Version 23.1 was released on 07/31/2023 .
Enhanced Online Payments
PayConnect 2.0 Integration
New ODTouch eService App
- Currently only available for Limited Beta customers. ODTouch
- Seamlessly take patients through their appointment by performing routine appointment actions. ODTouch: Home Screen
Changes by Category
- Create Limited Statements for families and superfamilies. Limited Statement
- Added Ungrouped and Show Attached P&I options to Dynamic Payment Plans. Dynamic Payment Plan
- Updated order of production items in Dynamic Payment Plan. Dynamic Payment Plan
- Closing a Payment Plan creates a close out charge for all future Pay Plan Debits (excluding interest) and makes the amount due immediately. Close Payment Plan
- Option to include or exclude Dynamic Payment Plans when closing payment plans. Close Payment Plan
- Delete button in Production tab only enabled when production item is selected. Dynamic Payment Plan
- Automatically allocate CareCredit transactions when preference is enabled. CareCredit Action, Online Payments
- Option to track insurance overpayments and underpayments. Claim
Sheets & Forms
API: API Specification
- New API permission group for rarely used customer setup resources.
- Add per visit copay procedures to appointments created via the API.
- Tasks PUT and POST - Add DescriptOverride as fields for both methods.
- Closing Payment Plans (Dynamic & Patient).
- Create new method Recalls GET.
- Create new noncrud method Recalls PUT SwitchType.
- Patients PUT/POST - Add DateFirstVisit.
- ProcedureLogs DELETE - Add Complete as a qualifying ProcStatus.
- Create new method, DiscountPlanSubs DELETE.
- Create new method DiscountPlans POST.
- Create new method DiscountPlans PUT.
- New method PerioExams POST.
- Add PayType field to Payments POST.
- Enhance Payments POST to pay on Dynamic PayPlans.
- Create new method HistAppointments GET.
- Create new method Computers GET.
- New method Sheets POST.
- Create new method SecurityLogs GET.