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
Released 1/19/26 On the Patient Communications page (go to Settings > Patient Communications), with the Recare tab selected, the title on the left panel has been changed from “Prophy Recare” “Primary Recare” to clarify that the recare communications apply for any primary recare type, not just prophy. Note: On the Recare Setup page (go to … Read more
EARLY ACCESS ONLY The following options are now available when you are entering a perio exam: To start an exam using the new options 1. On the Perio tab of a patient’s clinical record, click New Perio Exam. The New Perio Exam dialog box appears. 2. To record plaque and calculus, set the new Include Plaque and Calculus charting … Read more
EARLY ACCESS ONLY On the routing panel, for each status (Arriving, Here, Ready, Chair, Checkout, and Complete), a Forms button now appears on a patient’s appointment card.
EARLY ACCESS ONLY Previously, an appointment reminder could include a premedication message only if the reminder was sent as an email message. Now, an email or text message reminder for an appointment can include a premedication message. As part of this change, the “Include Premedication message on Email” was renamed to “Include Predication message.” To … Read more
Released 1/15/26 For eligible practices, a new two-hour “Appointment Start Date and Time” reminder has been added to your appointment reminder campaign. The intent of this new reminder is to improve patient form completion before appointments. Important: This new reminder includes the following configuration (go to Settings > Patient Communications):
Released 1/15/26 Previously, when you clicked the “E” icon on an appointment, a document would open on a new browser tab. Now, a dialog box opens (without navigating you away from the calendar) and displays only the eligibility details that pertain to the current appointment, and it displays the information in an easy-to-consume format. The … Read more
EARLY ACCESS ONLY The Form Settings dialog box for patient forms has been redesigned to better help you understand how patient forms are delivered so you can avoid configuration errors. Note: With this release, all existing configurations are fully preserved. How forms are delivered remains unchanged. Only the layout of the dialog box has changed. … Read more
EARLY ACCESS ONLY When you are entering an insurance payment, you can now split adjustments by procedure. This will allow you to accurately represent revenue for each provider. Previously, you could specify an adjustment amount per procedure, but you could select only one type of insurance adjustment (“Write-off” or “Offsetting”) and one adjustment type (such … Read more
Released 1/14/26 Previously, when a visit was moved from Case X to Case Y, the procedures in that visit were distributed to existing visits in Case Y, so you had to re-create the visit that was moved. Now, when procedures are moved from Case X (or from the “Unassigned” group) to Case Y, a new … Read more