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Version 17.3

See Versions.

Version 17.3 (beta) was released on 09/12/2017.

Major Features
ASAP Appointments

Patient Portal

  • Enhanced interface What the Patient Sees
  • View scheduled and completed appointments, as well as action needed items such as Web Sched Recall notifications for appointments not yet scheduled and eConfirmation links for scheduled appointments not yet confirmed. What the Patient Sees
  • View saved treatment plans. What the Patient Sees

User Queries: User Queries

  • Mark favorite user queries as 'released' vs 'not released'. Released queries can be run by users with less security permissions. Query Favorites
  • When running a query favorite, user is prompted to set user variables. Query Favorites
  • User Query Admin permission allows/blocks user from writing or editing query favorites, running unreleased queries, adding or removing favorites, and marking favorite queries as released/not released. Permissions
  • User Query permission changed. Allows/blocks user from running released queries. Permissions

All Features by Category
Account

  • Payment window enhancements allow you to easily view outstanding charges, group charges by provider and clinic, and allocate payments.
  • Account module preference for 'Allow procedure adjustments from claim window.' Account Module Preference
  • Account module preference to hide the Due Now column in the Payment Plan grid when line item payment plans is turned on.
  • Prompt to allocate unearned income to completed procedures when creating a claim.
  • Account module preference determines how payment plans work: traditional, Aged Debits and Credits (Line Item Payment Plans), Aged Credits Only.
  • Minor interface enhancements for Preauthorizations.
  • Pay Tracking column on Enter Payment window expanded. Receive a Claim
  • 'Force Duplicate' option added to the Recurring Charge list. Set up X-Charge (one set of credentials), Setup PayConnect (a single set of credentials), Recurring Charges.
  • Option to show all activity since the last $0 balance on statements. Statement Window, Billing Options
  • Allow users the ability to edit a Claim Custom Tracking note. Status History Tab
  • Proc Fee column added to the Edit Claim and Enter Payment windows. Edit Claim Window

Alerts

  • Generic alert informs you when the Open Dental Service cannot install properly.
  • You will receive an alert regarding Web Sched New Patient enhancements if you already use the service.
  • Subscribe users to alert categories instead of individual alerts.
  • New alert notifies user about new appointments scheduled via Web Sched New Patient Appointments.

Appointments

  • Insurance Color added as an Appointment View field. Appointment View
  • Insurance Color added as an Appointment Bubble Display field. Display Fields
  • Customize the background color of an insurance carrier in appointments on the schedule. Appointment Views, Insurance Carriers
  • Abbreviation and Layman's Terms added as an available field for AppointmentEdit Display Fields. Display Fields
  • When LateColor is added to an appointment view, it will no longer override the color of completed appointments. Appointment View
  • An appointment can have a status of scheduled and be marked for the ASAP list. Edit Appointment Window
  • Right click from the appointment schedule to mark an appointment as ASAP. Appointments Module

Clinics

Discount Plans

eServices

Security

  • Ortho Chart Edit (full) permission allows/blocks user from creating, signing, or editing any ortho chart. Permissions
  • Ortho Chart Edit (same user, signed) permission allows/blocks user from editing and signing ortho charts created or signed by others. Permissions
  • Procedure Note (full) permission allows/blocks user from editing and signing procedure notes. Permissions
  • Procedure Note (same user) permission allows/blocks user from editing procedure notes signed by others. Permissions
  • Group Note Edit (other users, signed) permission allows/blocks user from editing signed group notes. Permissions
  • Separate audit trail log for tracking changes to insurance plans and their attached carriers, employers and benefits.
  • Pay Plan Edit permission allows/blocks user from creating, editing, closing ,and deleting payment plans. Permissions
  • Claim Edit permission logs an entry in the audit trail when a claim is created, cancelled, or saved. Permissions
  • User Query Admin permission allows/blocks user from writing or editing query favorites, running unreleased queries, adding or removing favorites, and marking favorite queries as released/not released. Permissions
  • User Query permission changed. Allows/blocks user from running released queries. Permissions
  • Option to force user to reset their password when they first log in. Security User Profiles
  • Replication Setup permission allows/blocks user from accessing replication setup. Permissions

Standard Reports

Miscellaneous

  • Option to use the clinic selected in the main menu instead of the patient's clinic when creating an electronic prescription. Chart Module Preferences
  • Control the perio chart by voice (English speakers and Universal tooth numbering only).
  • Claim Snapshots are captured when the claim is created, unless another trigger has been set in a previous version. Family Module Preferences
  • 'Skip for now' option added for Auto Note prompts. If edited later, the prompt will reappear. Auto Notes
  • 'Skip Altogether' option in an Auto Note prompt skips the prompt completely and blanks it out. If edited later, the prompt will not reappear. Auto Notes
  • If the provider on the appointment does not match at least one provider on an attached procedure when setting the appointment complete, user will receive a prompt.
  • Tasks refresh if they are edited by another user while open. Tasks
  • Clear button added to the Commlog window. Commlogs
  • Reply all and Forward added to the Email Inbox. Email Inbox
  • Auto note button added to the Task Note Edit window. Tasks
  • Progress bar on Open Dental splash screen when launching the program.
  • Right click on a cell in a grid to copy text to the clipboard.
  • Send a copied sheet to the Kiosk for review. Patient Forms
  • Acteon bridge. Acteon
  • Ortho through Age box added to the Benefit window. Works the same as Fluoride through Age but with codes D8070, D8080, and D8090. Insurance Benefit Information - Simplified View
  • Task search enhancements. Task Search
  • Wiki Admin permission allows users to lock Wiki pages. Only users with this permission can edit a locked page. Wiki Edit, Permissions
  • Add a pick list to a wiki list. Wiki Lists
  • When setting up time card rules, mark an employee as 'overtime exempt'. Time Card Setup
  • Access Time Card Setup from the Time Card Manage window.
  • Lock option for static text fields. Static Text Fields
  • Task notes allow use of Auto Notes.

 

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