Build 0.1.5437 | October 20th, 2020
This week’s Sensei Cloud updates continue to expand core application functionality and deliver on recent customer requests.
In response to customer feedback, the Claims Management workflow [Location Tab > Claims > Claims Management] now includes a ‘claim type’ designation to help categorize claim records. ‘Type’ is now a sortable column in the Claims Management list, as well as a filter option to use when searching for claims.
One of four Types is assigned automatically when a claim is generated:
You can also now search the Claims Management list for specific items based on patient name, policyholder, claim ID, or included procedure codes (e.g., CDT code and nomenclature). Along with the filtering tools, this enables you to quickly locate a specific claim record. In addition, some defects in the Claims Management table were addressed, enabling more effective sorting of the claims list by status, provider, and patient name.
Lastly, Policyholder information has been added to the Claim Summary (displayed when clicking a claim), providing you with this information without having to open Claim Details. NOTE: All of these enhancements apply to both practice-level (Location Tab > Claims > Claims Management) and patient-level (Patient Tab > Insurance > Claims Management) Claims Management lists.
We are happy to provide these requested enhancements to our users. We look forward to your feedback on what else can be done in support of your claims management workflows.
The Patient Ledger and related workflows have been enhanced, based on customer feedback. Workflow ‘speed bumps’ have been added to prompt users to the presence of unposted charges when checking out an appointment or manually posting new charges. Additionally, you now have the ability to apply color coding to financial transaction types, making it easier for team members to identify specific transactions when reviewing a patient’s ledger.
You are now prompted whenever checking out an appointment without first posting the charges associated with the completed work [Checkout Queue > Select Patient > ‘Complete Check-Out’]. This reminder is to prevent team members from accidentally checking out the patient without first realizing the revenue from today’s appointment. NOTE: You can elect to defer posting the day’s charges, which results in adding the completed work to the patient’s ‘Unposted Procedures’ list. This enables you to post the related charges at a later time.
Similarly, you are also prompted whenever manually posting new charges to the Patient Ledger when ‘Unposted Procedures’ exist on the patient’s account [Patient Tab > Financials > Ledger]. This reminder is to prevent team members from accidentally posting duplicate work that was already completed but not yet posted. When prompted, you can elect to review the unposted procedures and select items to post as new charges. Moreover, you can always add new procedures manually on top of those already completed, whenever posting new charges. NOTE: A ‘Post Completed Work’ link in the Actions panel of the Patient Ledger indicates that the account has work that was completed, but not yet posted as charges.
Lastly, with this release, you now have the option to apply color to financial transaction types and display this visual markup in the Patient Ledger [Administration Tab > Practice Settings > Financial Rules]. Select ‘Yes’ in the new ‘Apply Color to Transaction Types’ setting to determine which transaction types to visually highlight with color (and the colors to assign them). Once saved, the Patient Ledger displays the assigned colors for each (included) posted transaction. This makes it easier to identify specific transaction types of interest. NOTE: Default color values have been assigned to transaction types, making it easy to start taking advantage of this enhancement right away.
We hope these improvements provide value to your workflows involving the handling of financial transactions. We look forward to hearing what works well and what additional enhancements can be made.
To improve the user experience, the Transaction List reporting feature [Dashboard Tab > Reports > Transaction List] has been enhanced with reorganized available columns, as well as new columns for ‘Procedure Code’ and ‘Treatment Type’. These enhancements make it easier to customize Transaction List reports involving production related to specific subsets of procedures.
Selecting the new ‘Procedure Code’ column, displays the associated Procedure Code and Description for those transactions included in your report. You can include all existing procedures (by default) or filter your results by one or more specific procedures. This enables you to generate custom reports related to the posting of charges for specific procedural services. NOTE: Only charge-based transactions (e.g., Procedures) have an associated Procedure Code value.
Selecting the new ‘Treatment Subtype’ column, displays the associated Treatment Type for those transactions included in your report. You can include all existing types (by default) or specify one or more types, enabling you to produce a report on production involving a specific subset of procedures (e.g., crowns or dentures or implants). NOTE: Only charge-based transactions (e.g., Procedures) have an associated Treatment Subtype
The resulting report from the Transaction List is now easier to predict, as the default columns included in every Transaction List report have been streamlined to just ‘Transaction Date’, ‘Category’, and ‘Description’, providing more flexibility when creating custom transaction reports. Additionally, you can now rearrange selected columns as desired. NOTE: The Patient List report was enhanced similarly, with default columns ‘First Name’, ‘Last Name’, and ‘Phone Number’) when creating a custom Patient List report.
These enhancements should improve the usability of the Transaction List module and expand the breadth of reports that can be generated. We look forward to your feedback on what else can be done to meet your reporting needs.
The following fixes and optimizations have been added to Sensei Cloud this week.