2022 CDT Codes are available in versions 21.2.47 and 21.3.22 and greater.

New Features in this version include the following:
 

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2022 CDT Codes

Highly Requested Features

A keyboard shortcut opens the Select Patient Window

Secure Email Feature

Less data entry when adding a new family member in the Family Module. 

eServices
Web Sched Existing Patient

eReminders

eClipboard

• Payment Plans can be displayed and signed. 
• New Account Module Preference to save payment plans as PDF from eClipboard. 
• Patients can make a payment via eClipboard (if your practice is using PayConnect or XCharge).

Patient Portal

• Determine conditions for sending Patient Portal invites to a patient
• Patients making online payments can choose to receive a receipt via email.
• Online payments are automatically allocated using the preference you’ve set in Allocations Setup.
  An Online Payment Pending Alert will show in the main menu when online payments are received, and Payments show as pending. Open the payment and check to mark it Processed.

eRx: DoseSpot

• Multiple images can be opened simultaneously 
• Text can be added to images using the Draw button – see more in our manual.
  

Patient Statements

• The Statement button in the Account Module uses the start date from Billing Defaults. 
• Use Scheduled Processes to automatically run your monthly patient statements. 

New Ortho Chart Features

• The Ortho Chart can only be edited by one user at a time. By default, the Locked by note will appear at the bottom, with the current user allowed to make edits.
  If the Ortho Chart is in use by another user, a warning will display if another user attempts to open the Ortho Chart. The new user can click Take Control to take over editing. When this happens, the existing user’s edits will save and will be able to be seen by the new user.
• The Ortho Chart can be viewed or printed for a specific date range. When the Print button is clicked, the information shown will print.
  

Security Permissions

• Restrict access to add, edit, or delete an allergy in the Allergies List: Allergy Definition Edit.
• Restrict access to add, edit, or delete medications in the Medication List: Medication Definition Edit.
• Restrict the ability to add or update a password in a Program Link that requires one: Manage High Security Properties.
• Restrict the ability to add or edit allergies for a patient: Pat Allergy List Edit.
• Restrict the ability to add or edit problems for a patient: Pat Problem List Edit.
• Restrict the ability to add or edit medications for a patient: Pat Medication List Edit.
• Restrict access to the Edit Patient Information window: Patient Edit.
• Create an Audit Trail entry when a patient credit card is edited.
• Require the AdjustmentCreate permission when adding a discount to a treatment planned procedure.

Other New Features

• ERA downloads can be automated! Learn more about ERAs in our manual.
  • Practices must be using ClaimConnect E-Claims, Denti-Cal, Change Healthcare Medical/Emdeon Medical, and Electronic Dental Services.
  • ERA Automation needs to be enabled in Manage Module Preferences. Default is Review All, but you can also choose Semi-automatic or Fully-automatic.
  • Track auto-downloaded ERAs in the ERAs Automatically processed Report.
• New Merge Billing Types Tool can combine duplicate billing types.
• The Unearned Allocation Report can only be used by users on MySQL 5.6 or MariaDB. If your practice is using MySQL 5.5, please contact support to upgrade.
• Sheet-level setting to control auto-saving of form to the Imaging Module.
  This option is only visible when an image category (folder) is marked as Autosave forms. See more on this feature in our manual.

In Beta Version 21.4

• Insurance information can be collected when a Web Sched appointment is scheduled online
• Web Sched New Patient questions can be customized (e.g. to exclude certain insurance plans)
• Text messaging access can be restricted to specific User Groups
• Daily appointments can be printed with a white background