto Reconcile Balance Discrepancies window is displayed, prompting you to select a Reconciliation Rule which dictates the priority order of the Location Transfer Adjustments:

• By Largest Debit Balance First
• By Smallest Debit Balance First
• By Oldest Debit Balance First (Most Aged)
• By Newest Debit Balance First (Least Aged)

For example, if you select By Oldest Debit Balance First, the credit balance in the current Practice Location transfers to cover the debit balance in another Practice Location, prioritized based on the oldest portion of a debit balance (By Service Date), until either the credit balance is exhausted or all of the existing debit balances are resolved.

Tip: Click the  icon to display detailed information on the various reconciliation rule options. 

Note: The Comments field is automatically pre-populated with a Credit Balance transfer (reconciliation) from [Location Name] comment, but you can modify this text or enter additional information. The Comments field cannot be left blank. 

When you are ready to reconcile the balance discrepancies, click Start Reconciliation. A series of Location Transfer adjustments are automatically created and posted to the applicable Patient Ledgers, until the credit balance is fully expended. 

When the process is complete, a message informs you of how many patient accounts were updated and if there were any patient accounts that failed to update. 

See How to Correct Balance Discrepancies Across Practice Locations and How to Print the Accounts Receivable Report for more information. 

New Filter Options in the Accounts Receivable Report

Sensei Cloud now provides you with more control over the Accounts Receivable Report view, allowing you to adjust the Accounts Receivable list (Location or All Locations > Financials > Accounts Receivable) to show only patient accounts that have Invalid Addresses, Balance Discrepancies, or Inactive Patients. 

Select the new Show Only option and then select one of the preceding options from the drop-down list. Click Apply Filter to update the list to show only the patient accounts that meet the selected criteria.

These views can help you zone in on patient accounts that require some cleaning up and take the necessary action. For example, selecting Balance Discrepancies makes it easier to identify and review all accounts with balance discrepancies.

Hard Tissue Chart / Dental Chart Tooth Notes

Practices now have the ability to create custom notes in the Hard Tissue Chart (US) or Dental Chart (UK) that are associated with a specific tooth. 

To add a note to a tooth:

1. Navigate to the patient's Hard Tissue Chart / Dental Chart (Patient > Clinical > Hard Tissue Chart / Dental Chart).
2. Select a tooth or part of a tooth.
   Note: If you select part of the tooth anatomy, the note is still associated with the entire tooth. The Add/Edit Tooth Notes option is disabled when you have selected multiple teeth (or anatomy from multiple teeth) at once. 
3. Click Add/Edit Tooth Notes. The Add to Tooth # window is displayed.
4. Click +New. The Hard Tissue / Dental Exam Note for Tooth # for [Patient Name] window is displayed. 
   
5. Type a note or select a template. You can also use the Voice Dictation feature, if enabled.
6. Click Save. The note is saved along with the date, time, and the user who created the note, and a icon is added to the tooth to indicate that it has hard tissue chart / dental chart notes.

From the Add to Tooth # window, you also have the options to Print, View the History, Edit, or Remove any existing tooth notes.  

Tip: Select a tooth and then click View Charting History to view all of the actions and notes that have occurred for the tooth along with details of which user performed the action and on what date and time. 

See How to Add Notes to a Tooth in the Hard Tissue Chart or Dental Chart for more information. 

Orthodontic Allowable Benefits (US Only) 

Sensei Cloud now enables Orthodontic practices to enter Ortho Allowable Benefit amounts in Insurance Plans and Ortho Benefits Remaining in Patient Insurance Policies.

You can modify the Ortho Benefits values from the following windows:

• Create/Update Insurance Plan window (Administration > Insurance > Plans > Add New Plan or [Select a plan to edit it])
• Create/Update Insurance Policy window (Patient > Patient Record > Insurance Information > Add Insurance Policy or Patient > Home > Update Insurance)

Enter the Orthodontic values from the Create/Update Insurance Plan window. The amounts defined here will dictate the starting values for patients that have an Insurance Policy associated with this Plan.

You can customize these amounts from an individual patient's Insurance Policy window.

Note: The Ortho Benefits amounts do not tie-in in to estimation for stand-alone orthodontic services or the handling/calculations within Ortho Contracts.

IMPORTANT: 
-- Updating the Ortho Benefits from the Insurance Plan updates the default Ortho Benefits Remaining for all patients that are assigned policies for that Insurance Plan. To update the Ortho Benefits Remaining for a singular patient policy, make your changes from the Update Insurance Policy window. 
-- The Benefits Remaining numbers for orthodontic insurance policies do not automatically update/reduce as associated claims and payments are made nor do these numbers reset every year (based on the Plan defaults).

See Introducing the Orthodontic Treatment Functionality and How to Add or Update Patient Insurance for more information.

Defects and Small Enhancements

32 defects and small enhancements were addressed, including the following:

• You can now post $0 insurance payments (e.g., to indicate denial of a claim) without any issues.