Sensei Cloud How To
- How to Cancel an Appointment
- How to Print the Accounts Receivable Report
- How to Track Visits with the Clinical Chart (EMR)
- How to Create a Medical Alert for a Patient
- Completed Appointment Does Not Show in Checkout
- How to Schedule a Patient Treatment Plan Appointment
- How to Access the Location Treatment Plan List
- How to Print a Patient Treatment Plan
- How to Set Recare/Recall for a Patient
- How to Post a Split Payment
- How to View the Confirmation List for the Schedule
- How to Delete or Reschedule an Appointment From the Pending List
- 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