K McC
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Articles
Recent activity by K McC-
How to Generate Transaction Reports
Use Sensei Cloud's Reports feature to generate customized Transaction List reports. Several reports are included to get you started: Last Month's Payments, Last Month's Write-Offs, Today's Financia...
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How to Access Team Timecards
Timecards are accessed from the Timecard Reporting window. Administrators can access timecards for other team members and themselves by selecting theAdministration tab > Team > Team Timecards. Use ...
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How to Use Non-Clinical Patient Notes
The Notes window lists all existing, non-clinical notes that have been added to the patient account. Use this list to search for specific items by note text, or filter the list based on the note's ...
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How to Assign Group and User Permissions
Sensei Cloud provides Permissions lists to help Administrators manage team members' access to specific functionality.Note: You must be assigned to the Administrators group in order to access these ...
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How to Access and Report on Applied Payments
Related TrainingApplied Payments Recorded ClassSensei Cloud's Applied Payments window enables you to view, filter, and report on the applied payment distributions. You can also print or export the...
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How to Configure and Use Applied Payments
Related TrainingApplied Payments Recorded ClassFor practices that pay providers based on collections, Sensei Cloud's Applied Payments functionality enables you to apply funds directly to a provide...
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How to Use the Shortcall List
The Shortcall List enables you to rebook scheduled appointments for an earlier date and time. You can also manually add unscheduled patients for tentative shortcalls, without an existing appointmen...
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How to Work with Orthodontic Claims
When an Orthodontic Contract that includes an insurance plan is activated, Sensei Cloud automatically generates an initial claim. Upon generation, the claim status is set to Needs Info. This provid...
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Introducing the Orthodontic Treatment Functionality
Sensei Cloud provides a comprehensive set of features for practices providing Orthodontic treatment. When activated, these features are integrated seamlessly throughout the various workflows in the...
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How to Use the Automated Statements Service
Related TrainingGetting Started with Automated Statements Recorded Class Sensei Cloud integrates with Carestream Dental's Automated Statements Service. When you enroll in this service, your statem...