New​

External Providers: Configure password rules for external providers in Practice Settings > Security Management > External Provider Authentication.
External Providers: Invite an external provider via SMS or email to set a password for their external provider portal.
External Providers: An external provider can set or reset their password for their external provider portal.

Note: External providers cannot login to their portal in this release.

Improved​

Organizations: The Practice Settings > Organizations screens use the latest layout, table, and button styles.
Organizations: You can now configure an organization as inactive to disable it and keep historical references, instead of deleting it completely.

Fixed​

Financials: In Practice Settings > Financials > Lockbox Identifiers, the item notes now always show the author's name instead of sometimes showing their individual code.
Patient Authentication: Removed unused configuration toggle in practice settings for Google Apps authentication.
Referrals: The referrals panel now correctly sorts by creation date when your practice uses a non-default date format.

Fixed​

Charting: You can now enter codes D6191, D6192, and D6198 without receiving an error message.

New​

Documents: Choose one or more clinics when you fill out a new document to connect the clinic(s) with the document. You no longer have to rely on the submitting provider's primary clinic to determine which clinic was related to the document.
Documents: Create custom labels to describe why a user is selecting a clinic when they fill out a new form. For example, Remote Site, Referring Clinic, or Primary Clinic.
Documents: Add data hooks to a document template that show information about the clinic(s) a user chose when they created the document. You no longer have to create multiple copies of a template just to show different clinic names or contact methods.
Referrals: Select an organization as a referring or receiving clinic when you create a referral with an external provider.

Improved​

Data Migration: You can now include a patient's fee schedule association in data imports and exports.
Testing: Updated the column order of COVID testing reports.

Fixed​

Charting: You can now chart a step set immediately with a planned or completed status. This means you no longer need to add it first as proposed and then change the status afterwards.
Financials: The payment plan summary in the financials panel no longer shows a loading indicator on top of the summary details.
Help: The Knowledge Base panel no longer continues to increase in height after you expand it and let go of the cursor.
Practice Settings: The bottom bar of the create document template dialog now remains bottom-aligned when you add many items to the multi-select fields.
Referrals: When you remove a referring provider selection the system no longer auto-fills you as the referring provider.
Referrals: You can now archive a closed referral when the receiving provider is an external provider.

New​

Telehealth: You can toggle Dark Mode during a telehealth session to switch the workspace background between dark and light.

Improved​

Charting: Increased the width of the procedure code column in the General Procedure List so that longer codes are not truncated.
Charting: The Treating Provider and Last Modified By columns in the General Procedure List show a provider's name instead of their username.
Collaborations: The Patient Collaborations and Patient Tasks panels do not require a refresh to show new collaborations or tasks created from the panel.
Patient Portal: The Practice Activity panel shows an audit log entry when a patient changes their appointment reminder preferences through their Patient Portal.
Patient Portal: The send portal invite dialog has help text to indicate that the invite includes a link for the patient to set their portal password.
Provider Management: The send portal invite dialog has help text to indicate that the invite includes a link for the provider to set their system password.
Telehealth: The left side of the active speaker's video is padded so that it is not directly against the edge of the browser window.

Fixed​

Charting: Fixed an issue that caused the fee estimate of a charge to require two refreshes before showing a fee change after changing the clinic.
Charting: Fixed an issue where the Procedure Input dialog pulled system time zone instead of Practice time zone.
Individual Management: Fixed a display issue that cut off the left side of the Individual Management dialog if you accessed it from the referring provider search.
Insurance: Fixed an issue where viewing a batch from the ERA table's batch name link showed the previously viewed batch when navigating back and forth between ERA and Batch Payments.
Patient Portal: Fixed an issue where the audit log of a patient confirming their appointment in the patient portal disappeared from the Practice Activity panel after a refresh.
Practice Settings: Fixed an issue that caused the Showing Type toggle to appear when you configured a new Consent Table question in a document template.
Practice Settings: Fixed an issue that prevented scrolling in Practice Settings > Insurance > Dental Entity.
Progress Notes: Fixed an issue where the Progress Notes Summary panel didn't automatically refresh if you created a new note from the Progress Notes panel.
Progress Notes: Fixed an issue where the Progress Notes Summary panel didn't automatically refresh if you discarded a note.
Scheduling: Fixed a display issue in the Create Appointment or Edit Appointment dialogs that showed drop-down menu options after closing the dialog.
Scheduling: Fixed a display issue in the Create Event dialog that caused the Event Date fields to appear on separate lines.
Telehealth: Fixed an issue that prevented guests from joining an Invitation Session from the Email/SMS shared link.
Vitals: Fixed an issue that caused the pain dialog to appear after entering an invalid weight measurement.

New​

Progress Notes: A new Progress Notes Summary panel is available on the Patient Dashboard and Charting workspaces.
Progress Notes: The Progress Notes Summary panel shows a list of progress notes on a patient's record. Each note only takes up one line and you can select a line to view the note in detail.

Improved​

Charting: Charting an existing root canal shows the endodontic therapy visual on the odontogram.

Improved​

Documents: A user without "Manage Providers & Resources" permission can still choose a provider for the Data Hook Individual field in a document.

New​

Provider Management: A new "Manage External Providers" permission controls if a provider can see the External Provider menu, create new external providers, view external providers in search results, and open external provider records.
Provider Management: A new "Manage Individuals" permission controls if a provider can see the Individual menu, create new individuals, view individuals in search results, and open individual records.
Provider Management: Replaced "Manage Patients/Individual" permission with "Manage Patients" permission that controls if a provider can see the Patient menu, create new patient records, view patients in search results, and open patient records.

Improved​

Patient Management: Multi-select custom fields in Patient Management and the Create Patient dialog now sort the field options alphabetically, options are searchable, and the field displays more options without requiring scrolling.

Fixed​

Charting: Fixed an issue that hid a procedure's status in the quick edit popover if you opened it immediately after adding a new procedure.
Charting: Fixed an issue that prevented data from pulling into and updating from the advanced edit finding input dialog.
Practice Settings: Fixed an issue that displayed the new 2022 codes in Practice Settings without descriptions.
Validation: Fixed an issue that caused a document requiring validation with a grid question to show editable text overflowing the document view.

New​

Charting: Added CDT 2022 codes to the system.

Improved​

Financials: Procedure descriptions in the batch payment allocation multi-view truncate to one line on small screens and show the full description on hover.

Fixed​

Dashboard: Fixed an issue that caused a removed floating panel to return after selecting Upload in the Files panel.
Dashboard: Fixed an issue where resizing a floating panel made it too small to use.
Document Templates: Fixed a display issue that hid text entered into a grid table in a document.

New​

Patient Portal: In response to a collaboration message, a patient can attach an image by taking a new one with their iPhone or iPad camera.
Patient Portal: In response to a collaboration message, a patient can attach an image from their iPhone or iPad photo library.

Improved​

Authentication: Increased loading speed of user password configuration page on iPad.
Login: On mobile the privacy policy and terms of service agreement dialogs open each document in a new tab for improved scrolling and rendering.
Panels: The Manage Panels dialog does not scroll to the top each time you add or delete a panel.
Progress Notes: The system remembers the filters you set on the Progress Notes panel so you can navigate to other pages or patients and keep the same filters.
Referrals: Improved rendering of attachment, document, and collaboration management dialogs for a referral on mobile phone screen sizes.
Reporting: The Procedure List report type can display Last Modified Date.

Fixed​

Charting: Fixed a display issue that cropped the mouth area checkboxes on the Findings Input odontogram.
Charting: Fixed an issue that prevented an orthodontic treatment plan's Enter Data button from opening a dialog.
Files: Fixed an issue that displayed the Chrome PDF viewer on top of the file preview dialog's download, print, and cancel buttons.
Financials: Fixed an issue that sorted payment adjustment lines in the Main tab at the top of the table instead of chronologically with other transaction lines.
Panels: Fixed an issue that prevented the cancel action in the Manage Panels dialog from reverting unsaved changes.
Panels: Fixed an issue that showed an unsaved changes dialog after you added a panel, floated it, and then navigated to another page.
Patient Management: Fixed an issue that displayed the patient sidebar incorrectly after you created a patient from a customized Create Patient dialog.
Practice Settings: Resolved a behaviour where the system didn't update the create patient dialog preview if you re-uploaded a JSON file after changing its contents.
Provider Management: Fixed an issue that prevented a user from seeing their Provider > Profile > Demographics details on iPad if they didn't have "manage-providers-resources" permission.
Referrals: Fixed a display issue on mobile phone and tablet screen sizes where referral dialog buttons were misaligned.
Referrals: Fixed a display issue on mobile phone screen sizes where edit referral alerts were too narrow.
Referrals: Fixed an issue that prevented a user from creating a new collaboration from a referral on iPad.
Telehealth: Fixed an issue that removed a participant from a telehealth session if they downloaded an attachment sent in a collaboration message.
Validation: Resolved an issue in Provider > Validation that showed a blank preview for a progress note entry.

New​

Patient Management: Configure what information the system requires when you create a new patient record. To get started, contact your ICE Health Systems representative.
Patient Management: Add a patient custom field to the create patient dialog.
Practice Settings: Custom fields display an ID in the edit custom field dialog to use for configuring the create patient dialog. ICE Admin only.

Improved​

Data Migration: The document template "Portal Visible Default" setting is available with import/export tools.
Data Migration: The referral auto-assignment setting is available with import/export tools.
Financials: After you post balanced entries in the multi-view batch payment allocation workspace, the system shows a confirmation message to generate secondary claims for eligible patients.
Patient Management: The Race and Ethnicity fields do not expand when you select multiple options.
Practice Settings : Added additional unique IDs to Apply Availability validation elements to improve automated quality assurance testing.
Practice Settings : Refined Apply Availability elements in each view to improve automated quality assurance testing.
Testing: Updated CPT code associated with COVID testing.

Fixed​

Administrative Notes: Fixed an issue that caused force acknowledge dialogs to load twice on patient pages.
Financials: Fixed an error that prevented allocation posting for a patient with multiple procedures on one claim.
Financials: Fixed an issue that prevented ad hoc statement creation when the date format had 'ddd' in it.