See Advanced Topics.

Version 24.3 - 10/10/2024 - As beta.

Version 24.2 - 10/10/2024 - New tool to update plan type for multiple insurance plans. Enhancements to repeating charges. New preferences.

Version 24.1 - 06/25/2024 - Integration with EDS Attachments. Various ODTouch enhancements.

Version 23.3 - 03/04/2024 - Enhancements to frequency limitations. Additional preferences.

Version 23.2 -10/30/2023 - New permissions. New program links.

Version 23.1 - 07/31/2023 - Per-visit copay by insurance plan. Appointment resize permission. Updated online patient payment experience.

Version 22.4 - 05/02/2023 - New preferences. New security permissions. Ability to hide ortho hardware. Signature and date fields added to Progress Notes printout.

Version 22.3 - 12/20/2022 - Family balance in Appointment View. Automatically retrieve web forms.

Version 22.2 - 09/08/2022 - Ortho graphics. Option to note patient pronouns. New security permissions.

Version 22.1 - 06/01/2022 - Default perio measurements. Frequencies for how often an image should be taken via eClipboard. Acknowledge multiple alerts at once.

Version 21.4 - 3/03/2022 - Appointments Module printing options. Create CCDs (Continuity of Care Documents) from the Chart Module. Create task attachments. Drawing tools in the Imaging Module.

Version 21.3 - 12/02/2021- 2022 CDT Codes. Advertising Postcards. Secure Email. Premed tag for eReminders. Display payment plans and take payments via eClipboard.

Version 21.2 - 08/31/2021 - Semi-monthly option for pay periods. eClipboard allows patients to take a photo of their insurance card and photo ID. General text messages can automatically send after an appointment.

Version 21.1 - 06/01/2021 - More control over discount plans. Access to reports via Open Dental Mobile. Taxed procedures display tax amounts in Treatment Plan.

Version 20.5 - 03/11/2021 - New paint types. Effective Date added to Discount Plan. Calendar can jump 3, 4, or 6 months in advance.

Version 20.4 - 12/17/2020 - QuickBooks Online integration. Zoom feature. Insurance Verification Needed symbol in Appointments. PDMP for additional states.

Version 20.3 - 10/13/2020 - CareCredit Integration. Updated Blue Book feature. Bring Your Own Device. Web Sched Existing Patient.

Version 20.2 - 07/20/2020 - Send mass emails. Arrivals feature. Open Dental Mobile.

Version 20.1 - 05/12/2020 - Language Translations for Sheets. Image Mounts for radiographs and photo collages.

Version 19.4 - 04/07/2020 - Automatic eConfirmation replies. Enhancements to Hidden Splits. New Security Permissions.

Version 19.3 - 12/23/2019 - Appointments Module enhancements. Query Monitor. Task List archival.

Version 19.2 - 10/02/2019 - Enhancements to eClipboard. View production per operatory. Raw HTML emails.

Version 19.1 - 07/02/2019 - Dynamic Chart Module. Patient Dashboard. Help Feature.

Version 18.4 - 03/20/2019 - EHR certified 2014 edition. Procedure status for In Process procedures. Updated themes. Enhancements to text messaging.

Version 18.3 - 12/10/2018 - EHR certified 2014 edition. Canada electronic claim integration with TELUS network. Insurance plan-level substitution codes. Web forms available on mobile devices.

Version 18.2 - 09/21/2018 - EHR certified 2014 edition. ACH option added for Pay Simple. HTML formatted emails added to send emails with embedded images, tables, different text color, fonts, headings, and links. Term date added for providers to restrict sending claims, prescriptions, and scheduling or completing appointments. Income transfer manager. Patient Status Setter tool to inactivate patients that have not been in for a specified time.

Version 18.1 - 07/16/2018 - EHR certified 2014 edition. Verify patient email address or text number during scheduling of Web Sched New Patient appointments. Option to link Web Sched New Patient 'reasons for appointment' to appointments types. Create multiple eConfirmation rules.

Version 17.4 - 5/4/2018 - EHR certified 2014 edition. DoseSpot e-prescribing integration. New methods to automate providing access to the patient portal. Send automated verification messages to patients after they schedule an appointment online using Web Sched. Transworld Systems (TSI) billing and collection service integration.

Version 17.3 - 12/28/2017 - EHR certified 2014 edition. Web Sched ASAP eService. Enhancements to ASAP list. Easily allocate payments from Payment window. Voice controlled perio charting. Enhancements to User Query permissions.

Version 17.2 - 09/12/2017 - EHR certified 2014 edition. Add, delete, and move appointments in Mobile Web. Control which procedures codes are downgraded by insurance plan. Reminder tasks pop up when they are due. Set up a new database with the setup wizard.

Version 17.1 - 6/29/2017 - EHR certified 2014 edition. Tooth chart shows changes over time. Sign up for eServices using a sign up portal. Enhancements to ERA processing. Use the email inbox to compose, reply to, and view sent messages.

Version 16.4 - 3/31/2017 - EHR certified 2014 edition. Sales tax adjustments. Speed enhancements throughout program including Appointment Views. EMV transaction support for PayConnect.

Version 16.3 - 12/22/2016 - EHR certified 2014 edition. 2017 CDT Codes. eConfirmations. Web Sched for New Patient Appointments. Store images in the cloud using Dropbox. Customize layout of printed payment plans.

Version 16.2 - 9/12/2016 - EHR certified 2014 edition. Payments via the Patient Portal. Payment Plan enhancements. Prepayment accounting system. Create batch claims.

Version 16.1 - 5/17/16 - EHR certified 2014 edition. Graphic reports to track the growth of your practice using color coded charts and graphs (production and income, accounts receivable, broken appointments, and more). New tools to track verification of insurance plans and benefits. Automatically download ERAs from ClaimConnect.

Version 15.4 - 2/23/2016 - EHR certified 2014 edition. Automated appointment reminders. Insurance enhancements including ERA download. eConnector service. Mark certain patient information fields as required. Treatment plan enhancements. Images category in Patient Portal.

Version 15.3 - 11/18/2015 - EHR certified 2014 edition. Integrated text messaging. Set fees by provider or clinic. Web Sched enhancements. ICD-10 codes. Recalculate payment plans. Non-dental interface enhancements.

Version 15.2 - 07/20/2015 - EHR certified 2014 edition. Payment Split Manager. Enhancements to payment plans and payment plan report. Updated automation for broken appointments and new broken appointment report.

Version 15.1 - 04/30/2015 - EHR certified 2014 edition. WebSched. Encrypted email. Enhancements to clinics and patient portal. Customizable statements.

Version 14.3 - 11/11/2014 - EHR certified 2014 edition. Electronic EOBs. Customizable quick procedure buttons, appointment bubble. Enhanced mobile web.

Version 14.2 - 08/21/2014 - EHR certified 2014 edition. Hosted patient portal. Canadian procedure codes. 1500 medical claim form 02/12.

Version 14.1 - 03/31/2014 - EHR enhancements for Meaningful Use and 2014 certification. Email inbox and Timecard enhancements.

Version 13.2 - 10/30/2013 - EHR enhancements for Meaningful Use and progress towards 2014 certification. Ontario fee schedules.

Version 13.1 6/25/2013 - Procedure locking, spell checking, and an internal wiki.

Version 12.4 2/12/2013 - Many enhancements for larger organizations, including generic HL7 and no AtoZ folder.

Version 12.3 10/4/2012 - Text messages to patients for appointment confirmations, importing insurance plans, etc.

Version 12.2 6/28/2012 - More claim fields, more scanning options, timecard management, etc.

Version 12.1 3/21/2012 - Default clinics, 10-key fee entry, replication monitor, QuickBooks automation, etc.

Version 12.0 2/10/2012 - EOB scanning, Central Manager, COB, family popups, etc.

Version 11.1 12/12/2011 - Dashboard, batch insurance payments, medical e-claims, adf duplex scanning, sheet copy/paste, etc.

Version 11.0 9/30/2011 - EHR certification, Canadian CDAnet certification.

Version 7.9 7/8/2011 - Credit card recurring charges, mobile appt colors, etc.

Version 7.8 4/18/2011 - Mobile app, Credit Card tokens, etc.

Version 7.7 3/1/2011 - Oracle, task list notes.

Version 7.6 1/25/2011 - Web Forms.

Version 7.5 12/28/2010 - Outstanding insurance report and treatment finder report both turned into interactive tools. Multiple subscribers on one plan.

Version 7.4 11/5/2010 - Timecard rules and automation, deposit slips that print on QB forms, Sheet import/export, etc.

Version 7.3 10/18/2010 - Chart views, exam sheets, grouped procedure notes, commlog security, etc.

Version 7.2 9/28/2010 - W graphic for watch, guardians, appt fields, appt view corners.

Version 7.1 7/29/2010 - Lab slips can be printed, security passwords can be strong and can be changed by user, etc.

Version 7.0 5/6/2010 - PDF viewer, overhauled patient terminal/kiosk, online patient registration forms, medical history forms, etc.

Version 6.9 2/22/2010 - DirectX tooth chart, graphical perio chart, more clinic fields, automation, etc.

Version 6.8 12/22/2009 - Recall list overhauled, write-offs editable in TP, 64 bit keys for replication, task appending, etc.

Version 6.7 10/14/2009 - Electronic benefits and eligibility, more kinds of benefits, etc.

Version 6.6 7/27/2009 - Middle Tier/Web Service. Tool to shutdown all workstations. Faster updates on workstations.

Version 6.5 5/17/2009 - Electronic billing, conditions, preauth estimate entry, fast aging calculation, etc.

Version 6.4 3/16/2009 - Recall includes all patients, regardless of triggers. Support for multiple reminders. Sheet fields within paragraphs. Auto notes overhaul.

Version 6.3 1/23/2009 - Mobile version, ASAP list, sheet signatures, consent forms, letters moved to sheets, etc.

Version 6.2 1/6/2009 - Global closeout date for security, etc.

Version 6.1 12/8/2008 - Multiple planned appointments, flexible assignment of providers to operatories, new fee schedule interface, automatic allowed fee schedules, etc.

Version 6.0 10/17/2008 - Freehand drawing on chart, multiple recall types, lab cases, etc.

Version 5.9 9/5/2008 - Feature request voting, Rx moved to sheets, sheet lines/rectangles/checkboxes, UAppoint integration, etc.

Version 5.8 8/19/2008 - Referral slips, sheets, referral report, pharmacies, etc.

Version 5.7 7/6/2008 - New family window, etc.

Version 5.6 3/30/2008 - Account Module 3-column layout, payment plans no longer included in balance, batched billing, archive statements, etc.

Version 5.5 1/23/2008 - Multiple appointments on pinboard, inventory management, email PDFs, etc.

Version 5.4 12/20/2007 - Newer TWAIN backend, main toolbar, email referral, popup notes, no need to call us for updates.

Version 5.3 11/19/2007 - PPO plan type, posterior composite estimates, multiple default procedure notes, display fields.

Version 5.2 10/11/2007 - Track income by provider, etc.

Version 5.1 9/7/2007 - 3D graphics hardware options, e-claims status tracking, etc.

Version 5.0 8/7/2007 - Appointment week view, credit card processing, etc.