Version 23.1

See Versions.

Version 23.1 was released on 07/31/2023 .

Major Changes

Enhanced Online Payments

• New Payment Portal. Payment Portal
• Compatible with XCharge, EdgeExpress, PayConnect, and PaySimple. Payment Portal Setup
• Accessible via direct link or via Patient Portal. Patient Portal: What Patient Sees

PayConnect 2.0 Integration

• Added integration with PayConnect 2.0. PayConnect Setup
• Updated process when taking payments. PayConnect Window
• Updated process when voiding and returning payments. PayConnect Void, Credit Card Return

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. Dynamic Payment Plan
• Updated order of production items in Dynamic Payment Plan. 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. Close Payment Plan
• 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. Dynamic Payment Plan
• Automatically allocate CareCredit transactions when preference is enabled. CareCredit Action, Online Payments
• Option to track insurance overpayments and underpayments. Claim

eServices

• New Automated Messaging feature for New Patient Thank-You messages. Automated Messaging, Automated Messaging Preferences
• Customize eClipboard Mobile Branding. eClipboard Setup, eClipboard Branding Profile
• Changed eClipboard Sheets progress icons. eClipboard: What Patient Sees
• New process for Landline Texting signup. eServices Signup Basic
• Added eServices Listener to reduce latency between apps and database. eConnector
• Send billing statements via Secure Email. Billing List
• Added Automated Messaging logic when sending to patients under the age of 18. Automated Messaging Preferences

Family Module

• New options for per-visit copay amount. Insurance Plan
• Updated wording of some Other Ins Info settings. Insurance Plan
• Updated Text OK status checkboxes in Edit Patient Information window. Edit Patient Information

Security

• Audit Trail now only tracks changes to Fee Schedules and entries are more descriptive. Audit Trail Permissions, Permissions
• New security permission for Supplier Edit. Permissions.
• Audit trail entry when supply order is added, placed, or deleted. Audit Trail Permissions
• Audit trail entry when credit card receives an error on a terminal. Audit Trail Permissions
• New security permission for Appointment Resize. Permissions
• Added required password to enable or disable Clinics feature. Show Features

Sheets & Forms

• Ability to save Sheets Types to a specific Image Category. Sheet Def Properties
• Exam Sheet field available for Referral Letters and Referral Slip sheets. Sheet Static Text Field
• Added button to decrease font size on sheets. Sheet Def Properties
• Sheets Pre-Fill logic for Miscellaneous checkboxes. Patient Forms

Miscellaneous

• New Database Maintenance Method to fix invalid tooth paint types. Database Maintenance
• Added ability to view details about some Database Maintenance methods. Database Maintenance
• Compare line changes between two Wiki versions. Wiki History
• Updated program links with outdated URLs. Program Links
• Option to show online payments separately on Daily Payments report. Daily Payments Report
• Update Payer ID list when using EDS Clearinghouse. Electronic Dental Services, Electronic Payer IDs
• Add commlogs to referrals. Referral List
• New Automation triggers for Create Claim and Open Claim and new Automation condition for Claim Contains Proc Code. Automation
• New clearinghouse for Vyne. Vyne Dental E-Claims
• Canada option to automatically save claim and preauthorization responses to Imaging Module. Canada Claims, Definitions: Image Categories
• Updated how Tasks with an Object Type of Appointment are sorted. Tasks Area
• Fixed grammar in Operatory Edit window. Operatory Edit
• Moved cache refreshes to Read-Only Server. Troubleshooting Slowness
• Added Show Hidden option to Ortho graphics. Ortho
• When the selected patient is Merged From, automatically select the Merge To patient. Merge Patients
• No longer require Problems to have a SNOMED code. Problem List
• Prompt to enable Incoming Email Downloads for Microsoft and Gmail. Email Address Edit
• Added attachments for Canada carriers. Canada Attachments
• Database Maintenance Patient checks for Replication. Replication
• Added ability to hide Insurance Payment Types. Definitions: Insurance Payment Types
• Added navigation options to Perio Chart. Perio Chart
• Item Info window limits providers by clinic when appropriate. Image Info
• New Database Maintenance Method for SheetFieldsWithEmptyItemColor. Database Maintenance

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.