K McC

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Articles

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  • How to Set a Default Clinical Home Page

    You can use the Location Settings window to designate a default clinical page to display when a user clicks View Clinical from the Patient Snapshot or Home page. For example, an Orthodontic practic...

  • Hard Tissue Chart or Dental Chart Visual Markup Legend

    The Hard Tissue Chart (US) or Dental Chart (UK) (Patient tab > Clinical > Hard Tissue Chart/Dental Chart) uses standard industry visual indicators to denote charted conditions. Some indicators are ...

  • How to Edit Schedule Details for a Selected Day

    Scheduler/Diary setup functions are performed from the Administration tab. You must have user permission for this tab and the related functions.  Use the Location Schedule Planning (US) or Location...

  • How to Manage Practice Notifications

    Practice settings are configured from the Administration tab. You must have user permission for this tab and the related functions. When enabled, practice notifications automatically generate email...

  • How to Color-Code Ledger Transactions

    Sensei Cloud enables you to customize the Patient Ledger by highlighting transaction types by color, making them easier to identify at a glance.  Note: This is a practice-level setting that applies...

  • How to Work With the Patient Ledger

    Related TrainingPosting Charges, Payments, and Adjustments Recorded ClassCharges and payments are posted to the Patient Ledger during the checkout process following an appointment. When you select...

  • How to Manage Claims for a Location

    Related TrainingManaging Insurance Claims Recorded ClassUse the Claims Management window to manage claims for a location or all locations in a practice.From the Location tab, select Claims > Claim...

  • Navigating Sensei Cloud

    Related TrainingConfiguring Your Software Recorded ClassNavigating the Software Recorded ClassSensei Cloud uses the whole screen to help you view and manage your office. A progressive display prov...

  • How to Record and Report NHS Case Mix Data

    In support of NHS practices that use the BDA’s Case Mix tool, Sensei Cloud enables you to capture and report on patient complexity data. Enable Case Mix Data Reporting To enable this functionality:...

  • 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...