See Versions.

Version 21.3 was released on 12/02/2021.

Overview of Version 21.3.

Major Changes

Advertising Postcards Feature

• Set up office with a Postcard Account. Postcards Setup (Advertising)
• Design postcards and send them to existing or prospective patients. Postcards (Advertising): Workflow
• Select a list of patients to send postcard advertisements to or purchase a mailing list. Advertising - Select Patients

Secure Email Feature

• Enable and set up secure email: Secure Email Setup
• Send secure email messages. Email Message Edit
• Supports HTML formatting. HTML Email
• Recipients use 2-factor authentication to view and reply to messages. Secure Email: Workflow
• Display secure email messages in Patient Portal. Patient Portal: What Patient Sees

Updated CDT Codes for 2022. Procedure Code Tools

Changes by Category

Account Module

• Edit Payment Split window defaults to the current patient. Paysplit
• Add ability to include payment plan charges on limited statements. Limited Statement
• Added Provider and Clinic columns to the Adjustment Picker window. Procedure - Financial Tab
• Review multiple adjustments before adding them to the account. Add Multiple Adjustments
• Statement button sets the start date from billing defaults when printing the statement. Account Module, Statement Window
• Removed (overpayment) from Refund (overpayment) menu item. Refund
• Update repeating charges for all patients or patients in a superfamily. Database Maintenance, Repeating Charges
• Moved Allocation Setup to Account menu. (Also backported to 21.2.39) Allocations Setup
• Payment Plans consider Adjustment Create permission. Old Payment Plan, Adjustment
• Updated terminology in the Production Tab of Dynamic Payment Plans. Payment Plan

Chart Module

• Warn or block a user from completing a procedure in a hidden category. Enter Treatment
• DoseSpot no longer requires practice or clinic fax number. Required DoseSpot eRx Information
• New auto codes for dentures. Auto Codes
• New procedure buttons for dentures. Procedure Buttons
• Print Ortho Chart for a date range. Ortho Chart
• Ortho Chart locks to prevent concurrency issues. Ortho Chart
• Big Tooth Chart window title updated. (Also backported to 21.2.43) Big Graphical Tooth Chart

eServices

• Patient Portal Invites for all appointments. Edit Rule
• Added Premed tag to eReminders. Edit Rule
• Patient Portal prevents disclosing whether a username exists. Patient Portal: What Patient Sees
• eClipboard allows patient payments. eClipboard: Payment
• Patient Portal displays confirmations when payment using credit card on file is successful. Patient Portal: What Patient Sees
• Option to display eClipboard checkin questions individually. eClipboard Setup, eClipboard: What Patient Sees
• eRx proxy users can utilize DoseSpot through Open Dental Mobile. ODMobile Patients
• Web Sched Appointments Reports filters using eServiceLog instead of SecurityLog. Web Sched Appointments Report
• Webforms only download for the selected clinic. Web Forms Retrieve
• About page added to Open Dental Mobile. ODMobile Menu
• View payment plans in eClipboard. eClipboard: Payment Plans
• Receipt option for patients making online payments. Payment Portal, Patient Portal: What Patient Sees
• Preference to save payment plans as PDF from eClipboard. Account Module Preferences
• Fixed where Display Rendering Data setting was located. Send Mass Email
• Change recall display name in Web Sched Existing Patient. Web Sched Existing Patient
• Changed Mass Email menu item to Advertising - Mass Email. Main Menu
• Moved Mass Email Patient List to its own window. Advertising - Select Patients
• Changed Hosted Email button to Mass Email. eServices Setup
• Updated Web Sched ASAP to only display appointments that fit within the upcoming timeslot. ASAP Message Setup
• Consent forms fixed so they do not display in Web Form Setup. Web Form Setup
• Secure Email includes a summary in the notification email. Secure Email: Workflow

Imaging Module

• Open multiple images in the Imaging Module at once. Imaging Module
• Add text to images. Imaging Module
• Add browse buttons to import folder fields. Imaging Module Preferences
• Added Twain option for ScanX phosphor plate. Imaging Devices

Manage Module

• Tasks make notification sound on blocked tasks. Task, Tasks Area
• Option to show hidden users in Task Search. Task Search
• Filter Transaction History by amount range. Accounting Transactions
• Automatic and semi-automatic processing of ERAs re-enabled.ERA
• Report to track automatically processed ERAs. ERAs Automatically Processed Report

Open Dental Cloud

• Added scan functionality. Imaging Module
• Allow PayConnect EMV transactions. PayConnect Setup
• Added imaging device support. Imaging Devices
• Supports Dr Ceph Imaging. Third Party Integrations

Security

• Security permission to restrict access to adding or editing medications. Permissions
• Security permission for setting up high security program links. Permissions
• Security permission to restrict access to adding or editing allergies. Permissions
• Security permission to restrict access to adding or editing problems. Permissions
• Security permission to restrict access to the Edit Patient Information window. Permissions
• Audit Trail entry for editing patient credit card. Audit Trail Permissions
• Description for Mobile Web permission now includes Open Dental Mobile. (Also backported to 21.2.29) Permissions
• Adjustment Create permission is required when adding discount to procedure. Permissions, Procedure - Financial Tab
• Updated permission name from Daily Payments - View All Providers to Daily Reports - View All Providers. Permissions

Tools

• Wiki search allows main pages to show at top of results. Wiki Search
• Wiki considers keywords when adding internal link. Wiki Edit
• Allow user to edit wiki page if it is broken. Wiki
• Tool to merge billing types. Merge Billing Types
• New database maintenance method for DiscountPlanSubWithInvalidDiscountPlanNum. Database Maintenance
• New database maintenance method for ProviderMissingFromDB. Database Maintenance
• Allow Audit Trail to run on Report Server. Miscellaneous Setup, Audit Trail, Report Setup: Report Server

Miscellaneous

• Fixed spelling in XVWeb bridge. Apteryx XVWeb Bridge
• Print Electronic Eligibility and Benefits. Electronic Eligibility and Benefits
• New keyboard shortcut added to open Select Patient window. Keyboard Shortcuts
• License agreement captures User, Date, and Open Dental Version. Install Update
• Service to automate statement generation. Scheduled Processes
• Option to update appointment type color on existing future appointments. Appointment Types
• Sheet level setting to control auto-saving of forms to Imaging Module. Sheet Def Properties
• Enhance the Dexis Integrator bridge to have an option for using the File Interface protocol. Dexis Integrator Bridge
• Added SteriSimple Bridge. SteriSimple Bridge
• MariaDB copyright information added to About window. About
• Add color to rectangles on sheets. Sheet Line and Rectangle
• Patient Portion Uncollected report is now non-modal. Patient Portion Uncollected Report
• Bridge to Pixel by Digital Doc. Pixel Bridge
• Feature requests display highest version completed. Feature Requests
• Add DownLocal growth behavior to Insurance Benefit grid in Treatment Plan Sheet. Sheet Grid
• Block MySQL 5.5 users from Unearned Allocation report. Unearned Allocation Report
• Copy Email and Phone fields from the selected patient when adding new family member. Add Patient
• Medication list exports as JSON instead of Tab-Delimited file. Medications List
• Updated dll for Dr Ceph bridge. Dr. Ceph Bridge
• Warning when user attempts to cancel aging when running certain tools. Billing, Billing/Finance Charges, TSI Collections, Late Charges
• Updated wording on block message if excluding income transfers on AR Report while on MySQL 5.5. (Also backported to 21.2.29) Aging of Accounts Receivable (A/R) Report
• Added Weekend Rate 3 in Time Card Rules. TimeCard, Time Card Setup
• Added missing fields to the internal form 1500_02_12 claim form. (Also backported to 21.2.32) HCFA 1500 Claim Form
• Replication service can be used with One Way Replication. Open Dental Replication Service, One-Way Replication
• Hide MariaDB sys and session users from MySQL Manager. MySQL User Manager
• Merge Patients window, changed Patient ID label to Patient Number. Merge Patients
• When using RDP, the client name is used as the computer name in various places. Computers, Remote Access
• Insurance Verify list option to verify benefits separate from eligibility. Insurance Verification Setup