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 dot Net ( .NET ) to upgrade (Windows Vista and 7 users).
Major Changes
2017 CDT Codes. Procedure Code Tools
eConfirmations: Automated Messaging Feature
- 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. Dropbox
Payment Plans
Task Reminders:
- Create reminder tasks that appear at a set interval daily, weekly, monthly, or yearly. Task Reminder
- View reminder tasks in their own tab in the Tasks grid. Task Reminder
- Add a reminder task using the dropdown menu on the Tasks button. Task Reminder
- 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 Feature
- Appointments scheduled by new patients online automatically show in the appointment schedule. Web Sched Feature
- 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
All Changes by Category
Account
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 Module
- In eReminders, include Time Asked to Arrive. eReminders
- 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
- Preference to display a warning when detaching procedures from an appointment by selecting an appointment type. Appointment Types
- 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. Edit Procedure Canada Tab
Clinics
- Run recurring charges by clinic. CC 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 List
- 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. Deposit Slip
- Edit Claim window is read-only when the logged-on user doesn't have access to the clinic tied to the claim. Claim
- Filter the Unearned Income Report by clinic. Unearned Allocation Report
Documents and Images: Option to store documents and images offsite on the cloud using Dropbox. Dropbox
eConfirmations: Automated Messaging Feature
- 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. API Setup
Graphic Reports
Insurance
- Filter insurance plan list by plan number or Trojan ID. Insurance Plans
- 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 Verification 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. Preauthorization, Claim Types, Claim
- Additional warning added before combining insurance carriers with mismatched information. Combine 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
Prescriptions/Rx
- Create prescriptions and print multiple prescriptions on one page. Rx Manage
- New sheet for RxMulti. Rx Multiple Layout
- Set a default printer when printing multiple prescriptions per page. Printer Setup
Procedure Codes
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
- 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
Security
- Permission to change appointment confirmation status. Permissions
- Filter the Security window. Security
- 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
Task Reminders
- Create reminder tasks that appear at a set interval daily, weekly, monthly, or yearly. Task Reminder
- View reminder tasks in their own tab in the Tasks grid. Task Reminder
- Add a reminder task using the dropdown menu on the Tasks button. Task Reminder
- View number of unread and read reminder tasks in the Appointments module. Appointments Module
Treatment Plans
Web Sched:
- Allow new patients to schedule their first appointment online using Web Sched New Patient Appts. Web Sched Feature
- Appointments scheduled by new patients online automatically show in the appointment schedule. Web Sched Feature
- 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
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 Patient Sees
- Patient prompted to change user name (optional) during their first login to the portal. Patient Portal: What Patient Sees
- Online Username can be edited on the Patient Portal Setup window. Patient Portal Access
- Use the eServices, Miscellaneous tab to set run times for automated messages and access the old Mobile Synch area. eServices Misc
- 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-Claims Complexities
- Alphabetize the Provider List by provider abbreviation. Providers
- Add emergency contact name and number for patients. Edit Patient Information
- Add an update notification countdown to the Open Dental title bar. Update
- Set wiki home pages and open multiple pages. Wiki
- Bookmark long wiki pages. Wiki 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. Send Claims, Procedures Not Billed to Insurance Report
- Large enterprise organizations can request that backups during an update are disabled. Update
- Improvements to messaging button signaling system. Messaging Buttons
- Preference to show Podium commlogs in the patient chart. Podium Bridge
- Specify the Schick version (4 or 5) for the Schick Dicom bridge. Schick CDR Dicom Bridge
- About menu option added to Help menu. About
- Show tab, Tasks checkbox now shows appointment tasks in progress notes also. Show Chart Views
- Progress bar when sending batch statements from the billing list. 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. Owandy Bridge
- VistaDent bridge enhancement for enterprise users in remote sessions. VistaDent Bridge