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Version 23.1

See Versions.

Version 23.1 was released on 07/31/2023 .

Major Changes

Enhanced Online Payments

PayConnect 2.0 Integration

New ODTouch eService App

  • Currently only available for Limited Beta customers. ODTouch
  • Seamlessly take patients through their appointment by performing routine appointment actions. ODTouch: Home Screen

Changes by Category

Account Module

  • Create Limited Statements for families and superfamilies. Limited Statement
  • Added Ungrouped and Show Attached P&I options to Dynamic Payment Plans. Payment Plan
  • Updated order of production items in Dynamic Payment Plan. 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. Close Payment Plans
  • Option to include or exclude Dynamic Payment Plans when closing payment plans. Close Payment Plans
  • Delete button in Production tab only enabled when production item is selected. Payment Plan
  • Automatically allocate CareCredit transactions when preference is enabled. CareCredit Action, Online Payments
  • Option to track insurance overpayments and underpayments. Claim


Family Module


Sheets & Forms


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.
  • Create new method DiscountPlans POST.
  • Create new method DiscountPlans PUT.
  • New method PerioExams POST.
  • Add PayType field to Payments POST.
  • Enhance Payments POST to pay on Dynamic PayPlans.
  • Create new method HistAppointments GET.
  • Create new method Computers GET.
  • New method Sheets POST.
  • Create new method SecurityLogs GET.
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