Version 20.3

See Versions

Version 20.3 was released on 10/13/2020.

Overview of Version 20.3

Major Changes

2021 CDT Codes: The 2021 CDT codes are available in version 20.3.48 or 20.4.28 or greater. Procedure Code Tools

New CareCredit Integration: Maximize treatment acceptance with the full CareCredit integration.

• Pre-screen patients for approval using QuickScreen. CareCredit Action
• Take CareCredit payments and issue refunds. CareCredit Payment, CareCredit Refund
• Review transactions. CareCredit Transactions
• See our video: CareCredit Integration Demo

Bring Your Own Device (BYOD): BYOD allows patients to check-in for appointments, complete patient forms, and take a patient picture, all from their mobile device.

• Enable BYOD in eClipboard Setup.
• Send a link via text message to the patient. Texts can be sent manually or automatically using Arrivals. BYOD: Workflow

Web Sched Existing Patient: Allow existing patients to schedule their appointments online. Available in V20.3.49. Web Sched Existing Patient

Updated Blue Book Feature: The improved Blue Book feature makes estimates easier than ever for your out-of-network insurance plans.

• As claims are received, enter the allowed fees to improve estimates for future procedures. Receive Claim
• Set up preferred Blue Book calculations. Insurance Blue Book Setup
• See our video: Blue Book Webinar

Language Translations for Web Forms: When language translations are created for sheets, patients can select their preferred language when filling web forms. Web Forms: What Patient Sees

Patient Responsibility Column: Now available in Edit Claim and Enter Payment windows. Account Module Preferences, Receive Claim

• See our video: QuickTip: Adding the Patient Responsibility Column

Changes By Category

Account Module

• Assign a Payment Type override to individual Recurring Charges. Authorize Recurring Charges
• Account Module preference disallows primary claim status to be marked as 'Hold Until Pri Received'. Account Module Preferences
• EdgeExpress added as alternative to XCharge. Edge Express

eServices

• Automated email birthday messages. Mass Email Birthdays
• Alert created when the MySQL and eConnector have different times. Alerts
• Option to exclude a patient from receiving any automated appointment messaging. Edit Patient Information

Miscellaneous

• Enhanced security so providers must be associated with a user to access PDMP. PDMP Bridge
• Added fields to send electronically on HCFA 1500 Claim Form. HCFA 1500 Claim Form
• User setting to show existing other color on tooth chart when a different provider in the practice completed work. User Settings
• Automatically load task search when searching by tasknum. Task Search
• Appointment buttons moved to top of Appointment Module. Appointments Module
• Enterprise preference to turn off email address auto-complete in Edit Email Message window. Enterprise Setup
• Daily Production, Production and Income report, and Monthly Production Goals reports calculate treatment plan discounts into adjustments. Monthly Production Goal Report, Production and Income Reports
• Filter out archived wiki pages when adding internal links. Wiki Edit
• Changing the referral associated to a patient logs an entry in the Audit Trail. Referrals
• Determine level of data sent to secondary insurance carriers. Family Module Preferences, Carriers
• Customize border color for windows within Open Dental. Definitions: Misc Colors
• Added Procedure Buttons to Procedure Code Tool for Canada users. Canada Procedure Code Tools