Product News & Updates

EARLY ACCESS ONLY This release resolves the following issues:

EARLY ACCESS ONLY In the Coverage Table dialog box for an insurance plan, the boxes for each Code Range have been widened to display up to five characters. Before Now

EARLY ACCESS ONLY Previously, you could validate the subscriber ID for only primary insurance plans. Now, you can validate the subscriber ID for secondary, tertiary, and quaternary insurance plans. To validate a subscriber ID Notes: The following still applies to the validation process:

Released 2/11/26 When you are creating or editing a patient form using the form builder, you will now notice that the names of the element categories have been changed, but there has not been any change to the underlying functionality and data synchronization capabilities. To see the new categories 1. Go to Settings > Form … Read more

Released 2/4/26 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. Enhancements This release provides the following enhancements. Higher Contrast Buttons As a user, I want the view buttons in the footer to be … Read more

Released 2/4/26 Previously, to enter an insurance payment, you selected the Insurance Payment option on the Payment button menu. Now, you click the Insurance Payment button.

EARLY ACCESS ONLY A new security right allows a user to change the amount for an individual, treatment-planned procedure. This new right is named “Update Tx Plan amounts per procedure” (in the “Tx Planning” category”). Note: As in previous versions, with the “Update Tx Plan amounts per visit” right, you can control the updating of … Read more

Released 1/21/26 When you navigate to a date other than today’s date on the Calendar page, and then switch to a different location, the calendar now displays that date instead of today’s date.

Released 2/4/26 Previously, if a pharmacy did not show up when you searched for it, and you added it manually, the next time you searched for that pharmacy, you would have to enter all that pharmacy’s information again. Now, a manually entered pharmacy is saved so that the next time someone searches for it, it … Read more

Released 1/19/26 On the Appointments box on a patient’s Overview page (go to Patient > Overview), an appointment with a “Broken”, “No Show”, or “Canceled by Office” status will no longer appear as the patient’s Next Appointment. Also, on the Insurance Eligibility page (go to Schedule > Insurance Eligibility), an appointment with a “Broken”, “No … Read more