K McC
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Recent activity by K McC-
How to Enter Bulk Insurance Payments
Related TrainingProcessing Bulk Insurance Payments Recorded Class Access the Bulk Insurance Payments worklist from your Location's To Do list. From here, you can: Add insurance payments to the li...
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How to Set Default Recare/Recall Settings
Related TrainingSetting Up a Recare/Recall System Recorded Class Default settings for Recare (US practices) and Recall (UK practices) are configured at the Practice level for all locations. You ca...
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NHS Treatment Planning
Related TrainingWorking with Treatment Plans Recorded ClassSensei Cloud enables you to create treatment plans to submit to the patient for acceptance.Important: Once an NHS plan has been accepted,...
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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...