Product Enhancements and New Features:
Printing Treatment Plan List Enhancement
Last month, the ability to print the Treatment Plan List was added to Sensei Cloud.
(Location > Appt Worklist > Treatment Plan)
The sort order of the printed list was fixed, but you can now sort the columns as desired, and the list will retain the designated order when printed.
For more information, see How to Access the Location Treatment Plan List.
Interactions by Referral Source Report
This report was previously provided as part of the Referral Source Management and Reporting feature set. It was only available from the All Locations tab, (All Locations > Referrals) and therefore not visible to practices with only one location. This is now corrected, and practices with only one location can access the report from Location > Referrals.
Note: If a location is added to the practice, the access point is moved to the All Locations tab.
For more information, see How to Generate an Interactions by Referral Source Report.
Defects and Small Enhancements
Five additional defects were addressed, including:
- Clock issues affecting end-of-month totals have been corrected.
- Space has been added to include a Patient ID number (up to 14 characters) for Box 26 on medical claim forms and Box 23 on dental claim forms.
- Printing issues for the Guarantor account balance have been corrected.
