See Versions.

Version 24.4 was released as stable on 03/20/2025.

Major Changes

eForms added for use with upcoming updated eClipboard app.

• Includes various forms.
• Ability to customize included forms or create new forms.
• Dynamic fields means patients only see fields applicable to them.

Changes by Category

Account Module

• Select specific sheet for use when printing Payment Plans.
• Preference to hide Message-to-Pay option in Account Module, Payment dropdown.
• Send message-to-pay messages to guarantor when sending single patient statement.
• Associate Message-to-Pay payments with a Payment Type.
• Quickly add procedure code for Sales Tax.

Appointments Module

• Button to copy Appointment Views.

Chart Module

• Implant icon removed from Perio Chart when an implant is removed.
• Added Attached Gingiva to Perio Chart.
• Option to use the term Recession instead of Gingival Margin.
• Chart letters via Microsoft Word allows for longer notes.

eServices

• Typed signatures on Web Forms display date and time stamp on imported form.
• Allow custom time formatting on Automated Messages.

Manage Module

• Option to export Accounting Transaction History as .csv or .txt file.
• Match ERA with claim when fee or date of service do not match.

Miscellaneous

• Filters added to Query Monitor.
• New permissions for ImageSignatureCreate and SignedImageEdit.
• Effective date for fee schedules.
• Ability to include notes about fee schedules.
• New Incomplete Procedure Notes option to include all procedures with no notes.
• Audit Trail entry when changes are made to the Report Server. (Also backported to 24.3.35)
• Updated CDA procedure codes for 2025. (Also backported to 24.3.32)
• Enhanced Raw Emails tool to cleanup Unicode white space characters.
• Daily Procedures report split into two reports.
• Individual Procedures report available to right-click to go to patient.
• Easier entry of code ranges in Code Groups.
• Improved Medication List search.
• Added additional secondary insurance Static Text Fields.
• Combined CareCredit and PayConnect fees on Daily Payment Report.
• Added hospitalization dates to medical claim form.

API: API Specification

• Added carriers GET (single) to carriers endpoint.
• Procedurelogs GET (multiple) can now be filtered by PlannedAptNum.
• Added Labturnarounds PUT and POST.
• Claimprocs GET multiple can now be filtered by Status.
• Added MedicaidID to patients POST and PUT.
• Added Tasks GET (single).
• Referrals GET by BusinessName.
• Added more fields to Referrals object.
• Insverifies GET (multiple) can now be filtered by FKey.
• Providers GET now includes a single and multiple.
• Added Labcases PUT, POST, and DELETE.
• New TaskNotes resource.
• Laboratories - Add POST.
• Appointments GET by AppointmentTypeNum.
• Laboratories - Add PUT.
• Queries PUT and POST - enhance query screening.
• Added ProcTPs PUT.
• PaySplits GET by ProcNum.
• Added treatplans - Add DELETE.
• Added payments POST Refund.
• Added a ToothInitial table ApiEvent.
• Added PayPlans GET single.
• Providers POST - add ability to set StateLicense and NationalProvID.