See Versions.

Version 21.2 was released on 08/31/2021.

Overview of Version 21.2.

Major Changes

Pay Periods: Option to generate pay periods on a semi-monthly basis. Time Card Setup

Practice Setup: Billing and Pay To Phone numbers added to send on claims. Practice Setup

eServices:

• eClipboard allows users to select sheets for patients by age. eClipboard Setup
• eClipboard allows patients to photograph their insurance card and photo ID. eClipboard Setup
• eClipboard allows users to remove treatment plans from the checkin list. eClipboard: Treatment Plan
• General email or text messages can automatically go out to patients after an appointment. General Messages

Changes by Category

Account Module

• Option to print a statement as of the last date the account was in good standing. Statement Window, Billing
• Allocate unearned income with positive adjustment. Allocate Unearned Income
• The Auto-split system explicitly applies splits as interest or principal when they are attached to a dynamic payment plan. Payment Plan
• Allow insurance payments from EdgeExpress. Finalize Insurance Payment
• Treatment planned procedures display on printed Dynamic Payment Plans. Sign and Print Payment Plan
• EdgeExpress can now be used with Automated Recurring Charges. CC Recurring Charges
• Adjust wording of popup message when sending accounts older than 180 / 120 days. TSI Collections
• Add Preference to Set Default State of Visibility of Inactive Recurring Charges.Account Module Preferences
• Display unearned balance by type. Unearned / Prepayment
• Moved Payment Allocation from Account Module Setup to its own window. Allocations Setup
• Quickly fix production overcharged on Dynamic Payment Plans. Payment Plans Overcharged Report
• Delete charges on a Dynamic Payment Plan. Payment Plan
• Option to easily refund patient payments. Refund
• Returned Treatment Planned total to Payment window. Payment
• EdgeExpress setup checks for clinic settings before close. EdgeExpress Setup
• Option to transfer income using FIFO logic in Income Transfer Manager. Income Transfer Manager
• Clear associated recurring charges when closing payment plan. Close Payment Plans
• Recurring Charges clinic filter uses clinic associated with credit card token. CC Recurring Charges
• Option to apply the Dynamic Payment Plan overpayment to the principal balance or as a prepayment. Payment Plan
• Prepayments to Dynamic Payments Plans are now considered Hidden Splits. Hidden Splits

Appointment Module

• Option to show Referral phone number in appointment bubble.Display Fields
• Option for Appointment Views to only show a patient's first name in the Waiting Room. Appointment View Edit, Waiting Room
• Is Hygiene flag updates to match operatory setting when appointment is moved. Edit Appointment
• Option to disable Web Sched ASAP prompt on broken/missed/unscheduled appointments. ASAP Message Setup

eServices

• Web forms default back to the top of a page when clicking Prev or Next. Web Forms: What Patient Sees
• Easily update treatment plans in the eClipboard check-in checklist. eClipboard: Treatment Plan
• Preference to enable 2-Factor Authentication for patients filling sheets in eClipboard. eClipboard Setup
• Patient Portal Invites moved to Automated Messaging. Patient Portal, Edit Rule
• Patient Portal Invites allow language translations. Edit Rule
• Arrivals only mark appointments as arrived for family members with the same phone number. Arrivals
• Retrieved web forms include clinic information. Web Forms Retrieve
• Enhancements to Web Sched Appointments report filters. Web Sched Appointments Report
• Single checkboxes with group captions now are treated as groups of one in eclipboard. eClipboard Setup
• Updated Appt Confirmed Definitions to better match wording with eServices Advanced Confirmation Statuses. Definitions: Appt Confirmed
• Ability to use and edit preloaded mass email templates. Mass Email Templates
• Set text message warning amount by clinic. eServices Signup Basic
• Automated Thank-You messages include office address in addition to office name in calendar event. Edit Rule

Family Module

• Recalculate estimates when attaching a discount plan to a patient. Discount Plan Subscriber Edit
• Check for deleted patient status when refreshing module. Family Module
• Warn user if attempting to move patient from a family that has been sent to TSI. Family Module
• Ability to disable Blue Book on individual plans. Insurance Plan

Manage Module

• Attach files to accounting entries. Accounting Transactions
• Billing options display a confirmation message when defaults are saved. Billing
• Automated ERA processing. ERAs
• Automatically import ERA CARC codes. Claim Procedures ( claimprocs )
• Allow statements to be batched by clinic. Billing
• Archiving a task list will no longer reset ObjectType, DateType, and DateTL. Tasks Area
• Restore find-as-you-type functionality to the Supplies window. Supplies
• Include guarantor email addresses when exporting a billing list to an xml file. Billing Defaults
• ERA data is refreshed when the date range is changed. ERAs
• Preference to determine if clinic and status information displays in ERAs. Enterprise Setup
• Preference to determine ERA claim matching logic. Enterprise Setup
• Preference to determine refreshing ERA data. Enterprise Setup
• Added ADP Run. Time Card Setup, Manage Time Cards
• Billing window updated to clarify that Patient Portal is required when sending statement texts. Billing
• Updated wording within Backup window. Backup Tool
• Updated supplemental backup frequency from once per week to nightly. (also backported to 21.1.47) Supplemental Backups
• Clarification added to Billing Defaults that Patient Portal is required for SMS messages. Billing Defaults

Multiple Locations

• Created Windows service to monitor replication slave status. Open Dental Replication Service
• Default Assignment of Benefits flag per clinic.Clinic
• Use a default Billing Type per clinic. Clinic
• Sheets allow static images per clinic. Sheet Static Image
• Associate referral sources to clinics. Referral List
• Hiding a clinic with patients attached warns the user of their existence. Clinic
• Recalculate aging after receiving bulk insurance payments. Enterprise Setup

Security

• Add provider name to Audit Trail when changed within a completed procedure. Audit Trail Permissions
• New permission Allow Editing Fee Schedule While Receiving Claims. Permissions
• Audit trail permission for adding or editing a discount plan. Audit Trail Permissions
• Encrypt HL7 passwords. Generic HL7 Message Structure

Miscellaneous

• Checkbox to view hidden fee schedules. Fee Schedules
• Search carrier list by electronic ID. Carriers, Canada Carriers
• Paint type for new implant abutments is now none instead of implant. Procedure Code
• Business name added to Referral information. Referral List
• Referrals include display note that show in Family Module. Referral List
• Database Maintenance flags methods as not safe for replication. Database Maintenance, Replication
• New SMARTDent Bridge. SMARTDent New Bridge
• Add a VisionX Program Link. VisionX Bridge
• Remove Dental Intel button from the Reports window and the program link. Standard Reports, Dental Intel Bridge
• Database Maintenance method for OrthoChartDeleteDuplicates moved into its own tool. Database Maintenance
• Missing Patient check moved from the database maintenance method InsSubInvalidSubscriber to PatientMissing. Database Maintenance
• Carrier level preference for consolidating ortho insurance payments. Carriers
• Active Patients report includes patient status filter. Active Patients Report
• Secondary claim prompt uses radio buttons instead of checkboxes. Secondary Insurance
• Global fee updates also includes discount plans. Fee Tools
• Warning pops up if invalid codes entered in Insurance Frequency Limitations.Treatment Plan Module Preferences
• Restore Imaging Module persistent collapse by user function. Imaging Module
• Support multiple ortho chart rows for the same provider per day. Ortho Chart
• Automatically create and export Continuity of Care Documents (CCDs). HIE Setup
• Warn users when turning off email opt-out prompt. Email Setup
• Spelling errors fixed in the Setup Recall window. Setup Recall
• Add Supplemental Backup prompts to the Monthly Backup Reminder window. (also backported to 21.1.46) Backup Reminder
• Automation only shows sheets available for the specific action. Automation
• Fixed typo on Prexion Acquire bridge. Prexion Acquire Bridge
• The Is Taxed checkbox has been changed to Auto Tax. (also backported to 21.1.47) Procedure Code
• Procedures with Sales Tax display in the Treatment Plan. Sales Tax
• Option to include hidden billing types in the Treatment Finder report. Treatment Finder Report
• Waiting Period insurance benefits, change hierarchy to Code then Category. Benefits
• Chart View date filters include Now buttons to quickly insert date. Show Chart Views
• Time Card Rule Edit window defaults to having no employees selected. Time Card Setup
• ClaimConnect export path uses temporary subfolders when on a terminal server / hosted app. DentalXChange ClaimConnect E-Claims
• Option to exclude specific codes from Incomplete Procedure Notes report. Incomplete Procedure Notes Report
• Disabled the option to exclude income transfers on Aging report for office using MySQL 5.5 or older. Aging of Accounts Receivable (A/R) Report
• Procedures with Quad or Arch treatment area can also have a tooth range. Procedure Code