Gentry Winn Released 10/22/25 You can now delete referral sources. Note: You can delete a referral source only if it is not associated with any patient records. New security right: Deleting a referral source requires the “Delete Referral Sources” security right (in the “Settings” category). To delete a referral source 1. On the Settings menu, select Referral … Read more
You can now configure quick-post settings and/or auto-post settings for ERAs to allow the posting of partial claim payments based on a dollar amount threshold. Notes: To set up the new ERA payment options 1. On the Bulk/ERA Insurance Payments page, with the ERA Payments tab selected, click Manage ERA Payment Options. The ERA Payment … Read more
On the Basic Info tab of a patient’s Patient Information page, with a Chart # entered, if you click in the box, the characters are copied to the clipboard.
Released 10/22/25 Important Note: Some of the new features and enhancements may require an updated acquisition agent. For instructions on checking for updates, refer to the “Updating the acquisition agent” Help topic. Acquisition Options Page Enhancements Before Now Configuring Default Acquisition Options 1. Click the Settings button (cog icon). The Settings dialog box appears. 2. … Read more
On the Medical Alerts/Medications tab of a patient’s Patient Information page, when you are adding a medication to the patient, if the entire text that you have entered in the Medication Name box matches the entire name of a medication in your library, the option to create a patient-specific medication is not available. Previously, the … Read more
Released 10/15/25 Previously, when you were adding a medication to a patient, and the correct medication did not exist in your library, you could add the medication to the patient but not add it to your library. Now, when you are adding a patient-specific medication, there is an option that allows you to add the … Read more
EARLY ACCESS ONLY A patient form can now include an option for a patient to consent to receiving information about dental savings plans (DSPs) if the patient completing a form with this option enabled indicates that he/she does not have dental insurance. If the patient opts in, his/her contact information and consent are captured, and … Read more
Previously, only the “positive” responses to medical conditions and allergies on a form (such as when the patient indicated that he/she had asthma) updated the patient’s record. With this release, the “negative” responses to medical conditions and allergies on a form (such as when the patient indicates that he/she no longer has asthma) now also … Read more
Released 10/22/25 While you are viewing a case on the Tx Planner tab of a patient’s clinical record, there is now a Search for openings button. You can use this button to quickly search for an available time slot and schedule an appointment for the procedures in a certain visit of that case. To search … Read more
Released 10/15/25 On the Fee Schedules page (Settings > Fee Schedules), when you are creating a new fee schedule (by clicking Create New) and want to select a fee schedule from the Copy existing list, there is now a Search box to help you quickly locate the fee schedule from which you want to copy … Read more