Build 0.1.6024 | April 14th, 2021
This week’s Sensei Cloud updates continue to expand core application functionality and deliver on recent customer requests.
In response to customer feedback, (automatic) recurring payments can be configured as part of an orthodontic contract. This enables orthodontic practices, which also subscribe to Carestream Dental’s ePayments service, to automatically post card-based electronic payments to patient ledgers based on a contract’s established schedule.
You can set up recurring payments when editing an orthodontic contract [Patient Tab > Financials > Contracts]. Click ‘Add Automatic Payments’ to display the payment schedule information, then click ‘Add Automatic Payment Method’ to collect the payment form information (e.g., credit card information). Specify the device (card swiper) to use for collecting the payment method, the merchant account to credit with the collected funds, and the transaction method used to capture the card information. NOTE: You can use the card device to capture the card details directly (e.g., when patient and card are in office) or enter the card details manually (e.g., when handling remotely).
Following capture and storage of the payment form, the Contracts screen updates and securely displays the masked card details. Once the contract is saved, this card will be used to automatically pay for recurring contract charges. Simply put, whenever a contract charge is posted to the Patient Ledger (based on the contract’s schedule), a corresponding electronic payment is automatically posted using the contract’s stored payment form (e.g., card). These recurring payments continue automatically, per the contract’s schedule, until the contract’s term is complete, the card is removed from the contract, or the contract is otherwise closed. NOTE: You can add or update a payment method to the contract at any time. The currently stored payment method (e.g., credit card) will be automatically billed when the contract’s next scheduled charge posts to the patient ledger.
The new ‘Failed Payment Transactions’ worklist helps you monitor and manage any electronic payment transactions that happen to fail [Location Tab > To Do > Failed Payment Transactions]. This screen displays the list of ePayment transactions that failed for various reasons, often including relevant transaction details to help diagnose the problem (and likely resolution). From this worklist, you can quickly retry the electronic payment using the same payment form or even update the payment form stored for a contract’s recurring payments, as appropriate. NOTE: The Failed Payment Transactions worklist displays all failed ePayment transactions, whether associated with a one-off electronic payment or with a scheduled, recurring contract payment.
Lastly, the new ‘Scheduled Automatic Payments’ report enables you to review contract-based revenue for a month-long window of time, including the current month ± 3 months [Location Tab > Financial > Auto Payments]. This cursory report provides a list of the month’s scheduled recurring payments as well as some simple statistics on the month’s contract-based charges and payments. The remaining balance of active contracts (at the end of the month) is also provided, allowing you project fluctuations in revenue based on existing contract closings and new contract starts. NOTE: This report only includes contracts for which recurring payments have been configured. The ‘Contracts’ report provides an overview of all practice contracts [Location Tab > Financial > Contracts].
These enhancements should greatly improve the efficiency of administering orthodontic contracts, easing the overhead with collecting scheduled (e.g., monthly) payments. We look forward to your feedback on what works well and what additional enhancements can be made to improve your financial workflows.
An initial round of enhancements to the Treatment Chart UI has been implemented [Patient Tab > Clinical > Treatment Chart], which now displays the synchronized history of clinical events from the patient’s Hard Tissue Chart [Patient Tab > Clinical > Hard Tissue Chart]. Previously, the Treatment Chart was limited to the administration of scheduled appointments. With this release, the Treatment Chart now provides a chronological, text-based view of the patient’s clinical history (as an alternative to the graphical, odontogram-based view of the Hard Tissue Chart). NOTE: Upcoming releases will continue to expand the Treatment Chart’s scope and functionality.
The Treatment Chart now reflects all clinical events that have occurred via the Hard Tissue Chart and/or corresponding clinical screens (e.g., via the side panel of the Treatment Plan UI or the Orthodontic Clinical Summary UI). This includes clinical events such as:
These clinical events are now synchronized and displayed, including any subsequent updates or changes. Similar to the Hard Tissue Chart, all clinical events are arranged in date-based blocks, based on the time of their creation. If clinical events occurred in the absence of an appointment, a new date block is created in the Treatment Chart to organize these events. Clinical events that occur during (or around) an appointment are logically grouped with the appointment’s date block in the Treatment Chart. NOTE: Appointment-based blocks of clinical history are easily distinguished by the presence of additional details, such as time, location, and associated providers.
Use the side panel controls to more easily review a patient’s clinical history. You can filter by an anatomical region, to find encounters that include clinical events involving a specific area of the oral cavity. You can also enter a search term, such as a tooth number, procedure code, or phrase, to locate relevant clinical events or notes. Select an event type (e.g., notes or watches) to filter the Treatment Chart to a subset of clinical events based on content type. Lastly, you can click on a ‘Jump To’ hyperlink to quickly navigate to the events of that date or appointment. NOTE: Aside from the type-based content filter, whenever an appointment (or date) includes a relevant clinical event based on your search or filter criteria, the entire day’s clinical history is displayed to provide meaningful context.
As previously mentioned, upcoming Sensei Cloud releases will continue to expand the capabilities of the Treatment Chart specifically, and clinical notes documentation more generally. This includes enhanced templating and rich text capabilities for all clinical notes, the ability to easily add new clinical notes via the Treatment Chart, and the ability to print out patient clinical history, among other enhancements. We hope that these enhancements bring value to your clinical workflows, providing more flexibility in the review and management of clinical documentation. We look forward to your feedback on how to make this functionality even better.
The following fixes and optimizations have been added to Sensei Cloud this week.