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  • Claims
    • Diagnostic codes
      • The new ICD-10 code format can be entered in List Maintenance and used on printed claims.
      • The ICD Indicator on claim forms will indicate the use of ICD-10 codes if the date of service is after 10/1/2015.
        • This applies to both the ADA 2012 and the CMS 1500 claim forms.
      • In Claim window, Assign Diagnosis to Procedures is now alphabetic (A-D) and matches the claim forms.
        • Assigning the diagnosis for each procedure is done by selecting the applicable checkbox (A-D).
      • Searching for a diagnosis code will auto-populate the Search for - Diagnosis grid with entered codes.
      • Watch a video of the feature here.
      • https://youtu.be/taOrN83C5s4
  • Reports
    • Patient Demographics report (R1020)
      • The Patient Demographics report is in Patient folder in the Report Gallery. It provides statistical information based on active patients.
        • The report can be filtered by City, Zip Code, State, Gender and/or Preferred Provider.
        • The Production amount is for active patients within the specified zip code, regardless of account.
        • A zip code may include multiple cities.
        • A summary at the end of the report will display the number and/or percentage of:
          • Accounts
          • Patients
          • Patients with Insurance
          • Patients with no Insurance
          • Patients seen in the past 12 months
          • Female and Male patients
          • New Patients in the past 6 months
          • Number of patients in each age range
          • Gender Unknown and Age Unknown (this will not display if there are none)
      • Watch a video of the feature here.
      • https://youtu.be/sXuqJmf3Mko
    • Patient Contact List
      • The new Patient Contact List is a merge document in the Mail Merge folder in the Report Gallery. It provides a list of patients and their contact information for marketing purposes.
      • The Patient Contact List can be filtered by Zip Code, Age, Gender, Insured, Has Email, Has Phone, Deleted and/or Inactive.
      • The merge document can be saved as a plain text file type (.txt) and is CSV compatible.
        • CSV (Comma Separated Values) file format is often used to exchange data between applications, such as Microsoft Excel.
    • The Acct/Patient report (R1001) in the Account folder now has an Inactive Patient filter.
    • The Patient List report (R1004) in the Patient folder now has an Inactive Account filter.
    • FSA Receipt (R2141) (Flexible Spending Account)
      • The FSA Receipt is a report patients can use to submit for reimbursement from their healthcare account or as documentation for tax purposes.
      • On the report, the practice and provider header use the Account Provider Statement information.
      • The FSA Receipt can be printed for a specific account by opening the Ledger and selecting FSA Receipt in the Reports drop down menu.
        • The FSA Receipt reflects filtered ledger data. To filter the ledger right-click on a row and select Filter Ledger.
      • The FSA Receipt is in the Account folder in the Report Gallery.
      • Watch a video of the feature here.
      • https://youtu.be/j56onq8rxgw
    • Treatment Plan Status report (R2003)
      • Treatment Plan Status report, and all versions of R2003, now reflect the appointment status for Accepted procedures that are attached to an appointment.
        • An Accepted procedure is a treatment planned procedure that is attached to an appointment regardless of the appointment status.
        • The procedure status of Proposed and Completed have not changed and will display on the applicable reports.
      • Following is a description of the new appointment statuses that display on the report for Accepted procedures.
        • Scheduled: procedures that are attached to an appointment that is scheduled or checked in today, or any date following today.
        • No Show: procedures that are attached to an appointment on the schedule prior to today that is not Checked In or Checked Out.
        • Incomplete: procedures that are attached to an appointment that is Checked In prior to today, or Checked Out but the procedure was not completed.
        • Appt Pending: procedures that are attached to an appointment in the Schedule Organizer in the Pending, Recall, Recycle Bin or custom folder.
        • Cancelled: procedures that are attached to an appointment in the Schedule Organizer in the Cancellations folder.
      • When the procedures on an appointment status have the sum of zero, the appointment status sub-total will not display.
        • The procedure detail will display regardless of the fee amount and include no charge procedures.
      • Changes apply to all versions of R2003 including Tx Plan Proc. By Prov. Not Done, Tx Plan Proc. Not Done, Tx Plan Status by Patient, and Tx Plan Status by Provider.
    • Appointment Route Slip (R3015)
      • On the Appointment Route Slip in the Current Treatment Plan grid, procedures that are not completed and attached to past appointments will now display, regardless of appointment status.
    • The Appointment List report (R3002), the reason for the Follow Up is now included.
    • The Patient Chart w/o Fees report (R2601) will no longer display ‘w/o Fees’ in the title.
    • The Referral Detail report (R1009) now includes an Inactive filter.
    • Consent merge documents now automatically filter out inactive accounts.
    • The following Mail Merge templates now include an Inactive filter.
      • Each Mail Merge template must be added as a new merge document to the Report Gallery to include the Inactive filter.
        • Account Form Letter
        • Account Mailing Label
        • Account Mailing Label 1-Up
        • Consent to Anesthesia
        • Consent to Dental Procedure
        • Consent to Dental Procedure 2
        • Consent to Oral Surgery
        • Continuing Care
        • Dismissal
        • Missed Appointments
        • Patient Form Letter
        • Patient Mailing Label
        • Patient Mailing Label 1-Up
        • Patient Recall Letter
        • Referral Form Letter
        • Referral Mailing Labels
        • Referral Mailing Labels 1-Up
        • Referral to Specialist
        • Referred to Form Letter
        • Referred To Mailing Labels
        • Referred To Mailing 1-Up
        • Welcome
    • Crystal Reports have been updated to 11.5.
  • Imaging
    • Dolphin imaging bridge is now available.
  • Perio Exam
    • When making changes to an existing Perio Exam, a warning will display alerting the user with the option to create a new exam.
      • Voice is enabled for the warning message dialog.
  • Procedure Codes
    • Tooth is now required for Endo Therapy codes D3310, D3320, D3330.
      • The change only applies if the procedure code Procedure Requires field is the default setting. If the procedure code was manually configured, then the Procedure Requires will remain the same.
  • Goal Tracking
    • Scheduled production for resources and providers can now be viewed in Goal Tracking.
      • Requires an internet connection.
      • In Schedule, go to DAISY/Appointment/Goal Tracking to open the Scheduled Production window.
      • In the DAISY Toolbar, the button is now labelled Goal Tracking.
    • User can set Provider Daily Production Goals in the Provider window on the ID tab.
      • Go to DAISY/Configure/Providers/Provider name and select the ID Info tab.
      • Provider goals default to the average of last year’s daily production.
    • User can set the Practice Daily Production Goals in the Practice Configuration window on the Options tab.
      • Go to DAISY/Appointment/Configure/Practice and select the Options tab.
    • User can set Resource Daily Production Goals in the Resources window on the Definition tab.
      • Go to DAISY/Appointment/Configure/Resources/Resource name and select the Definition tab.
      • Resource goals default to the average of last year’s daily production where they were the primary resource on the appointment.
    • In the Scheduled Production window, production can be viewed by either Provider or Resource.
    • Scheduled Production default view is by Provider.
      • Practice goals are calculated as the sum of the goals for all providers
    • The daily scheduled production and goal displays.
      • When the mouse floats over the scheduled production in blue, a tool tip will display stating the amount of the scheduled production and either Goal Met or the amount needed to reach the goal.
      • When the mouse floats over the goal line, a tool tip will display the goal amount.
    • The drop down menu allows the user to filter for all, or a single resource or provider.
    • The user can navigate by date by selecting or keying in a date and clicking the Go To Date button. User can also navigate by week when clicking previous week, next week or return to today.
    • Each column represents a day within the week, Sunday through Saturday.
  • Clinical Notes
    • Check Spelling is now available in Clinical Notes on multi-line memo and short text fields.
      • The Check Spelling option is saved per workstation/user/detail.
    • Spell checking can be enabled for all multi-line memo and short text fields on a Clinical Note by clicking Tools/Check Spelling.
      • Check Spelling can be enabled/disabled on a single field by right-clicking on the field and toggle Check Spelling.
      • Once Check Spelling is enabled, misspelled words will display with a squiggly red underline.
      • Right-clicking on a misspelled word displays two additional menu options:
        • Suggest Spelling – displays when spelling engine is able to recommend at least one suggestion.
        • Add Spelling Word – adds the word to List Maintenance.
    • Custom spelling words can be managed in List Maintenance/Simple Lists/Spelling Words which includes industry-standard dental terminology.
  • Transactions
    • In Transactions, the user can now right click in the grid and select Credit Card payment or ACH payment when configured to use InCharge.

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