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Sensei Cloud Release 0.1.5240

Sensei Cloud

Weekly Release

Build 0.1.5240  |  August 26th, 2020

This week’s Sensei Cloud updates continue to expand core application functionality and deliver on recent customer requests.

CMP is Now Sensei Cloud

We’re excited to share with you that Care Management Platform (CMP) is now Sensei Cloud!

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Why Sensei? As an honorific title, Sensei conveys the sense of a trusted guide. We hope you find that your software delivers the key performance indicators and metrics you need to take actionable steps that drive revenue for your business and enhance patient engagement.

For now, you will not experience any changes related to this new name, beyond seeing “Sensei Cloud” when you first open your software or look on the top of your screen. However, Sensei Cloud is constantly being improved, so expect to see exciting updates that will improve your workflows later in the year.

Hard Tissue Charting Enhancements

Based on customer input, the hard tissue chart now includes improved visualization of charted conditions, procedures, and restorations [Patient Tab > Clinical > Hard Tissue Chart]. Enhancements to the visual markup of bridges, dentures, extractions, implants, and root canals make it easier for you to more quickly recognize conditions and restoration in the patient’s chart.

Bridges and dentures display a horizontal rule above the teeth to tie together the involved anatomy. This is particularly useful for partial dentures in which the restoration or appliance may not involve contiguous anatomy. Extractions are denoted with the familiar ‘X’, distinguishing these sites from absent or missing teeth. Implants are represented by visual ‘threads’ (or stripes) on the roots of the tooth. Roots canals are illustrated with a line through the center of the root.

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We hope these visual enhancements improve your clinical workflows and make interpretation of the patient’s odontogram faster and easier. Additional enhancements are planned, for items such as abscesses, furcation, impaction, mobility, rotation, drifting, and retained roots.

Appointment Quick Copy

In response to customer feedback, you can now quickly copy an appointment’s details enabling you to rebook an identical (or highly similar) appointment for a patient. ‘Copy as New Appointment’ options are now available for all existing appointments in the Schedule DayView, present in both the appointment tile popover and the Appointment Card dialog.

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Click on this control to create a new appointment that inherits key properties including: patient, procedures, location, appointment type, duration, and assigned providers. You can modify the appointment details as needed before booking. NOTE: Anatomy details, such as tooth number or surfaces, are not copied, to prevent inadvertent duplication of planned and completed work.

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We hope that this enhancement helps to support your scheduling workflows. We look forward to any feedback on what works well and what additional enhancements are needed.

Transaction-Based Reporting

Sensei Cloud now provides an extension to the custom reporting engine, enabling you to generate ‘transaction lists’. As with the existing ‘Patient List’ reports, use the ‘Transaction List’ to select from a list of curated reports, such as last month’s payments, last month’s write-offs, today’s transactions, and today’s payments. You can also use the filters and variables to create custom reports. Once a report is generated to your specified criteria, you can review the transaction list, print the report to .PDF format, or export the results to .CSV format.

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The Transaction List is found under the Dashboard [User Menu > Dashboard > Reports > Transaction List]. The first time you access this screen, you are prompted to create a new report or select from the library of existing reports. Sensei Cloud comes pre-loaded with a small set of custom reports to get you started. You can modify these reports or create your own to fit your needs.

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After you select an existing report or elect to create a new one, you are presented with the list of available columns (variables) to add, as well as the currently used list (if you have selected an existing report). From here, you can add, remove, or reorder the columns. Filter selections are applied to the generated report, but can be modified as needed. NOTE: Several variables are included in each transaction list by default, to provide needed context when viewing the results.

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You can save any changes made to an existing report, save a new custom report for future use, or create a copy of an existing report to provide specific variations of common reports. All created reports will be available when generating a new Transaction List. Lastly, reports can also be marked as ‘favorites’ to promote their reuse.

Once a report is generated, you can use the filters to further modify the displayed results. The Actions in the side panel can also be used to print the results to .PDF for external distribution / archiving, or to export the list to .CSV to further analyze and use the data in third party applications.

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We are excited to provide these new reporting capabilities and look forward to feedback on how to continue to improve support for reporting workflows. We will continue to extend the reporting engine functionality based on planned enhancements and customer requests.

Optimizations and Fixes

The following fixes and optimizations have been added to Sensei Cloud this week.

  1. Enhanced the printed Accounts Receivable report to reflect enhancements made to the Accounts Receivable UI.
  2. Enhanced the Treatment Plan UI to provide insurance estimation detail for a plan’s included procedures.
  3. [UK] Addressed a defect that would prevent the transmission of NHS claims under specific conditions.
  4. Resolved a bug that would sometimes generate an incorrect printed date when printing paper-based prescription orders. NOTE: The Prescription (start) date was always correct.
  5. Fixed an issue in which changes to information in the Patient Record were not automatically reflected in other browser sessions.
  6. Fixed a defect in which the patient gender (field #22) was sometimes assigned incorrectly on the ADA claim form when printing an insurance claim.
  7. Addressed an issue with printed insurance claims in which the Remarks (field #35) were not being properly displayed.
  8. Resolved a bug that would cause an application failure when trying to create a new patient record if the practice database did not have recare defaults established.
  9. Addressed a small defect in the printed insurance claim in which additional punctuation was being added to the treatment location address (field #56).
  10. Fixed a bug that would cause an application failure when adding procedures to a new treatment plan via the Hard Tissue Chart under some conditions.