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. Web Sched New Patient
  • Option to allow patient to select the provider when scheduling an appointment online. Web Sched New Patient
  • Interface changes to Hosted URL grid on the Web Sched New Patient setup window. Web Sched New Patient
  • Option to show a Web Form after a patient schedules a Web Sched New Patient appointment online. Web Sched New Patient
  • Associate Web Sched New Patient Appointment definitions (reasons for appointments) with appointment types. Definitions: Web Sched New Patient Appt 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. Operatories
  • Option to require patients to verify email address or text number using a verification code when trying to schedule Web Sched New Patient appointments. Web Sched New Patient
• eConfirmation setup changes. eConfirmations
  • Create multiple eConfirmation rules. eConfirmations
  • Option in eConfirmations for one-click or two-click confirmation. eConfirmations
  • '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. eConfirmations
• Patient Portal: Additional methods of directing patients to the online patient payment interface. Online 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. Invoice
• 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. Old Payment Plan
• 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 Collections
• Force unearned types to match the attached paysplit's unearned type when there is not one previously set. Allocate Unearned Income
• Negative (offsetting) prepayments are now required to be attached to their original prepayments. Allocate Unearned Income
• Sync providers when prepayments are attached to payment splits. Allocate 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. Invoice
• New output text fields for invoicePayPlanLabel and invoicePayPlanValue. Statement Layout
  

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

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
• 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 [...]. Fees Copy
• Enter a unique DEA number for each provider/clinic combination. Provider
• Enter a unique DoseSpot User ID for each provider/clinic combination. User Edit
• 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. Web Forms Retrieve

eServices

• Associate a photo and description with providers that list in the Web Sched Recall and Web Sched New Patient interface. Provider
• When sending a single text message, and the monthly spending limit is reached, user will be prompted to increase the limit. Text Message
• Option to use long date format in messages. eServices Misc
• Web Sched New Patient
  • Option to allow patient to select the provider when scheduling an appointment online. Web Sched New Patient
  • Interface changes to Hosted URL grid on the Web Sched New Patient setup window. Web Sched New Patient
  • Option to show a Web Form after a patient schedules a Web Sched New Patient appointment online. Web Sched New Patient
  • Associate Web Sched New Patient Appointment definitions (reasons for appointments) with appointment types. Definitions: Web Sched New Patient Appt 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. Operatories
  • Option to require patients to verify email address or text number using a verification code when trying to schedule Web Sched New Patient appointments. Web Sched New Patient
• Web Sched Recall
  • Set a default confirmation status for appointments scheduled using Web Sched Recall. Web Sched Recall
  • Option to allow patient to select the provider when scheduling an appointment online. 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. eConfirmations
• Option in eConfirmations for one-click or two-click confirmation. eConfirmations
• '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. eConfirmations, eReminders
• When a patient has multiple appointments on the same day, only their earliest appointment will show in eConfirmations and eReminders. eConfirmations, eReminders
• Renamed the Preferred send order option in the Edit eConfirmation Rule window to Preferred Confirm Method. eConfirmations, eReminders
• Patient Portal: Additional methods of directing patients to the online patient payment interface. Online Payments
  • Send patients directly to a Hosted Payment URL so they can make a payment online. Patient Portal
  • On customized statements, include a clickable URL patients can use to access online payments (statementURL or statementShortURL). Statement Layout
  • 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, Billing Defaults
• Web Forms:
  • Patients can sign Web Forms that contain a signature box. Web Forms: What Patient Sees
  • Prev, Next, Submit buttons in the mobile view moved to the top of the window. Web Forms: What Patient Sees

Insurance

• ERAs that are split by procedure can be matched and processed together. 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 Payment
• Option to enable/disable ERA downloads for ClaimConnect or Electronic Dental Services (EDS). DentalXChange ClaimConnect E-Claims, Electronic Dental Services
• New PPO Fixed Benefit plan type for insurance plans. PPO Fixed Benefit Insurance Plan
• New FixedBenefit type for Fee Schedules. Fee Schedules
• New option on the Clearinghouse window to retrieve reports at a set time. Clearinghouses

Reports

• New Discount Plan report. Discount Plans 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 Setup
• 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 Accounts Receivable (A/R) Report, Insurance Aging Report
• Check box on the Aging of A/R report to 'Age negative adjustments'. Aging of Accounts Receivable (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. Permissions, User Edit
• 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. 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. Permissions
• Treat Plan Sign permission controls whether or not a user can sign a treatment plan. 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. 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 Appointments
• 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 Field Names

Miscellaneous

• Associate ICD10 codes to prescriptions. NewCrop eRX / Prescription
• 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 Client
• 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.Carriers
• 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 Transactions
  
• Date added to the printed accounting reconcile report. Reconcile
• 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. Task
• 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 Sheet
• Quickly view and print employee schedules from the Manage module. Schedule View Employee
• 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. Tasks Area
• 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 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 Setup
• Diagnostics button added to the About window. Shows general system settings. About