Version 16.3

See Versions.

Version 16.3 was released on 12/22/2016. EHR certified 2014 edition.

16.3 will not work on workstations running Windows XP or Windows Server 2003.

.NET 4.5. is required. See .NET to upgrade (Windows Vista and 7 users).

Major Changes

2017 CDT Codes. CDT Codes

eConfirmations: eReminders and eConfirmations

Automatically send eConfirmations for scheduled appointments via SMS text message and/or email.
Patients can respond to an eConfirmation via URL link or using a text message code.
When patient eConfirms an appointment, appointment confirmation status automatically updates.

Documents and Images: Option to store documents and images offsite on the cloud using Dropbox. Store Images in Dropbox

Payment Plans

Option to customize the layout of printed payment plan terms using sheets. Customize Printed Payment Plans Using Sheets
Add an electronic signature box to a custom payment plan layout. Sheets: Signature Boxes
Payment plan terms that are saved or printed using a custom sheet layout are saved in the Images module. Sign and Print Payment Plan Terms
Designate a payment plan image category in the Images module. Definitions Payment Plan Categories
Choose type of payment plan (patient or insurance plan) from a Payment Plan tool button dropdown. Account Module

Task Reminders:

Create reminder tasks that appear at a set interval daily, weekly, monthly, or yearly. Task Reminders
View reminder tasks in their own tab in the Tasks grid. Task Reminders
Add a reminder task using the dropdown menu on the Tasks button. Task Reminders
View number of unread and read reminder tasks in the Appointments module. Appointments Module

Web Sched:

Allow new patients to schedule their first appointment online using Web Sched New Patient Appts. Web Sched New Patient Appts
Appointments scheduled by new patients online automatically show in the appointment schedule. Web Sched New Patient Appts
Appointments report includes options for appointments scheduled using Web Sched New Patient Appts. Appointments Report
Enhancements to the interface for Web Sched Recall. Web Sched Recall Setup

All Changes by Category

Account

Add credit cards without processing a charge when using PayConnect. PayConnect: Add a Card without Processing a Payment
Automatically allocate prepayment amounts to repeating charge procedures. Repeating Charges
DentalXChange e-statements include the New Charges field. Billing Defaults
Option to generate and save PDF copies of e-statements. Billing Defaults
Aging is supported for Oracle users. Oracle
Option to remove payment types from deposit slips. Definitions: Payment Types
Group insurance payments by payment group. Finalize Payments, Batch Insurance Payments
Void or return online payments via the Payment window, or via XWeb Transactions window. Patient Portal: Online Patient Payments
Manage online payment transactions via the XWeb Transactions window. Patient Portal: Online Patient Payments
Patients can manage credit card information used in the portal when logged into the Patient Portal (add, remove cards). Patient Portal: What the Patient Sees
When XCharge Decline Minimizer updates a card, the changes is recorded in the payment note. XCharge
Support for Electronic Dental Services (EDS) e-statements. Billing Defaults
Preference determines whether or not a default payment type is selected when entering a patient payment. Account Module Preferences
Preference determines whether attaching a procedure to adjustments is required or optional. Account Module Preferences
Preference determines the default ordering provider sent in medical e-claims. Account Module Preferences

Alerts

Alerts show in main menu. Alerts
View Alerts for pending online payments. Patient Portal: Online Patient Payments
New service for Alerts system. Service Manager
Users can subscribe to alerts. Alerts

Appointments

Preview the appointment schedule before printing. Appointments Module
Moving an appointment only refreshes the appointment module if an appointment overlap is detected. Appointments
In eReminders, include Time Asked to Arrive. eReminder Setup
Right-click option on appointment box to open the ortho chart. Appointments Module
Preference to disable automation popups for 10 minutes. Automation
Detailed audit trail entry when an appointment confirmation status is changed. Audit Trail
Define time patterns and add procedures to appointment types. Appointment Types Setup
Preference to display a warning when detaching procedures from an appointment by selecting an appointment type. Appointment Types Setup
Preference determines the default hygienist when scheduling an appointment in an operatory. Appointment Module Preferences
Print routing slips from the Chart module. Chart Module
Preference to lock scheduling for specific patients. Edit Patient Information
Enhancements to how Time Patterns are calculated on Appointments. Time Bars

Canada

Insurance estimates for Category Percentage insurance plan types will apply the percentage to both procedure fee and attached lab fees. Canada - Procedures and Lab Fees.

Clinics

Run recurring charges by clinic. Recurring Charges
Sort the schedule window by clinic. Schedule Setup
Add a clinic abbreviation that is used in dropdowns and pick lists throughout the program. Clinic Names, Contact Info, and Defaults
Clinic column added to Manage Time Card window. Manage Time Cards
Clinic name added to header when printing time cards. Manage Time Cards
If sending deposits to QuickBooks, the clinic selected on the Edit Deposit Slip window determines the clinic (class) sent to QuickBooks. Deposits and Deposit Slips
Edit Claim window is read-only when the logged-on user doesn't have access to the clinic tied to the claim. Edit Claim Window
Filter the Unearned Income Report by clinic. Unearned Income Report

Documents and Images: Option to store documents and images offsite on the cloud using Dropbox. Store Images in Dropbox

eConfirmations: eReminders and eConfirmations

Automatically send eConfirmations for scheduled appointments via SMS text message and/or email.
Patients can respond to an eConfirmation via URL link or using a text message code.
When patient eConfirms an appointment, appointment confirmation status automatically updates.

FHIR

RESTful API interfaces with Open Dental's database using the FHIR standard. Open Dental FHIR - RESTful API Service

Graphic Reports

Graphic report printouts and exports include the legend. Graphic Reports
Graphic reports legend items can be enabled or disabled. Graphic Reports
Default graph tabs for providers, clinics, and practice in graphical reports. Graphic Reports
Export graphical reports as a PDF. Graphic Reports
Improved autosizing of graphic reports when groupings are selected. Graphic Reports

Insurance

Filter insurance plan list by plan number or Trojan ID. Insurance Plan List
Preference to always use the UCR fee for the billed fee even if the PPO fee is higher. Account Module Preferences
Preference to prompt users to copy the super head's primary insurance plan when adding a family to a superfamily. Family Module Preferences
Insurance Verification List grid displays Appt Date Time. Insurance Verify List
Option to show plans for all family members, including inactive and dropped plans, when selecting a plan for a Preauthorization or 'Other' type claim, or when changing Other Coverage information on the Edit Claim window. Preauthorizations, Claim Types, Edit Claim Window
Additional warning added before combining insurance carriers with mismatched information. Combining Carriers

MySQL

Obfuscated MySQL passwords are allowed to pass into Open Dental as a command line argument. Command Line Arguments
View the current MySQL server and computer name in the Computers window. Computers

Payment Plans

Option to customize the layout of printed payment plan terms using sheets. Customize Printed Payment Plans Using Sheets
Add an electronic signature box to a custom payment plan layout. Sheets: Signature Boxes
Payment plan terms that are saved or printed using a custom sheet layout are saved in the Images module. Sign and Print Payment Plan Terms
Designate a payment plan image category in the Images module. Definitions Payment Plan Categories
Choose type of payment plan (patient or insurance plan) from a Payment Plan tool button dropdown. Account Module

Prescriptions/Rx

Create prescriptions and print multiple prescriptions on one page. Rx Manage
New sheet for RxMulti. Sheets - Rx Multi
Set a default printer when printing multiple prescriptions per page. Printer Setup

Procedure Codes

2017 CDT Codes. CDT Codes
2017 ODA fee schedules. Canada Fee Schedules
Sort the Procedure Codes list by code. Procedure Code List
Progress bar may show when running a procedure code fee tool (copy, increase, update, clear, export, import). Fee Tools
Insert an auto note in a default procedure note. Edit Procedure Codes
Preference determines if auto note prompts are triggered when reopening a completed procedure. Chart Module Preferences
Preference to set the default procedure code list sort option. Chart Module Preferences
Preference to require the use of suggested auto codes. Chart Module Preferences

Reports

Treatment Plan Presentation Statistics report. Treatment Plan Presentation Statistics Report
Presented TreatPlan Production report. Presented TreatPlan Production Report
Filter the Daily Payments report by claim payment group. Daily Payments Report
Progress bar shows when a complex report is run. Standard Reports
Preference to show verbose history for complex report progress bar. Standard Report Setup
Remove a provider as a selection option in standard reports. Edit Provider Window
New Daily Transactional Net Production report. Net Production Detail Daily Report
View unearned income in reports without a provider selected. Production and Income Report, Daily Payments Report
Incomplete Procedure Notes report can optionally include procedures with no note or unsigned notes. Incomplete Procedure Note Report
Additional default options added to Standard Report Setup. Standard Reports

Schedules

Confirmation message shows when adding time blocks if both providers and employees are selected. Enter Provider and Employee Time Blocks
Confirmation message shows if an overlap is detected when operatories are assigned to a time block. Enter Provider and Employee Time Blocks
Quickly move forward or back a day when viewing a day's schedule. Schedule Edit Day Window
When accessing a day's schedule from the Appointments module, Employee or Provider tab, option to save and go to main Schedule window. Schedule Edit Day Window

Security

Permission to change appointment confirmation status. Permissions
Filter the Security window. Security and User Access
Search the security permissions by Show Only category. Username is the default. Security
Audit Trail permission allows access to the audit trail. Permissions
Claim Procedure Received Edit permission allows editing claim procedures with a 'received' status. Permissions
TreatmentPlanPresentEdit permission allows user to change the presenter of a saved treatment plan. Permissions
Audit trail results limited to 500 entries by default. Miscellaneous Setup
Audit trail entry for User Query enhanced to display user and query text when a query is run. Audit Trail

Tasks

New task setup menu. Task Setup
Sort appointment type task lists by AptDateTime. Tasks Area
View number of unread tasks in task popout. Tasks Area

Task Reminders

Create reminder tasks that appear at a set interval daily, weekly, monthly, or yearly. Task Reminders
View reminder tasks in their own tab in the Tasks grid. Task Reminders
Add a reminder task using the dropdown menu on the Tasks button. Task Reminders
View number of unread and read reminder tasks in the Appointments module. Appointments Module

Treatment Plans

Preference determines the default method used to sort procedures. Treatment Plan Module Preferences
Sort procedures in the Treatment Plan Module by tooth or order of entry. Treatment Plan Module
View the user who saved a treatment plan. Edit Treatment Plan
View and edit the user who presented a saved treatment plan. Edit Treatment Plan

Web Sched:

Allow new patients to schedule their first appointment online using Web Sched New Patient Appts. Web Sched New Patient Appts
Appointments scheduled by new patients online automatically show in the appointment schedule. Web Sched New Patient Appts
Appointments report includes options for appointments scheduled using Web Sched New Patient Appts. Appointments Report
Enhancements to the interface for Web Sched Recall. Web Sched Recall Setup

Other

New tabs added to Edit Patient Information window: Public Health, Other, Emergency Contact, and EHR Misc. Edit Patient Information
Forgot password option on Patient Portal login window. Patient Portal What the Patient Sees
Patient prompted to change user name (optional) during their first login to the portal. Patient Portal What the Patient Sees
Online Username can be edited on the Patient Portal Setup window. Grant Access to the Patient Portal
Use the eServices, Miscellaneous tab to set run times for automated messages and access the old Mobile Synch area. eServices Miscellaneous Tab
Mobile Synch (old-style) tab is hidden from the eServices Setup window when service is unused for a certain amount of time.
When sending medical e-claims for a Medicaid carrier, the ordering provider defaults to the procedure treating provider. E-claim Complexities
Alphabetize the Provider List by provider abbreviation. Provider List
Add emergency contact name and number for patients. Edit Patient Information
Add an update notification countdown to the Open Dental title bar. Updating Open Dental Versions
Set wiki home pages and open multiple pages. Wiki
Bookmark long wiki pages. Wiki Page Add/Edit
Sync CEMT security settings to selected middle tier connections. Central Enterprise Management Tool (CEMT)
Filter MedLab results by Location ID. LabCorp HL7
The current computer shows above the list of computer names. Computers
Double click a computer name to open Graphics for that computer. Computers
Collapse calendars on the Insurance Claims window and Procedures Not Billed to Insurance report with up arrow. Insurance Claims, Procedures Not Billed to Insurance Report
Large enterprise organizations can request that backups during an update are disabled. Updating Open Dental Versions
Improvements to messaging button signaling system. Messaging Buttons
Preference to show Podium commlogs in the patient chart. Bridge - Podium
Specify the Schick version (4 or 5) for the Schick Dicom bridge. Bridge - Schick CDR Dicom
About menu option added to Help menu. Open Dental About Window
Show tab, Tasks checkbox now shows appointment tasks in progress notes also. Customizing Chart Views
Progress bar when sending batch statements from the billing list. Generate the Billing List
Preference determines whether or not providers and employees are selected by default on the Schedule window. Manage Module Preferences
Preference determines when aging is calculated. Only used by enterprise organizations that use Galera cluster environments to prevent possible deadlocks when running aging. Miscellaneous Setup
Additional property added to Owandy bridge that use of patient number or chart number. Bridge - Owandy
VistaDent bridge enhancement for enterprise users in remote sessions. Bridge - VistaDent