Version Release Highlights

Software Update: Stable Version 22.1 Highlights

Version 22.1 has been released as Stable, implementing many new features including 15 that were requested by our users.

Click on a topic to read more.

General Messages have been added to Automated Messaging Advanced Settings.
This allows users to prevent General Messages from sending to patients with a specific appointment status.

Set frequencies for images on eClipboard.
If you saw a patient last week, you likely don’t need another selfie of them for their patient picture. Set frequencies for how often an image is requested upon eClipboard check-in.

Set the frequency in eClipboard Images for Photo ID, Insurance Cards, Self Portraits, or any additional custom images you may request.

For example, set 365 days so a patient is only prompted for a photo once a year.

Open Dental Mobile enhancements
Many visual and usage enhancements were made for Open Dental Mobile users.

Show the doctor’s Preferred Name instead of their full name
Protect your doctor’s privacy by entering a Preferred Name in the Edit Provider window like the example shown below. This name will then be displayed when patients check in via eClipboard, view their appointments in the Patient Portal, and schedule appointments online via Web Sched.

Secure Email allows attachments in replies
Attachments can now be added when replying to a Secure Email.

Override a frequency limitation for a specific patient, but not everyone on the plan
This may be necessary for patients enrolled in special insurance programs due to higher oral health risks. In an insurance plan, create an entry for Other Benefits using the setup below.

Account Module Preference to remove the “Do Nothing” option from the Secondary Claim Prompt
This preference helps require that action is taken on all secondary claims. This preference is only necessary if the Prompt for Secondary Claims preference is enabled.

Prompt to create a commlog when dropping a Discount Plan that has a Subscriber Note
When dropping a Discount Plan for a patient, a prompt will display asking if you’d like to retain the subscriber notes in a commlog.

Go To Patient option added to User Queries
When running a query that includes a Patnum (Pat#) column, right-click on a patient to go to their account in Open Dental.

Acknowledge or delete multiple alerts at once
Highlight one or more alerts, then click Acknowledge. Depending on the available actions, selected alerts will be marked as read or deleted.

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Sched Patient and Sched Family buttons in Recall List jump to Recall due date
The Sched Patient and Sched Family buttons in the Recall List will now place the recall appointment(s) on the Pinboard.

When scheduling recall appointments for a family, it jumps to one day past the latest due date in the family. In this example, Susan’s recall due date is 6/21, and Bob’s is 6/28. Bob’s due date is later, so the calendar will jump to one day beyond that, 6/29/2022. See more in our manual.
TECH TIP: Recall scheduling will search using the patient’s secondary provider. If no secondary provider is assigned, it will use the primary provider for scheduling. Provider schedules must be set up for this to work properly.

Copy new fields to language translations on sheets
When editing fields in the default of a sheet with language translations, the fields will be copied to all languages. When editing a sheet, check Synch matched fields, then enter the translation for those changes in each language version.

New billing option: Exclude if insurance pending __ days or less
This billing option allows users to determine the number of days a family is excluded from the billing list after a claim has been created and is still outstanding (any status other than received) for any family member. 

Set up and create a Perio Chart with default probe measurements
Click Setup in the Perio Chart and enter default probing depths. Once set up, you can click +Default to generate a Perio Chart showing these default depths.

We are continuing to develop exciting features, many of them requested through our Feature Request process. If you need help with any of the features highlighted here or with anything else in the program, please reach out to our support team.

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