Version 21.1

See Versions

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

• 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
• Web Sched Recall can group by family. Recall List
• Mobile Settings button added to eService Setup window. Mobile Settings, eServices Setup
• Added eService Activity Log. eService Activity Log
• 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 7 days in the future. Web Sched Appointments Report
• Added eClipboard appointment confirmation status option. eConfirmations

Family Module

• Discount Plans allow for plan notes and subscriber notes. Discount Plans
• Discount plan notes and subscriber notes display in Family Module. Discount Plans
• Discount Plans include Plan ID Number. Discount Plans
• Discount Plans now include frequency limitations. Discount Plans, Discount Plan, Treatment Plan Module Preferences
• Discount Plans allow for an annual max. Discount Plans

Imaging Module

• Item Info window now displays after importing files. 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

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
• Column for tax estimates added to treatment plans. Display Fields, Treatment Plan Module

Miscellaneous

• Button for None added to definitions picker window. Definitions
• Diagnostics window shows count of hidden clinics. Diagnostics
• Offices can use their own email address when sending secure email.
• 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
• 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 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
• Custom Aging Report displays when a provider is marked as hidden. Custom Aging Report
• Merged patients are removed from superfamilies if they were placed in one. Merge Patients
• 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
• Optimized the payment plans report. Payment Plans Report
• 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 for Canadian users. (Also backported to 20.5.43) Insurance Plans