Version 18.1

See Versions.

Version 18.1 was released on 07/16/2018. EHR certified 2014 edition.

Major Changes

• Web Sched New Patient setup changes. Setting up Web Sched New Patient
  • Option to allow patient to select the provider when scheduling an appointment online. Setting up Web Sched New Patient
  • Interface changes to Hosted URL grid on the Web Sched New Patient setup window. Setting up Web Sched New Patient
  • Option to show a Web Form after a patient schedules a Web Sched New Patient appointment online. Setting up Web Sched New Patient
  • Associate Web Sched New Patient Appointment definitions (reasons for appointments) with appointment types. Definitions, Web Sched New Patient Appointment TypesAppointment Types
  • Appointment types associated to Web Sched New Patient Appointment Type definitions determine Web Sched New Patient appointment procedures, length, and time patterns. Appointment Types
  • Associate operatories to Web Sched New Patient Appointment Types. Operatory Setup
  • Option to require patients to verify email address or text number using a verification code when trying to schedule Web Sched New Patient appointments. Setting up Web Sched New Patient
• eConfirmation setup changes. eConfirmation Setup
  • Create multiple eConfirmation rules. eConfirmation Setup
  • Option in eConfirmations for one-click or two-click confirmation. eConfirmation Setup
  • 'Do not send within' option added for eConfirmation rules, eReminder rules, and Patient Portal invites. Allows user to control whether messages are sent for short notice appointments. eConfirmation Setup
• Patient Portal: Additional methods of directing patients to the online patient payment interface. Online Patient Payments
• PaySimple credit card processing integration. PaySimple

All Changes by Category

Account

• Account Module Preference to 'Allow prepayments to providers'. Account Module Preferences
• Manage Module Preference to 'Insurance Payments to Show auto deposit'. When enabled, an 'auto deposit' will be made when entering a claim payment. Manage Module Preferences
• Auto Deposit Account definition for use with auto deposits of claim payments. Definitions, Auto Deposit Account
• When creating an invoice, user can select payment plan charges. Invoices
• New Pay Plan Logic option for 'No Charges to Account (rarely used)' causes payment plans to have no affect on account balance. Account Module Preferences
• 'Show Proc Breakdown' option is now user specific. Account Module
• Make negative adjustments on payment plans. Payment Plan Window
• Account Module Preference to 'Age negative adjustments by adjustment date'. Account Module Preferences
• Account Module Preference to 'Allow future dated transactions'. Account Module Preferences
• New Definition for Payment Plan categories. Definitions: Payment Plan Categories
• Category column added to the Account module Payment Plan grid indicates a payment plan's category. Account Module
• Filter the TSI A/R Manager to include guarantors with a balance less than or equal to $0. TSI Interface in Open Dental
• Force unearned types to match the attached paysplit's unearned type when there is not one previously set. Allocating Unearned Income
• Negative (offsetting) prepayments are now required to be attached to their original prepayments. Allocating Unearned Income
• Sync providers when prepayments are attached to payment splits. Allocating Unearned Income
• Commlog auto save preference moved from Chart Module Preferences to Account Module Preferences. Account Module Preferences
• Update the Sent status when the user prints a statement from the Fill Sheet window. Statement Window
• Combo boxes used in custom statement sheets show on printed and saved PDFs. Statement Window
• When creating an invoice, user can select payment plan charges. Invoices
• New output text fields for invoicePayPlanLabel and invoicePayPlanValue. Customizing Statements using Sheets
  

Canada

• Option to automatically receive Canadian EOBs. ITRANS
• Import carrier information with the click of a button when ITRANS is your default clearinghouse. Canada Carriers and Networks

Chart

• Chart Module Preferences divided into two tabs: Behavior and Appearance. Chart Module Preferences
• Chart module preference for Prompt for Planned Appointment. Chart Module Preferences
• When a procedure has a treatment area of sextant or arch, user must select an arch or sextant when charting the procedure. Procedure Info Window
• The Chart module's Signed column will now indicate when any form has been electronically signed. Chart Module
• Chart module speed enhancements. Chart Module
• New automation trigger option, RxCreate, when creating a prescription that is a controlled substance or requires a procedure code. Automation

Clinics

• When copying fees, select multiple clinics as the 'Copy To' criteria by using the clinic picker [...]. Copying Fees
• Enter a unique DEA number for each provider/clinic combination. Edit Provider Window
• Enter a unique DoseSpot User ID for each provider/clinic combination. User Security Profiles
• When clinics are on, option to force user to select a default clinic when adding a patient. Family Module Preferences
• Retrieved web forms are filtered by clinic. Retrieving Web Forms from the Server

eServices

• Associate a photo and description with providers that list in the Web Sched Recall and Web Sched New Patient interface. Edit Provider Window
• When sending a single text message, and the monthly spending limit is reached, user will be prompted to increase the limit. Sending General Text Messages
• Option to use long date format in messages. eServices Setup Miscellaneous Tab
• Web Sched New Patient
  • Option to allow patient to select the provider when scheduling an appointment online. Setting up Web Sched New Patient
  • Interface changes to Hosted URL grid on the Web Sched New Patient setup window. Setting up Web Sched New Patient
  • Option to show a Web Form after a patient schedules a Web Sched New Patient appointment online. Setting up Web Sched New Patient
  • Associate Web Sched New Patient Appointment definitions (reasons for appointments) with appointment types. Definitions, Web Sched New Patient Appointment TypesAppointment Types
  • Appointment types associated to Web Sched New Patient Appointment Type definitions determine Web Sched New Patient appointment procedures, length, and time patterns. Appointment Types
  • Associate operatories to Web Sched New Patient Appointment Types. Operatory Setup
  • Option to require patients to verify email address or text number using a verification code when trying to schedule Web Sched New Patient appointments. Setting up Web Sched New Patient
• Web Sched Recall
  • Set a default confirmation status for appointments scheduled using Web Sched Recall. Setting up Web Sched Recall
  • Option to allow patient to select the provider when scheduling an appointment online. Setting up Web Sched Recall
  • New alert notifies staff when patient makes an appointment online using Web Sched Recall. Alerts
• eReminders and eConfirmations
• Create an unlimited number of eConfirmation rules. eConfirmation Setup
• Option in eConfirmations for one-click or two-click confirmation. eConfirmation Setup
• 'Do not send within' option added for eConfirmation rules, eReminder rules, and Patient Portal invites. Allows user to control whether messages are sent for short notice appointments. eConfirmation Setup, eReminders Setup
• When a patient has multiple appointments on the same day, only their earliest appointment will show in eConfirmations and eReminders. eConfirmation Setup, eReminders Setup
• Renamed the Preferred send order option in the Edit eConfirmation Rule window to Preferred Confirm Method. eConfirmation Setup, eReminders Setup
• Patient Portal: Additional methods of directing patients to the online patient payment interface. Online Patient Payments
  • Send patients directly to a Hosted Payment URL so they can make a payment online. Setting up the Patient Portal
  • On customized statements, include a clickable URL patients can use to access online payments (statementURL or statementShortURL). Customizing a Statement using Sheets
  • When emailing statements from the billing list, the email message can contain a clickable link to the online patient payment interface. Billing Defaults
  • When generating statements from the billing list, option to also send a text message that includes a clickable link to the online patient payment interface. Billing Options, Billing Defaults
• Web Forms:
  • Patients can sign Web Forms that contain a signature box. What Patients See when Filling out Web Forms
  • Prev, Next, Submit buttons in the mobile view moved to the top of the window. What Patients See when Filling out Web Forms

Insurance

• ERAs that are split by procedure can be matched and processed together. Processing an ERA
• Tooth range added to box 24A of the medical claim form (SystemandTeeth). HCFA 1500 Claim Form
• The Batch Insurance (EOB) window carrier filter now finds all carriers that contain the search term. Batch Insurance Payments
• Option to enable/disable ERA downloads for ClaimConnect or Electronic Dental Services (EDS). ClaimConnect, Electronic Dental Services (EDS)
• New PPO Fixed Benefit plan type for insurance plans. In-Network Fixed Benefit Plans
• New FixedBenefit type for Fee Schedules. Fee Schedules
• New option on the Clearinghouse window to retrieve reports at a set time. Clearinghouse Setup

Reports

• New Discount Plan report. Discount Plan Report
• Incomplete Procedure Notes report is non-modal. Incomplete Procedure Notes Report
• Proc Code column added to Claims not Sent report. Claims Not Sent Report
• Broken Appointments graphic report allows user to select D9986, D9987 or both. Graphic Reports
• Enhancements to the Finance Charge Report. Finance Charge Report
• Run released query favorites via the main menu, User Query sub menu. Query Favorites
• In the Appointments report, view appointments scheduled using Web Sched ASAP. Appointments Report
• W/O Est column renamed W/O Change and behavior updated. Aging of AR Report, Insurance Aging Reports
• Check box on the Aging of A/R report to 'Age negative adjustments'. Aging of A/R Report
• Option to prompt user to enter variables (SET statements) when running a query favorite. Query Favorites
• Custom aging report does not include patients with a status of deceased. Custom Aging Report

Security

• In the main menu, the Setup, Security menu option has sub menu options: Security Settings (opens the main Security window) and Add User (add a new User Security Profile). Main Menu
• Add User permission allows user to add a new user security profile via the Add User menu option, even if they don't have the Security Admin permission. Security Permissions, User Security Profiles
• In Global Security Settings, set a default user group to apply to new users added via the Add User menu option. Global Security Settings
• Edit EO or EC Procedures permission controls whether or not a user can edit procedures with an existing other or existing current status. Security Permissions
• Single sign on available when using the Middle Tier. Middle Tier
• View Claim permission controls whether or not a user can view and create claims. Security Permissions
• Treat Plan Sign permission controls whether or not a user can sign a treatment plan. Security Permissions
• Discount Plan Edit permission is tracked in the audit trail. Audit Trail
• Repeating Charge Tool permission controls whether or not a user can run the repeating charge tool. Security Permissions
• A password is required when adding a new user and passwords must be 'strong'. Global Security Settings
  

Treatment Plan

• Option to add a PPO/Allowed Fee column to Treatment Plan grid. Display Fields
• Create planned appointments from the Treatment Plan module. Planned Appontments
• In Definitions, the Treatment Plan Priority category will display item order in second column. Definitions, Treat'Plan Priorities
• tpPatPortionEst output text field available for treatment plans using sheets. Output Text Fields

Miscellaneous

• Associate ICD10 codes to prescriptions. Writing and Transmitting Legacy eRx Prescriptions
• Option to filter the Confirmation List by appointment confirmation status. Minor enhancements to the Confirmation List window. Confirmation List
• ASAP List, Recall tab lists all patients with a recall marked ASAP, even if they have received a recall reminder already. ASAP List
• Select where in Open Dental individual emails show/don't show. Email Inbox
• Email template window has a scrollbar. Email Templates
• Training Videos menu item added to Help menu. Links to the Open Dental website page for webinars. Main Menu
• When using Letter Merge, set the default Image category for generated letters. Letter Merge
• Flag a carrier to reverse electronic co-insurance benefit percentages. Insurance Carriers List
• In the Central Enterprise Management Tool (CEMT), Display Fields option added to the Setup menu. Allows user to customize the columns that show when searching for patients. Central Enterprise Management Tool (CEMT).
• New Miscellaneous Setup option for 'Middle tier server caches fees'. Miscellaneous Setup
• Columns added to the Accounting Transaction History window. Accounting Transaction History
  
• Date added to the printed accounting reconcile report. Reconciling Accounting Transactions
• Option in the Recall List to view patients whose recall type conflicts with the procedures on a scheduled recall appointment. Recall List
• In the Recall List, the Recently Contacted tab lists patients who have been sent a recall reminder within a date range. Recall List
• Tasks can be sent to multiple task lists. Tasks
• New table called Entrylog. Programming Resources, Database Documentation
• Middle Tier speed improvements. Middle Tier
• Exam sheets can remain open while working in other windows.Exam Sheets
• Quickly view and print employee schedules from the Manage module. Viewing Employee Schedules
• Overhaul of the Reseller Portal.
• Copying a task will also copy task number and patient number. Task Window
• Mark as Read right click menu option for tasks. Task Lists and Tasks
• When searching tasks, option to use a report server to avoid slowness. Task Search
• View daily production goals in the Appointments module. Production Totals
• Ortho Insight 3D Bridge. Ortho Insight 3D Bridge
• When using Podium and a patient's Text OK status is set to No, an invitation will be sent via email if patient has an email address. Podium Bridge
• The Backup tool has a new Archive tab. Enhancements to interface. Backup and Archive Tool
• Updates to how the Appointments module is refreshed. Appointments Module
• Option to hide DBM methods. Database Maintenance
• ProcedureLogTPAttachedToClaim DBM moved to Old tab. Database Maintenance
• InsSubNumMismatchPlanNum DBM moved to Old tab. Database Maintenance
• ProcedurelogMultipleClaimProcForInsSub DBM moved to Old tab. Database Maintenance
• DateNoZeros DBM moved to the Old tab. Database Maintenance
• CanadaCarriersCdaMissingInfo DBM moved to Old tab. Database Maintenance
• Windows F10 key functionality is suppressed main modules. Main Menu
• In Replication Setup, the IP address is auto-poputlated in the server description. Replication: Add Servers and Designate a Slave Monitor
• Diagnostics button added to the About window. Shows general system settings. About Window