March 2025 - Release Notes

Day-to-day: 
➡️ Fixed a bug where patient Information forms cannot be submitted without an address. Address is a required field on the patient information form. 
➡️ Denturists are now categorized as Dentist-type providers rather Hygienist-type providers, which means they can be added as the only provider on an appointment
➡️ When you edit or delete a time block or a schedule guide, you now have to explicitly choose whether you want it to apply to that one, all future, or all times.
➡️ Fixed a bug preventing Overdue Invoice tag to show on the huddle for patients with an overdue invoice. This tag will now appear correctly. Overdue Invoice is not the same as Balance Due. A patient's balance can be seen on the Huddle in a separate column. 
➡️ Clinical notes templates, patient forms templates. patient list, email campaigns, and automated communications now have more offerings for 'variables' that you can insert -- things like patient dob and age, patient gender, patient cell phone, patient balance, etc.

• Pre appointment
  • Appointment patient estimate
  • Patient balance
• Post appointment
  • Next appointment
• Clinical note templates
  • Patient Dob And Age
  • Patient Gender
  • Next appointment
  • Next appointment procedures
  • Patient Contact Person Name
  • Patient Preferred Contact
  • Patient Cell Phone
  • Patient Email
  • Patient Home Address
  • Patient primary provider
  • Patient primary hygienist
  • Appointment room
  • Next appointment
  • Next appointment procedures
  • Patient forms
  • Patient Dob And Age
  • Patient Gender
  • Patient contact person name
  • Patient preferred contact
  • Patient cell phone
  • Patient email
  • patient home address
  • patient emergency contact number
  • patient emergency contact name
  • patient primary provider
  • patient primary hygienist
  • patient balance
  • patient family balance
  • patient wallet balance
  • primary subscriber name
  • primary carrier name
  • primary group number
  • primary maximum remaining individual
  • primary maximum remaining family
  • primary deductible remaining individual
  • primary deductible remaining family
  • exam recall due date
  • prophy recall due date
  • perio recall due date
• Messaging from patient list
  • patient contact person
  • patient preferred contact
  • patient cell phone
  • patient work phone
  • patient home phone
  • patient email
  • patient home address
  • patient mailing address
  • patient emergency contact number
  • patient emergency contact name
  • patient employer
  • next appointment
  • patient balance
  • patient wallet balance
  • patient family balance
  • exam recall due date
  • perio recall due date
  • prophy recall due date
• Messaging from reports
  • patient primary provider
  • patient primary hygienist
  • next appointment
  • patient balance
  • patient family balance
  • patient wallet balance
  • exam recall due date
  • perio recall due date
  • prophy recall due date
• Email campaigns
  • patient contact person
  • patient preferred contact
  • patient cell phone
  • patient work phone
  • patient home phone
  • patient email
  • patient home address
  • patient mailing address
  • patient emergency contact number
  • patient emergency contact name
  • patient employer
  • next appointment
  • patient balance
  • patient wallet balance
  • patient family balance
  • exam recall due date
  • perio recall due date
  • prophy recall due date

Charting: 
➡️ Custom codes can now be archived. An archived custom code can not be added to appointments or treatment plans after it is archived. Archived codes can be unarchived which restores their ability to be added to appts or treatment plans. Treatment plans and appointments that contained a code prior to it being archived will still function as usual. Custom codes can be archived and unarchived from the settings menu under Scheduling > Procedure Codes. 
➡️ Prefilled Custom Codes (those that start with N) are able to be archived. An archived custom code can not be added to appointments or treatment plans after it is archived. Archived codes can be unarchived which restores their ability to be added to appointments or treatment plans. Treatment plans and appointments that contained a code prior to it being archived will still function as usual. Custom codes can be archived and unarchived from the settings menu under Scheduling > Procedure Codes.
➡️CDT codes D9947, D9948, D9949, D9954 can now accept entire mouth as an area.
➡️ CDT codes D4320, D4321, D4322, D4323 can now all accept a tooth range in addition to a single tooth.
➡️ Fixed a bug impacting the ability to remove the prioritization of a feature. Procedures which previously were given a priority number can now have the prioritization number removed.
Collections, Claims, Calculations: 
➡️When xray images are added to a claim as an attachment, if they were mirrored in the mount, they will now be attached to the claim in the same orientation.
➡️ Top claim errors now have a more descriptive error message helping you to know what you need to fix.