The 5.45 Release is here! Discover the latest enhancements and features designed to improve your experience.
What’s New!
- Offer patient financing directly within your existing workflows with the new Alphaeon Credit integration.
- Use Quick Links in Care Notes to auto-populate recurring information, or type '#' to insert more Quick Links as you document.
- Replace manual handwriting with efficient DYMO Printer Integration to print patient labels directly from CareStack.
- Now add Dental Assistants as a clinical user type for better scheduling.
- Mark and track Short Notice Cancellations separately from regular cancellations with customizable threshold settings.
What’s Been Enhanced!
- Minimize claim rejections and improve claim accuracy with the new Tooth and Quadrant procedure code option.
- Print or Present concise treatment plan summaries with phase-level totals and a refreshed, patient-friendly layout.
- Track six months of Communication Usage Analytics and costs by medium for each billing cycle.
- Prevent sending repeated manual review requests to patients by viewing the date of the last sent review request.
- Statements can now be sent automatically the moment they are generated, using your preferred delivery method.
- Introducing the ability to block slots in the Scheduler for up to a year.
- Display descriptions for Appointment Reasons on your Online Appointment Portal to help patients easily choose the right visit type.
- Generate more precise End of Day reports with new Provider and Date Type filters.
5.45 comes with even more improvements; read on to explore everything that's new!
1. Track Short Notice Cancellations Efficiently
a. Now track Short Notice Cancellations (SNC) separately from regular cancellations using the new ‘Mark as Short Notice Cancellation’ option available when cancelling appointments.
b. Set a Short Notice Threshold timeframe in General Settings → No Show & Cancellations.
- Any appointment cancelled within this timeframe falls under SNC automatically.
c. Quickly identify SNCs with a dedicated SNC indicator across the system, including the Missed Appointment modal, Appointment Lists, Cancelled Appointment Tiles, and the Scheduler Legend.
2. Block Slots Up to a Year
- Slots can now be blocked for up to a year, previously limited to three months.
3. Find Slots for Recall Due Dates in One Click
- When scheduling a recall appointment from the Clipboard, the Find Slot search date now automatically defaults to the recall due date, enabling users to view relevant slot availability without manually selecting the date.
1. Auto-Populate Care Notes with Quick Links
a. Stop typing the same details over and over. Care Note templates now support Quick Links that auto-populate information already available in the system when a note is created from the template.
Insert additional quick links directly in a note using ’#’, even if they are not part of the saved template.
b. Add Quick Links to a template in Practice Settings → Clinical → Care Note → Templates.
2. Capture Tooth and Quadrant Details and Include in Claims
a. A new Tooth and Quadrant option is now available in Procedure Code Settings.
- When configured, users can select a tooth while the corresponding quadrant is automatically populated, ensuring both details are included in claim submissions.
- This helps improve claim accuracy and reduce rejections from carriers that require both tooth and quadrant information.
3. A Fresh Look for Treatment Plan Print or Present with a New Summary Option
a. The new Print Summary and Present Summary option in the Treatment Plan displays phase-level and overall treatment plan totals while hiding individual code-level details, providing a concise summary that can be shared through the patient portal or via print.
b. The refreshed Treatment Plan Print features a cleaner layout, offering a more polished presentation of treatment plan information.
4. Insurance Breakdown on Treatment Plan Prints
a. The printed Treatment Plan now shows a separate Ins. 1 and Ins. 2 when Show Ins. Breakdown is enabled, giving patients a clear view of how their insurance contributions are split.
b. Show Ins. Breakdown is now available in Chart → Tx. Plans, in addition to the Treatment Planner.
5. Now Add Dental Assistants as Clinical Users
a. A new Dental Assistant provider type has been introduced in the system.
- Now mark a new User as a clinical user and select their provider type, as Dental Assistant, in the Clinical Details section.
b. Dental Assistants appear only in relevant assistant fields such as Care Note Assistant, Clinical Case Assistant, and as secondary/tertiary providers of an appointment where applicable.
- They are excluded from provider-only lists and cannot be selected as a primary provider for appointments.
c. A new visual indicator ‘O’ is displayed to enhance the visibility of dental assistants within the appointment tile.
- Based on ‘Manage Appointment Timing’ configurations, the symbol will display alongside the dentist for shared tasks, or solo when only the assistant is required for a specific time slot.
6. Upload Images Directly to Treatment Plan Agreements
- The Treatment Plan Agreement now supports uploading images directly from the system eliminating the previous URL-only upload limitation.
7. Flexible Mapping for Recalls by Production Type
a. Previously, recalls linked to a single production type were missed when a patient's appointment was booked under a different production type. Now, when you set up a Recall, you can link it to multiple production types, increasing control and flexibility for scheduling.
b. The new Recall Production Type field lets you set production types for the recall appointment, ensuring it is linked and scheduled correctly when the appointment is scheduled using any of the configured production types.
8. Add Implant Details Directly to Care Notes
a. Insert Implant details directly into Care Notes, using the new ‘+ Implant’ option, available in the Chart and on the Add Care Note slide-out.
- Select the implant site and the details you want to include, and CareStack will automatically add the information to the note, making implant documentation more efficient.
9. Permission to Control Deletion of Finalized Care Notes
- Practices can now restrict users from deleting Clinical Notes in finalized status with the new ‘Delete Finalized Clinical Notes’ permission under Treatment And Note.
10. Perio Chart Supports Two-Digit Values for MGJ
a. Perio Charting now supports two-digit values for the mucogingival junction (MGJ) field to accommodate additional clinical scenarios.
- Hold Alt (Windows) or Option (Mac) to enter double digits.
11. Enhancements to the Perio Chart
a. Unerupted teeth are now automatically disabled in the perio chart when adding a new chart, ensuring probing is performed only on clinically applicable teeth.
b. Probing over implants now aligns with a tooth's latest clinical timeline, recognizing implants as the current clinical status regardless of prior conditions such as extraction, missing status, or bridge pontics.
1. Add Appointment Reason Descriptions in Online Booking
Enable the Show Appointment Reason Descriptions setting to display short descriptions added to appointment reasons in the Online Appointment Portal, helping patients choose the most appropriate appointment type.
2. Print Patient Labels with DYMO Label Printers
a. Print patient labels directly from CareStack using DYMO printer, eliminating the need for handwritten labels.
- Use the new Print Label option from the appointment tile (scheduler) or Patient Profile to quickly create labels for patient charts, mailings, appointment reminders, insurance documents, and custom alerts.
- Choose your label size, select the specific patient data to print, and add extra details like phone numbers or custom messages.
Note: To enable DYMO label printing, please contact support@carestack.com.
3. Enhancements in Office Wizard
a. Easily add Patient Conditions, Allergies, and Medications quick links into your templates to automatically pull profile data into referrals, documentation, and consent forms.
b. Patient Height and Weight are now available as both System Components and Quick Links.
- When a patient submits these values via forms, they automatically syncs to the Patient Measurements section in the Prescriptions, eliminating manual data entry so providers can instantly calculate BMI and verify medication dosages.
1. Confirmation Added for ‘Print and Sign’ on Medical History Forms
- You will now see a confirmation message after clicking Print and Sign on a Medical History Form, ensuring you do not accidentally complete the form before it is ready.
2. Highlight Critical Questionnaire Responses in Medical History Forms
a. Practices can now configure medical history forms to automatically highlight clinically significant Questionnaire Responses, helping providers quickly identify important patient information during review.
- You can enable this setting for Single Choice, Multiple Choice, and Dropdown questions.
- Highlighted responses are displayed across Medical History Forms, Clinical Summary, and Care Notes, with associated notes now shown in Clinical Summary and Care Notes.
3. Improved Current Medication Entry in Medical History Forms
a. The Current Medication section in Medical History Forms has been enhanced across Patient Portal, Kiosk, Connect, and the PMS.
- Patients are now prompted to confirm when proceeding without adding any medications, helping prevent accidental omissions.
- Providers can now easily identify when a patient explicitly reports taking zero medications, removing the confusion of a blank entry.
- The Start Date and End Date fields are now marked as optional, with additional guidance clarifying that they can be left blank if the patient does not know the end date.
4. Identify Inactive Patients Instantly
- You can now see an Inactive label next to inactive patients in key areas like the Patient Snapshot, Account Summary, Linked Members and Patient Overview, allowing you to identify inactive members without opening their profile.
5. View 6 Months of Communication Usage & Costs
- For applicable accounts, users can now view Communication Usage Analytics for the past six months and review usage and costs for specific billing cycles.
6. View Last Sent Review Request Date
- Users can now view the last review request sent date for both Email and Text messages when sending a Manual Review Request, helping practices avoid sending review requests frequently to the same patient.
7. Enhanced Email and Text Message Modal
a. We have standardized the Email and Text Message modal across direct messages to provide a consistent messaging experience across CareStack.
- A rich text editor to compose messages in full-screen mode for a more comfortable editing experience.
- Easily search, sort, and access templates directly from the messaging modal for faster access.
- Use the Manage Templates option to add or modify messaging templates.
- Insert appointment and provider specific information when using templates that include related quick links.
1. Offer Flexible Financing with Alphaeon Credit
a. CareStack now integrates with Alphaeon Credit, allowing practices to offer patient financing directly within their existing workflows.
- Staff can initiate pre-qualification requests, help patients review financing options, and complete financing transactions without leaving CareStack.
- The integration also supports seamless payment management, including refunds and voids, all from within the platform.
2. Enhanced Statement Customization & Automated Dispatch
We have updated the statement generation workflow to give you greater flexibility over location branding and fully automate your daily billing cycles.
a. Now configure statement settings at the individual location level from Payments & Billing → Statements.
- Easily customize and override the Return Address and Remittance Address for specific locations, while the rest of your statement setup remains managed at the account level.
b. Location Logo is now available as a new option within the Logo Type.
c. The phone number has been decoupled from the specific address field. You can now mix and match, such as printing your main account address while listing a specific clinic's phone number so patients call the right office.
d. A new Automatically send statements after generation option is now available under Other Settings.
- When turned on, your statements will automatically default to your preferred delivery choice (like print, mail, or patient portal) the moment they are generated, while still giving you the flexibility to manually change the delivery method whenever you create or schedule statements.
e. Now you have the ability to configure recurring batch statements on a daily basis.
1. Analytics Data Now Near Real-Time
- Scorecards, Trend Analysis, and Huddle modules now update in near real time, so you can act on current data, not yesterday's, and make faster, better-informed decisions.
2. Provider and Date-Based EOD Report Filters
a. The End of Day (EOD) Report now includes Provider and Date Type filters, giving practices greater control over report output.
- Include all providers or select specific providers to narrow report results.
- Generate reports using Transaction Date, Date of Service, or Payment Date criteria.
3. Practice Analytics Is Your New Home for Dashboards
a. Practice Analytics is now your central hub for dashboards.
- Analytics Dashboards is retiring, and your existing dashboards will automatically move to Practice Analytics, where you can create dashboards with interactive insights and real-time reports.
4. OTC Rate Drilldown
a. Gain deeper visibility into your Over-the-Counter (OTC) collection performance with the new OTC drilldown view in Practice Analytics.
- See patient-level details like same-day net production, credits, past balances, and OTC rates.
5. Introducing the Night Call Report 
a. Never miss a post-procedure patient follow-up with the new Night Call Report, which quickly identifies patients with completed procedures within a selected date range and generates an organized end-of-day calling list.
- The report groups patients by treatment location, provider, and date of service, and includes procedures completed and referral providers.
- Filter results by location, provider, or procedure codes to focus on the patients you need to contact.
1. VoiceStack Mobile App Integration
- We have integrated CareStack with the VoiceStack Mobile App. Tapping the Call icon on the Patient Details screen will now redirect users to VoiceStack if it is enabled for their account.
2. Quick Copy Shortcuts for Contact Details
- Instantly copy a patient's phone number or email address with a single tap using the new quick-copy actions added to the Patient Details screen.
Get the app and start your journey! Now available on the App Store and Google Play Store.
Stay ahead with the exciting 5.45 updates, coming to practices by late July!