Gentry Winn You can now export the deposit slip as a .csv file for further analysis offline or integration into external workflows. To export the report 1. On the Home menu, click Deposit Slip to open the Deposit Slip Report page. 2. Set up the report filters as needed, and then click Search. 3. Click Export. The DepositSlip.csv file is downloaded. You can open the file using … Read more
Released 8/27/25 The “Edit/Delete medical alerts/medications” security right (in the “Patient Information” category) has been divided into two security rights:
Released 8/27/25 Now, when you add an insurance plan (go to Home > Carriers, select a carrier, and then click Add Plan), January is selected by default as the Benefit renewal month.
Released 8/27/25 When you are adding an exception in a coverage table, you can select multiple procedures (existing functionality), but now you can select procedures that already have an exception for the type of exception (such as frequency limitation) that you are adding. When you save the exception, if any procedure selected for that exception … Read more
Released 9/3/25 Now, you can attach .pdf files from a patient’s document manager to a claim. Previously, you could attach only images (.jpg/.jpeg files). To attach a PDF to a claim 1. On the Attachments tab of the Claim Detail dialog box, click Add from Document Manager. The Add from Document Manager dialog box appears. … Read more
Released 9/3/25 On the patient information ribbon and routing panel, there are now buttons that allow you to more quickly navigate to the Quick Exam tab of a patient’s clinical record. On the patient information ribbon, click the Quick Exam button (tooth with a magnifying glass). On the routing panel, for an appointment with a … Read more
Released 9/3/25 To make it easier to find the correct max allowable fee schedule for an insurance plan, there is now a way to search for a fee schedule by name. To select a max allowable fee schedule To edit an insurance plan, go to Home > Carriers, select a carrier, and then select a … Read more
Released 9/3/25 You can now resubmit a claim after a partial (or zero-dollar) insurance payment has been posted without having to delete the partial payment first. This enhancement may be beneficial, for example, in an office where zero-dollar payments must be entered to keep track of everything that comes back from the insurance (for documentation … Read more
Released 8/27/25 Options have been added to insurance plans. Currently, these options are for reference only. They have been added to allow you to capture values or information that previously had to be stored in the notes. Note: In a future release, values for these options will be able to be imported so you won’t … Read more
Released 8/27/25 You can now export the Provider A/R Totals Report as a .csv file for further analysis offline or integration into external workflows. To export the report 1. On the Home menu, click Provider A/R Totals to open the Provider A/R Totals page. 2. Set up the report filters as needed, and then click Search. 3. Click Export. The ProviderTotals.csv file is downloaded. You … Read more