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kevin_moloney
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Sensei Cloud Release 0.1.6062 (Part 1)

Sensei Cloud

Weekly Release

Build 0.1.6062  |  April 20th, 2021

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

Custom Patient Questionnaires

This week’s release includes the much-anticipated ‘Custom Questionnaires’ functionality, enabling you to design custom questionnaires tailored to your practice. Questionnaires allow you to collect structured patient data for a variety of purposes including initial patient assessment, medical history, orthodontic screening, and so on. NOTE: The ‘Custom Questionnaires’ functionality in Sensei Cloud is separate from the ‘Patient Forms’ service available for subscription. Please contact your Carestream Dental sales representative for more information on our ‘Patient Forms’ solution, which is designed to support the collection of common patient forms, such as patient registration, HIPAA release, and Covid-19 screening, both in and out of office.

There are three main components to Sensei Cloud’s ‘Custom Questionnaires’ solution:

  • The ‘Question Library’, where you can create and manage the reusable components (questions) for your Questionnaire templates [Administration Tab > Templates > Question Library];
  • The ‘Questionnaire Template Library’, where you can build and manage reusable questionnaire templates [Administration Tab > Templates > Questionnaire Template Library]; and
  • The ‘Questionnaires’ list, which stores the collected questionnaire responses for a selected patient. Use this to collect new responses and review existing response data [Patient Tab > Questionnaires].

The Question Library stores all of the questions for use in questionnaire templates [Administration Tab > Templates > Question Library]. Access this library to create new questions using an array of data types, as well as to view, sort, manage, and edit existing questions. When you modify a question here, it is automatically updated in all templates that use the question. NOTE: Sensei Cloud comes pre-populated with a set of questions. The items / questions from your current medical history template have been converted to questions available for use in the Custom Questionnaires system. Orthodontic practices using Sensei Cloud have an additional set of default ortho screening questions.

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Click ‘Create New Question’, and then enter a (unique) short, recognizable name for the question so that it can be identified when building templates. Select a category to group the question with other, similar questions. NOTE: Sensei Cloud comes pre-populated with categories, but new categories can be created and existing categories can be modified. Use the ‘Display As’ fields to define how the question will appear to users when collecting patient data. Finally, select a ‘Data Type’ to design your question. Available data types include:

  • Date - Allows for selection of a single date value.
  • Free Text (Long) - Allows for entry of verbose, narrative text blocks.
  • Free Text (Short) - Allows for entry of a shorter text string.
  • Multi-Select - Allows for the search and selection of multiple values / options.
    • NOTE: Supports search against known, fixed system-wide lists such as Insurance Payers, Insurance Plans, Locations, Procedures, or Providers.
    • NOTE: Supports search against known, fixed patient-specific lists such as Responsible Parties, Policyholders, or Referral Sources.
    • NOTE: Supports definition of a custom list of options, which also includes the ability to define a prompt for additional information when a specific option is selected.
  • Numeric - Allows for the entry of a single numeric value.
    • NOTE: Supports the definition of upper and lower bounds that limit the acceptable values that can be entered.
  • Single-Select - Allows for the search and selection of a single value / option.
    • NOTE: As with the multi-select data type, supports search against known lists of entities or the definition of a custom list of options to choose from.
  • Tooth Chart / Select Dentition - Allows for the selection / flagging of teeth from a simple odontogram grid.
    • NOTE: Allows for defining the available teeth displayed based on the patient’s chart, all permanent teeth, all primary teeth, or a custom array (e.g., of primary, permanent, and/or absent teeth).
    • NOTE: Supports selection of the dentition numbering system to be used when presenting the tooth grid.
  • Tooth Number - Allows for the entry of a single tooth number.
    • NOTE: Validation is based on the dentition numbering system used for the user’s current logged in location.
  • Yes / No - Allows for a simple Yes or No response.
    • NOTE: Supports inclusion of an ‘unspecified’ option in addition to  Yes and No.
    • NOTE: Supports definition of a prompt for additional information when Yes or No are selected.
    • NOTE: Per the existing Medical History functionality, supports the automatic addition of a selected medical alert when Yes or No are selected.

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Once you have an established library of questions, you can build questionnaire templates to use for collecting patient data. The ‘Questionnaire Template Library’ screen stores all of the questionnaire templates that your practice has created for collecting patient data [Administration Tab > Templates > Questionnaire Template Library]. You can create new templates, employing (active) items from the ‘Question Library’ and using the template editing tools. NOTE: Sensei Cloud comes pre-populated with one or more questionnaire templates. Your current medical history template has been automatically converted to a questionnaire template (named ‘Medical History SC’) and pre-populated with its existing questions, sections, and labels. Orthodontic practices using Sensei Cloud will also have a default template, based on OrthoTrac’s stock questionnaire, that can be used for orthodontic screening and initial exams.

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Sensei Cloud provides an easy and flexible questionnaire template builder, allowing you to add, remove, reorder, and group questions into sections. Click ‘Create New Template’ to begin. Enter a (unique) short, recognizable name for the template so it can be easily identified when collecting patient data. Select a category to make the template easier to find when managing questionnaire templates. NOTE: Sensei Cloud comes pre-populated with categories; you can edit existing categories and create new ones as needed.

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Click the ‘Add New [Item]’ controls to begin building your questionnaire. Create sections to organize the contents of the questionnaire. Add labels to provide additional context or instruction, where needed. Add questions to populate the questionnaire with those data items that you want to collect information about. Clicking ‘Add New Question’ (or ‘Insert New Question’) displays the ‘Question Library’ dialog that allows you to select one or more questions to add to the template. Once entered, you can select the description format to determine how it is displayed (e.g., the ‘Displayed As’ labels defined when creating the Question). Click on the question label to view its summary information, including its category and data type. Finally, click the checkbox if you want to flag the question as required when using the template to collect patient data.

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Sections, labels, and questions can be removed by clicking the ‘X’ controls. Use the arrows and drag and drop functionality to organize the template contents. Click ‘Preview Template’ to see what the questionnaire will look like when collecting patient data. Finally, click ‘Create’ to save the template to your practice’s library.

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You can search for and filter existing templates using the side panel controls, searching by template name, or filtering by status or category. Click on an existing template to review or edit it. NOTE: If the template is currently in use (previously used to collect patient data), then you are prompted with a warning that any changes to the question will be updated in the template and reflected in all future data collections using that questionnaire template.

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Active templates can be selected from the list of questionnaires available when collecting data from a patient [Patient Tab > Questionnaires > ‘Collect Data’]. The patient’s ‘Questionnaires’ list contains all of the questionnaire responses that have been collected for the patient. NOTE: Any medical histories collected using your practice’s current medical history template have been converted to the new questionnaires system and will be available in the patient’s ‘Questionnaires’ list.

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In the ‘Questionnaires’ screen, click ‘Collect Data’ and select a template. Click ‘Collect Responses’ to load and complete the questionnaire on screen, or click on ‘Print Blank Questionnaire’ to open a preview of the questionnaire for printing and paper-based completion (which can then be transcribed and entered later or scanned into Patient Files). NOTE: The ‘Collect Data’ action also exists in the Patient Homepage [Patient Tab > Home], Hard Tissue Chart [Patient Tab > Clinical > Hard Tissue Chart], and Orthodontic Clinical Summary [Patient Tab > Clinical > Orthodontic Clinical Summary].

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When completing the questionnaire on screen (‘Collect Responses’), enter responses as required or applicable based on the selected template. For questionnaires (templates) that include ‘Yes / No’ questions, you can select ‘Yes to All’ or ‘No to All’ at the bottom to quickly complete those items. A ‘Copy Previous’ action is also available to quickly copy the last recorded responses whenever the same questionnaire template has been previously used for the patient. Once finished, click ‘Save Responses’ to save the responses to the patient’s ‘Questionnaire’ list.

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Existing questionnaire responses can be reviewed, edited, or printed, as needed. You can search for and filter existing questionnaire responses using the side panel controls, searching by questionnaire name or filtering by associated category or the associated user and/or date of its collection. Click on an existing questionnaire in the list to review and/or manage it. The questionnaire will be loaded, displaying all of the recorded responses along with information on the original collection event and the latest status details (in case the questionnaire responses have been edited). Click ‘Update Responses’ to edit the questionnaire responses. Click ‘Print Responses’ to generate a print preview of the questionnaire that can then be printed, as desired. NOTE: If the questionnaire template has not been modified since its last use, you can click on ‘Copy as New’ to copy all of the recorded responses into a new questionnaire (using the same template). Alternately, click ‘Click New Responses’ to automatically select the same questionnaire template and load a blank copy to collect new responses.

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[0.1.6062 RELEASE UPDATES CONTINUED ON PART 2]