Product Enhancements and New Features:
Insurance-Based Transaction Handling [US Only]
An option has been added to the practice settings for Financial Rules to enable more control over how insurance-based transactions are represented in the patient Ledger and on financial documents. Insurance payments and write-offs (when tied to a claim) – now display the associated claim's ID and date of service.
To access this option, select Administration > Practice Settings > Financial Rules. You can choose to have the date on insurance claim transactions reflect Today’s Date (when posted), or the Service Date of the associated claim.
For more information, see How to Set Up Ledger Defaults.
Bulk Insurance Payments
The Bulk Insurance Payment feature (Location > To Do > Bulk Insurance Payments) contains the following enhancements:
For more information, see How to Enter Bulk Insurance Payments.
Production by Provider Reporting
The Production by Provider Report feature has been enhanced to improve the way the data is calculated and displayed.
For more information, see How to Generate Provider Production Reports.
Anesthesia Record (Oral Surgery practices)
You can now print out an Anesthesia Record or save it as a .PDF file. A printer icon was added to the Anesthesia Record panel on the Clinical Chart (EMR) screen. Since not all the fields are required, the print feature captures only the data that was entered into the record, and does not include or display fields that were not completed.
For more information, see How to Create an Anesthesia Record.
The Clinical Notes interface has been enhanced slightly to improve usability. As you know, you can access or create Clinical Notes from the Hard Tissue Chart, Soft Tissue Chart, Perio Chart, Clinical Chart (EMR) screen, or the Orthodontic Clinical Summary.
For more information, see How to Add Event-Based Clinical Notes.
Sensei Cloud’s Recare (US) and Recall (UK) functionality permeates many locations and workflows throughout the software. Most practices use recare/recall workflows on a daily basis, but some specialty practices may not. Those practices now have the option to turn off recare/recall, and simplify their interface by removing unnecessary functions and roles.
This feature is turned on by default, but you can turn it off by selecting Administration > Practice Settings > Recare/Recall Rules > Edit Recare/Recall Settings. At the top, you will see the option: This Practice Utilizes Recare/Recall. Select No and click Save.
Bulk Correspondence Workflow
(Recare/Recall List, Patient List Report, Referral Follow-Up List)
In response to customers experiencing a reduction in application performance issues when generating and sending multiple types of bulk correspondence, the following enhancements have been implemented to improve speed and usability:
To help facilitate the retrieval of previously-generated documents, a new Archives menu has been added to the Location tab for accessing Correspondence, Archived Daysheets, Bulk Statement Reports, and eServices Reports.
14 miscellaneous items were addressed.