EMV-Compliant Credit Card Processing
- Register or remove an EMV terminal
- EMV terminals can be used for Sales or Voids
- Handle partial authorizations for terminal and wallet sales
- Added EMV Payments to Quick Estimate menu
- Estimated patient responsibility can automatically populate the EMV dialog
- Force Settlement for EMV terminal
Appointment Scheduling
- The Appointment Detail now shows primary and secondary subscriber IDs
- When selecting TP procedures into the appointment detail grid, completed treatment plan procedures no longer show on the list
- Fixed problem with printing schedule "...continued"
Accounts & Patients
- If an Account is marked for collections you cannot accidentally edit the Financial Arrangement
- On the Account and Patient windows, there is a quick access button to Reassign Patient Coverage
- It is easier to replace the primary and secondary guarantors. Use the menu (Edit | Swap Guarantors) to move the secondary guarantor to the primary position.
- The Patient History screen shows the patient’s phone number
Charting
- The Delayed Bleeding dialog has been reworked to be more user-friendly
- In Perio charting there are new keyboard shortcuts for the perio exam toolbar buttons
- Full View (Ctrl-V)
- Pocket Depth (Ctrl-D)
- Bleeding (Ctrl-B)
- Delayed Bleeding (Ctrl-G)
Claims
- On the Claim window, the length of In-office claim notes is increased
- When creating a Rebill claim, the "Get Rebill Procedures" dialog box is sizeable (size is not maintained)
- When created a Ledger claim, the "Create Ledger Claim" dialog box is sizeable (size is not maintained)
- A Patient History QA button has been added to the Claim window
Practice configuration
- New Location types have been added
- Editing the Location NPI updates all Provider's Site NPI numbers (Type II) for that location
Fee Schedules
- Fixed the problem with updating fee schedules where it would round up the amount
- Fixed the category for CDT procedure D4346
- Changed procedure D6081 to require only a tooth
Report changes
- Aging Report (R2100) can be configured to show Statement Messages. Adds the Statement Message and Statement Message edit date to the report as a new detail row. The word “messages” must be in the report title (not case sensitive)
- Example1: Do not show messages when the title is "Account Aging"
- Example2: Show messages when the title is "Account Aging w/Stmt Messages"
- Example3: Show messages when the title is "Account Aging w/messages"
- The Account Ledger report (R2140) now displays the comments for payments, adjustments and charges
- The Visit Summary and Visit Summary with Patient Responsibility (R2142) now contain the Provider Broadcast
- The Insurance Rollover date appears on the User Defined Route Slip (R1027ole.rpt)
- The Insurance Rollover date appears on the Appointment Route Slip (R3015)
- The Patient Demographics report (R1020.rpt)
- Timeframe filter- Filter for production within a given time frame
- New Patient filter- Filter for patient added within a given time frame
- Fixed the problem where the report could generate an error 515, error in formula <cntAccount>
- The Treatment Plan report now displays the patient's primary phone number for appointments (R2002)
- The Patient Profile report (R1003) now
- Displays the Subscriber DOB
- Shows an asterisk next to the Primary Phone Number for Appointments
- The Activity Log report (R1101) now includes deleted users on the User
- The Referral Detail report (R1009), now
- Includes the last DOS for the patient
- Sorts by last name instead of first name
- Corrected Patient Recall Letter mail merge document so it works when filtering for NextCalendarMonth
- The Account Profile report (R1002) now contains the Insurance Company name
- Customized report titles now show for the following reports:
- Account Aging (R2100)
- Account Aging w/Provider Detail (R2102)
- Patient List (R1004)
- Recall by Patient (R1011)
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