Version 23.2

See Versions.

Version 23.2 was released on 10/30/2023.

Major Changes

Additional frequency limitations

• Enhanced frequency limitation options using customized Code Groups. Code Groups, Frequency Limitations

Changes by Category

Account Module

• Ability to edit individual Pay Plan Charges for Dynamic Payment Plan.Payment Plan
• Added filters to Payment window to better search payment splits. Payment
• View CareCredit surcharge amounts on payments. Payment, CareCredit Payment
• Display merchant information in PayConnect 2.0. PayConnect Setup
• Payment Plan Templates for use with Dynamic Payment Plans. Payment Plan Templates
• PayConnect 2.0 automatically prints receipts. Receipt

eServices

• Allow users to pick Username from list when logging into ODTouch. ODTouch Setup
• Display blockouts on Appointment Screen in ODTouch. ODTouch: Appointments
• Enhanced design of Medical Screen in ODTouch. ODTouch: Medical Info
• Ability to view unscheduled time in the ODTouch Appointments Screen. ODTouch: Appointments
• Enhanced design when filling Exam Sheets in ODTouch. ODTouch: Exam Sheets
• Add and remove procedures from ODMobile appointments. ODMobile Appointments
• Access patient in eClipboard via QR code. Appointments Module, eClipboard: What Patient Sees
• eClipboard Branding Profiles consider clinic defaults. eClipboard Branding Profile
• Popups supported in ODTouch. Popups
• ODTouch considers clinic restrictions. User Edit
• Filter progress notes in ODTouch. ODTouch: Chart
• Enter Auto Notes when entering notes in ODTouch. Auto Notes
• Separated eService devices and ODTouch security onto their own pages. Device Manager, eServices Setup, ODTouch Security

Security

• New permission for View Appointment Audit Trail. Permissions
• New permission for Archived Patient Select. Permissions
• Adjustment Type Deny permission considers users assigned to multiple groups. Adjustment

Manage Module

• Allow auto-processing of an ERA when a claim match is found but patient's name doesn't match. (Also backported to 23.1.57) ERA Workflow
• Ability to search phrases in Task Search. Task Search
• Set Insurance Payment Types for ERA payment methods. ERA Workflow

Miscellaneous

• Filter Procedures Not Billed to Insurance report by procedure code. Procedures Not Billed to Insurance Report
• Added program link for Practice Booster. Practice Booster Bridge
• Added program link for Jazz Imaging. Jazz Classic Bridge
• Added program link for Shining 3D Imaging. Shining 3D Bridge
• Continuity of Care Document warns when problems are missing SNOMED codes. Continuity of Care Document (CCD)
• Fixed order of Database Maintenance Tools. Database Maintenance Tools Tab
• Slow Query Log includes MySQL User. Slow Query Log
• Updated labels in the Appointment Type Edit window. Appointment Types
• Updated internal sheets for Medical History, Registration Form, and Lab Slip. (Also backported to 23.1.34) Medical History Layout, Lab Slip Layout, Patient Form Layout
• Added SkySQL functionality to Read Only server. Troubleshooting Slowness, Preferences
• Prevent sending emails with invalid eService URLs. Email Errors
• Buttons to calculate height and width of static text field. Sheet Static Text Field
• Database Maintenance tool to change all insurance plans to PPO Percentage. Database Maintenance Tools Tab
• Database Maintenance tool to change all insurance plans to Category Percentage. Database Maintenance Tools Tab
• Added orthodontic insurance category span to Canada defaults. Canada Insurance Categories
• Added Automation trigger for Complete Appointment. Automation
• Added 2024 CDT Codes and 2024 ADA Claim Form. Procedure Code Tools

API: API Specification

• API Portal export function.
• Add ToothNumbers to Documents POST Upload and UploadSftp.
• New ClaimTrackings resource.
• Disallow trailing spaces on usernames made with UserODs POST.
• New method ClaimProcs POST InsAdjust.
• New method Claims POST.
• Enhance Patients POST/PUT to support Canadian postal codes.
• Add FamFinUrgNote to Patients GET, PUT, and POST.
• New method SheetDefs GET.
• Add Etrans GET.
• ClaimProcs PUT - Add NoBillIns as field for method.
• Add ProcedureCodes.NoBillIns to GET and POST methods.
• ProcedureLogs POST/PUT/DELETE - Sync TreatPlanAttaches.
• API - EtransMessageText GET.
• New method TreatPlans POST.
• New methods ClaimPayments PUT and GET single and multiple.
• ClaimProcs GET - Additional search parameters.
• New methods TreatPlanAttaches POST and PUT.
• Add OrthoRemainM to Claims PUT.
• Add UserGroups GET.
• New method TreatPlans POST Save.
• Add InsVerifies GET.
• New method ScheduleOps GET multiple.