Version 16.2

See Versions.

Version 16.2 was released on 9/12/2016.

Major Changes

Claims: Create claims for multiple outstanding procedures at once using the Procedure Not Billed to Insurance Report. Procedures Not Billed to Insurance Report

Patient Portal and Online Payments

• Set which features are available to patients in the Patient Portal. Patient Portal
• Allow patients to make online credit card payments, using X-Charge, with or without logging into the portal. Online Payments
  
• Enter XWeb settings to enable online patient payments. XCharge (OpenEdge)
  
• Direct patients to online payments using the patient portal URL. Online Payments
  
• Process pending online payments in Open Dental. Visual indicator in main menu alerts staff when payments are pending. Online Payments
• PayConnect and X-Charge can be enabled at the same time. PayConnect Window, XCharge (OpenEdge)

Prepayment Accounting System

• Quickly create an unallocated prepayment via the Payment window.Unearned / Prepayment
• Quickly allocate unallocated income amounts to completed procedures via a dropdown from the Payment button. Unearned / Prepayment
• When allocating prepayments, new pay splits are automatically created to balance amounts. Unearned / Prepayment
• New 'prepayment' option for pay split unearned type. Definition Guidelines
• Daily Payments Report has an option to include/exclude payments marked as 'unearned'. Daily Payments Report

Payment Plans Old Payment Plan

• Option to include payment plan debits and credits in the patient ledger, patient balances, and aging.
• Preference turns on/off Line Item Payment Plans. Account Module Preferences
• Attach procedures (credits) to payment plans. Old Payment Plan
• Close payment plans. Close Payment Plans
• Payment plan debits can be allocated using the Payment Split Manager. Payment to a Payment Plan

All Changes by Category

Account

• Mark specific adjustment types as 'bad debt'. Account Module Preferences
• Preference to automatically launch Pay Split Manager when there is a family balance and user clicks OK on Payment window. Account Module Preferences
• New Provider Payroll report option in production and income reports. Production and Income Reports
• Associate existing adjustments to procedures. Procedure - Financial Tab
• Associate completed procedures to adjustments. Adjustment
• Print deposit slips directly to the printer, without opening the Fill Sheet window. Create PDF option added to Edit Deposit Slip window. Deposit Slip
• X-Charge: If using Decline Minimizer and it changes credit card information, the card information will be updated in the database. When using recurring charges the Updated count will indicate the number of cards updated. XCharge (OpenEdge)
• Credit Card Manage window indicates whether a card has a saved token or not. Credit Card Manage
• Limited statement option will only show transactions related to selected procedures. Statement
• In the account, show canceled appointment procedure codes (D9987) in a different text color. Definition Descriptions
• Set a dunning message to send earlier than actual account age. Dunning Messages

Appointments

• Enable or disable the appointment bubble popup by appointment view. Appointment View Edit
• New automation trigger for scheduling a procedure and new action to show a consent form. Automation
• New automation trigger for creating an appointment and new action to set appointment type and status. Automation
• PatientNamePref (patient preferred name) added as an option for appointment views. Appointment View Edit

CEMT

• CEMT can connect to a CEMT database hosted on a Middle Tier server. CEMT Setup
• CEMT only allows syncing from one CEMT database. CEMT Best Practices

Chart

• Deleted sheets are hidden in the Chart module, but are visible in Audit mode. Deleted sheets can be restored. Show Chart Views
• Change the patient associated with a sheet. Fill Sheet
• Record how long a patient has used tobacco and how eager they are to quit. Assess Tobacco Use and Document Interventions
• Tobacco Use tab added to Medical window. Medical

Claims

• Create claims for multiple outstanding procedures at once using the Procedure Not Billed to Insurance Report. Procedures Not Billed to Insurance Report
• Enhancements to Procedures Not Billed to Insurance Report. Procedures Not Billed to Insurance Report
• Option when creating batch claims to allow or block claim creation when patient procedures span multiple clinics or places of service. Procedures Not Billed to Insurance Report
• Send Claims window renamed 'Insurance Claims'. Send Claims
• Access the Procedures Not Billed to Insurance Report and Outstanding Claims Report from the Insurance Claims window. Send Claims
• An orange exclamation point shows next to Recalculate Estimates when recalculation of claim estimates is suggested. Claim
• Insurance Writeoff Edit permission allows or blocks a user from editing or creating writeoffs. Permissions
• New preference determines when a snapshot of a claim's writeoff and insurance payment estimate amounts are captured (at claim creation, a set time, or when insurance payment received). Family Module Preferences
• Associate a default place of service and provider to a site. Site List
• When procedures on a claim are assigned a site, the site's place of service, NPI and address is sent in 5010 dental e-claims. Edit Claim - General Tab
• Confirmation message when changing a claim's tracking status to 'none' to avoid inadvertently setting a status to none. Edit Claim - Status History Tab

Clinics

• Add clinic-specific holiday and practice notes to the schedule. Holidays, Vacations, Office Closed
• Set a default clinic for integrated text messaging. Set Up Integrated Texting
• Schedule view is limited to providers assigned to operatories in the selected clinic. Schedule Setup
• Track timecard entries by clinic. Manage Time Cards
• Reorder the list of clinics. Clinic List

HL7

• Add a column to the Chart module progress notes to indicate whether or not procedures have been sent via HL7. Show Chart Views
• Option to show a warning message if procedures sent via HL7 are not attached to an appointment. Generic HL7 Message Structure

Insurance

• Option to set a different default clearinghouse for electronic eligibility than is used for claims. Clearinghouses
• Preference to exclude patients from the Insurance Verification List if their insurance plan is marked 'don't verify'. Insurance Verification Setup
• Preference to exclude patient clones from the Insurance Verification List. Insurance Verification Setup
• Enhancements to interface and how Pat/Ins verifications are displayed and verified in the Insurance Verification List. Insurance Verification List
• Option to exclude appointments for specific clinics from the Insurance Verification List. Clinic List
• When adding an insurance plan, if patient is not the subscriber, Relationship to Subscriber will default to no selection and user cannot save the plan until an option is set. Insurance Plan

Ortho Chart Ortho Chart Setup

• Rename the Ortho Chart button if desired. Ortho Chart Setup
• Create tabs to organize ortho chart entries. Ortho Chart Setup
• New Setup menu in Ortho Chart to quickly add columns. Ortho Chart Setup

Patient Portal and Online Payments

• Set which features are available to patients in the Patient Portal. Patient Portal
• Allow patients to make online credit card payments, using X-Charge, with or without logging into the portal. Online Payments
  - Enter XWeb settings to enable online patient payments. XCharge (OpenEdge)
  - Direct patients to online payments using the patient portal URL. Online Payments
  - Process pending online payments in Open Dental. Visual indicator in main menu alerts staff when payments are pending. Online Payments
• PayConnect and X-Charge can be enabled at the same time. PayConnect Window, XCharge (OpenEdge)

Payment Plans Old Payment Plan

• Option to include payment plan debits and credits in the patient ledger, patient balances, and aging.
• Preference turns on/off Line Item Payment Plans. Account Module Preferences
• Attach procedures (credits) to payment plans. Old Payment Plan
• Close payment plans. Close Payment Plans
• Payment plan debits can be allocated using the Payment Split Manager. Payment to a Payment Plan

Prepayment Accounting System

• Quickly create an unallocated prepayment via the Payment window. Unearned / Prepayment
• Quickly allocate unallocated income amounts to completed procedures via a dropdown from the Payment toobar button. Unearned / Prepayment
• When allocating prepayments, new pay splits are automatically created to balance amounts. Unearned / Prepayment
• New 'prepayment' option for pay split unearned type. Definition Guidelines
• Daily Payments Report has an option to include/exclude payments marked as 'unearned'. Daily Payments Report

Public Health Screenings - Custom Screening Form

• Set tooth charts to permanent or primary teeth. Sheet Screen Chart
• Assessment Proc checkbox adds procedure code D0191 to the patient's chart (assessment of a patient). Screening Layout
• Fluoride Proc checkbox adds procedure code D1206 to the patient's chart (topical application of fluoride varnish). Screening Layout
• Select different custom screening forms per screening group. Public Health Custom Screening

Security

• Edit Completed Procedure (limited) permissions restrict users from editing information on completed procedures that affects historical reporting. Permissions
• Claim Delete permission allows users to delete claims. Permissions
• Pay Split Create after Global Lock Data permission allows user to add new pay splits after the global lock date. Permissions
• Users must have the Insurance Plan Edit permission to change insurance plan information and benefit information. Permissions
• Insurance Plan Edit permission tracked in audit trail. Permissions

Sheets

• Timestamp (date and time) added for signature boxes on sheets. Sheet Signature Box
• Add 'misc' input fields with reportable names to relevant sheet types. Sheet Input Field

Other

• Automatically generate pay periods. Time Card Setup
• View scheduled providers via a tab in the Appointments module (next to Waiting Room/Employees). Appointments Module
• Customize the reports that show in the Reports window. Reports Setup
• Option to launch a custom reporting URL from the main toolbar. Custom Bridges
• Providers other than the patient's primary provider can send Secure Web Mails. WebMail
• In the Email Inbox, deleting emails attached to patients only removes them from the inbox. They are not removed from the Commlog. Email Client
• If Open Dental is shut down when a user is editing a wiki page, changes are automatically saved as a draft as long as html code is valid. Wiki Edit
• If Open Dental is shut down when a user is creating an email, the email is saved. Email Message Edit
• If Open Dental is shut down when a user is creating a commlog, the commlog is saved. Commlog
• Create a right click link to a wiki page from within a task. Task
• Visual indicator of last time a popup was viewed. Popups
• Merge patients even when birthdate or names don't match. Merge Patients
• Enable syncing of super family member addresses and home phones. Family Module Preferences
• Unit tests for procedure downgrade insurance estimates. Estimate Downgrade Unit Tests
• The default Gender selection for new patients is 'unknown'. Edit Patient Information
• Feature Request system has new sorting options. Feature Requests
• Appointment views for clinics more efficient when selecting from database. Appointment Views
• The MySQL password is obfuscated in configuration files. FreeDentalConfig.xml
• Patients can be associated to multiple clinics. Select Patient
• Log file added to Podium folder for troubleshooting. Podium Bridge
• DentalTek Rapid Call bridge. DentalTek Rapid Call Bridge
• Carestream Imaging bridge. Carestream Bridge