See Versions.

Version 21.4 was released on 03/03/2022.

Overview of Version 21.4.

Major Changes

New options when printing appointments

• Print in full color, partial color, or black and white. Print Appointments

Enter insurance information when scheduling appointments via Web Sched

• Available for Web Sched New Patient and Web Sched Existing Patient. Web Sched Existing Patient: What Patient Sees, Web Sched New Patient: What Patient Sees
• Select which carriers to allow or not allow. Web Sched Carrier Rule
• Patients enter insurance information when scheduling. Web Sched Existing Patient: What Patient Sees, Web Sched New Patient: What Patient Sees

Create Continuity of Care Documents from the Chart Module Continuity of Care Document (CCD)

Changes by Category

Account Module

• Delete payment plan charges from the Dynamic Payment Plan window. Payment Plan
• Preference to run a limited income transfer on overpaid procedures attached to a received claim. Allocations Setup
• Users must select a status when using Custom Claim Tracking. Edit Claim - Status History Tab
• Disallow negative adjustments on dynamic payment plans. Payment Plan

Appointments Module

• Reorder appointment field defs. Appointment Field Defs
• Warn users when deleting the last procedure from an appointment. Edit Appointment, Procedure, Chart Module

Chart Module

• Preview an exam sheet. Exam Sheet
• Commlog preference to not set type, mode, or sent/received status. Enterprise Setup, Commlog
• New commlog modes for Phone and Text. Commlog

eServices

• Open Dental Mobile considers selected clinic when running report. ODMobile Reports
• Display progress bar when downloading web forms. Web Forms Retrieve
• Track which part of eClipboard a patient is in. eClipboard Setup, Kiosk Manager
• Option not to save card information when making payment via eClipboard. eClipboard: Payment
• Alert if Web Sched Recalls are unable to send. Alerts, Recall List
• Update Payment Plan title when sending to eClipboard. eClipboard: Payment Plans
• Open Dental Mobile visual changes in Appointments Module. (Also backported to Version 21.3.34) ODMobile Appointments
• eService Activity Log tracks Patient Portal Payments. eService Activity Log
• Ability to restrict Web Sched Recall appointments to specific blockouts. Web Sched Recall
• Allow CCDs in the Patient Portal without requiring EHR settings. Patient Portal: What Patient Sees, Continuity of Care Document (CCD)
• Display history of previous secure email messages. Secure Email: Workflow
• Web Sched Recall preference to determine how many months into the future a patient can schedule their appointment. Web Sched Recall
• eClipboard option to ignore specific sheets. eClipboard Setup
• Secure Email alert includes patient name. (Also backported to Version 21.3.45) Alerts
• Print secure email messages. Secure Email: Workflow
• Added [NamePreferredOrFirst] replacement tag to Automated Messaging. Edit Rule
• Ability for patients with a patient clone to schedule Web Sched Existing Patient appointments. Web Sched Existing Patient: What Patient Sees
• Notes are optional on payments made via Patient Portal. Payment Portal
• Prevent a mass email from being sent more than once in a 31-day period to the same email address. (Affects all versions) Advertising - Select Patients

Imaging Module

• Preference to set default import folder. Imaging Module Preferences, Imaging Module
• Freehand drawing with pen, point to point lines, edit, change color, etc. Draw
• Edit existing mounts. Mount Info
• Determine where an image will display on screen. Imaging Module
• Mounts can now contain generated text. Mount Definitions
• Unmounted area for retakes. Imaging Module
• Display photos as thumbnails. Definitions: Image Categories, Imaging Module
• Rotate images by any number of degrees. Image Size

Manage Module

• Add attachments to tasks. Task Attachments
• ADP Run supports semi-monthly pay periods. Manage Time Cards
• Manage Module preference to hide providers without a DEA number when generating an Rx sheet. Rx / Prescription, Manage Module Preferences
• Restore functionality updated to check for which database management system is in use. Backup Tool, Remove Old Data
• ADP Run uses PayrollID instead of EmployeeNum. Manage Time Cards
• Filing Code filter for the Billing List. Billing
• Printed ERAs display column for Claim Adjustment Reason Codes. ERAs
• Canada Claims - Undo no longer deletes claim data. Canada Claim History and ROT
• Display validation warning in Send Claims window when carrier does not support attachments. Send Claims
• Attach claims to ERAs when they are imported. ERA

Open Dental Cloud

• Open Dental Cloud users are prompted if a new Cloud Client exists. Open Dental Cloud Sign In
• Open Dental Cloud displays maximum OpenDentImages size and maximum license number. Cloud Management
• Disabled Backup Reminder for Open Dental Cloud users. Backup Reminder

Reports

• Added additional options for viewing query results. User Query
• Added clarification on reports that hidden clinics are included when All is selected. Standard Reports
• Right-click options added to User Queries. User Query
• Added a new checkbox to Insurance Overpaid report that filters overpaid procedures that do not have an insurance payment or write-off. Procedures Overpaid Report
• Added a disclaimer to Insurance Overpaid Report. Insurance Overpaid Report

Security

• Security permission for adding or editing definitions. Permissions
• Security permission to merge prescriptions. Permissions, Combine Prescriptions
• Security permission for Text Message View. Permissions
• Security permission for Text Message Send. Permissions
• Security permission for updating Open Dental. Permissions, Audit Trail Permissions, Update
• Security permission for determining which adjustments a user can add to an account. Permissions
• Audit trail entry when automation toggles the Appointment scheduling is restricted checkbox. Audit Trail Permissions

Miscellaneous

• Tool to merge prescriptions. Combine Prescriptions
• Auto Ortho preference to stop treatment months when debond code is completed. Auto Ortho, Ortho Setup
• Provider overrides allowed for Canada Lab Fees. Canada Lab Fees
• Add favorite queries to Advertising - Select Patients. Advertising - Select Patients
• Family Balancer Tool option for FIFO transfer.
• Family Balancer tool for single family.
• Mark procedures as Do not bill insurance by insurance plan. Insurance Plans Overrides, Procedure Code
• New [UserName] replacement tag for program links. Program Link Output File
• Plug-ins must be whitelisted to work within Open Dental. Plugin Whitelisting
• Allow users without the Ins Plan Edit permission to request electronic benefits. Permissions
• Added Ai-Dental program bridge. Ai-Dental Bridge
• Implemented 2022 ODA Fee Guides. (Also backported to Version 21.3.37) Canada Fee Guides
• Implemented 2022 BCDA Fee Guides. (Also backported to Version 21.3.39) Canada Fee Guides
• Option to reset Zoom settings on another workstation. Computers
• Wiki search enhanced to preferentially disable find-as-you-type behavior. Wiki Search
• Age restriction added to CareCredit Batch QuickScreen. CareCredit Setup
• Added Output Text Field TermsAndConditions to Payment Plan Sheet. Sheet Output Text Field, Payment Plan Layout
• Added 2021 SNOMED Codes. SNOMED CT Codes, Importing Code Systems
• Gmail users can determine which emails to download to the Email Inbox. Email Address Edit
• Enhancements to DentalXChange Attachment Tool snipping feature. DentalXChange Attachment
• Queries allow user to copy all data from selected rows in a tab-delimited format. User Query