“Additional payments expected later from insurance” Checkbox Selected by Default for Insurance Payment for Ortho Procedure

Released 10/22/25 When you are posting an insurance payment, the Additional payment(s) expected later from insurance checkbox is now selected by default if you select a Claim with orthodontic procedures. Example An ortho procedure (D8080) has been posted on a patient’s ledger, and a claim for that procedure has been created and sent to the … Read more

Ortho Field in Power Reporting

As in a previous release (see the release notes for “Flagging and Identifying Ortho Patients”), you can flag a patient as an orthodontia patient. With this release, customizable reports in Power Reporting now include a field that indicates if a patient is flagged as an orthodontic patient. This new field is available for a report … Read more

Automatically Flagging Ortho Patients

As in a previous release (see the release notes for “Flagging and Identifying Ortho Patients”), you can flag a patient as an orthodontia patient. With this release, you can now have a patient flagged as an orthodontia patient automatically when orthodontia procedures are posted. You can now turn on a new setting for each procedure … Read more