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Version 17.3

See Versions.

Version 17.3 was released on 12/28/2017.

Major Features
ASAP Appointments

Patient Payments Patient Payments

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

Alerts

  • Set up alert categories and subscribe users to categories instead of individual alerts. Alerts
  • New alert types: Alerts
    • Generic: General notifications (e.g. Open Dental Service cannot install properly).
    • Patient Requests Callback: Notifies user about patients who have requested a callback about an eConfirmation.
    • Web Sched New Patient: General notifications about the Web Sched New Patient eService (e.g.
    • Web Sched New Patient Appointment Create: Alerts user about appointments scheduled by new patients via Web Sched New Patient.
    • Numbers Barred from Texting: Notifies user about wireless phone numbers that have rejected text messages.
    • Multiple eConnectors: Notifies user that multiple different computers are running an instance of the eConnector.

ASAP 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
  • 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. Set an Appointment Complete

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. Insurance Plan window
  • 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
  • Claim History Edit permission allows/blocks user from editing the claim status history. 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
  • Wiki Admin permission allows users to lock Wiki pages. Only users with this permission can edit a locked page. Wiki Edit, Permissions
  • Changing an Enforce Valid Pay Splits option adds a log to the audit trail. Audit Trail

Standard Reports

Tasks

Treatment Plans

  • Active and Inactive treatment plans won't reflect the patient's current insurance type. Treatment Plans
  • When checking for frequency limitations, tooth number, surface, and tooth range are considered. Insurance Frequency Checking
  • Option for users to a classic view version of the treatment plan for patients who have a treatment plan that was saved prior to version 17.1. Treatment Plans

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

Miscellaneous

  • Break an appointment via SIU^S15 message. HL7
  • HL7 doesn't require Person Location Type in location. HL7
  • 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). Voice Controlled Perio Charting
  • 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
  • Clear button added to the Commlog window. Commlogs
  • Reply all and Forward added to the Email Inbox. Email Inbox
  • Progress bar on Open Dental splash screen when launching the program. Programming Resources
  • Progress window changed for billing and global fee updates. Fee Updates, Billing List
  • 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
  • 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. Time Card Management
  • Lock option for static text fields. Static Text Fields

 

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