K McC
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Articles
Recent activity by K McC-
How to Set Bulk Automated Statement Preferences
Use this screen to set delivery preferences for your entire customer base, and have the statements display a list of credit cards accepted by your practice. To set Automated Statement delivery pref...
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How to Add a Patient Note
You can add a general note about the patient that is viewed internally from the patient's Hard Tissue Chart (US) or Dental Chart (UK), Clinical Chart (EMR), Ortho Clinical Summary, Patient Snapshot...
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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 ClassDefault settings for Recare (US practices) and Recall (UK practices) are configured at the Practice level for all locations. You can...
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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...