New Features in this version include the following:

Highly Requested

Three options for printing appointments

Continuity of Care Documents

• SNOMED CT Codes and CVX codes must be downloaded (see Importing Code Systems)
• ModuleCareSummary is checked in Patient Portal Settings.

Insurance info added to Web Sched New Patient and Web Sched Existing Patient

• First, enable the ability to collect insurance information in Web Sched Carrier Rules.
• Set rules for Carriers (e.g. if you do not want to allow scheduling for certain carriers).
• When a patient schedules an appointment, they will be prompted to enter insurance information.

eServices

Web Sched Recall

• Web Sched Recall appointments can be restricted to specific blockouts (outlined).
• Web Sched Recall preference to determine how many months into the future a patient can schedule their appointment (red arrow).
• An alert will display if Web Sched Recall messages fail to send.
  

• Preference in Allocations Setup to run a limited income transfer on overpaid procedures attached to a received claim.
  Checked by default when Rigorous Paysplits is enabled. When Auto-Split or Manual Paysplits is enabled, the default setting for this preference is unchecked.
  

• Preference to set default import folder in Imaging Module Preferences, 
• Freehand drawing with pen, point to point lines, edit, change color, etc.
• Edit existing mounts. 
  
• Determine where an image will display on the screen in the Imaging Module 
• Mounts can now contain generated text. 
• Unmounted area for retakes or for moving images around.

Manage Module

• The Billing List can now be filtered by filing codes.
  
• A validation warning shows in the Send Claims window when a carrier does not support attachments. 
• Printed ERAs display column for Claim Adjustment Reason Codes.
• Attachments can be added to tasks. See details and setup instructions in our manual.
  

Reports

• Queries allow a user to copy all data from selected rows in a comma-delimited format. Quickly copy and paste just the info you want into Excel for easy data manipulation!
  • Highlight the rows you wish to copy. (Click and drag or use Shift+click to select. If selecting cells or rows that are not next to each other, use CTRL + Click.)
  • Right-click options allow you to copy just the text in a cell you've clicked into, or all the data in the row(s) you've selected.
  • Additional Format options were added in the upper right (outlined) for viewing query results. Show row numbers for an easy way to see how many are in the list, and enable word wrap to show content exceeding the column width on multiple lines.

• The Procedures Overpaid Report has a new checkbox that filters overpaid procedures that do not have an insurance payment or write-off.
  

Security Permissions

• Text message send: Allows users to send manual text messages from the Text Messaging Mailbox, ASAP List, Confirmation List, Text toolbar button, and right-click options in the Appointments Module. 
• Definition Edit: Add or edit Definitions - Audit Trail entry logged when a definition is edited.
• Rx Combine: Allows user to merge multiple versions of the same prescription that may have been inadvertently created. This does not change the historical information of prescriptions that are already in the patient's chart. 
• Text message view: Allows access to the Text Messaging Mailbox to view sent or received text messages. 
• Updating Open Dental: Allows user to check for and install software updates. Users without this permission can still access the Update window, but will not be able to check for or install updates. Audit trail entry is logged when the Update window is opened and when Open Dental is checked for updates.
• Adjustment Type Deny: Determines which adjustments a user can add to an account.
  When checked, the Adjustment Definition Picker window will open. Highlight which adjustments the selected User Group will not have access to. This permission does not prevent users from editing adjustment types from Definitions.
  
• Users without the Ins Plan Edit permission can now request electronic benefits.
  

Other

• Advertising - Select Patients can use favorite queries as the list. 
• Combine button in Rx Setup screen allows inadvertently created identical (non-electronic) prescriptions to be merged. Requires Rx Combine permission.
  
• Appointment field defs can now be re-ordered using up and down arrows.
• Auto Ortho preference stops treatment months when debond code is completed.
  
• Mark procedures as Do not bill insurance by insurance plan. 
  
• Added TermsAndConditions to Payment Plan Sheet as an Output Text Field, 
• Gmail users can determine which emails to download to the Email Inbox.

For Users in Canada

• Provider overrides allowed for Canada Lab Fees. By default, the provider associated with the lab procedure matches the provider on the attached dental procedure, but the provider can be changed by double-clicking into the lab procedure and using the Provider dropdown to override the provider. An informational alert displays but will not stop the claim from sending.

In Beta Version 22.1

• Perio charting added to eClipboard
• Create perio charts with default probe measurements
• Right-click to 'go to patient' in query results