New Features and Enhancements

This release includes the following enhancements:

Reinstall the IoT Software

Sensei Cloud is continuing with ongoing system improvements to create a smoother experience for practices that are using connected Vitals Monitors. 

As a result of these enhancements, practices using the Vitals Monitors integration are required to reinstall the IoT software and confirm everything is working properly before seeing patients for surgery (Administration > Devices & Integrations > Connected PCs). From the Actions menu, click Install IoT Software and follow the instructions.

IMPORTANT: You must reinstall the IoT software on every computer on which a Vitals Monitor gets connected.

Note: You may be required to install Windows system updates prior to reinstalling the IoT components. Please follow the instructions provided and complete any required package installation(s).

Introducing Sensei Cloud's Fresh New Look

The Sensei Cloud interface has been refreshed to deliver a more polished and modern user experience. Consistent styling and color usage has been implemented across the application. 

This update is visual only, with no changes to functionality or existing workflows. 

Some examples of the visual changes include the selected tab (Location, Patient, etc.) being displayed in a darker color, the change of action hyperlinks from blue to purple, and a shared consistent style for menus, pop-ups, and form fields.

Additional enhancements to the user experience are expected in a future update. 

See Navigating Sensei Cloud for more information.

Accounts Receivable by Provider Report

A new Accounts Receivable by Provider report is now available from the All Locations tab (All Locations > Financials > Accounts Receivable by Provider) which allows you to view outstanding patient balances by the Production Provider who performed the treatment. 

Important: The provider-based Accounts Receivable Report can only be accessed from the All Locations tab. Additionally, users must have the Accounts Receivable Report permission enabled in order to access this report. 

This report provides greater visibility into provider-level accounts receivable, helping practices better understand what each provider is owed, based on the charges for treatment they performed and the credits distributed to them.

Note: This differs from the Accounts Receivable worklist's Doctor filter, which uses the patient's Preferred Doctor as set in their Patient Record rather than provider production. The existing Accounts Receivable Report is unchanged and remains available for your current workflows. 

The Accounts Receivable by Provider report opens to All Providers by default. 

From this report, you can:

• Use the KPIs at the top of the screen to quickly view total outstanding balances by aging period (0-30, 31-60, 61-90, 91-120, and 121+ Days), as well as the overall outstanding balance. 
• View a list of outstanding balances per provider, with each line item detailing the total outstanding balance, the outstanding amount per each aging bucket, as well as the total number of patients that have an outstanding balance associated with the provider.
• Use the Provider filter in the left side panel to hone in on one specific provider's outstanding balance details. When the list is narrowed to one provider, the amounts in the buckets at the top of the screen update to display only the balances associated with that provider. 
• Expand a Provider line item to view the list of patients that make up the balance (i.e., patients with payments or credits allocated to the provider) as well as their specific balances, grouped by aging buckets. 
  
• There is a No Provider line item included in the report which can be expanded to display patients with payments or credits that have not yet been applied to a provider, as well as converted balances.

The Accounts Receivable by Provider report assigns outstanding balances to providers using the following criteria: 

• Charges are attributed to the provider who completed the work/treatment. 
• Payments and credits are attributed to the provider they are applied to through provider distributions.
• For patients seen by multiple providers, the patient is displayed under each Provider's line item, showing only the amount that belongs to that provider.
• Credits and prepayments are shown as negative amounts.

Note: 
-- To take action on a patient account, you can still use the pre-existing Accounts Receivable worklist (Location or All Locations > Financials > Accounts Receivable).
-- Inactive providers are displayed in the report when they have an active outstanding balance attributed to them. There is an Inactive indicator shown next to the provider name in these cases. 

See How to Use the Accounts Receivable by Provider Report for more information. 

Mindray Vital Signs Monitor Integration (US Only)

In addition to the existing Criticare support, Sensei Cloud now also supports integration with Mindray vitals monitors, to facilitate automated data collection during surgery. Once configured and connected, Oral Surgery customers can use Mindray vital signs monitors to record patient vitals as part of the Anesthesia Record (Patient > Clinical > Clinical Chart (EMR)).

Mindray is a network style integration which enables you to connect multiple monitors to one Connected PC.

Note: 
-- This integration officially supports the ePM 10 and ePM 10A vitals monitors from Mindray.
-- An Ethernet cable is required in order to use this integration. 
-- You must install the IoT software on every computer that has a vitals monitor connected. See Reinstall the IoT Software for more information. 

Practices must have the Vitals Integration enabled in order to access this feature. You will need to set up and configure your vital signs monitor from the Administration tab (Administration > Devices & Integrations > Connected PCs). 

Tip: For detailed connection instructions, select the Question Mark icon next to the Monitor type. Select the desired tab and review the information as needed. 

See How to Set Up Vitals Monitor Integration and How to Record a Patient's Vital Signs Using a Connected Monitor for more information.

Additional NHS Contract Enhancements (UK Only) 

This release of Sensei Cloud includes the following enhancements to meet requirements for NHS Contract changes CCN 86 and 94: 

Complex Care Pathway (CCP) Updated Suspension Workflow (CCN 86 -- NHS England)

The Complex Care Pathway suspension rules have been updated to align with the latest NHS requirements. Pathways can now only be suspended at permitted stages and only once, helping prevent claim submission rejections. CCPs can no longer be suspended on their first, penultimate, or last submission. Suspended pathways are now clearly identified in the clinical chart and appointments and treatment can no longer be booked against them. 

Free Examination Exemption for Patient Aged Under 25 or 60 and Over Update (CCN 94 -- NHS Wales)

Sensei now correctly keeps examinations free for patients under 25 and those aged 60 and over. New patient and recall check-ups, along with routine preventive services (such as fluoride varnish and oral health advice), no longer trigger charges for exempt patients. Courses of treatment that include actual clinical treatment continue to be charged correctly. 

Defect Fixes and Small Enhancements

30 defects and small enhancements were addressed, including:

• An issue with QuickBooks exporting where the Itemize by Patient = No setting was not properly applied, and daysheet payments were listed individually instead of summarized by payment type, has been resolved. US Only
• An issue where the QuickBooks export totals differed from the Financial Daysheet (due to the export counting transactions that the daysheet does not) has been resolved. US Only 
• An issue where certain payments (i.e., those with an assigned payment type in which the On Deposit Slip? setting was deselected) could continue to appear on the Financial Daysheet indefinitely after selecting the Close the day option has been resolved. 
• An issue where the Location field on converted Adjustments was posted to the signed-in user's default location erroneously has been resolved.
• An issue where an Ortho Contract's patient balance did not update properly after insurance charges were removed has been resolved. US Only
• An issue where resubmitted claims could cause patients to be incorrectly shown with an outstanding balance on the A/R Report even when no balance was actually due has been resolved. US Only
• An issue where a resubmitted secondary claim prevented the primary claim from being cancelled has been resolved. US Only
• An issue where statements were not delivered to every member of a family that shares a guarantor has been resolved. 
• An issue where failed Bulk Statement runs could remain marked as In Progress and unintentionally prevent affected patients from being included in future statement runs has been resolved. Stalled statement batches are now automatically marked as Failed after a timeout, do not update patient last statement dates, and are cleared from the Bulk Statement Results worklist (Location > Archives > Bulk Statement Reports). US Only
• An issue where a treatment plan containing an unmanaged procedure displayed an error and failed to open has been resolved.
• An issue where a printed appointment card displayed only the dentist when an appointment had both a dentist and a hygienist has been resolved; the assigned hygienist is now shown as a provider as well. 
• An issue where the Appointment Provider merge fields on letters only merged the dentist name when an appointment had both a dentist and a hygienist has been resolved. The assigned hygienist is now included as well. 
• An issue where the printed Schedule list displayed $0.00 balances when the Show Balance Status option was disabled has been resolved. 
• An issue where some Soft Tissue Chart conditions could be unexpectedly removed in certain situations has been resolved. 
• An issue where merge fields were unable to be added to Clinical Notes templates has been resolved. 
• An issue where enabling Sensei Imaging could hide other imaging integrations for a practice has been resolved. US offices can now use both Sensei Imaging and other supported imaging integrations from a tabbed Images view (Patient > Clinical > Images). US Only
• An issue that prevented team members from being edited or inactivated by displaying an unexpected validation error has been resolved. 
• An issue where an NHS Wales Care Package posting link remained in the ledger after it was removed has been resolved. UK Only
• The ability to change the Reference Date on a procedure charge has been added, matching what is already possible for payments, adjustments and fees. US Only
• An issue where installing the updated IoT Application could fail on a newer version has been resolved.