This extra-large release combines two releases to bring you many features and enhancements, big and small across the software. You’ll get more information at a glance, default answers, and more functions.
Key Features
What You See Is What You Get
Now With More to See: Customize the appointment blocks, left margins, and borders to show what means the most to your team -Production Type, Provider, or Appointment Status.
Change Is Good
Especially in Completed Codes: You can now change the fees, or the fee split on completed codes, EVEN IF a claim has been generated for the code already.
Hygienist + Treating Provider = Connected
Default for the Win: Assign your hygienists to a Treating Provider so they don’t have to select one for each chart or entry.
More Improvements
Front Desk
- Further categorize your appointment status with the new “In Office” category to locate patients that are moving within the office.
- Fill your appointment book with the printable Unscheduled Procedures
- Quickly access the Scheduler from the Super Slider with a new link on the Appts tab.
- Print your routing slips and/or the Scheduler with your account or location branding.
- Jump eight months in the Scheduler with an additional fast forward and rewind option.
- Schedule a patient directly from the Reschedule Queue without navigating through the patient record, though the patient snapshot is available. Details are carried into the appointment.
Clinical
- Access your cloud x-ray images from different software options within a single practice and set a location-based default. Your options include SOTA, Tigerview, and Apteryx.
Revenue Cycle Management
- Learn more from your electronic eligibility requests with more details about deductibles, active coverage, maximums, and exclusions while navigating smoothly through them.
- Find details about BluePay transactions with the 30-day transaction history.
- Update the fee and fee split on a completed code even when a claim has been generated for the code.
- Offer more accurate fee estimates in Copay plans with the consideration of AMB codes (downgrades) and deductibles.
- Reduce accidental verifications on draft insurance plans with improved logic in the Mark as Verified
- Jump quickly to a plan’s Fee Register with a quick link beside the plan fee register field.
Patient Services
- Bookmark your Patient Connect, Patient Portal, and Online Appointment Portal with Chrome’s built-in bookmark feature -the star.
- Receive documents uploaded by patients through the HIPAA compliant Patient Portal.
Reporting and Analytics
- Find more complete details about your accounts receivables in the Aging (Enhanced) report by drilling down into Unapplied Credits.
- Filter the Utilization report by CDT Category to see adjustments, net production, and net collection details.
- Focus on different types of payments in the Applied view Income Allocation of the report.
- Recognize issues in appointments and billing using the Missing Transactions KPI.
Setup and Administration
- Target functions for recalls with expanded permissions to view, add, edit, and delete recalls for a patient. (New permissions will match with current appointment permissions by default.)
- Control access to scheduling blocks with new permissions.
- Create a Facility list for mobile dentistry allowing you to reflect the patient, billing, fees, and claims more accurately. Enter a Support request to enable this feature for your account.