K McC
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Recent activity by K McC-
How to Define Insurance Claim Handling Workflow
Use the Practice Settings to determine how insurance claims are handled. Note: You must have Administrator permissions to perform this task. To define insurance claim handling: From the Administra...
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How to Use Block Booking Templates
Related TrainingUsing Block Booking Templates Recorded Class Use Block Booking templates to organize days on the Schedule / Diary by appointment types. Create templates and assign appointment t...
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How to Manage Contracts for Your Location
Sensei Cloud enables you to view and manage the full list of contracts for your location. From the Location tab, select Financial > Contracts. A list of contracts is displayed, based on the select...
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How to Manage Patient Contracts
Use the Patient tab to manage contracts for an individual patient. Use the Location Contracts list to view and manage the full list of contracts for your location. Individual Patient To manage a ...
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How to Create an Ortho Contract
Related TrainingSetting Up Orthodontic Contracts Recorded Class Sensei Cloud enables you to create and manage contracts for a patient's orthodontic treatment. You can create as many contracts as n...
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How to Set Up Orthodontic Treatment with Mechanics
Related TrainingMechanics Tracking Recorded Class To set up Orthodontic Treatment using Mechanics: From the Patient tab, select Clinical > Orthodontic Clinical Summary. Under Actions, select Be...
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How to Access a Patient's Orthodontic Summary
Related TrainingOrthodontic Clinical Summary Recorded Class Use the Orthodontic Clinical Summary to initiate a patient's orthodontic treatment, and to record and track the treatment's progress. Cl...
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How to Print the Schedule or Diary Day View
You can print a copy of the day's appointment schedule/diary to include appointment details, patient information, listed procedures, and medical alerts. To print the schedule/diary: From the Loca...
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How to Track Visits with the Clinical Chart (EMR)
The Clinical Chart (EMR) interface displays a synchronized history of a patient's clinical events and options for adding or updating information both during and after the patient's appointment. Whi...
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How to Add or Edit Coverage Details for an Insurance Plan
You can access an insurance plan's coverage details, or Allowance Tables, from The Coverage column in the Insurance Plans List. (Administration > Insurance > Plans). These tables define the covered...