K McC
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Recent activity by K McC-
How to Generate a Transaction Audit Report
The Transaction Audit report provides a record of all adjustments and their related transactions posted during the Financial Daysheet period, regardless of whether they are included in the main Day...
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How to Manage the Schedule Day View
Use the Manage Schedule View (Manage Diary View for UK) cog to configure your display for the Schedule/Diary Day View. These settings are user based, and remain in effect until they are changed.To ...
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How to Select the Clinical Chart Color Palette
Sensei Cloud enables you to set the color scheme for the Odontogram display in the Hard Tissue Chart (US) or Dental Chart (UK). This is a practice-wide setting for all locations, patients, and team...
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How to Adjust or Remove Write-Offs on the Patient Ledger
You can correct the details of an existing Ledger entry, or you can remove an entry that was posted in error. When you choose to adjust an entry, you are prompted to either correct or remove the en...
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How to Adjust or Remove Payments on the Patient Ledger
Related TrainingPosting Charges, Payments, and Adjustments Recorded ClassYou can correct the details of an existing Ledger entry, or you can remove an entry that was posted in error. When you choo...
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How to Print a Patient Account History
The Patient Ledger includes an option to print the patient's account history for a selected date range. The history includes service dates, charges, payments, adjustments, and balances. Scheduled f...
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How to Set Up the Ledger Defaults
Sensei Cloud enables you to customize the Patient Ledger by specifying the default order used to display posted transactions when the ledger is accessed. You can also specify how insurance claim ac...
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How to Set Up Practice Locations
Sensei Cloud comes with a pre-configured location. For your initial setup, you must modify the location with your practice and location details. Location information is used to identify where servi...
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How to Manually Settle an NHS Claim
You can settle an NHS claim manually if a response has not been received by the NHS in Sensei Cloud, but you can confirm that the claim has been processed in COMPASS. To settle a claim: From the C...
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How to Resend Interchange Files for NHS Claims
Use the Interchanges worklist to resend interchange files. This list displays claims batches sent from the NHS mailboxes associated with your practice, and provides the status and associated mailbo...