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.
Released 1/28/26 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 Premedication message.” To include … Read more
Released 4/22/26 Note: For Eligibility Pro customers only. 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 … Read more
Released 1/15/26 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. Before … Read more
EARLY ACCESS ONLY Insurance payment adjustments impact more than the ledger; they impact provider compensation and production. To allow more accuracy and control with adjustments when you are entering an insurance payment, you can now split adjustments by procedure for both offsetting and write-off adjustments. Previously, you could specify an adjustment amount per procedure, but … 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