Version 20.4

See Versions

Version 20.4 was released on 12/17/2020.

Overview of Version 20.4

Major Changes

2021 CDT Codes: The 2021 CDT codes are available in version 20.3.48 or 20.4.28 or greater. Procedure Code Tools

• See our video: How to Update Your CDT Codes

Zoom: Allows users to enlarge the overall display of Open Dental.

• Zoom window allows users to view current settings and set zoom scale. Zoom
• Added Zoom permission. Permissions
• See our video: Using the Zoom Tool

QuickBooks Online integration: Connect QuickBooks Online to Open Dental.

• Determine which Deposit account, Income accounts, and Classes you want to display in Open Dental. QuickBooks Online
• Set QuickBooks Online as your default deposit software. Manage Module Preferences
• Send deposit information to QuickBooks Online. Deposit Slip
• See our Webinar: QuickBooks Online Integration

Insurance Verification Needed: Display an icon on upcoming appointments if patient's insurance has not been marked as verified.

• Add Insurance Verification symbol to Appointment Views. Appointment View Edit
• Add Verify Insurance note to the Appointment Bubble. Display Fields
• See our video: Adding Insurance Verification Needed Indicator to Appointments

PDMP for additional states: PDMP is now available for all states.

• For users in California, Illinois, Kentucky, Maryland, Utah, and Washington, see PDMP Bridge
• For users outside of the above states, see Appriss Bridge

Changes by Category

Account Module

• Patient portion on claims and procedures in Patient Account grid takes adjustments into consideration. Account Module
• Patient paid amount added to adjustments in Patient Account grid. Adjustment
• The Hidden Splits tab turns gray once all outstanding paysplits have been allocated. Hidden Splits
• Added ability to reuse an existing card on file for recurring charges. Credit Card Manage
• Unearned types marked as Do Not Show on Account can now be hidden. Definitions: PaySplit Unearned Types
• Adding production to Dynamic Payment Plans made easier. Payment Plan
• Clinic appended to credit cards in the dropdown menu. Credit Card Payment
• Adjustments are now highlighted when their associated payment plan credits are selected. Old Payment Plan, Payment Plan
• Adjustments with paysplits no longer appear in the Adjustment Picker window. Procedure - Financial Tab
• Option for limited statements to exclude income transfers. Limited Statement

Canada

• Added Recall Types to Procedure Code Tool for Canada users. Canada Procedure Code Tools
• Added Appt Procs Quick Add to Procedure Code Tool for Canada users. Canada Procedure Code Tools
• Update Carrier tool updated to better handle carriers sharing an electronic ID. Canada Carriers

Chart Module

• Superfamily option when viewing commlogs in the Chart Module. Show Chart Views
• Ability to add quicknotes and auto notes to lab case instructions. Lab Case
• Setting to filter out automatically created commlogs. Commlog, Show Chart Views, Account Module, Edit Appointment
• Exam notes added to perio exams. Perio Chart
• View Multi Visit Groups window displays procedures currently grouped for multiple visits. Procedure over Multiple Appointments, Chart Module

eServices

• Option to automatically delete old eConnector logs. eConnector
• Cursor in manual text messages defaults to text field. Text Message
• When using Automated Messaging, the [NameF] field will use the patient's preferred name, then the patient's first name if no preferred name exists. eReminders, eConfirmations, Arrivals, Automated Thank-Yous
• Character and message count added to text message window. Text Message
• Web forms skip all forms related to the same patient. All forms related to the same patient attach to the selected patient. Web Forms Retrieve
• Customize URL button added to patient portal. Patient Portal
• Mass email requires signature. Mass Email Setup, Send Mass Email
• Treatment plans can be added directly to check-in checklist for eClipboard. eClipboard: Treatment Plan
• Providers preferred name displays on eClipboard. Provider, eClipboard: What Patient Sees
• Update behavior options for eClipboard sheets. eClipboard Setup
• Language dropdown for Web Forms only displays when multiple languages exist for the sheet. Web Forms: What Patient Sees
• eConnector status added to CEMT window. Central Enterprise Management Tool ( CEMT )
• Appointments report option to only show appointment scheduled via Web Sched Existing Patient. (Also backported to V20.3.49) Appointments Report

Family Module

• Patient-specific time patterns for recall appointments. Recall
• Subscriber ID no longer inherits SSN number. Insurance Plan
• Allow more than one downgrade per procedure code. Estimate Downgrades

Imaging Module

• Place file into specific category when adding a file through the A to Z folder. A to Z Folder
• Ability to swap images on mounts. Imaging Module

Manage Module

• Users on a task can only be changed once the task has been saved. Task Window
• Ability to right-click on a task description to immediately navigate to website or UNC path. Task
• Short description available for tasks. Task, Task Window
• Selecting a task list also displays full path. Task
• Improved ERA claim matching. ERA Match with Claim
• Prevent limited statements, receipts, and invoices from being sent electronically. Billing List

Reports

• Added Treating Provider filter to Treatment Finder report. Treatment Finder Report
• Added ability to exclude income transfers from the Daily Payments report. Daily Payments Report
• Option to exclude income transfers from the Aging of A/R Report. Aging of Accounts Receivable (A/R) Report
• Daily Writeoff report adds additional columns when Using initial claim date for write-off estimates, insurance pay date for write-off adjustments is selected. Daily Writeoff Report

Security

• The Edit Protected Leave Time Card Adjustments permission now allows changes to other user's time cards. Permissions
• Added Query Monitor View permission. Permissions
• Added Web Forms Access permission. Permissions
• Split Edit Commlog permission into Create Commlog and Edit Commlog. Permissions
• Audit trail tracks created, deleted, and updated Repeating Charges. Audit Trail Permissions
• ProcCompleteEdit permission logs changes made to tooth number or surface. Audit Trail Permissions
• TP Procedure Date permissions uses DateEntryC rather than ProcDate when calculating lock date. Permissions

Sheets

• ICEPhone and ICEName fields added to Medical History Sheet. Input Field Names
• Fields on mobile sheets can be sorted using the tab order determined on the desktop sheet. Edit Mobile Sheet Def
• dateLastSRP added to Static Text Fields. Static Text Field Names
• dateLast fields for BW, Exam, PanoFMX, Perio, Prophy, and SRP pull codes from Frequency Limitations. Static Text Field Names
• Revision ID added to sheets.

Miscellaneous

• Moved database maintenance method, FormDatabaseMaintenance, to Old tab. Database Maintenance
• Added database maintenance method, ProcedurelogCodeNumInvalid, to Database Maintenance for Patient. Database Maintenance for Patient
• Search exact matches in the Wiki Search. Wiki Search
• Adding internal wiki links no longer requires three-character minimum to search. Wiki Edit
• Option to hide unused definitions in Custom Claim Tracking. Definitions: Claim Custom Tracking
• Updated DentiCal claim form to latest version. Denti-Cal
• Bridge to TRIOS 3Shape. 3Shape Bridge
• For multiple location users. After updating via the File Copier, Open Dental will re-connect to the same database as before. Update
• Added Payload Monitor for Middle Tier users. Payload Monitor
• Text settings removed from Reactivation Setup. Setup Reactivation
• Enterprise preference to match patients on exact phone number. Enterprise Setup
• Ability to disable Refresh while typing in Patient Select window. Enterprise Setup, Miscellaneous Setup
• Treatment Plan display field for appts shows U for procedure associated with an unscheduled appointment. Display Fields
• Enter key refreshes Patient Select window when Refresh while typing is unchecked. Select Patient
• Fixed phone number formatting in Edit Clinic window. Clinic
• Medication Merge tool enhanced to allow merging generic medications into brand medications. Merge Medications
• ASAP List now prints the currently selected tab. ASAP List
• Transworld warns users when an account with outstanding claims is sent to collections (also backported to V20.3.49).