See Versions

Version 21.1 was released on 06/01/2021.

Overview of Version 21.1

Major Changes

Discount Plans: Have more control over discount plan setup. Discount Plans, Discount Plan Subscriber Edit

• Allow for plan notes and subscriber notes.
• Create and add frequency limitations.
• Allow an annual max.
• Discount Plans are automatically assigned a Plan ID Number.
• Discount plan amount now considers the unit quantity.

Open Dental Mobile: View reports from a mobile device. ODMobile Menu

Treatment Plan: Taxable procedures can display tax amount. Display Fields, Treatment Plan Module

Changes by Category

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. 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
• Dynamic Payment Plan interest calculation now only considers the principal for completed procedures when Await procedure completion is selected. Payment Plan

Chart Module

• Paging is disabled when progress notes are sorted by a column. Chart Module
• Re-order procedures on a procedure button. Procedure Buttons
• Patient information in Open Dental updates in DoseSpot. (Also backported to 20.5.33) DoseSpot eRx / Prescription
• Patient last name displays on superfamily commlogs in the Chart Module when the patient first name field is blank.Show Chart Views, Commlog

eServices

• Text message sent when an attempt to confirm an appointment fails. eConfirmations
• Improved phone number matching for incoming text messages. (Also backported to 20.5.49) Text Messaging Mailbox
• Web Sched Recall can group by family. Recall List
• Mobile Settings button added to eService Setup window. Mobile App Credentials, eServices Setup
• Added eService Activity Log. eService Activity Log
• Removed the Show Pre-Screen Questions option from eService Web Sched Advanced window. (Also backported to 20.5.47) Web Sched Advanced
• Web Sched Existing Patient can have either text or email available for two-factor authentication. Web Sched Advanced
• Web Sched appointments report default date range is now from one month in the past, to the current date. Web Sched Appointments Report
• Added eClipboard appointment confirmation status option. eConfirmations
• Offices can use their own email address when sending mass emails. Hosted Email Address Verification
• Allow sending BYOD link when appointment is in a status other than Arrived. Automated Messaging
• Preference to have appointments with a specified status not change when checking in via eClipboard. Automated Messaging

Family Module

• Added a date picker dropdown to the Birthdate text box in the Edit Patient Information window. Edit Patient Information
• Merged patients are removed from superfamilies if they were placed in one. Merge Patients

Imaging Module

• Item Info window now displays after importing files and using the Paste button. Imaging Module, Image Info
• Patient selection is cleared when switching users while in the Imaging 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
• Clinic button added to the TSI A/R Manager. TSI Collections

Reports

• Custom Aging Report displays when a provider is marked as hidden. Custom Aging Report
• Optimized the payment plans report. Payment Plans Report
• Procedures with deleted procedure notes are now included on the Incomplete Procedure Notes Report when Include procedures with no notes is checked. Incomplete Procedure Notes Report

Security

• Audit trail tracks when patient status is changed. Audit Trail Permissions
• Ability to filter the user list when logging into Open Dental. Log On
• Security log added when a patient's Text OK status is changed. Text Message, Audit Trail Permissions

Treatment Plan Module

• Use custom sheets per clinic for Treatment Plans. Sheet Def Defaults
• Allow users without the Insurance Payment Create security permission to enter insurance payment estimates on preauthorizations. (Also backported to 20.5.45) Preauthorization, Permissions

Miscellaneous

• Button for None added to definitions picker window. Definitions
• Diagnostics window shows count of hidden clinics. Diagnostics
• CareCredit shows batch Quickscreen transactions. CareCredit Transactions
• CareCredit batch and manual Quickscreen round the estimated fee to the nearest dollar. (Also backported to 20.4.60 and 20.5.38) CareCredit Setup, CareCredit Action
• New CareCredit status on the appointment right-click options. Appointments Module
• Database maintenance method for PatientMissing moved to the Tools tab. Database Maintenance
• Database maintenance method to un-delete procedures associated with income. Database Maintenance
• Database maintenance method for invalid Canadian ROT responses. (Also backported to 20.5.49) Database Maintenance
• Database maintenance methods automatically moved to Old tab when they do not need to be run again. Database Maintenance
• Procedures on appointment transfer to patient and referral letters. Static Text Field Names
• When a shutdown signal is received, users will be automatically closed out of Open Dental without warning. Miscellaneous Setup
• Added user preference to the Ignore Content checkbox for wiki search. Wiki Search
• Appointment Module net production includes TP procedure discounts when the Add daily adjustments to net production preference is checked. Production Totals, Appointments Module Preferences, TP Procedure Discount
• Procedure Code Tools now fix D code abbreviations. (Also backported to 20.5.41) Procedure Code Tools
• Emails created from the Fill Sheet window now default the From field to the logged-on user's email address. (Also backported to 20.5.41) Fill Sheet, Email Message Edit
• Insurance Plan List filters updated. (Also backported to 20.5.43) Insurance Plans
• EDS electronic statements are now batched into a single file. (Also backported to 20.5.43) Billing Defaults, Manage Module Preferences
• Commlogs are now only considered automatic if created by the OpenDentalService, eConnector, FHIR, etc. (Also backported to 20.4.62 and 20.5.45) Commlog
• Field to use either the patient's preferred name or patient's first name. (Also backported to 20.5.51) Static Text Field Names, Program Link Output File, Mass Email Templates, Email Message Edit
• Code System Import is accessible regardless of if EHR is turned on. (Also backported to 20.5.51) Importing Code Systems
• Security Admin permission required to add IP Address to Cloud Management. "Security Admin" Permission
• Open Dental Cloud permission to allow login from any location. Open Dental Cloud Sign In