See Versions.

Version 24.2 was released as beta on 06/25/2024.

Appointments Module

• Option to send multiple copies when creating a task from an appointment. Task
• Added Insurance Carrier as display field for Recall List. Recall List
• Appointment View setting to only shows days with scheduled appointments or providers in the week view. Appointment View Edit

Account Module

• Superfamilies are listed in the Account Module. Account Module
• Quarterly and yearly intervals added to Recurring Charges. Authorize Recurring Charges
• Hover over Ins Est to see outstanding Claim Procedures. Account Module
• Automatically create tertiary claims using the New Claim button. Account Module
• Payment Plan credits are only added to the account grid once a procedure is set complete. Payment Plan
• Multi Visit Group procedures use the current benefit year for estimates. Procedure over Multiple Appointments
• Add additional PayPlan Charges and add or edit future PayPlan Charges. Payment Plan
• Preference to automatically prompt for dental claims when receiving a medical claim. Preferences, Receive Claim

Family Module

• Preference to ensure addresses are valid. Preferences, Edit Patient Information

Manage Module

• Date received field added for individual supplies in a Supply Order. Supply Orders
• Select multiple clinics to filter from the insurance claims window. Send Claims
• Remove Old Data tool optionally includes the WikiListHist, WikiPageHist, and TaskHist tables. Backup Tool

Miscellaneous

• Ability to merge duplicate allergies. Allergy List
• Added server name to the Query Monitor. Query Monitor
• Enhancement to include last two patnum digits in Trophy Enhanced bridge. Trophy (Enhanced) Bridge
• New Database Maintenance method for ProcedurelogNotCompletedAttachedToReceivedClaimprocOrPaySplitOrAd. Database Maintenance
• Appriss bridge renamed to Bamboo. Appriss Bridge
• Renamed EwooEZDent bridge to EZDenti and created a new bridge for Ez3Di. ExDenti Bridge, Ez3Di Bridge
• Daily Procedures report includes treatment area when applicable. Daily Procedures Report
• New preference to sort Imaging Module images by descending or ascending. Imaging Module
• New permission to control edits to the Fee Billed to Insurance. Permissions
• Integration with Bola AI. Bola AI
• Deprecated the Midway Dental Supply bridge. Program Links
• Integration with DentalXChange XConnect advanced claim processing. DentalXChange ClaimConnect E-Claims
• New tool to mass change insurance plan types. Check Insurance Plan Fees
• Select email attachments from Image Categories. Email Message Edit
• Moved Ortho and Enterprise settings to Preferences. Preferences
• New window for Security Badge setup. Security Badges
• Printer Setup includes additional options for virtual printers. Printer Setup
• Preference to sort Imaging Module files by descending or ascending date. Preferences, Imaging Module

API: API Specification

• Diseases GET make PatNum optional.
• New resource ToothInitial.
• Added RecallTypes GET.
• Added SecUserNumEntry, DateEntry, and SecDateTEdit to Adjustments GET.
• Added Get (single) to DiseaseDefs GET.
• Added Planned Appointments Item Order to Appointments resources.
• Tasks PUT allow taskStatus to be updated.