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Sensei Cloud Release 0.1.7739 (Part 5)

Sensei Cloud

Weekly Release

Build 0.1.7739  |  May 22nd, 2022

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



Identifying Open Treatment Plans (and NHS Courses of Treatment) Without an Appointment

The ‘Treatment Plan List’ (scheduling worklist) has also been significantly redesigned to improve support for your expressed workflow needs [Location Tab > Schedule > Treatment Plan List]. Namely, this includes a restructuring of the list to be treatment plan-based as opposed to patient-based, which provides more control and visibility into those treatment plans that may require more immediate or regular attention. Previously, the worklist presented a list of patients with ‘to be scheduled’ treatment items, with no indication of the organization of the patient’s various treatment plans. The new worklist presents all open treatment plans, which include at least one procedure in the ‘Unscheduled’ or ‘Pending’ state. Treatment Plans that are already completed, closed, rejected, or completely scheduled are automatically filtered from view. NOTE: The ‘Unmanaged Procedures’ list for a patient is not included in the ‘Treatment Plan List’, so any proposed treatment added to this general bucket needs to be managed from another context (e.g., [Patient Tab > Treatment Plans > {Unmanaged Procedures}]).



Every open treatment plan (associated with the location) is displayed, including multiple entries for an individual patient if they currently have multiple open treatment plans. NOTE: As patients are not rigidly tied to a location in Sensei Cloud, treatment plans are (similarly) not directly associated with a particular practice location. The Treatment Plan list displays open treatment plans based on the patient’s association with a location, as defined by the ‘Preferred Location’ in the Patient Record [Patient Tab > Patient Record]. EXCEPTION: For our UK NHS practices, as there is a direct linkage of an NHS course of treatment to an NHS contract, which is associated with an NHS location (thereby logically linking the treatment plan to the location).

Left click on a treatment plan in the list to expand its details, which displays the Patient Minicard, patient preferences (doctor and location), provides group-  and procedure-level detail, and gives access to common actions. NOTE: For NHS courses of treatment, this information includes the associated NHS contract, performer, and location. Clicking on ‘Schedule Appointment’ automatically creates an appointment for the patient, loads the ‘Treatment Plan’ accordion in the Appointment Card, and pre-selects the associated treatment plan so that you can quickly add the unscheduled procedures (or groups) to the appointment. Clicking on ‘Manage Treatment Plan’ opens the ‘Viewing Treatment Plan’ dialog for the associated plan, enabling you to quickly edit its contents, complete the remaining treatment, or reject the plan (or discontinue treatment).



In order to more efficiently manage open treatment plans, there are various filters available in the side panel of the Treatment Plan List. You can use the ‘plans’ search to filter the list of open treatment plans based on patient first name, patient last name, or the name assigned to the treatment plan. Additionally, you can use the ‘procedures’ search to filter the list of open treatment plans based on an included procedure (by code or description). 


Based on expressed customer needs, specific new filters have also been added to the Treatment Plan List as an extension of the general overhaul of treatment planning in this release [Location Tab > Schedule > Treatment Plan List]. These new filters are useful to help identify patients that have open treatment plans (e.g., not completed in full) but are not currently scheduled to come into the office. This is particularly important for our NHS practices in the UK, which need to identify these open courses of treatment to determine whether to contact the patient to schedule the remaining treatment or if the course can be closed (e.g., as ‘Failed to Return’), allowing the practice to claim for the work that has been completed (e.g., UDAs).



When checked, the ‘Hide Pts with Appts’ checkbox filters out any open treatment plans associated with a patient that has a currently scheduled appointment in the associated location. NOTE: The appointment just needs to be scheduled in the location; it does not need to be associated with the work from a specific, open treatment plan or any of the patient’s treatment plans. If the patient is already scheduled to come into the location, then you will have an opportunity to discuss any open treatment at that time.


Finally, our UK NHS practices have an additional ‘Associated with {NHS Provider}’ filter at their disposal. This filter enables you to limit the list of open treatment plans to those associated with the specified (NHS) provider(s). This relationship between treatment plan and provider only applies to NHS courses of treatment and is based on the treatment plan’s assignment to an NHS contract and performer (e.g., NHS provider). NOTE: Private treatment plans do not have any such direct association with a provider and are removed from view by default when applying this filter. This enables you to more easily identify those open NHS courses of treatment - associated with a particular provider (or providers) - that may either require patient follow-up to schedule the remaining treatment or can be otherwise closed, so that the UDAs can be claimed for the completed work. Use of both new filters, in conjunction, can help NHS practices (or NHS providers) identify the most likely candidates for NHS courses of treatment to be FTR’d. NOTE: Click on an NHS course of treatment from the list to expand the treatment plan details, which now include the associated NHS contract, location, and performer.



We are excited to provide these additional treatment plan enhancements to our customers, especially to meet the more specific needs of our NHS practices in the UK. We look forward to your feedback on how this supports your treatment planning workflows and what additional improvements can be made to make treatment plan management even easier.



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