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. Mobile Synch (old style)
• 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