Version 17.3

See Versions.

Version 17.3 was released on 12/28/2017. EHR certified 2014 edition.

Major Features
ASAP Appointments

• Send text messages about available openings from the ASAP List. ASAP List
• Web Sched ASAP eService: Notify patients about last minute appointment openings to patients on the ASAP list and include a clickable link they can use to reschedule their appointment online. Web Sched ASAP
  • Send Web Sched ASAP Messages
  • What the Patient Sees
• Appointment with a status of scheduled can also be marked ASAP. Edit Appointment Window
• Right click from the appointment schedule to mark an appointment as ASAP. Appointments Module

Patient Payments Patient Payments

• Payment window now shows outstanding charges instead of family balances. Payment window
• Pay split manager is incorporated into the Payment window, making allocation to procedures easier. Patient Payment Allocation Options
• Payment preferences determine behavior and requirements when entering a payment, such as allocation requirements, auto pay split suggestions, and pay split logic. Patient Payment Preferences
• User is prompted for payment amount before entering Payment window. Credit Card Payments, Cash, Check, EFT, Other Payments
• Payment window displays the total value of selected outstanding charges. Payment window
• Account module preference determines default logic for auto pay split suggestions: adjustments then FIFO, or FIFO only. Account Module Preference
• Account module preference for allowing future dated patient payments. Account Module Preferences
• Easily allocate unearned / unallocated income to procedures using the Payment dropdown, Allocate Unearned,. Allocate Unearned Income to Procedures
• Transfer income using the Payment dropdown, Income Transfer. Income Transfers

Patient Portal

• Enhanced interface What the Patient Sees
• View scheduled and completed appointments, as well as action needed items such as Web Sched Recall notifications for appointments not yet scheduled and eConfirmation links for scheduled appointments not yet confirmed. What the Patient Sees
• View saved treatment plans. What the Patient Sees

User Queries: User Queries

• Mark favorite user queries as 'released' vs 'not released'. Released queries can be run by users with less security permissions. Query Favorites
• When running a query favorite, user is prompted to set user variables. Query Favorites
• User Query Admin permission allows/blocks user from writing or editing query favorites, running unreleased queries, adding or removing favorites, and marking favorite queries as released/not released. Permissions
• User Query permission changed. Allows/blocks user from running released queries. Permissions

All Features by Category
Account

• Patient Payments: Patient Payments
  • Payment window now shows outstanding charges instead of family balances. Payment window
  • Pay split manager is incorporated into the Payment window, making allocation to procedures easier. Patient Payment Allocation Options
  • Payment preferences determine behavior and requirements when entering a payment, such as allocation requirements, auto pay split suggestions, and pay split logic. Patient Payment Preferences
  • Account module preference determines default logic for auto pay split suggestions: adjustments then FIFO, or FIFO only. Account Module Preference
  • Account module preference for Enforce Valid Paysplits determines whether or not Open Dental automatically suggests pay splits allocated to procedures, and whether or not allocation to procedures is required. Account Module Preference
  • Account module preference for allowing future dated patient payments. Account Module Preferences
  • Account module preference for hiding pay splits/outstanding charges on the payment window. Account Module Preferences
  • User is prompted for payment amount before entering Payment window. Credit Card Payments, Cash, Check, EFT, Other PaymentsOption to prioritize the patient's oldest outstanding charges instead of the family's when suggesting pay split allocations. Credit Card Payments, Cash, Check, Other Payments
  • Payment window displays the total value of selected outstanding charges. Payment window
  • Option to hide or show pay splits and outstanding charges on the Payment window. Payment window
  • Easily allocate unearned / unallocated income to procedures. Allocate Unearned Income to Procedures
  • Receipt options appear for PayConnect voids and returns. Voiding a PayConnect Payment, Returning a Payment
• Claims
  • Pay Tracking column on Enter Payment window expanded. Receive a Claim
  • Account module preference for 'Allow procedure adjustments from claim window.' Account Module Preference
  • Minor interface enhancements for Preauthorizations. Preauthorizations
  • Allow users the ability to edit a Claim Custom Tracking note. Status History Tab
  • Prompt to allocate unearned income to completed procedures when creating a claim. Create a Claim
• Recurring Charges
  • 'Force Duplicate' option added to the Recurring Charge list. Set up X-Charge (one set of credentials), Setup PayConnect (a single set of credentials), Recurring Charges.
  • Print and email receipts for payments created from the Recurring Charges tool. Payment window
• Payment Plans
  • Account module preference determines payment plan logic: AgedCreditsandDebits (Line Item Payment Plans), AgedCreditsOnly, or DoNotAgePaymentPlans (old behavior). Account Module Preferences
  • Payment plans on statements now show original loan principal, accumulated interest, and amount remaining. Statements
  • Account module preference to hide the Due Now column in the Payment Plan grid when line item payment plans is turned on. Account Module Preference
  • Payment Plan preference wording changed from 'Traditional' to 'DoNotAgePaymentPlans'. Account Module Preferences
• Option to show all activity since the last $0 balance on statements. Statement Window, Billing Options
• Proc Fee column added to the Edit Claim and Enter Payment windows. Edit Claim Window

Alerts

• Set up alert categories and subscribe users to categories instead of individual alerts. Alerts
• New alert types: Alerts
  • Generic: General notifications (e.g. Open Dental Service cannot install properly).
  • Patient Requests Callback: Notifies user about patients who have requested a callback about an eConfirmation.
  • Web Sched New Patient: General notifications about the Web Sched New Patient eService (e.g.
  • Web Sched New Patient Appointment Create: Alerts user about appointments scheduled by new patients via Web Sched New Patient.
  • Numbers Barred from Texting: Notifies user about wireless phone numbers that have rejected text messages.
  • Multiple eConnectors: Notifies user that multiple different computers are running an instance of the eConnector.

ASAP Appointments

• Send text messages about available openings from the ASAP List. ASAP List
• Web Sched ASAP eService: Notify patients about last minute appointment openings to patients on the ASAP list and include a clickable link they can use to reschedule their appointment online. Web Sched ASAP
  • Send Web Sched ASAP Messages
  • What the Patient Sees
• Appointment with a status of scheduled can also be marked ASAP. Edit Appointment Window
• Right click from the appointment schedule to mark an appointment as ASAP. Appointments Module

Appointments

• Insurance Color added as an Appointment View field. Appointment View
• Insurance Color added as an Appointment Bubble Display field. Display Fields
• Customize the background color of an insurance carrier in appointments on the schedule. Appointment Views, Insurance Carriers
• Abbreviation and Layman's Terms added as an available field for AppointmentEdit Display Fields. Display Fields
• When LateColor is added to an appointment view, it will no longer override the color of completed appointments. Appointment View
• An appointment can have a status of scheduled and be marked for the ASAP list. Edit Appointment Window
• Right click from the appointment schedule to mark an appointment as ASAP. Appointments Module
• If the provider on the appointment does not match at least one provider on an attached procedure when setting the appointment complete, user will receive a prompt. Set an Appointment Complete

Clinics

• Specify clinic-specific recall messages. Recall List Setup
• Update fees for specific clinics. Update Fees for Treatment Planned Procedures
• Tool to reassign patients in a hidden clinic to a different clinic. Clinics List, Move Patients from a Hidden Clinic to a Different Clinic
• Clinics can have multiple specialities. Clinics List
• When clicking Clinics in the main menu, when there are more than 30 clinics, there is no longer an option to show hidden clinics. Clinics

Discount Plans

• Tool to merge two discount plans. Discount Plans, Merge
• Mark discount plans as hidden. Discount Plans, Hide

eServices

• Web Sched ASAP eService: Notify patients about last minute appointment openings to patients on the ASAP list and include a clickable link they can use to reschedule their appointment online. Web Sched ASAP
  • Send Web Sched ASAP Messages
  • What the Patient Sees
• Patient Portal: What the Patient Sees
  • Enhanced interface What the Patient Sees
  • View scheduled and completed appointments, as well as action needed items such as Web Sched Recall notifications for appointments not yet scheduled and eConfirmation links for scheduled appointments not yet confirmed. What the Patient Sees, View Appointments
  • View saved treatment plans. What the Patient Sees, View Treatment Plans
• Group by Patient checkbox added to Text Messaging inbox. Text Messaging Inbox
• When constructing a Web Form URL, checkbox determines whether &AFNAB is added. This controls whether Last Name, First Name, and Birthdate are inherited from form to form. Upload Web Forms
• Option to compress images that are too large when uploading a Web Form. Upload Web Forms
• Web Forms added to the setup menu. Setup permission is required. Main Menu
• Web Sched New Patient
  • Option to prompt patients to validate if they are a new patient, and if they are over 18 years of age or the legal guardian/parent of a minor. Web Sched New Patient Setup
  • Patients can enter a wireless phone number. Web Sched New Patient - What the Patient Sees
• Integrated texting is now available in Germany. Integrated Texting International Fees

Security

• Ortho Chart Edit (full) permission allows/blocks user from creating, signing, or editing any ortho chart. Permissions
• Ortho Chart Edit (same user, signed) permission allows/blocks user from editing and signing ortho charts created or signed by others. Permissions
• Procedure Note (full) permission allows/blocks user from editing and signing procedure notes. Permissions
• Procedure Note (same user) permission allows/blocks user from editing procedure notes signed by others. Permissions
• Group Note Edit (other users, signed) permission allows/blocks user from editing signed group notes. Permissions
• Separate audit trail log for tracking changes to insurance plans and their attached carriers, employers and benefits. Insurance Plan window
• Pay Plan Edit permission allows/blocks user from creating, editing, closing ,and deleting payment plans. Permissions
• Claim Edit permission logs an entry in the audit trail when a claim is created, cancelled, or saved. Permissions
• User Query Admin permission allows/blocks user from writing or editing query favorites, running unreleased queries, adding or removing favorites, and marking favorite queries as released/not released. Permissions
• User Query permission changed. Allows/blocks user from running released queries. Permissions
• Claim History Edit permission allows/blocks user from editing the claim status history. Permissions
• Option to force user to reset their password when they first log in. Security User Profiles
• Replication Setup permission allows/blocks user from accessing replication setup. Permissions
• Wiki Admin permission allows users to lock Wiki pages. Only users with this permission can edit a locked page. Wiki Edit, Permissions
• Changing an Enforce Valid Pay Splits option adds a log to the audit trail. Audit Trail

Standard Reports

• New Patient Portion Uncollected report lists procedures that still have an uncollected balance. Patient Portion Uncollected
• New Unfinalized Insurance Payments report lists claims that are received, but not finalized. Unfinalized Insurance Payments Report
• Option to make the amounts in the Treatment Finder report match the amounts in the Treatment Plan module. Treatment Finder
• Claims not Sent report is interactive. Claims Not Sent Report
• FQHC Sealant report moved to Public Health category. Federally Qualified Health Centers
• Option to include/exclude appointment notes in the Appointments Report. Appointment Notes Report
• Logic for D9987 added to the Broken Appointments Report. Broken Appointments Report
• New Insurance Aging report. Insurance Aging Report
• Open Standard Reports Setup area via the main menu, Setup, Reports. Main Menu
• Referral Analysis Report option to print as landscape. Referral Analysis Report
• Option to use both procedure date and ins pay date to show insurance writeoffs in Production and Income reports. Production and Income Reports
• Payment Plan report now includes columns for accumulated interest (Accum Int), Balance, and Balance Not Due. Payment Plan Report
• Generate Query button added to the Aging of Accounts Receivable report. Aging of Accounts Receivable (A/R) Report
  

Tasks

• Block task popups by task list. Tasks and Task Lists
• Right click on a task to set its priority. Tasks and Task Lists
• Task search enhancements. Task Search
• Auto note button added to the Task Note Edit window. Tasks
• Tasks refresh if they are edited by another user while open. Tasks

Treatment Plans

• Active and Inactive treatment plans won't reflect the patient's current insurance type. Treatment Plans
• When checking for frequency limitations, tooth number, surface, and tooth range are considered. Insurance Frequency Checking
• Option for users to a classic view version of the treatment plan for patients who have a treatment plan that was saved prior to version 17.1. Treatment Plans

User Queries: User Queries

• Mark favorite user queries as 'released' vs 'not released'. Released queries can be run by users with less security permissions. Query Favorites
• When running a query favorite, user is prompted to set user variables. Query Favorites
• User Query Admin permission allows/blocks user from writing or editing query favorites, running unreleased queries, adding or removing favorites, and marking favorite queries as released/not released. Permissions
• User Query permission changed. Allows/blocks user from running released queries. Permissions

Miscellaneous

• Break an appointment via SIU^S15 message. HL7
• HL7 doesn't require Person Location Type in location. HL7
• Option to use the clinic selected in the main menu instead of the patient's clinic when creating an electronic prescription. Chart Module Preferences
• Control the perio chart by voice (English speakers and Universal tooth numbering only). Voice Controlled Perio Charting
• Claim Snapshots are captured when the claim is created, unless another trigger has been set in a previous version. Family Module Preferences
  
• 'Skip for now' option added for Auto Note prompts. If edited later, the prompt will reappear. Auto Notes
• 'Skip Altogether' option in an Auto Note prompt skips the prompt completely and blanks it out. If edited later, the prompt will not reappear. Auto Notes
• Clear button added to the Commlog window. Commlogs
• Reply all and Forward added to the Email Inbox. Email Inbox
• Progress bar on Open Dental splash screen when launching the program. Programming Resources
• Progress window changed for billing and global fee updates. Fee Updates, Billing List
• Right click on a cell in a grid to copy text to the clipboard.
• Send a copied sheet to the Kiosk for review. Patient Forms
• Acteon bridge. Acteon
• Ortho through Age box added to the Benefit window. Works the same as Fluoride through Age but with codes D8070, D8080, and D8090. Insurance Benefit Information - Simplified View
• Add a pick list to a wiki list. Wiki Lists
• When setting up time card rules, mark an employee as 'overtime exempt'. Time Card Setup
• Access Time Card Setup from the Time Card Manage window. Time Card Management
• Lock option for static text fields. Static Text Fields
• On Program Links window, enabled bridges are highlighted green and marked with an X. Program Links