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Version 20.5

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Version 20.5 was released as beta on 12/17/2020. Features will be added to this list as they are completed.

Changes by Category

Appointments Module

  • Jump forward in the calendar 3, 4 or 6 months. Appointments Module
  • Modifications to look of ASAP list. ASAP List
  • In the Confirmation List, option to send one confirmation request per family.
  • Go to Appt Date automatically selects an appointment view that contains the appointment operatory. Patient Appointments

Account Module

  • Add payment type as a column for hidden payment splits
  • Enhance Claims Pay by Total
  • Option to pay on principal for Dynamic Payment Plans.
  • Account Module preference to specify if negative production can be transferred as income. Account Module Preferences, Income Transfer Manager
  • Preference to hide income transfer manager.
  • Automatic sales tax. Sales Tax, Account Module Preferences
  • As Of date added to Income Transfer Manager (also backported to 20.4.29)
  • Statement number can be added to Statement Sheet. Output Text Field Names
  • Payment type now displays on hidden splits. Hidden Splits
  • Treatment planned prepayments made to super family members now show in the Patient Account tab of the paid by account. (also backported to 20.4.33) Hidden Splits
  • Income Transfer Manager fixes treatment planned prepayments that have been detached or deleted. Hidden Splits

Chart Module


  • Mass Email can get recipient list from user query.
  • Mass email templates dependent on clinics available to user.
  • Updated automatic footer to mass emails.
  • Alert when webforms are ready to be retrieved. Alerts, Web Forms Retrieve

Family Module

Imaging Module

  • New Imaging Module Preference for PDF's to always display in a separate PDF viewer.

Manage Module

  • Alert when supplemental backup is successfully created.
  • Transworld warns user when an account with outstanding claims is sent to collections. (Also backported to 20.4.29) TSI Collections
  • Passwords in the ebill table are encrypted. Billing Defaults
  • Emails from Gmail can be automatically downloaded to the email inbox. Email Address Edit
  • Enhancements when removing old data. Remove Old Data





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