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CS Dental Employee
CS Dental Employee

Did you know: Referral Source Demographics

Sensei Cloud now provides a better way to record and access important details about these providers. By storing professional and personal details in a centralized location, you can quickly access the information you need to initiate smoother professional interactions and strengthen working relationships.


To display the Referral Sources list, select Administration > Practice Settings > Referral Sources. The list is populated with existing sources added to your practice in the Patient Records. 



From here, you can add a new resource or select a name from the list to update the details. The Referral Entry tabs are displayed.



Use the Provider Info tab to update personal and contact information, correspondence preference, status, and enter any additional notes. ( click image to zoom in)


Use the Clinical Preferences tab to enter the provider’s preferred Implants, Lab locations, and additional notes.


Use the Interests/Family tab to make notes about interests, hobbies, family information, and so forth, that you want to remember when meeting or communicating with the provider through work or in your community.


Use the Public Relations tab to record gifts or events used for marketing purposes with the provider.



Note: These new data fields interface with the existing referral-based functionality.