How to generate a surcharge volume report

If you're using Sensei Cloud (Carestream Dental) and need a surcharge report, the easiest method is typically through the Transaction List report or by reconciling surcharge transactions from the Dashboard. Sensei Cloud's surcharge feature creates financial transactions that can be filtered and reported on.  

Method 1: Generate a Transaction Report for Surcharges

1. Log in to Sensei Cloud.
2. Go to Dashboard.
3. Select Reports > Transaction List. 
4. Click Select New Report.
5. Choose Create New Report.
6. Add columns such as:
   • Transaction Date
   • Patient Name
   • Payment Type
   • Amount
   • Provider (if needed)
7. Use the available filters to identify surcharge transactions (the exact filter name may vary based on your configuration, such as transaction type, payment type, or surcharge code). 
8. Click Run.
9. Review the results and either:
   • Print to PDF
   • Export to CSV/Excel for additional analysis. 

Method 2: Use the Report Generator

1. Navigate to Financials > Report Generator.
2. Click Generate New Report.
3. Select a report type such as:
   • Register Report
   • Payments By Type
4. Set the reporting period.
5. Filter or group results to isolate surcharge-related transactions.
6. Generate and export the report.