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Version 21.1

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Version 21.1 was released on 06/01/2021.

Overview of Version 21.1

Major Changes

Discount Plans: Have more control over discount plan setup. Discount Plans, Discount Plan Subscriber Edit

  • Allow for plan notes and subscriber notes.
  • Create and add frequency limitations.
  • Allow an annual max.
  • Discount Plans are automatically assigned a Plan ID Number.
  • Discount plan amount now considers the unit quantity.

Open Dental Mobile: View reports from a mobile device. ODMobile Menu

Treatment Plan: Taxable procedures can display tax amount. Display Fields, Treatment Plan Module

Changes by Category

Account Module

  • When using Blue Book, default the cursor into the Allowed column when entering claim payments. Receive Claim
  • Account Module always displays Quick Procs, even if user does not have Account Procs Quick Add permission. Quick Procs, Permissions
  • Allow associating treatment planned procedures with dynamic payment plans. Payment Plan
  • Payment Plan Tx Credits include Discount Plan adjustments in Rem Before amounts. Payment Plan Procedures and Credits
  • Block moving credit cards with recurring charges between patients. (also backported to 20.5.39) Credit Card Manage
  • Deleting a credit card now checks for duplicate tokens. (Also backported to 20.4.61 and 20.5.40) Authorize Recurring Charges
  • Payment type is now required before voiding a transaction. (Also backported to 20.5.43) Payment
  • Dynamic Payment Plan interest calculation now only considers the principal for completed procedures when Await procedure completion is selected. Payment Plan

Chart Module


Family Module

  • Added a date picker dropdown to the Birthdate text box in the Edit Patient Information window. Edit Patient Information
  • Merged patients are removed from superfamilies if they were placed in one. Merge Patients

Imaging Module

  • Item Info window now displays after importing files and using the Paste button. Imaging Module, Image Info
  • Patient selection is cleared when switching users while in the Imaging Module. Imaging Module

Manage Module



Treatment Plan Module

  • Use custom sheets per clinic for Treatment Plans. Sheet Def Defaults
  • Allow users without the Insurance Payment Create security permission to enter insurance payment estimates on preauthorizations. (Also backported to 20.5.45) Preauthorization, Permissions


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