Version 16.1

See Versions.

Version 16.1 was released on 2/23/2016.

Major Changes

Graphic Reports: New tool to track the growth of your practice using color coded charts and graphs. Graphic Reports

• Track production and income, new patients, accounts receivable, and broken appointments for the practice and by provider.
• Customize reports. Graphic Reports Setup

Insurance Verification: New tools to track verification of insurance plans and benefits. Insurance Verification List

ERAs: Automatically download ERAs from ClaimConnect. ERAs

Security: Users can be associated with both a provider and employee. User Edit

Clinics: Users can be assigned to a default clinic and allowed access to multiple clinics. User Edit

All Changes by category

Appointments

• New tools to track verification of insurance plans and benefits. Insurance Verification List
• Preference to customize the color of the horizontal red time line in the Appointments module. Appointment Module Preferences
• Preference to customize the behavior when a patient breaks an appointment (procedure, adjustment, commlog, all, or none). Appointment Module Preferences
• Preference determines whether adjustments are/are not included the Appointment module's net Daily Production. Appointment Module Preferences
• Customize columns that show in the Edit Appointment window, Procedures grid using Display Fields. Display Fields
• Set the appointment schedule to always load to the practice's scheduled start time or the earliest scheduled appointment. Appointment Views
• Operatory names can wrap to two lines to accommodate longer names. Operatories
• New right click option to clear all blockouts in an operatory. Blockouts
• In the Recall List, the Contact column says Text when the patient's preferred recall method is TextMessage. Recall List
• In the Confirmation List, the Contact column says Mail when the patient's preferred confirmation method is Mail. Confirmation List
• The Broken Appointment Procedure color in Definitions, Account Colors will apply to D9986 and D9987. Definitions: Account Colors

Charting

• When electronically signing procedure notes or group notes, logged on user can be overridden. Procedure, Procedure Group Note
• Record vital signs from the Medical window. EHR Vital Signs
• Record pulse when entering vital signs. EHR Vital Signs
• Interface enhancements for medical information. Medical
• Enhancements to signature box on Procedure Info window and Treatment Plans. Procedure, Sign Treatment Plan
• Sign Ortho Chart entries. Indicate 'signed' entries in the Ortho Chart. Ortho Chart
• Perio chart always starts exam on an existing tooth (not a missing tooth). Perio Chart
• Copy the previous perio exam to a new exam. Perio Chart
• Preference determines if teeth with implant procedure codes are considered as 'missing' in the perio chart. Chart Module Preferences
• Preference determines if teeth marked 'missing' are automatically skipped in new perio exams. Chart Module Preferences

Clinics

• Assign users to a default clinic. User Edit
• Users can be restricted to multiple clinics. User Edit
• The clinic selected in the Main Menu determines the default clinic for several actions. Clinics
• New preference determines whether the Main Menu clinic or the patient's clinic is the default for patient payments. Account Module Preferences
• Option to set the default Main Menu clinic based on the clinic last active when the user was logged on or the workstation was used. Miscellaneous Setup
  
• Lab case status in the Appointment module reflects status for currently selected clinic. Appointments Module
• Preference to reset the appointment schedule to today's date when a different clinic is selected. Appointment Module Preferences
• Clear blockouts by clinic. Blockouts
  

Email

• Set up user-specific email addresses. Email Address Edit
• One email can be set as the default 'From' address, but can now send from multiple email addresses. Email Setup
• Emails in the inbox are filtered by email address or secure web mail. Email Client
• Save attachments in email templates. Email Templates
• Choose the email address to send from when using the Recall List, Confirmation List, Billing List. Recall List, Confirmation List, Billing List
• New Edit button for email templates. Email Templates
• New Edit button for email autographs. Email Autographs
• [monthlyCardsonFile] and [currentMonth] available as message replacement fields in email templates. Email Templates

Images module

• New preferences affect the default behavior of the document tree (expanded or collapsed). Image Module Preferences
• Set specific image categories to expand by default. Definitions: Image Categories

Insurance:

• Automatically download ERAs from ClaimConnect. ERAs

PayConnect:

• New option for force duplication (charge the same amount to the same card on the same day). PayConnect Window
• Mask the PayConnect password on the PayConnect Setup window and enhancements to error message when a user's login credentials are not recognized. PayConnect Window, PayConnect Setup for Clinics
• Electronically sign transactions. PayConnect Setup
• Payment note after a transaction indicates type of credit card. Credit Card Transaction Details

Public Health Screenings: Public Health Screening

• Preference determines whether screenings use the classic form or a customized sheet. Chart Module Preferences
• Customize a screening form. Screening Layout
• New ScreenChart sheet element added for customized screening forms. Sheet Screen Chart.
• Sealant codes marked on a customized screening automatically insert a sealant procedure in patient's chart. Public Health Custom Screening

Reports

• New graphic reports interface.
• Graphical permission allows/blocks viewing graphical reports. Permissions
• Graphical Setup permission allows/blocks graphical report setup and editing. Permissions
• Updates to Broken Appointment report. Broken Appointments Report
• Outstanding Insurance Claims Report can be filtered by claim tracking status. Outstanding Insurance Claims Report
• Create custom claim tracking statuses that exclude a claim from the Outstanding Claim Report for a certain number of days. Definitions: Claim Custom Tracking
• Preference to wrap column text in printed reports. Reports Setup

Security

• Users can be associated to both a provider and an employee. User Edit
• ClaimSend permission allows/blocks sending or printing claims. Permissions
• TaskListCreate permission. Permissions
• Permission to edit or delete group notes is based on status of attached procedures. Procedure Group Note, Permissions
• Strong passwords now require at least one lowercase letter in addition to one uppercase, one number, and at least 8 characters. Security

Smoking and Tobacco Use

• New options to assess Tobacco Use. EHR Tobacco
• Option to mark an intervention as 'Patient Declined'. EHR Interventions
• New display field for Tobacco Use in ChartPatientInformation shows patient's tobacco use history. Double click Tobacco Use to open the assessment window. Display Fields
• Education resources can be triggered based on assessed tobacco use. EHR Setup Education Resources and Triggers

Superfamilies

• Preference to determine the sort order for guarantors in a superfamily. Family Module Preferences
• Create super statements that show balance information for all superfamilies. Statement

General

• Create pick lists in a sheet using the Combobox sheet element. Sheet ComboBox
• Set a workstation to use local time instead of server time. Miscellaneous Setup
• Preference determines which provider recurring charges are applied to. Account Module Preferences
• Show providers that were removed during a merge of providers in the Provider List. Anesthesia
• Treatment plan note saves when focus leaves the text box. Treatment Plan Module
• Add quick paste notes to Treatment Plan Notes. Treatment Plan Module
• The term 'Archive' replaces 'Delete' in the wiki. Wiki Edit
• Save a wiki page as a draft. Wiki
• When a workstation loses connection with the database, user is notified and Open Dental attempts to reconnect. Choose Database
• History of version updates accessible via the Update window. Update
• Provider and Employees sorted into tabs on Schedule and Edit Day windows. Schedule Setup
• Scheduling has better performance when many people are editing the same day. Schedule Setup
• Set default claim notes by procedure code that are automatically copied to new claims. Procedure Code
• Database maintenance interface enhancements. New RawEmails tool. Database Maintenance
• Report option in main menu has a new dropdown for standard reports, graphic reports, and user query. Main Menu
• Import 834 files. Import Ins Plan 834
• Option to hide Podium, Central Data Storage, and DentalIntel program link buttons. Backup Tool, Reports
• Filter Podium bridge by clinic. Podium Bridge
• Choose the action that triggers Podium review invitations and the time intervals. Podium Bridge
• CleaRay bridge. CleaRay Bridge