EARLY ACCESS ONLY The placement date is no longer required for an orthodontic procedure, so you can create predeterminations that include orthodontic procedures without specifying placement dates. Note: This functionality is applicable only for a procedure with a “Tx Plan” status. 1. To edit a planned orthodontic procedure, on the Tx Planner tab of a … Read more
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
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
You can now flag patients as orthodontia patients while you are working with appointments on the Calendar page. For a new patient When you are creating an appointment, there is now an Orthodontia Patient switch in the upper portion of the Appointment Information panel. For a patient of record When you are creating or editing … Read more
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