Product Enhancements and New Features:
Ortho Continuation of Treatment Enhancements (US Only) (Ortho Only)
You now have more control when managing continuation of treatment (COT) insurance claims for your patients with Ortho contracts. Ortho Coverage settings have been added to the Fee Coverage details for Insurance plans, enabling you to specify the defaults for the charge frequency and the necessity of continuation of treatment (COT) claims.
When these settings are defined for a plan, they are reflected in any charge schedule you create for an Ortho contract using the plan.
Note: The values can be edited as needed on the schedule.
To access the Ortho Coverage settings:
Note: When creating COT claims, the frequency is inherited and the default CDT code is D8670.
Custom Correspondence Using Data Export and Microsoft Word Templates
If you have correspondence templates that you use regularly, or if you want to customize new templates, you can use Data Export templates to merge patient data from Sensei Cloud into your external Microsoft Word documents and templates.
Note: This process requires the full application version of the Microsoft Word (or other) software that uses merge fields, and not the web-based (browser) version.
When Data Export templates are enabled, you can:
To use this feature, you will:
For more information and instructions, see How to Generate Custom Correspondence with Microsoft Word and Data Export Templates.
Insurance Write-Off Distributions
The credit distribution functionality has been tightened up to prevent over distributions of insurance write-offs (credits) when the estimation data under-predicted remittance (e.g., insurance paid more than expected).
To apply write-off distributions:
When you access this function, Sensei Cloud now defaults distribution values when distributing a Contracted Insurance Write-Off to the lesser of the values between the following:
11 miscellaneous defects were addressed in this release.