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Version 18.2

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Version 18.2 was released on 09/21/2018. EHR certified 2014 edition.

.NET 4.5.2 is required. See .NET to upgrade (Windows 7 users).

Major Changes


Changes by Category

Account Module

Appointments

  • Add NetProduction to an appointment view to show Daily Production in the Appointments module. Appointment View Edit
  • Speed enhancements for clinic appointment search.
  • Search results limited to providers on the schedule for the selected appointment view. Pinboard
  • Add broken appointments to the ASAP list. Break Appointment, ASAP List
  • Set a default date range in the unscheduled list. Unscheduled List

Clinics

  • Unrestricted Search permission allows users who are restricted to a specific clinic to search all patients in the database. They can also change a patient's clinic from the Edit Patient Information grid. Security Permission Details
  • Time required to generate statements for multiple clinics has been reduced. Billing List
  • Clinic filter when retrieving web forms. Web Forms Retrieve
  • Limit to Ops in Clinic option added to Schedule Setup window. Quickly selects all providers and employees associated with the selected clinic. Schedule Setup
  • Options to Clear All Blockouts for Day, Op only, Limit to Ops in Clinic Filter, or Clear All Blockouts for Day, Clinic only added to right-click menu on Appointments. Blockouts

eServices

  • Patients cannot be sent more than one eConfirmation text in the same day. eConfirmations
  • When logging on to the Mobile Web, Clinic defaults to the clinic last active when the user logged off or closed Open Dental. Mobile Web Home
  • Option to enable/disable electronic signatures on all web forms. Web Form Setup
  • Option to enable/disable typed signatures on certain web forms by modifying the URL. Web Form Setup
  • Option to exclude a patient from eConfirmations and eReminders. Edit Patient Information
  • Time slot finding logic enhanced for the Web Sched appointment search.
  • Web Sched Recalls can now be sent out for custom recall types. Web Sched Recall
  • Include an opt-out statement in eService emails that includes practice/clinic address and instructions to unsubscribe. Email Setup
  • When using a StatementURL, patient will be directed to the Patient Portal sign-in window. Online Payment
  • Appointment time patterns are preserved for appointments created from the mobile web feature. Mobile Web Operatories
  • Interface changes to the Patient Portal setup tab. Patient Portal
  • Option to add a clinic ID to the patient portal URL. Patient Portal

Feature Requests

Insurance

  • Additional frequency limitation categories. Frequency Limitations
  • Frequency Checking tab in Treatment Plan Module Preferences. Set the codes that are affected by each frequency limitation category. Treatment Plan Module Preferences
  • Sealant Through Age option added to Benefit Info window. Benefits
  • Mark fields on the Edit Insurance Payment as required. Required Fields
  • New preference to allow, warn, or prevent users from creating claims with $0 procedures. Account Module Preferences
  • Option to not calculate PPO write-offs on downgrages. Insurance Plan
  • Show HTML view panel for EDS eligibility requests (271s). Electronic Eligibility and Benefits
  • Prevent sending secondary insurance claims by carrier or by insurance plan. Do not send claims electronically checkbox on the Edit Carrier window and Edit Insurance Plan window changed to Send Electronically dropdown with three options (Send claims electronically, Don't send claims electronically, Don't send secondary claims electronically). Insurance Plan, Carriers
  • Waiting Period benefit type. Benefits
  • Print button added to the ERA procedure paid window. EOB Claim Details
  • Preauthorization estimates update when ERA835 preauthorizations are processed. Preauthorization
  • ERAs check the procedure statuses on a claim when determining if a supplemental payment is needed Process ERA
  • When selecting a subscriber, patient status shows next to patient name. Add Insurance
  • Add a discount plan indicator to an appointment view and/or appointment bubble. Appointment View Edit, Display Fields
  • Preference added to set how blank entries in fixed benefit fee schedules are handled. Family Module Preferences, PPO Fixed Benefit Insurance Plan

Reports

Supply Inventory

  • Track shipping charges in the Supply Orders window. Supply Orders
  • Interface changes to the Supply Orders window. Supply Orders
  • Quickly add all supplies on the shopping list to a new or pending order. Supplies
  • Track who placed an order in the Supply Orders window. Supply Orders
  • Supply inventory auto-calculates quantity when adding to order. Supply Orders

Miscellaneous
HTML formatted emails added to send emails with embedded images, tables, different text color, fonts, headings, and links. HTML Email
Enter a term date for a provider to restrict sending claims, sending prescriptions, and scheduling or completing appointments. Provider
Stop Database Maintenance button finishes current DBM and cancels the queued tools. Database Maintenance
Some changes made by the database maintenance tool are tracked in the table dbmlog. Database Maintenance
2018 ICD 10 codes. ICD-10 Codes
Improved billing summary window to include billing error details. Billing List
Add time card rules that prevent employees from clocking in before a designated time. Time Card Setup
Allow paid 30 minute breaks preference determines whether break time is considered paid or unpaid, and whether the Break option is available in the Time Clock. Manage Module Preferences
Removed Oracle Database Type label and list box from the Choose Database window. Oracle
Exam sheet enhancement to warn users before overwriting changes others have made while the window is open. Exam Sheet
EstPatientPortion added as an output text field for routing slips. Output Text Field Names
EstPatientPortion added as an available field for the Edit Appointment window. Display Fields
referral.nameL added as an output text field for Referral Letters. Output Text Field Names
Alphabetize quick paste notes within a category. Quick Paste Notes Setup
Diagnostics button added to About window to show user general system settings. About
Accounting entries are no longer created for income transfers when Auto Payment Entries is set up. Accounting Transactions
Receive a warning when provider schedules overlap. Schedule Setup
Minor changes to the Copy/Paste section in Schedule Setup. Schedule Setup
Search progress notes for a specific word or phrase. Show Chart Views
Reorder or alphabetize CEMT connections. CEMT Connections
Additional security checks added to the CEMT tool. CEMT Security
Security permissions reorganized in the Security window. Security Window
Enforce Clinic Specialty option added to Appointments Module Preferences. Appointments Module Preferences
Option to show patient specialty in the main title bar and patient select area of the Account module. Miscellaneous Setup
Specialty added as available field for the Select Patient window and Chart Patient Information areas. Display Fields
Days of supply in the Edit Rx window can now handle partial days. Rx / Prescription
Option to Show patient account numbers in the Transworld AR Manager. TSI Unsent Accounts
Last Proc added as an available column for the Transworld AR Manager grids (ArManagerSentGrid, ArManagerUnsentGrid). Display Fields
Audit trail entry when a user changes a user group's permissions or changes a user's group. "Security Admin" Permission
Integration with DentalXChange Attachment Service. DentalXChange Attachment

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