Version 17.1

See Versions.

Version 17.1 was released on 6/29/2017. EHR certified 2014 edition.

Note: Open Dental 17.1 requires a minimum 1280 x 768 resolution. Before updating, please evaluate your monitors and determine if you need to upgrade.

Appointments

• New tool changes providers on future appointments based on the providers assigned to the operatory. Update Provs on Future Appts
• [famRecallDue] static text field in Sheets will only include family members that are due for a recall and are not scheduled. Static Text Fields Descriptions
• [dueForBWYN] and [dueForPanoYN] static text fields now take disabled recall into account based on date and family balance. Static Text Fields Descriptions
• Filter the Unscheduled List by procedure. Unscheduled List
• Updated labels on blockout Cut-Copy-Paste tool to reflect accurate behavior.

Billing

• Set a specific time of day to automatically run daily aging (e.g. non-peak hours). Miscellaneous Setup
• Update eStatement credentials without clearing the billing list. Billing List
• Option to send a statement directly to the Patient Portal. Statement Window
• Scheduled date shows in Recurring Charges window. Recurring Charges
• Preference to use the transaction date as the Payment date (instead of the scheduled recurring charge date) when running Recurring Charges. Account Module Preferences

Chart Module

• Use slider on the tooth chart to show procedure changes to the tooth chart over time. Graphical Tooth Chart
• When a medication is marked as 'discontinued' in eRx, the same medication will be marked 'discontinued' in Open Dental upon refresh of the Chart module. eRx Medications
• New preference to prompt user on how to handle fees when a provider changes on a procedure. Chart Module Preferences
• For Canada, lab fee procedures now show on claims and lab fee estimates are based on the coverage of the associated procedure. Canada Lab Fees

Claims and Claim Payments

• Process claim payments via virtual credit cards using X-Charge or PayConnect. Finalize Claim Payments
• Process ERA 835s from a central window. Options to filter ERAs by date, amount, clinic, carrier, trace or check #, and status. Electronic EOBs (ERA 835s)
• Finalize Payment button added to the Electronic Remittance Advice (ERA) window. Electronic EOBs (ERA 835s)
• Option to turn on/off automatic download of ERA 835s from Electronic Dental Services (EDS). Electronic Dental Services (EDS)
• Supplemental payments can have negative writeoff amounts. Supplemental Insurance Payments
• Preference to force users to finalize insurance payments from the Batch Insurance window only. Manage Module Preferences
• Finalize zero dollar claim payments so you can scan and view EOBs. Finalize Claim Payments
• Date Sent Orig field added to Edit Claim window to record original send date of claim. Edit Claim Window
• Date Sent field auto-populated when claim is sent. If resent, label changes to Date Resent and date is updated. Edit Claim Window
• Checkbox added to printed medical claim form 1500 to indicate 'Assignment of Benefits'. 1500 HCFA Claim Form'
• Attach a Claim Error Code to the status history of a claim. Edit Claim - Status History Tab
• Preference determines which procedure description is used on printed claims when chart procedure code differs from a base procedure code description. Family Module Preferences
• Assign outstanding claims to specific users for follow-up. Outstanding Insurance Claims Report
• Logged on user and date/time received is captured on the procedure level when an insurance payment is received. Receiving Insurance Payments
• Claim Type: Other window now shows plan type in column. Claim Types
• Claim Identifier added as an optional item to add to Claim Forms. Claim Form Setup

Clinics

• Mobile Web supports clinics. Filter information by clinic the user has access to. Using the Mobile Web
• External ID field added for mapping purposes. Clinic Names, Contact Info, and Defaults
• Set clinic-specific billing filter options. Billing Options
• Option to search for patients associated to clinics that are hidden. Selecting Patients
• When using QuickBooks and clinics, select the 'class refs' which will be available when sending deposits to QuickBooks. QuickBooks
• Clinics can only be hidden, not deleted. Clinic Names, Contact Info, and Defaults

Commlogs

• Add auto notes to commlogs. Communications Log
• Preference to auto save commlogs every 10 seconds if changes have been made. Chart Module Setup

Dropbox enhancements

• Works with statements, email and claim attachments, summaries of care, wiki files and more. Dropbox

eConfirmations

• Sign up for eConfirmations using the eServices Signup Portal. eConfirmations Set up and Sign up
• Stop sending of eConfirmations for appointments with a specific confirmation status. Appointment Confirmation Status
• Stop the automatic update of the appointment confirmation status when the eConfirmation is sent. Appointment Confirmation Status
• Setup wizard removed. eConfirmations Set up and Sign up

eReminders

• Stop sending of eReminders for appointments with a specific confirmation status. Appointment Confirmation Status
• Select the status to apply to emailed and texted eReminders in Confirmation List Setup. Confirmation List Setup
• Setup wizard removed. eReminders Set up

Email Inbox: Email Inbox - Receive and Send Messages

• Compose new messages and reply to received messages.
• View messages that you have sent.
• Search emails based on specific criteria.
• Email Inbox is non-modal (other windows can be open at the same time).

eServices

• Use the eServices Signup Portal to sign up for eServices. eServices Signup Portal Help
• Set patient portal features in the Signup Portal. Patient Portal Setup

Integrated Texting

• Sign up for Integrated Texting using the eServices Signup Portal. Integrated Texting Sign up
• Monthly limit is a per-clinic limit that applies to every clinic. Integrated Texting Sign up
• Change monthly limits in the Signup Portal. Change Monthly Limits
• View usage summaries on the Texting Services tab. Usage Summary
• Send Web Sched Recall reminders via integrated texting. Web Sched Recall

Orthodontics

• For each column in the Ortho Chart, option to enter an internal name and display name. Ortho Chart Setup
• Print button added to Ortho Chart. Ortho Chart
• Header on Ortho Chart printout reflects chart name and selected tab. Ortho Chart
• Add an electronic signature stamp in the Ortho Chart for the person currently logged in. Ortho Chart
• Option to define procedures that can be considered orthodontic placement procedures (used to determine the Date Start for claims created using the Auto Ortho Claim tool). Ortho Setup
• Option to override the Date Start on the Ortho Case tab. Ortho Case

Payment Plans

• Attached to Payment Plan checkbox removed from Payment window and replaced with label indicating the number of splits attached to a plan. Payment Plan window
• When patient has a payment plan and a payment is entered, a prompt will ask the user whether the payments should be attached to a plan or not. Entering Payments to a Payment Plan

Payments

• Procedure code columns added in Pay Split Manager. Pay Split Manager
• Preference for 'Payments prompt for auto splits' includes option to force allocated payments to have pay splits attached to a procedure. Account Module Preferences
• Changing the provider on a completed procedure attached to a pay split will also change the provider on the pay split. Editing Procedure
• When allocating a prepayment, new credit filter options when selecting procedures (include all, only explicitly attached, exclude all). Prepayments

Reports

• Insurance Payment Plans Past Due Report lists insurance payment plans with balances that are overdue. Insurance Payment Plans Past Due Report
• Uniform Data Systems (UDS) report interface for the FQHC sealant measure. Federally Qualified Health Centers
• Option to cancel a query when it is running. Run a Query
• Option to print Graphic Reports or export as PDF. Graphic Reports
• Appointments Report header includes information about selected providers. Appointments Report
• Unearned Income report uses complex reporting system. Printing Reports - Complex Report System
• Option to include writeoff estimates and adjustments in the Production and Income report. Production and Income Report
• Option to include writeoff estimates in the Aging of A/R report. Aging of Accounts Receivable (A/R) Report
• Option to calculate aging by patient or guarantor in the Aging of A/R report. Aging of Accounts Receivable (A/R) Report
• Option to include procedures with no insurance estimates in the Procedures not Billed to Insurance report.
• Filter the Treatment Finder Report by clinic. Users only see clinics they are restricted to. Treatment Finder Report
• Treatment Finder Report "TP Date Since" now includes same-day treatment. Treatment Finder Report
• In the Outstanding Insurance Claims report, new option determines whether the date a claim was last sent shows, or the date the claim was originally sent shows. Outstanding Insurance Claims Report

Security

• Option to force users to change their password at next login attempt when passwords are required to be 'strong' and their password does not meet the criteria. Security
• After five consecutive failed log-on attempts, a user will be temporarily locked out of Open Dental, the CEMT, and/or the Mobile Web for 5 minutes or until the account is manually unlocked. Security User Profiles, CEMT Security
• After a patient merge, history for both the merge 'from' and 'to' patient can be viewed in the Audit Trail. Audit Trail
• Reports - Daily permission allows/blocks a user from running daily reports for adjustments, payments, procedures, and writeoffs. Permissions
• Daily - View All Providers permission allows/blocks a user from viewing other provider information in a daily report. Permissions
• Production and Income, View All Providers permission allows/blocks a user from viewing other provider information in the Production and Income report. Permissions
• Patient Restriction Edit permission allows/blocks user from changing the 'Appointment Scheduling is Restricted' checkbox. Permissions
• Patient Billing Type Edit permission only allows/blocks user from changing billing type. Permissions
• Graphics Edit permission allows/blocks user from changing graphic settings. Permissions
• Sheet Delete permissions allows/blocks user from deleting sheets associated with a patient. Permissions
• Update Custom Tracking permission allows/blocks user from updating tracking status from the Outstanding Insurance Report. Permissions
• Insurance Plan Ortho Edit permission allows/blocks user from editing insurance plan ortho information. Permissions
• Insurance Plan Edit permission is required to add or edit discount plans. Permissions

Tasks

• Option to collapse/expand large tasks. Determine default behavior in Task Options. Tasks Area
• Add auto notes to tasks. Create Tasks
• Right click on a URL in a task note to open it in a browser. Create Tasks

Time Clock / Time Cards Time Card Setup

• Visual changes to Time Card Setup window.
• Ability to delete multiple pay periods at once.
• Not able to create pay periods that overlap existing pay periods.
• Preference to hide pay periods that are older than six months.

Treatment Plans

• Treatment plan layout is determined using sheets. Classic mode is discontinued. Customizing Treatment Plans using Sheets

Web Forms

• When retrieving Web Forms, email address and phone number are also considered when matching forms to patients. Retrieve Submitted Forms
• When entering data in linked Web Forms, once first name, last name, and birth date are entered, they are inherited on each subsequent form. Web Forms: What the Patient Sees
• Default host server address redirects to https://patientviewer.com. Upload Web Forms
• URL arguments for Dental Office ID, Web Sheet ID and Next Form ID updated. Upload Web Forms

Web Sched New Patient: Web Sched New Patient

• Sign up for Web Sched New Patient using the eServices Signup Portal. Web Sched New Patient: Sign up an Set up
• Enhanced interface allows patient to choose appointment date/time using a calendar. Web Sched New Patient: What the Patient Sees
• Embed Web Sched New Patient into your practice website. Web Sched New Patient: Sign up an Set up
• Change the interface color theme when embedding in your website. Web Sched New Patient: Sign up an Set up
• Set up Web Sched New Patient Appt Types as 'reasons for appointment'. Definitions: Web Sched New Patient Appt Types.
• Customize a help message that shows when a patient is selecting an appointment type. Web Sched New Patient: Sign up an Set up
• Create blockouts in the appointment schedule that allow Web Sched New Patient appointments. Web Sched New Patient: Sign up an Set up

Web Sched Recall: Web Sched Recall

• Sign up for Web Sched New Patient using the eServices Signup Portal. Web Sched Recall: Sign up and Setup
• Enhanced interface allows patient to choose appointment date/time using a calendar. Web Sched Recall: What the Patient Sees
• Create blockouts in the appointment schedule that allow Web Sched Recall appointments. Web Sched Recall: Sign up and Setup
• Send Web Sched Recall notifications via Integrated Texting (automated or manual). Web Sched Recall: Sign up and Setup, Recall List
• Manual Web Sched Recall reminders sent from the Recall List are aggregated for multiple family members. Recall List

Wiki Lists

• Right click on a URL in a wiki list to open it in a browser.
• Search option in wiki lists filters results.
  
• Advanced search option added to wiki lists.

Recall List and Confirmation List Setup windows divided into separate windows. Recall List Setup, Confirmation List Setup
"Show Graphical Tooth Chart" has been removed from Treatment Plan Module preferences. Treatment Plan Module Preferences
Secondary insurance with Carve Out COB type includes deductible in calculation. Coordination of Benefits (COB)
EHR Modified Stage 2 dashboard now shows correct description for Objective 9 - Secure Messaging. EHR Dashboard
Clicking "Add Estimate" on a procedure on an insurance plan will open only the currently existing estimate instead of creating another estimate. Procedures - Financial Tab
"Action Needed" toolbar button moved to Alerts menu. Enter and Approve CPOE Radiology Orders
Added a ClinicDesc display field to the Account module and the Chart module. Customizing Chart Views
Add a custom referral type (in addition to referral from and referral to). Referrals
One referral per provider shows in the Patient Information grid. Referrals
Dropbox reenabled. Dropbox
Dropbox works with statements, email and claim attachments, summaries of care, wiki files and more. Dropbox
Create appointments and patients using FHIR RESTful API Service. Open Dental FHIR - RESTful API Service
Ability to add more messaging buttons. Messaging Buttons
User is no longer required to run Open Dental as Admin when using X-Charge. X-Charge
Include procedure status in PR1 segment of HL7 inbound ADT messages. HL7 Generic Message Structure
Email PDF button added to the Edit Deposit Slip window. Deposits and Deposit Slips
New FeeScheduleHiddenWithPatient DBM unhides fee schedules if they are associated with patients. Database Maintenance
Galera enterprise users can manually disable the MySQL integrity check during database maintenance. Database Maintenance
DPlan added as option in Display Fields, TreatmentPlanModule. Display Fields
Providers marked 'hidden' cannot access eRx. Edit Provider Window
Practice by Numbers bridge. Bridge - Practice by Numbers
Carestream bridge name changed to Carestream Ortho/OMS from carestreamdental.com. Bridge - Carestream
i-Dixel bridge. Bridge - i-Dixel
NewTom bridge. Bridge - NewTom NNT
ADSTRA Imaging bridge. Bridge - ADSTRA Imaging