Version 17.2

See Versions.

Version 17.2 was released on 09/12/2017. EHR certified 2014 edition.

Major Changes
Mobile Web Use Mobile Web

• Add, delete, and move appointments in your appointment schedule.
  
• Set appointment and confirmation status, appointment type, and appointment notes.
• View and select operatories.
• Headquarters added to Clinic menu.

Reports:

• Restrict user access to specific reports. Report Setup - Security Permissions
• Report setup divided into four tabs: Display Settings, Security Permissions, Report Server, Misc Settings.
• Run the Production and Income Reports on a report server. Report Setup - Report Server
• Option to re-run aging for all selected months in current A/R graphic reports. Graphic Reports - Setup Mode

Substitution Codes: Control which procedures codes are downgraded by insurance plan. Procedure Estimate Downgrades

Task Reminders

• Reminder tasks pop up when they are due. Task Reminders
• Change any task to a reminder task type, and vice versa. Create Tasks
• New option to set a one-time task reminder. Task Reminders

Setup Wizard: Run a setup wizard to help enter basic setup information. Setup Wizard

Changes by Category
Account

• Filter recurring charges by date. Recurring Charges
• Option to consider writeoff estimates in aging. Aging of A/R Report
• Force Duplication for PayConnect is available when using and EMV terminal. PayConnect: Process a Credit Card Payment
• Ability to electronically sign PayConnect transactions when using an EMV terminal. PayConnect
• When adding an adjustment attached to a procedure, if the remaining balance is less than 0, user will receive warning message. Adjustments
• For prepayments, view date and amount of allocations via the Payment window. Prepayments
• Date column label changed to Proc Date in Payment window, Payment Splits grid. Payment window
• (procedure date) field removed from Pay Split window. Pay Split window
• When attaching a procedure to a pay split, the Select Procedure window shows more details. Pay Split window
• Account module preferences organized into three tabs. Account Module Preferences
• Preference for 'Invoices payments grid show writeoffs' determines if insurance writeoffs are included in the Payments grid on invoices. Account Module Preferences
• Preference for 'Patient Payments allow future dated debits' determines if users can enter future-dated payments. Account Module Preferences
• Preference for 'Patient Payments Use' determines which clinic is assigned by default to patient payments. Account Module Preferences
• If patient is assigned a billing type that has been 'hidden', (hidden) will show next to the billing type. Edit Patient Information window
• Code Range and date filters added to Planned Appointment Tracker. Planned Appointment Tracker

Appointments

• Preference to set a time, in seconds, to delay a click when loading the Edit Appointment window. Useful to prevent accidental clicks. Appointment Module Preferences
• User option to only view data for the current exam in the Perio Chart vs entire history. Perio Chart
• In the Unscheduled List, Status column renamed UnschedStatus and new AptStatus column. Unscheduled List
• New options for broken appointments. Includes logic for cancelled appointments (D9987). Break an Appointment, Appointment Module Preferences.
• Date range filter added to the Unscheduled List. Unscheduled List

eServices

• Limit the amount of Web Sched Recall text messages sent per batch. Web Sched Recall Setup
• Change an appointment confirmation status' 'Don't Send' and 'Don't Change' setting from the eReminder and eConfirmation Setup window. eReminder Setup, eConfirmation Setup
• The lead time (in days) for eConfirmations and eReminders determines the time window messages can be sent (1 - X days). eReminder Setup, eConfirmation Setup
• Info button added to the Signup Portal. eServices Sign Up Portal - Basic View, eServices Sign Up Portal - Advanced View
• Add &AFNAB=N to a Web Form URL to stop 'next forms' from automatically inheriting the first name, last name, and birthdate from the previous form. Upload Web Forms
• Option to allow parents or legal guardians to schedule a minor's Web Sched New Patient Appointment. Web Sched New Patient Appointment Setup

Claims

• On Insurance Claims window, History grid, added a user column and right click options. ClaimPrinted added as a status and filter option. Managing Insurance Claims
• Enhancements to Claim Forms window. Printed Claim Form Setup
• Printed ADA 2012 claim form uses Patient Number for box 23 (PatientID) instead of SSN. ADA 2012 Claim Form
• Enter Quick Paste Notes when recording claim status history. Edit Claim window - Status History Tab
• On Denti-Cal claim form, print up to 15 procedures (instead of 10). Denti-Cal
• When creating a preauthorization for a patient with only one active plan, user is no longer prompted to select insurance or relationship to patient. Preauthorizations
• For Canada, when an EOB claim response is created, insurance paid amounts can be automatically entered. For Preauthorizations, the amount paid is entered as an estimate. ClaimStream, ITRANS.
• For Canada, preview claim acknowledgments before printing. Canada: Send Claims and Retrieve Reports
• The OpenDentalService can process clearinghouse reports. Clearinghouse Setup
• Clearinghouse passwords are masked. Clearinghouse Setup
• Option to block saving 837 files to the claim export path when sending to claims to EDS. Electronic Dental Services (EDS)
• When matching ERA 835s to claims, the claim identifiers are no longer required to match. Matching ERAs with Claims
• Right click on a claim in the ERA window to go to the account. Process an ERA
• When finalizing a ERA claim, manually detached claims are not considered. Process an ERA
• Print button added to Claim Explanation of Benefits window. EOB Claim Details

Clinics

• Filter auto-ortho claims by clinic. Auto Ortho Claim Generation
• Reorder operatories for specific clinics. Operatory Setup
• Filter the Global Fee Update tool by clinic and view progress with a progress bar. Updating Fees for Treatment Planned Procedures
• Option to display clinic abbreviation instead of the clinic description in the main title bar. Miscellaneous Setup
• Associate a speciality to a clinic. Useful for Patient Clones. Clinic List

Insurance

• Set a default billing type for an insurance plan. Edit Insurance Plan window
• Preference to automatically change a patient's billing type when a new primary insurance plan is created and a billing type is set. Family Module Preferences
• Edit Insurance Payment window, "Prepaid Insurance Cards" changed to "Virtual Credit Cards". Finalize the Insurance Payment
• Carrier Group Name field added to group insurance carrier for query purposes. Insurance Carriers
• Carrier2Address and Carrier2CityStZip added as static text fields. Static Text Fields
• Control which procedures codes are downgraded by insurance plan. Procedure Estimate Downgrades
• For Canada, the 'Assignment of Benefits' checkbox affects whether or not payment amounts from EOBs are automatically imported. Canada Insurance Plan

Interface Changes

• Report setup options divided into four tabs: Display Settings, Security Permissions, Report Server, and Misc Settings.
• "Birth date" changed to "birthdate" in Web Sched New Patient Appointments and Patient Portal Care Summary. Web Sched New Patient: What the Patient Sees, Patient Portal: What the Patient Sees
• Some one word labels changed to two words. Tasks Area, Manage Module, and Editing Procedures.
• PinBoard changed to Pinboard throughout program. Pinboard
• Updated labels on blockout Cut-Copy-Paste tool to reflect accurate behavior. Blockouts
• Message that displays when hiding a provider has been enhanced. Edit Provider Window
• Available field 'ADA Code' changed to 'Proc Code' in Progress Notes for foreign countries. Customizing Chart Views

Patient Clone

• Create multiple patient clones per patient. Patient Clones
• Use specialties to differentiate patient clones. Clinics Definitions - Clinic Specialties.
• Option to place new patient clones in a new family and link to original patient via super family. Family Module Preferences, Super Family
• Patient clone relationship information removed from Edit Patient Information, Other tab.
• Patient clone tool buttons added to Family tool bar when Patient Clone is turned on (Add, Synch, Break). Patient Clones
• When a patient has a patient clone, a new Patient Clones grid shows in the Family module. Family Module

Reports

• Restrict user access to specific reports. Report Setup - Security Permissions
• Run the Production and Income Reports on a report server. Report Setup - Report Server
• Aging of A/R Report updated to complex report system. Aging of A/R Report
• Report setup divided into four tabs: Display Settings, Security Permissions, Report Server, Misc Settings.
• Sort the Appointments Report by date created or date scheduled. Appointments Report

Security

• Edit Popup (other users) permission allows/blocks user from editing or deleting popups created by other users. Permissions
• InsuranceCarrierCombine permission allows/blocks a user from combining insurance carriers. Permissions
• InsurancePlanCombine permission allows/blocks a user from combining insurance plans. Permissions
• 'Change existing Ins Plan using Pick from List' permission allows user to pick a new plan before dropping a plan. Permissions
• Audit trail entry added for Create Adjustment For Discount Plan permission. Audit Trail
• Set up automatic Open Dental log in when logged in to a Windows domain user. Setting up Single Sign on / LDAP
• When changing the user on a Task, user is prompted to enter their password. Tasks
• Run the Appointment Report by appointment date or date created. Appointment Report

Tasks

• Reminder tasks pop up when they are due. Task Reminders
• Change any task to a task reminder and vice versa. Tasks
• New option to set a one-time task reminder. Task Reminders

Miscellaneous

• Images module defaults to using Internet Explorer's default PDF reader to open PDF images. Images Module
• Allow backdating and deleting of specific procedures (with a $0 fee) by bypassing global lock date. Edit Procedure Codes
• Right click option to block incoming text messages from specific mobile numbers. Text Messaging Inbox
• Set specific sheets (e.g. Exam Sheets) to bypass the Global Lock Date. Sheet Properties
• DBM to fix invalid dates for all date columns. Database Maintenance
• DateTStamp column added to the LabCase table. Programming Resources
• OrthoCad bridge. Bridge - OrthoCAD
• Static text fields dateLastBW, dateLastExam, dateLastPanoFMX, dateLastPerio, and dateLastProphy are based on the first five characters of the procedure code. Static Text Fields
• Ability to cancel out of an auto note, save responses and unanswered prompts, then return at a later time to complete it. Auto Notes
• Column headers in wiki lists wrap. Wiki Lists
• Lab Fee field added to Edit Lab Case window. Creating a Dental Lab Case
• Key range columns and 'enable random primary keys' removed from Replication Setup window. Only will show when random primary keys are already enabled. Replication: Add Servers and Designate a Slave Monitor
• Option to add a default procedure note for treatment planned procedures. Edit Procedure Codes
• On Fill Sheet window, separate buttons for Print and Email. Filling Out Sheets
• All treatment plan calculations are saved with a treatment plan, regardless of the 'show' options selected at time of save. Treatment Plans
• Commlog button and fields for email address, SS#, Patient Status, and Billing Type added to the Add Family window. Enter New Patients by Family
• Saved treatment plans will retain the insurance estimate information of the plan at the time of the save, even if it is later dropped and a discount plan is added instead. Treatment Plan
• Additional property added to TigerView bridge to set the DOB year to a four digit format. TigerView
• Clinical Summ button added to EHR dashboard. EHR Dashboard
• Patient List button added to EHR dashboard. EHR Dashboard
• Discount plans can be dropped only. Delete option is removed. Discount Plans
• Warning message displays when changing the name of a custom patient field. Custom Patient Field
• When there is a version mismatch in a 'restored' database, Open Dental must be relaunched and updated before opening the restored database. Backup/Restore Tool
  
• Unhandled Exception window has new Copy All, Print, and Quit buttons. Users can only quit Open Dental when a UE appears. Unhandled Exceptions
• Database maintenance fix for missing ebill rows. Database Maintenance
• Progress bar shows when Database Maintenance closes. Database Maintenance
• New database maintenance tool to clear an update in progress. Database Maintenance
• Show Deleted checkbox added to the Provider Merge tool. Provider Merge