Version 23.1 was released as beta on 05/02/2023.
Enhanced Online Payments
Changes by Category
- Create Limited Statements for families and superfamilies. Limited Statement
- Added Ungrouped and Show Attached P&I options to Dynamic Payment Plans. Dynamic Payment Plan
- Updated order of production items in Dynamic Payment Plan.
- Closing a Payment Plan creates a close out charge for all future Pay Plan Debits (excluding interest) and makes the amount due immediately.
- Option to include or exclude Dynamic Payment Plans when closing payment plans. Close Payment Plan
- Delete button in Production tab only enabled when production item is selected.
- Automatically allocate CareCredit transactions when preference is enabled. CareCredit Action, Online Payment Management
API: API Specification
- New API permission group for rarely used customer setup resources.
- Add per visit copay procedures to appointments created via the API.
- Tasks PUT and POST - Add DescriptOverride as fields for both methods.
- Closing Payment Plans (Dynamic & Patient).
- Create new method Recalls GET.
- Create new noncrud method Recalls PUT SwitchType.
- Patients PUT/POST - Add DateFirstVisit.
- ProcedureLogs DELETE - Add Complete as a qualifying ProcStatus.
- Create new method, DiscountPlanSubs DELETE.