Using Auto-Post

You can automatically post charges when procedures are completed. You can use the auto-post feature from an appointment, in a chart, or in a treatment plan. The feature eliminates the need to post charges later when a procedure has been completed.

To enable auto-post:

On the Administration tab, select Practice Settings > Financial Rules. The Financial Rules window is displayed.
Under Actions, click Edit Financial Rules.
Do one of the following:
In the Post on Completion field, click Yes.

In the Directly Post Associated Charge(s) (No Prompt) field, click Yes.

Click Save.

Level 1: Post on Completion Only

When this setting is enabled, Sensei Cloud automatically prompts you to post charges when you complete procedures. You can complete procedures from the following areas:

Patient appointments
Patient charts
Treatment plans

When you complete procedures, the Post New Charges window is displayed and you can make any needed changes prior to posting the procedures, such as adjusting the included procedures and service location.

Level 2: Directly Post Associated Charge(s) (No Prompt)

You must first enable the Post on Completion setting, and then the Directly Post Associated Charge(s) (No Prompt) setting becomes available for selection.

When this setting is enabled, Sensei Cloud posts charges directly upon completion of procedures, without any prompts. This setting bypasses the Post New Charges window, so changes cannot be made once the procedures are marked as complete.