Released 3/4/26 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.
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
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
Released 2/4/26 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 switch … Read more
Re-released 3/11/26 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.