K McC

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Recent activity by K McC Recent activity Votes
  • How to Track Referral Activity

    Related TrainingManaging Referrals Recorded ClassThe Referral Activity feature enables you to track activity associated with your referral sources. This functionality uses the referral sources pre...

  • How to Chart Dentures in Planning Mode

    Use the Hard Tissue Chart (US) or Dental Chart (UK) in Planning mode to plan a patient's full or partial dentures. Note: If the patient already has a Treatment Plan, you can add the procedure there...

  • How to Chart Existing Dentures

    Use the patient's Hard Tissue Chart (US) or Dental Chart (UK) in Current mode to document existing full and partial dentures. To document dentures: From the Patient tab, select Clinical > Hard Tis...

  • How to Enter a Patient's Starting (Initial) Balance

    Note: This option is available only when there is no history of financial transactions. To manually enter a balance or credit for existing patient accounts, such as those not handled through data c...

  • How to Identify and Process Unbilled Procedures

    Unbilled Procedures are billable (claimable) procedures that have been completed and posted to patient ledgers, but not yet billed to insurance. Sensei Cloud provides a consolidated To Do list for ...

  • How to Attach a Perio Record to an NEA Claim

    If you are using NEA FastAttach® for electronic claims that accept attachments, you can attach a copy of the patient's Perio record to an NEA Fast Attach Claim.To attach a patient's Perio record:Fr...

  • How to Define a Patient ID

    Use the Patient Record to enter a unique Patient Identification number (ID) for each patient. The Patient ID is displayed in the Patient Snapshot, and can be used as a search term for finding patie...

  • How to View and Correct a Patient Chart History

    You can use the View Charting History option from the Hard Tissue Chart/Dental Chart to remove incorrect charting entries. This functionality is limited to certain types of charting events, such as...

  • How to Add a Patient Portrait

    A patient's portrait is displayed throughout Sensei Cloud, in search results, and wherever the patient record is viewed. From the Patient's Home view, select Patient Record. Under Actions, select ...

  • How to Print Insurance Claims

    You can print claims from both the Claim Summary and Claim Details panels when working from the Location tab.Note: You can also access and print individual claims from the Patient view by selecting...