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:
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.
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.
The Odontogram and Findings Input are now using the same base dentition component, which allows for consistency and flexibility.
Under the Charting Provider Settings, there is an option to display the Odontogram and Findings Input in Sextants or Quadrants.
For the Findings Input, the ability to display existing findings and procedures is available from Charting Provider Settings.
Filter options are now available for the Findings Input dentition, similar to how the Odontogram can be filtered.
A tooth will now be greyed out when disabled, meaning that it cannot be interacted with.
The "Show Tooth Label" in Charting Provider Settings is now functional and applicable to the Odontogram, Findings Input and Procedure Input. When the tooth labels are unable to render properly (e.g. when "Microsurfaces" is turned on) then the labels are automatically hidden.
Report types that have only one report are no longer hidden under the expanding plus icon. The main list uses the names of the reports themselves (e.g. Appointment List rather than this being hidden under Scheduling). Currently only the report type Financials has multiple reports (e.g. Adjustment, Income, etc).
Under Your Templates there is a new button labelled "Run" beside each template. This allows you to run with a single click rather than having to select "Use" and then the "Run or Export" button.
Contracts (Non-Orthodontic or Orthodontic) from Patient Payment Plans
Ability to define document templates with system types of Ortho Consent or Non Ortho Consent.
Ability to create Orthodontic and Non-Orthodontic Contracts from the Patient Payment Plan tab.
To create a contract, there will be a red plus icon in the top right corner.
A green plus icon indicates that a contract has already been submitted.
The contracts are tracked from the Patient Payment Plan schedule. Note that multiple contracts can be signed per payment plan schedule.
Once a contract has been created, a PDF icon will appear beside the green plus icon in the top right corner. By hovering on the icon, the contract will display as a link. Selecting the link will open the document. Note only the most recent contract will be displayed.
Once created, the document is also available from the Patient Documents panel.
Crosswalk Codes
Ability to manage the cross walking of dental procedures to medical procedures and medical procedures to dental procedures in Practice Settings.
Ability to apply a Crosswalk Charge from CDT - CPT or CPT to CDT via the patient charge transfer screen.
Display of applied Crosswalk Codes on Patient Financial screens.
Warning provided when a crosswalk transfer from one payer to another is initiated.
Unscheduled appointments that are linked to a treatment are also listed as a link from the consolidated pop-up.
When adding 'Additional Providers' in Procedure Input panel, the provider roles (as defined for Charting) will now filter to only those provider groups linked to those roles. This is the same functionality available when adding additional providers to Appointments for those provider roles defined for Scheduling.
When using the "Save and Add New" button, it now uses the auto-filled tooth/surface from the initial treatment that was added to a finding.
An error is provided only if an appointment is being created on a date in the past. If an appointment is being created for earlier in the day, then this is simply highlighted to the user but is allowed.
'Create Appointment' functionality is no longer available from the Treatment Planning Panel when Scheduling Permissions are off.
The number of appointments showing on the Clipboard has been increased and scrolling enabled.
Ability to specify a language under Provider Profile - Account - Localization. Currently English and Spanish are available and the setting affects the Menu headings.
Ability to report on addresses, for each of Primary Address and Practice Address Type. The columns available to select on the report include:
Address
City
State
Zip Code
Country
"Does Not Contain" has been added as a Search Comparison Type. For any of the Search Fields that included "Contains", there is now a "Does Not Contain" type.
Ability to validate vital signs (Blood Pressure, Heart Rate, Respiration, Temperature, Height, Weight, Pain). Each vital is considered a separate validation item. The Vitals Panel shows an 'unvalidated' data point as red and the hover box indicates "Validation Required".
Fixed issues related to reporting on unscheduled appointments and duration of appointments.
Fixed issues where the Procedure List Report and Reason for Treatment Report were being generating for the next day when the "equal to" search option was selected.
Fixed an issue where not all the records were displayed in Detailed Results when a large number of Data Sets were used.
Fixed the issue where Duplicating a Data Set was not loading properly.
For the Individual Search Fields, "Preferred Language" is now available in the "Not In List" option.
Fixed an issue where the materials selected for a material finding were not being displayed in the General Procedure List.
If a treatment has changed after consent obtained, there will now be two separate lines for "New Consent Required" and "Previous Consent Obtained on…" in the consolidated pop-over.
