Product News & Updates


Keep up to date with product announcements and software releases.
Release Notes
October 2025
- Updated Security Rights for Patient Forms (Early Access Only)
- “Canceled by Office” Appointment Status (Early Access Only)
- Providers Reviewing Patient Forms (Early Access Only)
- Enhanced Security Login and MFA (Early Access Only)
- Quick/Auto Partial Payments for Claims on ERAs (Early Access Only)
- Posting Max Allowable Fees (Early Access Only)
- Enhanced Treatment Plan Presentation (Early Access Only)
- Filtering Chairside Dashboard by Selected Teeth (Early Access Only)
- Refund Manager (Early Access Only)
- Chinese Translation of Patient Forms
- Preferred Pharmacies
- Deleting Referral Sources
- Searching for Openings From Treatment Plan
- “Additional payments expected later from insurance” Checkbox Selected by Default for Insurance Payment for Ortho Procedure
- Warning When “Automatically calculate insurance estimates” Is Off
- Recording Denial Codes on Insurance Payments
- Imaging 122
- Adding Patient-specific Medications to Your Library
- Searching for Fee Schedule to Copy
- Cannot Add Patient-specific Medication if Exists in Library
- Copying Chart Number to Clipboard
- Syncing Negative Responses for Medical Alerts on Patient Forms
- Viewing Eligibility From Treatment Plan
- ERA Saved to Document Manager
- Searching for a Plan’s Claim Address
- Appointment Reminder After Completing Patient Form
- “History” Column Added to “Appointment Coverage Details” Section in PDF of Eligibility Response
September 2025
- “Essentials” Link Restored
- Reviewing Demographic Changes From Patient Forms
- Allergies and Conditions Selected Automatically on Patient Forms
- Text Message Character Limit
- Certain Document Types Can No Longer Be Imported
- AI Assistant
- “Appointment Coverage Details Section” in PDF of Eligibility Response
- Recording Maximum Benefits for Implants
- Combined Ranges for Imported Coverage Tables
- Resolved Insurance Swap Issue in Multiple Time Zones
- Exporting Deposit Slip
- Quickly Viewing Patient Forms
- Chart Numbers Required
- Estimates Calculated According to Frequency Limitations Based on Procedure Date
- Detailed Access Denied Messages
- New Login
- Searching for Max Allowable Fee Schedules
- Quick Exam Buttons
- Printing Denti-Cal Claims
- Resubmitting Claim After Posting Partial Insurance Payment
- Estimates Calculated According to Frequency Limitations Based on Treatment Areas
- Attaching PDFs to Claims
August 2025
- Exporting Provider A/R Totals Report
- Additional Insurance Plan Options
- Medical Alerts/Medications Permissions
- Default Benefit Renewal Month
- Replacing Coverage Table Exceptions in Bulk
- Imaging 120
- Patient Medications
- Migrating to New Patient Forms
- Appointment Time Pattern Templates
- Exporting Aged Receivables Report
July 2025
- Spanish Language Support for Patient Forms
- Reports Categorized on Menu
- Enhanced Search for Payer Connections
- Statement IDs for Website Payments
- Filter Changes for Aged Receivables Report
- Insurance and ID Cards Saved to Document Manager
- OTP to Access Patient Forms
- Resending Verification Email Messages
- Help for Missing Payer Connections
- New Filtering Options for ERAs
June 2025
- Recare Attached to Multiple Appointments
- Patient Authorization Enhancements to Access Patient Forms
- ERA Filtering and Subtotals
- Imaging 119
- Assigning Forms to New or Existing Patients
- Filtering User Accounts Page
- New Security Right for Schedule Templates
- Importing Insurance Coverage Exceptions (Re-released)
- Searching the ASAP, Broken/No Show, and Pinboard Lists
April 2025
- Imaging 118
- Import Icon on Insurance Eligibility Page
- Denti-Cal Setup for Eligibilities
- Notification for Missing Eligibility Pro Connection
- Selecting Multiple Users for Audit Log
- Assigning Roles for Multiple Locations
- Display On-demand Eligibility Options (Essentials/Pro) Based on Payer Support
- Search for Openings Improvements (Phase 3)
- Additional Referral Information
- Coverage Start Dates for Dependents
- Enhancements for Auto-posting of ERA Payments
January 2025
- Merging Duplicate Referral Sources
- ERA – CARC and RARC in Claim Payment Details
- Imaging 116 & 117
- Search for Openings Improvements
- Eligibilities – Additional Benefit Details
- Importing Insurance Coverage Exceptions
- ERA – Claim Payment Detail View Reorder
- ERA – Viewing Claim Details While Entering a Payment
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