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kevin_moloney
Moderator
Moderator

Sensei Cloud Release 0.1.6815 (Part 2)

Sensei Cloud

Weekly Release

Build 0.1.6815  |  September 14th, 2021

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

 

[0.1.6815 RELEASE UPDATES CONTINUED FROM PART 1]

Lab Case Management (MVP) 

Delivering on requests from several customers, this week’s release includes a preliminary solution for practices to create and track patient lab cases. This includes the ability to create and manage a simple database of labs that your practice does business with, as well as a system to create and track basic lab cases for your patient population. The ability to maintain patient-specific lab cases and monitor open cases with the new Lab Case Management worklist provides a simple and effective workflow for your practice.

To create a list of the labs your practice uses to deliver lab work, go to the new ‘Lab Management’ screen [Administration Tab > Practice Settings > Manage Labs]. Click ‘Create New Lab’ to add a new resource that can be assigned to a patient lab case, making it easier to follow up and track individual cases. Define a (unique) name for the lab, its contact information (e.g., phone, email address, and website), and its physical address and then click ‘Create’. Each saved lab record is now immediately available for use throughout all of your practice’s locations. IMPORTANT: You must first create Labs before creating patient lab cases.

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Once created, click on the lab name (hyperlink) within the list if its details need to be edited. If a specific lab is no longer utilized by your practice, then you can deactivate it (e.g., set status to ‘inactive’) to prevent its future use when creating patient lab cases. NOTE: Status changes will not impact existing lab cases, although any updates to the lab name or contact information will be automatically propagated to all associated lab cases.

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Once you have established the list of Dental Labs utilized by your practice, you can begin creating patient lab cases. Lab cases can be created via a number of contexts within the Patient Tab. This includes the Patient Homepage [Patient Tab > Home] and several clinical contexts such as the Hard Tissue Chart, Treatment Chart, and Orthodontic Clinical Summary screens [Patient Tab > Clinical > …], as well as the Treatment Plan screen [Patient Tab > Treatment Plan]. From any of these locations, click ‘Create New Lab Case’ to start creating a lab case for the patient. Search for and select a lab (that is handling the lab case), provide a simple description (that can be used to help identify it), and define an expected delivery date. NOTE: The delivery date must be the current day or any future date.

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When open (active) lab cases exist for the patient, a new lab case icon (e.g., the ‘beaker’) will illuminate on the Patient Minicard. This indicator makes it easy to see if the patient has associated (active) lab cases and provides quick access for management. The icon will turn red and indicate the number of the patient’s open lab cases. Click on the number (hyperlink) to display the list of the patient’s (open) lab cases. The summary description, associated lab, and expected (delivery date) are displayed for each lab case. Click on the ‘pencil’ to edit the lab case or the ‘-’ to close the lab case. NOTE: The visual status of the  indicator automatically updates as lab cases are created or closed.

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Patient lab cases can also be managed via the new Lab Case Management worklist [Location Tab > To Do > Lab Case Management]. Here, you can easily review and update lab cases across your patient population. This worklist contains all of the existing patient lab cases created by your practice, providing all of the core information at a glance. You can filter the list to those lab cases for a specific patient, associated with certain dental labs, or by their expected delivery date. Additionally, you can elect to automatically hide all closed lab cases to narrow the list to the lab cases most likely to require active monitoring.

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Click on the lab case to display its expanded details. Click ‘Update Lab Case’ to edit the lab case details - such as the description, associated lab, or expected (delivery) date - or to update its status. If the lab has been delivered, click ‘Close Lab Case’, which will update the indicator on the Patient Minicard and remove it from the worklist (if the ‘Hide Closed Lab Cases’ filter is checked). NOTE: Previously closed lab cases can be reopened.Ensure that closed cases are displayed in the worklist, select the lab case and click ‘Reopen Lab Case’. This ensures that you have an easy way to continue monitoring a lab case in the event that it was accidentally closed or needs to be sent back to the lab for corrections.

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Note that you can also create new patient lab cases via the worklist. Simply click ‘Create New Lab Case’, then search for and select a patient, and then define the lab case details. Once created, the lab case will appear in the Lab Case Management worklist and will update the indicator on the patient’s Minicard.

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We hope that this new functionality provides you with a solution to easily create, track, and manage simple patient lab cases. We look forward to your feedback on what works well and what additional enhancements would further improve your lab case management workflows.

Visualizing Fissure Sealants 

In response to customer feedback, the workflow for charting (fissure) sealants has been enhanced. The ‘Sealant’ charting option is now available when selecting surfaces in the Hard Tissue Chart [Patient Tab > Clinical > Hard Tissue Chart], as opposed to the tooth or its crown. To chart a sealant in ‘Current’ mode, select the applicable surfaces and then choose ‘Sealant’. In ‘Planning’ mode, select the applicable surfaces, choose ‘Sealant’, and then select the applicable procedure code. NOTE: For UK customers, the charting option is ‘Fissure Sealant’.

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Sealants are now visualized by applying the associated material color - as well as an ‘s’ - against the selected surfaces. NOTE: By default, sealants charted in ‘Current’ mode will be represented using the default ‘green’ color (for existing work). Additionally, any planned and completed sealants will be represented using Sensei Cloud’s default colors (red and blue, respectively), as the ‘Sealant’ procedures default with an ‘Unknown’ material. You can assign a material to your ‘Sealant’ procedures by editing the procedure code and assigning an appropriate ‘Material Type’ as documented in part 2 of the 0.1.6534 release notes (July 14th, 2021) [Administration Tab > Procedures & Fees > Procedure List & Fee Schedule].

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We hope that these enhancements improve your charting experience in Sensei Cloud, specifically regarding the handling of (fissure) sealants. We look forward to your feedback on what works well and what additional enhancements would further improve your charting workflows.

Optimizations and Fixes

The following fixes and optimizations have been added to Sensei Cloud this week.

  1. Resolved a defect in which the Schedule DayView was inaccurately representing office hours when chairs have been assigned to providers and when the unique working hours have been assigned to the day in Location Schedule Planning.
  2. Addressed an issue in which the Schedule DayView printout was inaccurate / malformed when chairs have been assigned to providers and when unique working hours have been assigned to the day in Location Schedule Planning.
  3. Fixed a bug in which the Schedule DayView printout was inaccurate / malformed when chairs have been assigned to providers and there is a difference between the working hours set for the day in Provider Schedule Planning and Location Schedule Planning.
  4. Addressed a defect in which the Timecard overview does not always match the Timecard details under certain time zone conditions.
  5. Resolved an issue in which the incorrect patient identifier was being passed when bridging to an external imaging solution.
  6. Fixed a UI defect in which the help text popover would sometimes interfere with the ability to select a color to assign to an appointment type.
  7. [UK Only] Addressed a bug that hid some required fields when the ‘Display required fields only’ option was checked while creating new patients and/or responsible parties.
  8. Resolved a defect in which the ‘appt conflicts’ indicator was inaccurately reporting days with appointment conflicts (based on working hours) in the Location Schedule Planning and Provider Schedule Planning screens.
  9. Fixed an issue which prevented the ability to assign multiple (ICD-10) diagnosis codes when prompted during charting in the Hard Tissue Chart.
  10. Addressed a defect in which the write-off transaction was not being correctly posted to the patient ledger when closing an orthodontic contract.
  11. Resolved a small UI defect in the dialogs used to manage custom discount and write-off types.