Sensei Cloud How To
- How to Edit, Copy, or Delete Correspondence Template
- How to Manage Correspondence Templates
- How to Add a Group Procedure in a Recare/Recall Appointment on a Patient’s Record
- How to Select Chairs to Display in the Schedule for All Days or a Specific Day
- How to Create a New Patient Appointment
- How to Edit an Appointment
- How to Confirm an Appointment
- How to Update an Appointment Status
- How to View Appointments Scheduled for a Provider
- How to Post a Refund to a Patient Balance
- How to Post Charges and Payments From the Patient Ledger
- How to Reschedule an Appointment
- How to Use the Recare/Recall List
- How to Print a Deposit Slip
- How to Create a Walk-In Appointment
- How to Export the Recare/Recall List
- How to Close the Day (Financial Daysheet)
- How to Add or Edit Coverage Details for an Insurance Plan
- How to Add or Update Patient Insurance
- How to Add or Edit an Insurance Payer
- How to View Days with Appointment Conflicts for a Location
- How to Edit the Default Office Fee for a Procedure
- How to View Appointment Conflicts for a Provider
- How to Close a Day for a Provider
- How to Create or Edit a Patient Treatment Plan
- How to Set Up a Provider's Schedule
- How to Schedule an Appointment
- How to Create a Pending Appointment
- How to View Unconfirmed Appointments for a Specific Day
- How to Create or Edit a Team Member (US)