Released 1/7/26 “Waiting Period” has been added as a new exception type. Currently, it is for reference purposes only and not used for insurance estimate calculations. With this exception type, you can specify that a waiting period of a certain number of days, weeks, months, or years applies to a procedure. To add an exception, … Read more
Released 1/7/26 If your location has an Eligibility Pro subscription, and the coverage exceptions in the coverage table for a plan have been updated due to a manual import, you can revert the updated exceptions from the import back to their previous values within 30 days. When you are viewing a carrier’s insurance plan in … Read more
Released 12/17/25 While you are reviewing a patient form, you can send a request to redo the form, but now the form in the online portal is pre-filled with all the patient’s previous responses so the patient can quickly correct or update inaccurate or incomplete information instead of having to start from scratch. Notes: To … Read more
EARLY ACCESS ONLY You can now mark procedures as “Referred” in a patient’s chart, progress notes, and treatment plan. You can also specify which specialist a patient has been referred to. This creates a structured way to document referrals and makes it easier for your team to track what procedures have been referred out and … Read more
Released 12/17/25 You can now choose whether insurance calculations use the billing or rendering provider’s status, ensuring accurate write-offs and contracted rates for every procedure. This update eliminates the incorrect adjustments that occur when rendering providers have different carrier contracts from the location, reducing manual correction and improving billing accuracy for multi-provider practices. You can … Read more
Released 11/24/25 Previously, a user had to be granted the “Edit Ins. Plan for Patient” security right to be allowed to request eligibility data on demand and verify a subscriber on demand. Now, there is a security right that controls whether a user can perform those tasks or not: the “Request Eligibility” right. For each … Read more
Released 12/17/25 If your location has an Eligibility Pro subscription, and the coverage percentages in the coverage table for a plan have been updated due to a manual import, you can revert the updated percentages from the import back to their previous values within 30 days. When you are viewing a carrier’s insurance plan in … Read more
Released 11/19/25 (for organizations with locations in multiple time zones)Released 3/21/24 (for organizations with all locations in one time zone) You can now change the coordination order of insurance plans that are attached to a patient’s record as needed. Important: Changing the coordination order will create two responsibilities for each payer: the original insurance responsibility … Read more
Released 11/26/25 On the Patient Forms tab of a patient’s Patient Information page, the summary is now easier to scan and act on. The Date and Status columns give clearer information at a glance, and the Actions column makes it simpler to view or resend individual forms and to change a form’s due date. The … Read more
Released 11/26/25 Important Note: Some of the new features and enhancements require an updated acquisition agent. For instructions on checking for updates, refer to the “Updating the acquisition agent” Help topic. Five Anterior Image Positioning Option In the Modality View, a Use Five Anterior Positioning checkbox has been added to the options for both the Intraoral … Read more