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63.1 Release Notes

New​

Document Templates​

  • Orthodontic and Non Orthodontic Contracts can now be configured from Document Templates using a question type "Payment Plan Schedule" that will populate and display a predefined grid.
    • This grid will display Date and Payment Amount (Patient Amount, Insurance Estimated Amount), and optionally the Type (Downpayment, charge, adjustment), if "Showing Type" is set to Yes.
    • For Orthodontic plans, patient, primary insurance, secondary insurance, and/or tertiary insurance schedules are available to be included.
    • For Non Orthodontic plans, only the patient schedule will be available.
  • Individual data hooks related to Non Orthodontic Plan Summary and Schedule are now available. Under the heading "Non Ortho Payment Plan", the following data hooks are available:
    • End Date
    • Start Date
    • Total
    • Number of treatments/charges
  • Individual data hooks related to Payment Plan Schedules are now available. The most current schedule is used and all active payment plans would be shown in the contract. Under the heading "Payment Plan Schedule", the following data hooks are available for either patient, primary insurance, secondary insurance or tertiary insurance:
    • Schedule End Date
    • Schedule Start Date
    • Scheduled Charges
    • Amount (Patient or Estimated for Insurance)
    • Patient or Payer
  • Individual data hooks related to Orthodontic Treatment Plans are now available. Under the heading "Ortho Treatment Plan", the following data hooks are available:
    • Code
    • Code Description
    • Date Appliance Placed
    • Estimated Completion Date
    • Phase
    • Provider
    • Start Date
    • Summary Total

Improved​

Financials​

  • Ability to clear the adjustment code field while creating an Orthodontic payment plan.
  • A column for 'ICD 10 Code' was added on the Create Predetermination grid so that linked diagnostic codes to planned/proposed treatments are visible when creating a predetermination.
  • Contracts (Non Orthodontic or Orthodontic) for Patient Payment Plans
    • The icons to create a contract or view existing contracts have been moved to the Patient Schedule lines, rather than being in the top right corner of the Payment Plan.

Insurance​

  • The system now checks patient demographic requirements when you start to add an insurance policy to a patient, instead of when you attempt to save the association.

Fixed​

Authentication​

  • Fixed issue where "authenticate through Google" users were not being redirected to Google's app approval page.

Financials​

  • Fixed an issue related to claims submitted to the queue from a Patient's Financial Dashboard.
  • Fixed issue where approved amount was missing for step set procedures in a PD/PA Claim.
  • Fixed the issue of being unable to zero out a charge on a non-billed payment plan schedule.
  • Fixed the issue where an admin charge amount could not be changed on a Non Orthodontic Payment Plan.

Insurance​

  • Fixed an issue where the Primary/Secondary insurance labels are incorrect with an inactive policy.
  • Fixed issue of being unable to add a Custom Billing Dentist.
  • Fixed issues related to Claim reason codes totals showing on batch allocations.
  • Fixed issue where Insurance Policies were not saving when the date format was MM/DD/YYYY.
  • Fixed the error message information when saving an Insurance Policy.

Orthodontic Charting​

  • Fixed issues related to manually completing the Orthodontic Treatment Plan before the scheduled plan.
  • Fixed the issue of an Orthodontic payment plan adjustment positive amount warning persisting when amount error is resolved.
  • Fixed the issue of being unable to modify the start date of an Orthodontic Payment Plan.

Reporting​

  • Fixed the issue where the Appointment List report was not sorting by appointment date and time.

User Experience​

  • Various issues have been addressed throughout the system.

Validation​

  • Fixed an issue of validation entries not loading properly.