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Version 21.1

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Version 21.1 was released as beta on 03/11/2021. Features will be added to this list as they are completed.

Account Module

  • When using Blue Book, default the cursor into the Allowed column when entering claim payments. Receive Claim
  • Account Module always displays Quick Procs, even if user does not have Account Procs Quick Add permission. Quick Procs, Permissions
  • Allow associating treatment planned procedures with dynamic payment plans. Dynamic Payment Plan
  • Payment Plan Tx Credits include Discount Plan adjustments in Rem Before amounts. Payment Plan Procedures and Credits
  • Block moving credit cards with recurring charges between patients. (also backported to 20.5.39) Credit Card Manage
  • Deleting a credit card now checks for duplicate tokens. (Also backported to 20.4.61 and 20.5.40) Authorize Recurring Charges
  • Payment type is now required before voiding a transaction. (Also backported to 20.5.43) Payment

Chart Module


Family Module

Imaging Module

Manage Module

  • Add new employers when importing insurance plans. Import Ins Plan 834
  • On Hand Quantity added to Supply and Inventory. Supplies
  • TSI users can print or export the Account Receivable Manager grid. TSI Collections
  • Updated terminology in TSI Setup window and Account Receivable Manager. TSI Setup, TSI Collections
  • Right-click options to quickly access patients and tasks. Task, Commlog
  • Ability to have multiple task lists open at once. Manage Module
  • Added tasknum to task window. Task, Task Window
  • Enhancements to emails automatically downloaded to the email inbox from Gmail. Email Address Edit
  • 'Email Inbox' updated to 'Email Client' and now includes a sent messages filter. Email Client
  • Remove Old Data tool includes the EmailMessage table. Remove Old Data


Treatment Plan Module


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