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Version 24.1

Known Issues
  • Reminder tasks of an archived task list can still popup and show on tabs in tasks area some times.

  • Remote Support: Customer survey after session end

  • Cents are missing from some grids, including Dynamic Payment Plans.

  • Email Inbox - Fix email preview resizing

  • Remote Support: SSL code signed certificates to prove connecting peers are OD software.

  • Add A Family Window - Selecting frequently used zipcode can crash sometimes

  • Security Lock - Change Audit Trail to no longer show unchanged fields

  • Mobile Sheet Edit - Invalid sheet defs aren't marked as erroneous

  • Deposit Slip Sheet - extra unusable controls are available

  • Database Mainenance for Pat window - The Patient label background does not currently match the rest of the window

  • Edit Insurance Plan window - the Electonic ID fields don't line up, specifically when using zoom

  • Sheet Def window - The new Autosave Image Category Override dropdown menu shows hidden categories

  • Changing appt status from Complete to Scheduled may drop attached procedures

  • Recall List Undo date entry box is misbehaving

  • Appointment selection does not update when switching patients

  • Clicking OK on an unsent statement could result in duplication

  • Letter Merge Window UE while clicking print and closing

  • ODTouch - Incorrect treatment plan sheet can be used to generate PDF

  • Internal 2024 Claim Form - Provider Specialty Code field is overlapping

  • Billing List window - Users aren't prompted to save or delete the unsent statements if they have the text file 'nocustomborders.txt' in their OD installation directory

  • Fill Sheet window - Exam Sheets with images will stop rendering the image after hitting Save

  • GridOD - Auto-selecting an editable grid cell does not place cursor in cell

  • Customer Can't Reveal Hidden Windows Taskbar When OD is Fullscreen With Modal Window

  • Task Filter window - Patients not assigned to clinic will not have tasks filtered correctly

  • Task Filter window - Clinic dropdown is showing hidden clinics

  • eClipboard - eClipboard Image Capture def order is not consistent in the UI

  • Edit Image Field window - Clicking the Change button and selecting a document resets all of the text input fields

  • API - PatFields POST and PUT may fail for PickList fields

  • Referral Letter - If this sheet type contains a specific procedure grid it automatically saves as a PDF and cannot be deleted

  • API - PatFieldDefs POST and PUT may allow setting a deprecated field

  • Imaging Module, some minimized images may not be restorable

  • Edit Patient Information window - Invalid date error Stopsigns may overlap when there is more than one error message

  • eRx - set fallback for provider number during sync

  • DBM - claimpayment table is not checked for negative clinicnum

  • ODTouch - Medical, creating new def does not auto-select the def

  • Edit Patient Information window - Required field for the patient's birthday can be bypassed and invalid dates for the birthday field can be saved

  • Insurance Verification List window - The "Close" button appears to be duplicated on other tabs on this window

  • DoseSpot medications with deprecated medication statuses are no longer being inserted into the database

  • Progress bar doesn't display progress in Billing Window and other places.

  • Alt keys don't work when combobox has control

  • Receivables Breakdown report considers the adjustment's procedure date when a procedure is attached rather than the preference to offset attached transactions before aging

  • Editing items on middletier updates changes on screen as they are made

  • Currency Decimal Settings window - The warning message within this window is not always accurate

  • Code Group Edit window - The tab stops within this window do not follow a logical flow

  • API - Appointments POST, Appointment Type procedures may be set to today's date instead of the appointment's

  • ODTouch - Lab Cases Save Prompt on Back

  • CareCredit Transactions window - Buttons at the bottom of the last two tabs are cutoff when zoom is set to 145 or higher

  • Electronic EOBs window - This window doesn't fit within the scren when Zoom is set above 130

  • Job Manager Advanced Search OK and Cancel Button Bad Placement

  • Changing provider on a completed procedure is changing procedure Fee

  • Manage - Incorrect projected pay periods cause error

  • Proc Appt Colors Window - text description wording needs to be updated

  • Lab cases attached to unscheduled appointment does not display with selected clinic

  • Edit Claim Window - DentalXChange attachment IDs are cleared in UI

  • Payment Portal stepper hides as appropriate based on route subscription

  • Enter Payment window - A label references an OK button that has been replaced by a Save button

  • Fill Sheet window, previously signed sheets incorrectly report an Invalid Signature sometimes.

  • Automated Messaging - Using AddToCalendar tag turns on eConfirmations

  • Back button appears on payment portal pat select screen

  • Compose Auto Note window has error when removing several prompts

  • Image Module - add additional .dcm support

  • Auto notes lost keyboard selection ability for checkbox prompts

  • DentalXChange Right Click windows - The invalid attachment ID popup comes up when the ID is still null

  • Opening task list with large number of tasks causes slowness

  • ODTouch - Appointment Edit, editing procedures does not behave properly

  • OD Cloud - Imaging Module>Item Info>Open Folder button Behavior

  • ODTouch - New Rx doesn't automatically show pharmacy list

  • Insurance Remaining window - The words 'Secondary' can have the 'y' cut off for CA users when using zoom

  • Insurance Overpaid Feature Causes Patient Balance and Secondary Insurance Estimates To Calculate Incorrectly Sometimes

  • Appointments for patient window - Planned appointments do not reorder properly

24.1.16 (Beta) Unreleased
  • Deleted Patients Sometimes Appeared in Account Module and Patient Appointments Window

24.1.15 (Beta) (USA and Foreign) Released 3/28/2024
  • Deleting all procedures from Scheduled Appointment associated with Planned Appointment did not show warning

  • Adding scheduled procedures to planned appointment showed misleading warning

  • Edit Appointment Window - Create Completed Procedure permission was blocking Quick Add Procs

  • Quickscreen feature box in CareCredit Setup duplicated upon switching clinics

  • Appointments For window didn't save Appt Mod Note sometimes

  • Edit Appintment Window - Assistant combo box was resetting to none

  • Dynamic Payment Plan - Await Complete back dates first charge

  • ODTouch - Deleted Appt UI bug

  • API - Set DischargeDate in new EhrPatients PUT endpoint

  • Payment Portal: An error could sometimes display when payments were successful

  • DoseSpot - White space in request causes 400 error

24.1.14 (Beta) (USA and Foreign) Released 3/26/2024
  • (Enhancement)Aging should be allowed to run every 24 hours regardless of the last outcome

  • (Enhancement) Apex clearinghouse, always send secondary subscriber DOB

  • Task Edit window loaded the first default priority instead of the last default priority

  • eRx NewCrop - Provider enabled and identity proofing warnings did not show sometimes

  • Clinic restricted users could bypass the permission 'Unrestricted Patient Search'

  • DentalXChange, right click to paste images from clipboard

  • ODTouch - Pin prompt appeared behind loading page

  • ODTouch - Home - Todays Appts summaries could run out of their appointment card

  • API - InsPlan POST doesn't set a default claim form

  • API - InsSubs POST - Incorrect SecDateTEdit in response.

  • Ins PayPlan - Closing out an overpaid insurance plan using the "Close Payment Plans" tool did not update the corresponding PayPlanCredit sometimes

  • ODTouch - Settings - Show the eRouting and ODTouch settings in open dental always

  • Marking tasks as read could cause crashes

24.1.13 (Beta) (USA and Foreign) Released 3/22/2024
  • OD Cloud - Import/Export Behavior improvements

  • Edit Practice Info window - A group box label was crowding another control

  • Quick Paste Notes window - Closing the window using the X button saves changes. This behavior is now labeled better.

  • Task List window - When zoom was max the Filter label clipped into the drop down to the right

  • TSI Collections Button - caused error for display fields with duplicate descriptions

  • Error Encountered window - The scroll bar on the textboxes was no longer visible

  • Sheets - Unlocked static text fields were unable to insert tabs

  • Translations reverted to English when switching users sometimes

  • Spellcheck sometimes selected words that were not misspelled

  • ODCloud - Scanning was sometimes unresponsive

  • WPF WebView2 showed error and crashed on opening Help Browser

24.1.12 (Beta) (USA and Foreign) Released 3/21/2024 - This version has a conversion script that will prompt an automated backup
  • (Enhancement) API - Add Ward and AdmitDate to patients

  • (Enhancement)Payment Portal: Patients with clones can now make online payments by including an account number with their other information on the Patient Info view.

  • Dynamic Payment Plans, negative adjustments were impacting positive adjustments within the Select Production window sometimes.

  • Pick Sheet window was causing an error.

  • Daily Payments Report may have caused UE when "Show CareCredit Fees" was checked

  • Pending Supplemental claim procedures could remain after deleting a claim.

  • Account Module - Right click DentalXChange options were grayed out based on 'Unassigned/Default' clearinghouse settings instead of clinic specific settings

  • (enhancement)Adding a preference to not require full lock on Payment Plans with APR

  • Payment Portal: Back/Next buttons would not display when patients arrived from the Patient Portal

  • Web Sched Existing Patient: Patients were unable to schedule recall appointments if recall was the only option in the Reasons menu

  • Database Integrity, only rehash roughly one month of data from each table involved.

  • Patient Edit - SMS Optin prompt triggering incorrectly

24.1.11 (Beta) (USA and Foreign) Released 3/19/2024 - This version has a conversion script that will prompt an automated backup
  • (Enhancement)ODTouch - Clinic selection UI is more clear

  • ODTouch - Editing document info did not make audit trail entry

  • Treatment Plan Module - Discount button Adjustment Create permission was not taking date into account

  • OD Cloud - Choose Database window, MySQL user and password could be edited

  • MsgToPay - Statement URL not created, SMS template extra quote

  • "Procedure as Complete" PayPlans Included Discount Plan Adjustments from Future Appts in Acct Totals

  • DentalXChange, right click to pick images for attachment

  • API - New method ClockEvents GET

24.1.10 (Beta) (USA and Foreign) Released 3/15/2024
  • (Enhancement)Preferences - Save signed payment plan as pdf preference mentions ODTouch

  • Insurance Verification window - The label 'Insurance Plan' could get cut off when using Zoom sometimes

  • Payment Window - order of filtering elements didn't match with splits

  • CareCredit, Message on closing payment browser window needed updated

  • API Service, generating a signed TP sheet was failing with 'Could not load file or assembly or one of its dependencies'.

  • Patient Edit Information window, database integrity warnings showed on patients sometimes.

  • API - Add OperatoryType to Operatories GET

24.1.9 (Beta) (USA and Foreign) Released 3/14/2024
  • (Enhancement)Canadian lab overpayments

  • Preferences window - Some of the fields within the Miscellaneous page had their left boarder cut off when using zoom

  • The provider pick window had an unexpected error happen when you typed into the search bar

  • MySQL Connector (Oracle) - Added interceptor to support MariaDB v10.10.1+

  • Close Payment Plans Tool- closing ins pay plans in bulk sometimes did not set the completed amount

  • Edit Claim window - Claim with status Hold for in Process could be received by entering a claim payment By Procedure

  • Statement Options Form - Print Button Crashed Program

  • Family Module - Super family grid is no longer displaying sub family members

  • An error could occur when switching modules while having a patient selected that was deleted in another instance

  • Updates to 24.1 would sometimes fails

  • Imaging Module Collapse All and ExpandAll Button Placement

  • Ortho Chart - Setup Display Fields - Removing in use fields popped up with message not displaying field name correctly

  • MsgToPay - Tags not being replaced

  • MsgToPay - Redirect URL not working

  • DentalXChange, right-click to snip attachment

  • Webforms - Failed webform import would attempt import a second time

  • Database Integrity, rehashing entries causes the convert script to lock up sometimes (rare).

  • Sheets - Tabs are not printing correctly

  • API Service, generating a signed TP sheet was failing with 'Unable to load DLL 'Sparks3DXEngine.dll': The specified module could not be found'.

24.1.8 (Beta) (USA and Foreign) Released 3/12/2024 - This version has a conversion script that will prompt an automated backup
  • (Enhancement) API - New method TreatPlans PUT

  • Setup Procedure Buttons window - The single click button labels could have their text cut-off when using zoom

  • Sheets - Static Text over a page break was being split mid sentence

  • Edit Provider Window- Clinics tab All checkbox was causing issues with hidden clinics

  • Discount Plans - Frequency limitations were sometimes incorrect around February

  • Images - Close button doesn't close window

  • Exiting a form when the cursor is over the maximize button could cause an error

  • Edit Clearinghouse or Direct Carrier window - The popup to create a new report path was incorrect

  • Existing ADA 2024 claim forms could have incorrect Preauthorization checkmark placement

  • The task window had duplicate alt keys

  • Screening did not update planned procedure date and provider

  • Error Encountered window - The copy and print buttons were missing when an error is a UE

  • Imaging Module - Perio chart images appeared shrunken sometimes

  • Selecting an accounting entry that was removed or moved to another chart threw a UE sometimes

  • CareCredit - Lookup was not updating status when Account Not Found

  • Payment Plans Overcharged Report - Offsetting debits posted to Guarantor instead of patient.

  • Completing ortho procedure on new patient saved invalid number of ortho treatment months

  • Web Sched New Patient - Authentication was not always working as expected

  • Billing Defaults Window Layout Adjustment

  • Reactivation list used family postcard for single selected patient when Group Families checked

  • Definition Picker, None button did not move when resizing window

24.1.7 (Beta) (USA and Foreign) Released 3/7/2024
  • (Enhancement)Payment Portal: Verify view now uses radio-style buttons.

  • Zip Codes lists - OD crashes when zoom was lower than 76

  • Family Module - An error could occur while clicking on a patient that was deleted in another instance

  • Imaging Module - Printing a Perio Chart would print the patient's first and last name twice

  • Treatment Planned Module - Consent Tool Bar button was causing an error

  • PayConnect 2 - Printing receipt had no patient name

  • Recall Type Synch - Recalls were added for patients without trigger procedures scheduled

  • Imaging Module - Retake button for mount was saying there is not image to retake

  • Not all Required Fields were highlighted in the Add Family window

  • Device Manager - Deleting device can throw a UE

  • Patients Raw report, the "Position" field may inconsistently set the Qualifier as read-only

  • Picklist item names will now only accept names with a length of 255 chars or less.

  • Description Column shows the "Description Override" text if any exists, and defaults to the standard description if not.

  • User is getting set on an autocomm commlog that should have no user associated with it

  • Tasks - Right click Send to Me & Go To shows an invalid task message

  • Billing Options window - Label text had extra space

  • Preference Window Claim Snapshot Trigger Combobox Not Saving

  • Enterprise Setup Window Claim Snapshot Trigger Combobox Not Saving

  • Setup Appointment Types window - Selecting appointment type was not setting type when creating new appointment

  • Code Group Edit window - The tab stops within this window did not follow a logical flow

  • Open Dental Cloud, when creating AppStream users the window can close prematurely sometimes

  • Adding Ins Overpay/Underpay to Pri Claim would Block Creating Sec Claim

  • Aging of A/R report - all applicable discounts for all patients were applied to only a single patient

24.1.6 (Beta) (USA and Foreign) Released 3/4/2024
  • Sheet Def Edit window - Signature Boxes were not getting highlighted when clicking the "Blue" checkbox

  • Multiple windows - The focus in several windows was incorrect

  • Billing Defaults window - The Autograph checkbox's label was lacking information

  • Form Web Browser does not load.

  • Auto-Taxed Account Module Quick Procs Miscalculated Sales Tax

  • Edit Imaging Device window, interacting with the Twain Name combo box was crashing the program sometimes.

Version 23.3

Known Issues
  • Reminder tasks of an archived task list can still popup and show on tabs in tasks area some times.

  • Remote Support: Customer survey after session end

  • Cents are missing from some grids, including Dynamic Payment Plans.

  • Email Inbox - Fix email preview resizing

  • Remote Support: SSL code signed certificates to prove connecting peers are OD software.

  • Add A Family Window - Selecting frequently used zipcode can crash sometimes

  • Security Lock - Change Audit Trail to no longer show unchanged fields

  • Mobile Sheet Edit - Invalid sheet defs aren't marked as erroneous

  • Deposit Slip Sheet - extra unusable controls are available

  • Database Mainenance for Pat window - The Patient label background does not currently match the rest of the window

  • Edit Insurance Plan window - the Electonic ID fields don't line up, specifically when using zoom

  • Sheet Def window - The new Autosave Image Category Override dropdown menu shows hidden categories

  • Changing appt status from Complete to Scheduled may drop attached procedures

  • Recall List Undo date entry box is misbehaving

  • Appointment selection does not update when switching patients

  • Clicking OK on an unsent statement could result in duplication

  • Letter Merge Window UE while clicking print and closing

  • ODTouch - Incorrect treatment plan sheet can be used to generate PDF

  • Internal 2024 Claim Form - Provider Specialty Code field is overlapping

  • Billing List window - Users aren't prompted to save or delete the unsent statements if they have the text file 'nocustomborders.txt' in their OD installation directory

  • Fill Sheet window - Exam Sheets with images will stop rendering the image after hitting Save

  • GridOD - Auto-selecting an editable grid cell does not place cursor in cell

  • Customer Can't Reveal Hidden Windows Taskbar When OD is Fullscreen With Modal Window

  • Task Filter window - Patients not assigned to clinic will not have tasks filtered correctly

  • Task Filter window - Clinic dropdown is showing hidden clinics

  • eClipboard - eClipboard Image Capture def order is not consistent in the UI

  • Edit Image Field window - Clicking the Change button and selecting a document resets all of the text input fields

  • Referral Letter - If this sheet type contains a specific procedure grid it automatically saves as a PDF and cannot be deleted

  • Imaging Module, some minimized images may not be restorable

  • eRx - set fallback for provider number during sync

  • DBM - claimpayment table is not checked for negative clinicnum

  • Insurance Verification List window - The "Close" button appears to be duplicated on other tabs on this window

  • DoseSpot medications with deprecated medication statuses are no longer being inserted into the database

  • Alt keys don't work when combobox has control

  • Receivables Breakdown report considers the adjustment's procedure date when a procedure is attached rather than the preference to offset attached transactions before aging

  • Currency Decimal Settings window - The warning message within this window is not always accurate

  • API - Appointments POST, Appointment Type procedures may be set to today's date instead of the appointment's

  • Changing provider on a completed procedure is changing procedure Fee

  • Manage - Incorrect projected pay periods cause error

  • Lab cases attached to unscheduled appointment does not display with selected clinic

  • Edit Claim Window - DentalXChange attachment IDs are cleared in UI

  • Payment Portal stepper hides as appropriate based on route subscription

  • Fill Sheet window, previously signed sheets incorrectly report an Invalid Signature sometimes.

  • Automated Messaging - Using AddToCalendar tag turns on eConfirmations

  • Compose Auto Note window has error when removing several prompts

  • Image Module - add additional .dcm support

  • Auto notes lost keyboard selection ability for checkbox prompts

  • DentalXChange Right Click windows - The invalid attachment ID popup comes up when the ID is still null

  • Opening task list with large number of tasks causes slowness

  • OD Cloud - Imaging Module>Item Info>Open Folder button Behavior

  • ODTouch - New Rx doesn't automatically show pharmacy list

  • Insurance Remaining window - The words 'Secondary' can have the 'y' cut off for CA users when using zoom

  • Appointments for patient window - Planned appointments do not reorder properly

23.3.45 Unreleased
  • Edit Appointment Window - Create Completed Procedure permission was blocking Quick Add Procs

  • Appointments For window didn't save Appt Mod Note sometimes

  • Dynamic Payment Plan - Await Complete back dates first charge

  • ODTouch - Deleted Appt UI bug

  • Insurance Verification List window - The "Close" button was duplicated unnecessarily on other tabs on this window

  • Payment Portal: An error could sometimes display when payments were successful

  • Deleted Patients Sometimes Appeared in Account Module and Patient Appointments Window

  • DoseSpot - White space in request causes 400 error

23.3.44 (USA and Foreign) Released 3/26/2024
  • (Enhancement)Aging should be allowed to run every 24 hours regardless of the last outcome

  • (Enhancement) Apex clearinghouse, always send secondary subscriber DOB

  • Task Edit window loaded the first default priority instead of the last default priority

  • eRx NewCrop - Provider enabled and identity proofing warnings did not show sometimes

  • DentalXChange, right click to paste images from clipboard

  • ODTouch - Pin prompt appeared behind loading page

  • ODTouch - Home - Todays Appts summaries could run out of their appointment card

  • API - InsPlan POST doesn't set a default claim form

  • API - InsSubs POST - Incorrect SecDateTEdit in response.

  • ODTouch - Settings - Show the eRouting and ODTouch settings in open dental always

23.3.43 (USA and Foreign) Released 3/22/2024
  • OD Cloud - Import/Export Behavior improvements

  • Edit Practice Info window - A group box label was crowding another control

  • Quick Paste Notes window - Closing the window using the X button saves changes. This behavior is now labeled better.

  • Task List window - When zoom was max the Filter label clipped into the drop down to the right

  • TSI Collections Button - caused error for display fields with duplicate descriptions

  • Sheets - Unlocked static text fields were unable to insert tabs

  • Translations reverted to English when switching users sometimes

  • ODCloud - Scanning was sometimes unresponsive

23.3.42 (USA and Foreign) Released 3/21/2024 - This version has a conversion script that will prompt an automated backup
  • Dynamic Payment Plans, negative adjustments were impacting positive adjustments within the Select Production window sometimes.

  • Pending Supplemental claim procedures could remain after deleting a claim.

  • Account Module - Right click DentalXChange options were grayed out based on 'Unassigned/Default' clearinghouse settings instead of clinic specific settings

  • (enhancement)Adding a preference to not require full lock on Payment Plans with APR

  • Payment Portal: Back/Next buttons would not display when patients arrived from the Patient Portal

  • Web Sched Existing Patient: Patients were unable to schedule recall appointments if recall was the only option in the Reasons menu

  • Database Integrity, only rehash roughly one month of data from each table involved.

23.3.41 (USA and Foreign) Released 3/19/2024
  • (Enhancement)ODTouch - Clinic selection UI is more clear

  • (Enhancement)Preferences - Save signed payment plan as pdf preference mentions ODTouch

  • (Enhancement)Canadian lab overpayments

  • Insurance Verification window - The label 'Insurance Plan' could get cut off when using Zoom sometimes

  • Edit Claim window - Claim with status Hold for in Process could be received by entering a claim payment By Procedure

  • An error could occur when switching modules while having a patient selected that was deleted in another instance

  • Treatment Plan Module - Discount button Adjustment Create permission was not taking date into account

  • Ortho Chart - Setup Display Fields - Removing in use fields popped up with message not displaying field name correctly

  • DentalXChange, right-click to snip attachment

  • Webforms - Failed webform import would attempt import a second time

  • Database Integrity, rehashing entries causes the convert script to lock up sometimes (rare).

  • OD Cloud - Choose Database window, MySQL user and password could be edited

  • Sheets - Tabs are not printing correctly

  • Patient Edit Information window, database integrity warnings showed on patients sometimes.

  • "Procedure as Complete" PayPlans Included Discount Plan Adjustments from Future Appts in Acct Totals

  • DentalXChange, right click to pick images for attachment

23.3.40 (USA and Foreign) Released 3/12/2024 - This version has a conversion script that will prompt an automated backup
  • (Enhancement)Payment Portal: Verify view now uses radio-style buttons.

  • Zip Codes lists - OD crashes when zoom was lower than 76

  • Family Module - An error could occur while clicking on a patient that was deleted in another instance

  • Imaging Module - Printing a Perio Chart would print the patient's first and last name twice

  • Setup Procedure Buttons window - The single click button labels could have their text cut-off when using zoom

  • Treatment Planned Module - Consent Tool Bar button was causing an error

  • PayConnect 2 - Printing receipt had no patient name

  • Recall Type Synch - Recalls were added for patients without trigger procedures scheduled

  • Edit Provider Window- Clinics tab All checkbox was causing issues with hidden clinics

  • Device Manager - Deleting device can throw a UE

  • Patients Raw report, the "Position" field may inconsistently set the Qualifier as read-only

  • User is getting set on an autocomm commlog that should have no user associated with it

  • Billing Options window - Label text had extra space

  • Preference Window Claim Snapshot Trigger Combobox Not Saving

  • Enterprise Setup Window Claim Snapshot Trigger Combobox Not Saving

  • Open Dental Cloud, when creating AppStream users the window can close prematurely sometimes

  • Edit Clearinghouse or Direct Carrier window - The popup to create a new report path was incorrect

  • Existing ADA 2024 claim forms could have incorrect Preauthorization checkmark placement

  • Adding Ins Overpay/Underpay to Pri Claim would Block Creating Sec Claim

  • Aging of A/R report - all applicable discounts for all patients were applied to only a single patient

  • Screening did not update planned procedure date and provider

  • Imaging Module - Perio chart images appeared shrunken sometimes

  • Selecting an accounting entry that was removed or moved to another chart threw a UE sometimes

  • Completing ortho procedure on new patient saved invalid number of ortho treatment months

  • Web Sched New Patient - Authentication was not always working as expected

  • Reactivation list used family postcard for single selected patient when Group Families checked

  • Definition Picker, None button did not move when resizing window

23.3.39 (USA and Foreign) Released 3/4/2024
  • Multiple windows - The focus in several windows was incorrect

  • Auto-Taxed Account Module Quick Procs Miscalculated Sales Tax

23.3.38 (Beta) (USA and Foreign) Released 2/29/2024 - This version has a conversion script that will prompt an automated backup
  • Payment Portal - The Edge Express iframe was too skinny sometimes

  • Appointments for Patient window - Audit trail was not logging scheduling unscheduled appointments

  • PayConnect2.0 - Adding a new card via swipe saved 000? as the last four digits of the card

  • Procs not billed to ins report - displays a new error message for locked procedures

  • Reactivation list does not drop grouped family members after emailing sometimes

  • Daily Payments Report could be run without any payment types selected

  • Limited statement on single patient defaults to guarantor email and address

  • Dental school grading scale grids could cause unexpected errors

  • Patient Merge - No commloghist

  • Implement Security Hashing for claim table

  • Implement Security Hashing for claimproc table

  • Null Object UEs from Edit Claim on MaxScale Servers

23.3.37 (Beta) (USA and Foreign) Released 2/27/2024
  • Automated Messages Advanced Settings window - The Save button was out of place when using Zoom sometimes

  • Message Replacement Fields window - "NumOfPayments" description was misleading

  • Pick Sheet window - The focus upon opening the window was not correct

  • Edit Checkbox window - Foreign users couldn't translate the listbox title labels for Allergy and Problems

  • Outstanding Secondary Claims window - The third option had a typo

  • Aging of AR report could not show correct balance with discounts

  • Payment Plan Charges - Backdating plan with downpayment breaks future charges

  • Ortho Setup window - Some of the wording in the first groupbox was inconsistent with other places in the program

  • Patients were added to the recall table immediately upon creation

  • CareCredit - Quickscreen Transaction Window Reprocess button label was too high

  • Imaging Module - OD Crashed on Retake button

23.3.36 (Beta) (USA and Foreign) Released 2/22/2024
  • Tooth Chart timeline slider showed treatment planned procedures as complete

  • Imaging Module - Retake button for mount said there was not an image to retake when there was

  • Automation window popup on claim create didn't block editing the claim

23.3.35 (Beta) (USA and Foreign) Released 2/21/2024
  • (Enhancement) Open Dental Cloud - user management for AppStream integration

  • ODCloud - TWAIN device unavailable

  • Fill Sheet window - Static Text and Input Fields would remove empty spaces before and after any text when clicking out of the field

  • Insurance Verification List window - The buttons at the bottom of the window were not always aligned correctly when using zoom

  • OD Cloud - Add Email, Sign in with Google button did not work

  • 'Attach All' Button in Appt Edit Attached Procs Attached to Planned Appts

  • Patient Merge - List of PatNum Foreign Keys was incorrect

  • Open Dental Cloud, there could be a large number of handles created sometimes

23.3.34 (Beta) (USA and Foreign) Released 2/20/2024 - This version has a conversion script that will prompt an automated backup
  • (Enhancement) Xamarin custom tool bar item icons were too big

  • (Enhancement) Changes in the Open Dental project for making the ODCloudClient work with AppStream

  • Web Sched Existing Patient - Clones couldn't schedule when they were assigned to a different clinic than the non-clone patient

  • Limited Custom Statements - Reinstate old behavior

  • Billing/Finance Charge windows - Some labels were cut off due to zoom

  • Preferences window - A label in the Chart-General section was being cut off with zoom

  • Fill Sheet window - This window was not enforcing the two character maximum for state input fields

  • Zoom window - Did not provide warning when zoom was set to less than 100%

  • Payment Plan Charges - Down Payment charges not properly backdated

  • Having no patient selected could crash program during some refresh and click events

  • Canada claim reversal rarely had error regarding startIndex cannot be larger than length of string.

  • PermType enum descriptions were missing from database documentation

23.3.33 (Beta) (USA and Foreign) Released 2/15/2024
  • (Enhancement) API - New method CodeGroups GET

  • Dynamic Payment Plan window - Controls and labels were cut off with zoom

  • Insurance Plans Override window - some labels were cut off

  • Outstanding Insurance Claims window - Number of claims in the Custom Tracking section could cut off the word 'claims' sometimes

  • Insurance Claims window, Canada Life responded with the wrong transaction type in order to indicate ROT requests are not supported.

  • Account Module - Quick Procs text box was gone with date/day limit on Create Completed Procedure permission

  • API - Support additional Frequency Limitations in Benefits PUT/POST

  • Ortho Chart Tabs window - Hidden column width was too small with zoom

  • OD Cloud - Copy/Paste could sometimes not work correctly.

  • Preferences - Manage General tab had a stray textbox

23.3.32 (Beta) (USA and Foreign) Released 2/13/2024
  • (Enhancement)Widen the Task List column in Add Task - Select Task List window

  • (Enhancement)ERA auto-processing posts write-offs on non-primary claims pref new option to use patplan ordinal.

  • Freezed when loading print preview in user query window.

  • Payment Portal - The list of saved payment methods could contain duplicates sometimes

  • Imaging Module - printing tooth chart now shows patient name, DOB and date

  • Appts - Deleting planned procedure deleted an entire planned appt

  • Cropped Images Weren't Scaling Properly on Sheets

  • Account Module - The commlog area default height was loading incorrectly and left little room for procedures

  • Payment Portal: Clinic name could shrink too much

  • Patients report, some items from the WHERE dropdown may use "AND" instead of "OR"

  • Imaging - viewing DICOM images could sometimes cause an error

  • Fill Sheet window - Using the space bar to enable a Check Box in the Fill Sheet screen would allow a user to enable multiple boxes of the same group

  • Family Module, discount plans with large notes crashed the program sometimes.

  • Chart Module - entering procedures sometimes allows invalid procedures

  • DBM Tool - Duplicate email message sometimes did not delete the duplicate uids

  • OrthoChart - closing would sometimes insert empty orthchart row

  • Ortho chart causes an error when logging out sometimes

23.3.31 (Beta) (USA and Foreign) Released 2/8/2024
  • (Enhancement) Payment Portal: Several views have been updated to deliver a better experience.

  • (Enhancement)Mobile apps give attribution to packages or libraries used

  • (Enhancement)Repeat Charges tool: Block automated repeat charges if aging is running

  • Imaging Module - printing tooth chart now shows patient name, DOB and date

  • ODTouch - Medical, saving data was not working as expected

  • Chart Module - The single click button labels could have their text cut-off when using zoom

  • Automated Messaging, Calendar Event Title can be empty when updating existing Calendar Event

  • Email Inbox - Embedded images didn't show when there were attachments

  • eServices Signup Window Stayed Floating After Close

  • Dicom Images - support 16 bit images

23.3.30 (Beta) (USA and Foreign) Released 2/6/2024 - This version has a conversion script that will prompt an automated backup
  • Unable to click OK inside of user edit window when duplicate DoseSpot ID

  • Equipment window - Printing left an unnecessary "to" under the title when date was left blank

  • Secondary Claim Prompt Wouldn't Send Valid Claims on MiddleTier

  • Added pref for WebServiceServerNameCanBeBlank

23.3.29 (Beta) (USA and Foreign) Released 2/2/2024
  • (Enhancement) Web Forms - Default ComboBoxes now display a caret symbol indicating a combo box selection

  • (Enhancement)Payment Plans - Allow Date of First Payment to be backdated

  • Procedure Info Window - Set complete button wasn't changing the date on the procedure

  • ODTouch - Pregnancy def was incorrectly created when patient has vitalsign

  • Supplemental Backups: Prevent from uploading multiple backups in same period for same registration key.

  • Sheets to ignore were added on arrival

  • Database Update Was Causing Error- DataBaseGlobalVariableDontSet is an Invalid Pref

23.3.28 (Beta) (USA and Foreign) Released 2/1/2024 - This version has a conversion script that will prompt an automated backup
  • SkySQL - Added UI for IsCloudMode Preference into the Enterprise Setup

  • Payment Plan - Overcharged plan did not turn yellow.

  • Task Filter window – When clicking the 'All' button within the Clinic and Region section, it appeared as if all selections were deselected

  • Open Dental Service query to get pending online payments requires a full table scan

  • Charting Existing Other Procedures Added ProcDate When Procedure Edit Window Was Involved

  • Edit Adjustment window - A non-numeric value in the Amount field caused OD to crash

  • FillSheetEdit Window Shrank Text When SpaceBar Pressed Sometimes

  • Open Dental installer, the License Agreement screen had incorrect copyright years.

  • Ortho Chart Notes Showed Out Of Order In Ortho Tab in Chart Module

  • View Licenses window had old copyright date

23.3.27 (Beta) (USA and Foreign) Released 1/30/2024
  • (Enhancement)User Query window - Added a print orientation option for users

  • (Enhancement) Forms can now be searched by form name

  • (Enhancement)API - Enhance PerioMeasures PUT, create PerioMeasures DELETE

  • (Enhancement) API - Expand PerioExams POST, create PerioExams DELETE

  • Screening sheet grid - Zoom added mystery numbers

  • Chart - Clarify audit log entry when changing prescription status

  • Edit Procedure Code window - Add button was a little too close to the ICD-10 field

  • Sheet field growth behavior added extra blank lines

  • Database update was causing an error - ReportingServerSslCa is an invalid pref

  • Clearinghouse Edit - Save DXC Attachments preference referenced "Images" not "Imaging" module

  • DBM MySQLServerOptionsValidate error message had incorrect manual link

  • Daily Payments Report window - When the checkbox "Show online patient payment separately" was checked, the report did not always show the Total All Payment section

  • Medical window - Foreign users weren't able to translate tab labels within this window

  • Definition Picker window - Selecting multiple Adjustment Types did not work correctly

  • Chart Module - Procedures were not grouped together correctly when using a procedure button

  • ODXam - Some paths to licenses were outdated

  • Sheets - Static Text over page break had words cutoff in PDF

  • Added date changed to Audit Trail entries for Edit Day schedule changes

  • Edit Blockout window - Making the note too long caused OD to crash

  • Using Discharge Date Display Field could Cause SQL Errors

  • Perio Chart - Skipped teeth bleeding flag behavior improvement

23.3.26 (Beta) (USA and Foreign) Released 1/23/2024
  • (Enhancement) Added warning popup when Billing Statement text messages cannot be sent due to a blank message template

  • (Enhancement) API - New methods PatFieldDefs POST and PUT

  • Fill Sheet Edit window was not fitting "X" into checkbox

  • Payment Portal - The Back and Next buttons lacked accessibility in mobile mode

  • Account Module - Hidden Splits Tab Stayed Visible After Changing Users

  • Insurance History window - The label at the top did not correctly describe the function of changing a date

  • Automated Messaging, Calendar Event name shows incorrectly if Calendar Event Title is blank

  • Chart Module - Image Preview Stayed on Top of Program

  • Equipment and User Query windows did not always fit within the page when printing

  • Open Dental Cloud, the X-Charge program link has been disabled for cloud as it is not currently supported.

  • Users could create duplicate age limitation insurance benefits

  • Canada ITRANS2 clearinghouse Comm Bridge was failing to send claims sometimes.

  • Access token for gmail disappeared sometimes.

  • Popup Audit Trail - Double-Clicking Empty Grid Crashed Program

  • API - Queries POST to Async File Transfer

  • Closing Some Forms Could Send Open Dental Behind Other Windows

  • FHIR - Practitioner fields could be Incorrectly Labeled

  • API - New methods Refattaches PUT and DELETE

23.3.25 (Beta) (USA and Foreign) Released 1/18/2024
  • Appointment Module - When hovering over the operatory name, the net production could get cut off when using zoom

  • Added checkbox option to save ACH cards on payportal - ACH no longer bypasses save check

  • Optin auto responses were not assigned to patients sometimes

  • Ortho Chart Signature would sometimes invalidate incorrectly

  • API - Add new field, IsProsth, to ProcedureCodes

  • Clicking on an Empty Multiselect Grid Crashed the Program

  • ODXam - WSMHQ - Better logging

23.3.24 (Beta) (USA and Foreign) Released 1/16/2024
  • (Enhancement) Open Dental window -The use of the "Esc" key will no longer cause OD to close

  • (Enhancement) Updated Email send error 451 to a more helpful message.

  • Exam Sheets window - An error could occur when resizing this window with a sheet in the preview

  • Multiple signature boxes on payment plan was copying first signature

  • Procedures attached to Planned Appointments could sometimes be attached to other appointments

  • Procedure Code Tools window - CDA Codes checkbox description was incorrect for Canada users

  • Miscellaneous Setup window - Language and region label was not in line with it's textbox

  • ODTouch - Medical code search page did not have back button

  • Web Sched Recalls - EhrMeasureEvent MoreInfo column over limit

  • Device Manager - Users were unable to delete ODTouch device if patient is set for device

  • ERAs Automatically Processed window - This window could experience an error when right clicking without a gridrow selected

  • Clean up MissingInGeneral tables

  • ODXam - 'Licenses' page layout did not handle device orientation changes well

  • WebSched - WebSchedTextsPerBatch was not working correctly

  • ODTouch - Signup Portal login screen mentions eClipboard

23.3.23 (Beta) (USA and Foreign) Released 1/10/2024
  • (Enhancement)Widen the various Fee Schedule dropdowns in Edit Ins Plan

  • Some WPF forms weren't getting keyboard focus upon opening

  • Accounting transaction history, if starting balance was negative, it was showing positive

  • ResellerService table doesn't exist in trial database

23.3.22 (Beta) (USA and Foreign) Released 1/9/2024 - This version has a conversion script that will prompt an automated backup
  • (Enhancement)Overpay claimprocs no longer set Do Not Bill flag.

  • Credit Card Manage window created incorrect audit trail entries sometimes

  • Imaging module, copy button or right-click copy, repeated copying leads to memory overflow

  • Signature cleared alert were not triggered when appending to a locked procedure or group note

  • Accessing DXC image attachments stored over SFTP gave 'Permission Denied' error sometimes

  • ASAP List Setup window - Users were unable to save changes to the 'Maximum number of texts to send to a patient in a day via Web Sched' field

  • Tasks/Reminders popped up twice sometimes

  • Patient Notes window - This window would have overlapping controls when using zoom and clicking outside of the window

  • Chart Module - Medical window medications sent using NewCrop said source is Legacy

  • Reprinting a Received Claim Changed it from Received to Sent

  • Fill Sheet window - An error could occur when clicking OK on a previously signed sheet

  • PaySimple - Invalid Input Error for adding a new payment method when each clinic used a different paysimple credential

  • Sign TP, Report window - When resized the Practice Signature field covered the OK and Cancel buttons

  • Time Card for window - The Protected Leave fields were touching the bottom of the window

  • Credit Card Manage - adding a card through webservice would sometimes not show in credit card manage

  • Refunds - Edge Express refunds sometimes fail to process with no message

  • Adjustment Select window - Referenced the Cancel button which was recently removed

  • DBM - Wrong error message when validating MySQL settings

  • API - New Method Employees GET

  • Recurring Charge History window - The name column in the grid displayed first and last name in the wrong order

  • API - New Methods Employers GET and DELETE

  • Database Maintenance Method "BenefitsWithPartialDuplicatesForInsPlan " did not explain itself

23.3.21 (Beta) (USA and Foreign) Released 1/4/2024 - This version has a conversion script that will prompt an automated backup
  • Canada embedded EOB payment amounts were ignored when embedded EOB was for primary carrier.

  • Payment Portal: PaySimple ACH couldn't be used unless another payment method existed

  • Procedure Paid ERA window - This window would cut off the 'AdjAmt' and 'Amt' columns when using Zoom sometimes

  • Adding Wiki List column can throw UE sometimes

  • Edit Insurance Plan window - The frame for the Create/Change Plan radio buttons was cutoff when using the nocustomborders.txt file

  • Insurance Verification List window - Buttons at the bottom were cut off when the nocustomborders.txt file was being used

  • Fee Tools window - export had an empty save as file extension list

  • Frequency Limitation Benefits - Some Places Still Referred to "All" or "None" as a Treatment Area Option

  • Procedure Code Tools window - Word was misspelled

  • Zoom window - zoom textbox was not selected when initially opened

  • Edit Provider window - The Term Date field had a dark gray box around it

  • Quick Paste Note Categories could be edited in selection mode

  • Edit Operatory window - Tab order was out of order

  • Edit CheckBox window - Tab order was out of order

  • Preference "Show claims received after days" could not work correctly when number of days is too high.

  • Preferences window, changes to Read-Only Server Setup Connection Settings within the Server Connections - General category did not propagate to other workstations.

  • Date Resent summary in database documentation did not match current behavior.

  • Report Setup window, changes to Report Server Connection Settings did not propagate to other workstations.

  • Etrans summaries in database documentation needed changed.

  • ODTouch - Users were unable to edit toothnum field in consent forms

  • Dropping Sec Insurance could Leave Extra Estimates on Procedures

  • Currency Decimal Settings window - Included an unnecessary text field which was not editable

  • Sheets - Creating sheets on appointment status freezes Open Dental

  • OD Cloud - Importing files in Imaging Module caused OD to crash

  • Scheduling Related Audit Trail Additions

  • Creating Limited Custom Statements Could Cause Crashes

  • ODTouch - Procedure Edit - Displayed User didn't change

23.3.20 (Beta) (USA and Foreign) Released 12/28/2023
  • (Enhancement) British Columbia Dental Association (BCDA) 2024 Fee Guides

  • Fill Sheet window - The & character used as one of the selections for a ComboBox option would be duplicated

  • DBM - Prevent false positives when removing duplicate benefits

  • Add Multiple Adjustments - was allowing adding of adjustments after global lock date

  • Payment Portal: PaySimple's ACH form had two nickname fields

  • Rx Manage window Print Selected was not updating send status

  • ODTouch - Internal Exam Sheet def did not get filled from DB properly

23.3.19 (Beta) (USA and Foreign) Released 12/26/2023
  • (Enhancement) Payment Portal: Added support for very large PatNums and other ID fields (typically created via random primary keys).

  • User with Adjustment Edit Zero Amount permission couldn't make zero adjustment without Adjustment Create permission

  • Edit Transaction window - The tab order within this window was not user-friendly

  • Canada Zip Code window title and grid title showed Zip Code instead of Postal Code.

  • Appointments - Insurance Verify Icon could sometimes appear on appointments with verified insurance

  • Pay Plan Templates - Clinic column showed ClinicNum instead of Abbreviation

23.3.18 (Beta) (USA and Foreign) Released 12/21/2023
  • (Enhancement) Plug-in hooks added to ImageStore.cs and TrophyEnhanced.cs

  • Message Replacement Fields window - Using Zoom could cut off specific labels within this window

  • Preferences window - There was an incorrect warning message when deselecting a checkbox preference within Family/Insurance

  • Frequency Limitation Benefits - "All/None" option for Treatment Area was ambiguous

  • Billing Lists - Prompt to Delete Unsent Statements Sometimes Did Nothing

  • Recall List window was encountering error on reactivations tab

  • Payment Portal - The payment stepper was not always reflecting the correct steps

  • Sheets - 'Reduce Font Size' button showed in Kiosk mode

  • Tigerview - .ini file was being cleared on program close

  • ODTouch - Appt Edit, Time Lock incorrectly reset appointment length

  • Adjustment - edit adjustment window would sometimes not allow detaching procs

  • Alt keyboard shortcuts were not working in Auto Note prompt windows

  • eClipboard - Birthdate field on sheets was incorrectly populated

  • Program Links - Module-Specific Toolbars weren't Updating When Clinic Changes

  • FormAutoCommExclusionDays - UI changes

  • ASAP List - Code Range Filter Ignored Planned Appointments

23.3.17 (Beta) (USA and Foreign) Released 12/19/2023
  • (Enhancement) 2024 Ontario Dental Association (ODA) Fee Guide

  • (Enhancement) Canada Splash Screen Update - 2024

  • (Enhancement) API - Add CopayFeeSched to InsPlans resource

  • (Enhancement) API - Add PatternSecondary to Appointments resource

  • Dynamic Payment Plan window - Prepaying on principal was creating a new charge for a date in the past.

  • Payment Portal - saved paysimple token sometimes cannot be used after using card in program

  • Billing/Finance Charges window - Labels were cut off with zoom

  • Fill Sheet Edit screen was missing checkbox hover highlight

  • Annual Family max was including ortho category span procedures

  • Manage - Backups - Restoring a database would sometimes cause an error

  • Right click options didn't show on first click for textboxes on sheets

  • Edit Benefits window - Frequency limitation and age limit changes disappeared when opening benefit

  • Edit Adjustment window - User could edit procedure date on adjustment attached to procedure

  • Web Sched Existing Patient - Letter case was not always recognized when matching email addresses

  • Canada - Various windows were showing ST and Zip labels instead of Province and Postal Code

  • WebSched - remove thread static attr and backport

  • Ortho Auto Claims window fix deleted claim message

  • Saving a Payment Plan Template produced UE

  • Enterprise Setup window - Two labels within the Account tab were incorrect

  • Graphic Reports didn't have esc key closing functionality

  • Dynamic Payment Plans - Warning messages sometimes failed to display

  • Repeat Charges tool wording wasn't clear enough

  • Kiosk - secondary windows would lock up the Fill Sheet window

  • Kiosk - Patients double-clicking PatImage field could access Imaging Module

  • Progress windows were sometimes too large when using nocustomborders.txt

23.3.16 (Beta) (USA and Foreign) Released 12/14/2023
  • (Enhancement) Web Sched Recall - Allow FamilyList tag with no URLs

  • (Enhancement) Hook Added to ControlFamily.cs

  • (Enhancement) Repeating Charge Note Field now allows Quick Paste Notes

  • Enterprise Setup window - Some of the settings in this window did not match the wording of other similar setup windows

  • Recall window - Editing operatories in Web Sched Recall setup could give an incorrect popup message

  • Fee Tools window - Some words could get cut off in the label at the bottom right when using zoom

  • Creating a new Routing Slip was causing an error

  • If using NoCustomBorders.txt, clicking X to close window would sometimes skip functionality

  • Imaging Module - Importing multiple files only displayed preview of first file

  • Edit Benefit window - Benefits were deleted when clicking X

  • Patients Report 'Last Visit Date' and 'First Visit Date' were including deleted appointments

  • ODTouch - Chart - Some Odontogram Notes labels were vague

  • Ortho Auto Claims window were generating claims for deleted ortho procedures

  • Fill Sheet, PatImage fields could not be edited on Sheets with multiple pages.

  • Frequency Limitations - Patient-Specific Benefits Weren't Being Treated as Patient-Specific

  • Electronic Statements weren't sending from the billing list.

  • When using Microsoft Borders (NoCustomBorders.txt), WPF windows was still showing custom border

  • eClipboard - Unit Tests - eClipboard_Reports

  • Edit Benefit window, users were blocked from entering 0% into non-percentage benefit types.

23.3.15 (Beta) (USA and Foreign) Released 12/12/2023
  • (Enhancement) Block the Repeat Charges tool from being run if Aging is running

  • Credit Card Edit window - The "Run charge ..." label was cut off

  • Appointment Search may consider closed operatories

  • WebForms were displaying autonote input field values

  • Procedure note was changing user incorrectly when status was completed after clicking save

  • Adjustment deny permission was being ignored for a user group that did not have anything denied if the user had multiple groups stacked

  • Sheets, older existing sheets might have some text cut off on individual fields

  • Windows taskbar would not unhide when Open Dental was full screen

  • Chart Views - Reordering did not display correct view

  • The word "Remaining" cuts off in the Insurance Remaining window

  • Secure Email Web App: submitting a valid access code can result in an "invalid payload" error

  • Sign TP can sometimes clear signed Tps

  • Edit Adjustment - user is sometimes not allowed to edit adjustments even with edit permissions

  • Quick Paste Note - selecting a note would sometimes allow you to do more than selecting

  • Treatment Plan Module - "Estimates as of" date was comparing against today, not Procedure Dates

  • Updating from an older version would sometimes cause an error

  • Misc - merging two patients with clinics enabled can cause error

  • Support Status window indicated 3D ToothChart requires support

23.3.14 (Beta) (USA and Foreign) Released 12/7/2023
  • (Enhancement) Device Manager - Delete devices on save

  • ACH account showed as credit card in ach window

  • PayConnect 2 receipt that prints does not show "Electronically signed".

  • ODTouch - Odontogram notes didn't always save

  • Operatories window was not allowing reordering of newly added operatories

  • Edit Email Message window send was appending duplicate autographs for billing emails generated from the Billing List.

  • Database Maint, the BenefitsWithPartialDuplicatesForInsPlan method was deleting too many benefits.

  • Sheets - TextBoxes with Down Local/Down Global sometimes did not resize.

  • CareCredit payment note had extraneous new line

  • Account Module user was blocked from creating a claim with supplemental claim procs

  • API - Add IsWebForm to Sheets GET

23.3.13 (Beta) (USA and Foreign) Released 12/5/2023
  • Claims - PDFs cannot be attached to Canadian claims

  • Sheet Def Edit window - Remove 'dynamic' from grid names

  • Device Manager - ODTouch surplus charge popup

  • Add Multiple Adjustments window was not adding adjustments

  • Frequency Limitations (and Age Limitations, but only in Head) were Being Ignored for Hidden CodeGroups

  • Add Multiple Adjustments window was not adding adjustments due to Negative Adjustment preference

  • Fill Sheet window - Exam Sheets with images would stop rendering the image after hitting Save

  • API - Appointments POST and PUT may allow invalid Patterns

  • Billing List window - Users weren't prompted to save or delete unsent statements if they had the text file 'nocustomborders.txt' in their OD installation directory

  • Adjustment Create permission was only letting users create zero adjustments after lock date

  • ODTouch - Dynamic Payment Plan behavior did not match Open Dental behavior

  • API - Some Developer Portal labels could be misleading

  • Task List Filter dropdown showed error when Default Filter was changed from Disabled to None

  • Middle Tier, Schedule window, clicking Paste or Repeat was crashing the program.

  • OptIn Clinic Title does not save

  • Appointment Field Edit Window - Textbox Was Not Typable on Load

  • Chart Views required program restart to show correct ordering

  • Canada - Edit Referral window some field labels were not translated

  • Autonote prompt list, restored the hscroll in checked listbox

  • Database Maint, removed BenefitsWithExactDuplicatesForInsPlan and BenefitsWithPartialDuplicatesForInsPlan methods.

  • Payment Portal: Random primary keys could cause issue with payments sometimes

  • Default ADA 2024 Claim Form Preauthorization checkmark printed in incorrect location

  • API - ProcedureLogs GET (single) & ClinicNum filter GET (multiple)

  • eClipboard - Birthdate on sheets was populating incorrectly

  • Podium bridge setup window was not saving the LocationID sometimes

23.3.12 (Beta) (USA and Foreign) Released 11/30/2023
  • (Enhancement)EDS Clearinghouse, 5010 format, always send the subscriber date of birth (DOB)

  • (Enhancement)Practice Edit window, phone numbers were not auto-formatting

  • Canada - Account Module user was not blocked from creating medical claims for procedures with duplicate estimates

  • Edit Screening window - Users were unable to check or uncheck boxes within public health screenings

  • Microsoft OAuth - threw an error when using an attachment with spaces in the name for html emails

  • ComboBoxes were not included in FillSheetEdit tabbing

  • eService windows - had minor zoom related issues

  • Ortho Chart was displaying wrong information for ortho info grid

  • Pat Portion for Fixed Benefit PPO plans was calculated incorrectly when PPO fee was greater than UCR fee

  • Slow Query Log Tool, slow 'Init DB;' queries were not being logged.

  • Patient Portion column was missing when printing Treatment Plans sometimes

  • Sheets - Mobile order was not preserved for unordered checkbox groups

  • Popup Edit Window border was not matching custom color scheme

  • Fee table - SecUserNumEntry was not being set to current user

  • API - EOBAttaches POST DownloadSftp

  • API - Patients GET endpoint may not parse apostrophes correctly

23.3.11 (Beta) (USA and Foreign) Released 11/28/2023
  • (Enhancement) API - New method Payments PUT

  • (Enhancement) API - Payments GET - Additional search parameters

  • (Enhancement) API - New methods Fees GET, POST, and PUT

  • Edit Patient Information window - The Zip dropdown wouldn't show frequently used zip codes sometimes

  • Task Filter window - The clinic drop-down would show multiple clinics selected with the same clinic name

  • Ctrl+V was pasting doubles in the Popup Edit window

  • Payment Plan window "Exclude past activity" checkbox was causing Ok click to not save plan

  • Ctrl+Q in Popup Edit window was adding 'q' to end of QuickPasteNote

  • Database Maintenance - changed password for the Insurance Plan Type Change tools

  • Users could create Frequency Limitations with a quantity of 0

  • Payment Portal: If Clinics was enabled, patients that are unassigned to a clinic couldn't make online payments.

  • Claims - Pending Supplemental claim procedures could cause a crash when associated claim procedure is deleted

  • Alerts - Alert actions functioned improperly when duplicate alerts existed

  • API - Claims GET - Additional search parameters

  • Receivables Breakdown report was not considering adjustments that fall after the 'Up to the following date' value but are associated with procedures that fall before it.

  • Edit Benefit window tab order was inconsistent

  • Treatment Presentation Statistics Report caused UE

23.3.10 (Beta) (USA and Foreign) Released 11/22/2023
  • (Enhancement) API - New method ProcTPs DELETE

  • ODCloud - Copy/Paste could sometimes not work as expected.

  • Popup Edit window was putting cursor in the wrong place on right-click paste

23.3.9 (Beta) (USA and Foreign) Released 11/21/2023
  • (Enhancement) Zoom window allows fitting on either monitor

  • (Enhancement) Added Esc Key closing functionality to all forms for closing

  • (Enhancement) eConfirmation - Allow [AddToCalendar] tag replacements in general text and email templates

  • (Enhancement) Sheet Procedure Select window - This window now includes the procedure status for user clarity

  • (Enhancement) Close Payment Plans tool - Add 'Include Insurance Payment Plans' option

  • TreatPlan Presentation Statistics report was not loading

  • ODTouch - Chart, supernumerary teeth were incorrectly handled

  • Right-click "Insert Date" with empty note caused UE in Communication Item window

  • Global lock date was preventing adjustments to be added on procedures preceeding lock date

  • Sheet fill window was ignoring tab order for checkboxes

  • Wiki search - This window would load in the wrong position when windows Display Settings monitor arrangement wasn't uniform

  • Device Manager - User was incorrectly prohibited from enabling/disabling ODTouch

  • Email - unchecking Show Failed Emails caused error

  • Ins Paid Calc was incorrect for ERAs

  • eConfirmations - Null exclusion dates handled improperly

  • ODTouch - Chart - Notes label was vague

  • API - Add 3 new fields to ProcedureLogs.

  • ODTouch - Appt Search - Filters were sometimes not fully visible

  • Web Form Setup window main "Save" button should have been enabled

  • Preferences window - The last preference was cut off at the bottom of the Account General Insurance section

  • Procedure Codes - Fee Schedules: Fees didn't save without leaving textbox

  • Autonote multiselect checkboxes were wrapping

  • ODTouch - Patient Popup - NonPatient popup didn't always appear

  • Compose Auto Note window was not filling in text properly

  • Procedure Info window, editing a procedure which was part of a complete multivisit procedure group changed the claimproc ProcDate.

  • ODMobile - 'Reports' page could be opened multiple times

  • Appointment Fields weren't multiline

23.3.8 (Beta) (USA and Foreign) Released 11/14/2023
  • (Enhancement) Benefit Frequencies - Enhancements to Labels and Patient Override Functionality

  • (Enhancement) Payment Portal: While using the Clinics feature, offices may use a single Payment Portal URL for all patients instead of sending clinic-specific URLs.

  • Was unable to copy and paste in Cloud

  • Using the 'Complete' entry status in the Chart Module didn't fill a 'NextClaim' date for Auto Ortho

  • PaySimple ACH entered via Payment Portal was treated as CC in payment window

  • ODTouch - Chart, consent forms were not displayed in progress notes after signing

  • ODTouch - Appt edit, time lock did not work as expected

  • Sheet Importer - referral source would sometimes gets imported more than once

  • Payment Plans - deleting a pay plan debit would sometimes not create an audit trail

  • Fee Tools window - Some combo boxes were mis-aligned when the Fee Schedule Groups check box was checked and when using zoom

  • ODTouch - Capturing patient picture did not update patient picture on home page

  • eRouting Setup - Reordering actions can cause UE

  • ODTouch - Appointments page, patient name header did not update

  • Lab Cases for Appointment window was not filling for Planned Appointments

  • ODTouch - Edit Vital Sign - Cancel button(X) didn't work properly on iOS

  • Message Replacement Fields window was referring to dynamic payment plans which are now not supported

  • Billing list didn't refresh upon deleting statements from an account

  • Changing Insurance Plan from Calendar Year to Service Year on Simplified View does not update all benefits.

  • EdgeExpress/Global Payments - Declined payments were not zeroed out.

  • ODTouch - Chart, procedure search coiuld cause UE when cancelling on iOS

  • ODTouch - eRouting, signing payment plan returned user to home page

  • API - New resource CovCats GET

  • API - EOBAttaches GET

23.3.7 (Beta) (USA and Foreign) Released 11/9/2023
  • (Enhancement)API - Add a return object to Commlogs POST

  • Edit Clinic Window Not Allowing "." or "@" Characters in Email Sender Alias

  • Fill Sheet window - Page breaks were not showing within this window

  • Clinics with an email alias setup for the practice/clinic, would not show correctly for referrals

  • Statement List window - clicking X then cancel closed both forms

  • 5010 e-claims warned twice about pref 'On e-claims, use Optional Patient ID instead of Subscriber ID'

  • Edit Appointment Window planned appointment save button was changing date on procedure for scheduled appointment

  • Billing List didn't refresh after running a card on an account

  • Database Maintenance ClaimProcWiteOffNegative was returning incorrect results after "Fix"

  • API - UserGroupAttaches GET

  • ODTouch - Lab Cases - 'ATTACH' and 'NOW' buttons were hard to see

  • ODTouch - Deleting new vital sign caused UE

  • DXC Claim Attachments: Snip & Sketch tool and snipping tool could fail to start, depending on the operating system.

  • API - New methods FeeScheds POST and PUT

  • Opening eServices window could sometimes cause an unhandled exception

  • Edit Appointment window attached procedures message is not helpful enough.

23.3.6 (Beta) (USA and Foreign) Released 11/7/2023 - This version has a conversion script that will prompt an automated backup
  • (Enhancement) Add procedure-level claim form fields for treatment provider specialty

  • Users were unable to send BYOD texts with short URLs

  • Imaging - DICOM images caused error when clicking Size button

  • Procedure Code list, scrolling through fee schedule groups may not display correct fees

  • Appointment View Edit window - The "Minimum Op width" label would get cut off when using Zoom sometimes

  • Sheet pre-fill logic was skipping combo box info

  • Alerts - Some alerts were displaying incorrect description

  • Group note window could not save group note after clearing the signature

  • Patient Payment Plan did not get renamed to "Old Payment Plan"

  • Preferences windows - Account/General insurance preference had spelling error

  • CEMT Security window, User Groups tab some buttons were cropped from view when the window was at default size.

  • Chart - Add audit log entry when printing multiple prescriptions

  • Patients Raw Report may cause UEs when "OR" is generated for the query

  • Right click options should not be available for text fields in sheets in kiosk mode

  • Alert signature cleared - replaced the code number with the procedure code

  • Wiki Search Does Not Include Color and Font Tag Text

  • Insurance Payment (EOB) window was checking preference on outstanding claims

  • Income Transfer Manager, claims with a Total Payment would have Txfr claimprocs created that did not consider InsPayAmt values.

  • (Arabic Language) Control Chart module progress notes was continously refreshing

  • Backup Reminder Popup Message Says OK Instead Of Save

  • Computerpref table error message contained an incorrect table name

  • Perio Edit - Pop-up for unlock refers to ODTouch

  • WebSched - Check for manual recall flag before running autocomm

  • Perio Edit - Unlock Popup is Inaccurate

  • Payment Portal: Tokens need to be periodically cleaned out of the token table

  • Imaging Module, Export button could not be used on PDF's

  • API - Implement server-side logging for exceptions thrown at the proxy level.

  • FAQs were not showing in the Help Feature for some pages.

  • Labels throughout the program could get cut off when using zoom

23.3.5 (Beta) (USA and Foreign) Released 11/2/2023
  • (Enhancement)Hook Request - ControlChart.FillPtInfo

  • Fee Schedules window - Some of the dropdown boxes were loading in the wrong position when using zoom

  • Edit Email Message window Refresh button was causing an error

  • MySQLServerOptionsValidate DBM shows incorrect test results

  • ODTouch - eRouting, User was sent to home page after signing treatment plan

  • API - SecurityLogs GET may not parse developer name correctly

  • Open Dental froze on when viewing received claim if claim payment attached.

  • UE On "Clear All" Click and No Tasklist Selected

  • Headmaster - Add categories to services/devices

  • ODTouch - 'Treatment' was misspelled in the app

  • EServices Auto Messaging - NewPatientThankYous always used default templates

  • Edit Benefits Form - New Frequency Limitations were not saving to patients' insurance plans.

  • Progress Bar Window Title Is "Form" Instead of "Progress"

  • New Appointments Showing Unattached Lab Cases

  • Right click an empty text box, add a quickpasted note. Error.

  • Deleting Procedures from appointments may cause UEs

23.3.4 (Beta) (USA and Foreign) Released 10/31/2023 - This version has a conversion script that will prompt an automated backup
  • (Enhancement)ODTouch - Chart, add 'All' and 'None' buttons to progress notes filter

  • (Enhancement)API - Payments POST on existing PayPlanCharges

  • FormTaskListSelect - Alter its ordering for more expected alphabetical sorting use cases.

  • Choose Database was causing a preference error after update

  • Preferences Manage - General Auto Processing ERA write-offs was spelled wrong

  • LabCase - Attaching a lab case to a planned appt would sometimes cause an error

  • Internal 2024 Claim Form - Provider Specialty Code field was overlapping

  • API - Status Codes may be incorrect

  • Custom Aging Report, patients with insurance payment plans showed incorrect totals sometimes.

  • ODTouch - LabCases - Support more than one lab case per appointment - Xam side

  • Schedules with non-specified operatory were not showing provider hours in appointment views

  • Nested Auto Notes could sometimes cause an unexpected error

  • Xam Images - Add ability to take pictures and save them to the database

  • WpfControlsOD, include the debugging file in order to show line numbers in UEs.

23.3.3 (Beta) (USA and Foreign) Released 10/30/2023
  • Sheet Def Edit window - Copy and Paste of sheet elements could place the pasted elements off of the original page onto the next sometimes

  • Claim write-offs that over-credit the procedures is inaccurate.

  • Scrolling over an empty combobox may select "null" and cause UEs

  • Sheet Def Edit window, CheckMed boxes showed in mobile layout of web forms sometimes.

  • Custom Aging Report, using the Any Balance option within the Age of Account filter would yield less results than the other options when Age Credits was checked sometimes.

  • eConfirmation Rule Setup Error Incorrect

  • API - New resource ASAPComms

Version 23.2

Known Issues
  • Reminder tasks of an archived task list can still popup and show on tabs in tasks area some times.

  • Remote Support: Customer survey after session end

  • Cents are missing from some grids, including Dynamic Payment Plans.

  • Email Inbox - Fix email preview resizing

  • Remote Support: SSL code signed certificates to prove connecting peers are OD software.

  • Add A Family Window - Selecting frequently used zipcode can crash sometimes

  • Security Lock - Change Audit Trail to no longer show unchanged fields

  • Mobile Sheet Edit - Invalid sheet defs aren't marked as erroneous

  • Deposit Slip Sheet - extra unusable controls are available

  • Database Mainenance for Pat window - The Patient label background does not currently match the rest of the window

  • Edit Insurance Plan window - the Electonic ID fields don't line up, specifically when using zoom

  • Sheet Def window - The new Autosave Image Category Override dropdown menu shows hidden categories

  • Changing appt status from Complete to Scheduled may drop attached procedures

  • Recall List Undo date entry box is misbehaving

  • Appointment selection does not update when switching patients

  • Clicking OK on an unsent statement could result in duplication

  • Letter Merge Window UE while clicking print and closing

  • ODTouch - Incorrect treatment plan sheet can be used to generate PDF

  • Fill Sheet window - Exam Sheets with images will stop rendering the image after hitting Save

  • GridOD - Auto-selecting an editable grid cell does not place cursor in cell

  • Customer Can't Reveal Hidden Windows Taskbar When OD is Fullscreen With Modal Window

  • Referral Letter - If this sheet type contains a specific procedure grid it automatically saves as a PDF and cannot be deleted

  • Currency Decimal Settings window - The warning message within this window is not always accurate

  • API - Appointments POST, Appointment Type procedures may be set to today's date instead of the appointment's

  • Manage - Incorrect projected pay periods cause error

23.2.68 Unreleased
  • Database Integrity, rehashing entries causes the convert script to lock up sometimes (rare).

  • Patient Edit Information window, database integrity warnings showed on patients sometimes.

  • Translations reverted to English when switching users sometimes

23.2.67 (USA and Foreign) Released 3/12/2024 - This version has a conversion script that will prompt an automated backup
  • Zip Codes lists - OD crashes when zoom was lower than 76

  • Imaging Module - Printing a Perio Chart would print the patient's first and last name twice

  • Auto-Taxed Account Module Quick Procs Miscalculated Sales Tax

  • User is getting set on an autocomm commlog that should have no user associated with it

  • Billing Options window - Label text had extra space

  • Existing ADA 2024 claim forms could have incorrect Preauthorization checkmark placement

  • Reactivation list used family postcard for single selected patient when Group Families checked

  • Definition Picker, None button did not move when resizing window

23.2.66 (USA and Foreign) Released 2/29/2024
  • Appointments for Patient window - Audit trail was not logging scheduling unscheduled appointments

  • PayConnect2.0 - Adding a new card via swipe saved 000? as the last four digits of the card

  • Reactivation list does not drop grouped family members after emailing sometimes

  • Daily Payments Report could be run without any payment types selected

  • Limited statement on single patient defaults to guarantor email and address

  • Dental school grading scale grids could cause unexpected errors

  • Patient Merge - No commloghist

23.2.65 (USA and Foreign) Released 2/27/2024
  • Outstanding Secondary Claims window - The third option had a typo

  • Ortho Setup window - Some of the wording in the first groupbox was inconsistent with other places in the program

  • Patients were added to the recall table immediately upon creation

  • CareCredit - Quickscreen Transaction Window Reprocess button label was too high

23.2.64 (USA and Foreign) Released 2/22/2024
  • Fill Sheet window - Static Text and Input Fields would remove empty spaces before and after any text when clicking out of the field

  • Insurance Verification List window - The buttons at the bottom of the window were not always aligned correctly when using zoom

  • Automation window popup on claim create didn't block editing the claim

  • Patient Merge - List of PatNum Foreign Keys was incorrect

  • Edit Checkbox window - Foreign users couldn't translate the listbox title labels for Allergy and Problems

23.2.63 (USA and Foreign) Released 2/20/2024
  • Limited Custom Statements - Reinstate old behavior

23.2.62 (USA and Foreign) Released 2/16/2024
  • (Enhancement) API - New method CodeGroups GET

  • Dynamic Payment Plan window - Controls and labels were cut off with zoom

  • Insurance Plans Override window - some labels were cut off

  • Unable to click OK inside of user edit window when duplicate DoseSpot ID

  • Fill Sheet window - This window was not enforcing the two character maximum for state input fields

  • Account Module - Quick Procs text box was gone with date/day limit on Create Completed Procedure permission

  • API - Support additional Frequency Limitations in Benefits PUT/POST

  • Ortho Chart Tabs window - Hidden column width was too small with zoom

  • OD Cloud - Copy/Paste could sometimes not work correctly.

  • WebSched - Automation was only allowing either text or email to run

23.2.61 (USA and Foreign) Released 2/13/2024
  • (Enhancement)Widen the Task List column in Add Task - Select Task List window

  • Freezed when loading print preview in user query window.

  • Cropped Images Weren't Scaling Properly on Sheets

  • Account Module - The commlog area default height was loading incorrectly and left little room for procedures

  • Family Module, discount plans with large notes crashed the program sometimes.

  • DBM Tool - Duplicate email message sometimes did not delete the duplicate uids

  • Ortho chart causes an error when logging out sometimes

23.2.60 (USA and Foreign) Released 2/8/2024
  • (Enhancement)Mobile apps give attribution to packages or libraries used

  • Imaging Module - printing tooth chart now shows patient name, DOB and date

  • Appts - Deleting planned procedure deleted an entire planned appt

  • Chart Module - The single click button labels could have their text cut-off when using zoom

  • Email Inbox - Embedded images didn't show when there were attachments

  • Imaging - viewing DICOM images could sometimes cause an error

  • Dicom Images - support 16 bit images

23.2.59 (USA and Foreign) Released 2/6/2024
  • Procedure Info Window - Set complete button wasn't changing the date on the procedure

  • Frequency Limitations Sometimes don't Match Plan's Calendar / Service Year Status

  • Equipment window - Printing left an unnecessary "to" under the title when date was left blank

  • Supplemental Backups: Prevent from uploading multiple backups in same period for same registration key.

  • Sheets to ignore were added on arrival

23.2.58 (USA and Foreign) Released 2/1/2024
  • Payment Plan - Overcharged plan did not turn yellow.

  • Charting Existing Other Procedures Added ProcDate When Procedure Edit Window Was Involved

  • Edit Adjustment window - A non-numeric value in the Amount field caused OD to crash

  • FillSheetEdit Window Shrank Text When SpaceBar Pressed Sometimes

  • Open Dental installer, the License Agreement screen had incorrect copyright years.

  • View Licenses window had old copyright date

23.2.57 (USA and Foreign) Released 1/30/2024
  • (Enhancement)User Query window - Added a print orientation option for users

  • Screening sheet grid - Zoom added mystery numbers

  • Chart - Clarify audit log entry when changing prescription status

  • Database update was causing an error - ReportingServerSslCa is an invalid pref

  • DBM MySQLServerOptionsValidate error message had incorrect manual link

  • Daily Payments Report window - When the checkbox "Show online patient payment separately" was checked, the report did not always show the Total All Payment section

  • Medical window - Foreign users weren't able to translate tab labels within this window

  • Chart Module - Procedures were not grouped together correctly when using a procedure button

  • Sheets - Static Text over page break had words cutoff in PDF

  • Edit Blockout window - Making the note too long caused OD to crash

  • Using Discharge Date Display Field could Cause SQL Errors

  • Perio Chart - Skipped teeth bleeding flag behavior improvement

23.2.56 (USA and Foreign) Released 1/23/2024
  • Fill Sheet Edit window was not fitting "X" into checkbox

  • Payment Portal - The Back and Next buttons lacked accessibility in mobile mode

  • Optin auto responses were not assigned to patients sometimes

  • Clearinghouse Edit - Save DXC Attachments preference referenced "Images" not "Imaging" module

  • Account Module - Hidden Splits Tab Stayed Visible After Changing Users

  • Clicking on an Empty Multiselect Grid Crashed the Program

  • ODXam - WSMHQ - Better logging

  • Chart Module - Image Preview Stayed on Top of Program

  • Equipment and User Query windows did not always fit within the page when printing

  • Open Dental Cloud, the X-Charge program link has been disabled for cloud as it is not currently supported.

  • Users could create duplicate age limitation insurance benefits

  • Canada ITRANS2 clearinghouse Comm Bridge was failing to send claims sometimes.

  • Access token for gmail disappeared sometimes.

  • FHIR - Practitioner fields could be Incorrectly Labeled

23.2.55 (USA and Foreign) Released 1/17/2024
  • Appointment Module - When hovering over the operatory name, the net production could get cut off when using zoom

  • Added checkbox option to save ACH cards on payportal - ACH no longer bypasses save check

  • Ortho Chart Signature would sometimes invalidate incorrectly

23.2.54 (USA and Foreign) Released 1/16/2024 - This version has a conversion script that will prompt an automated backup
  • (Enhancement) Updated Email send error 451 to a more helpful message.

  • (Enhancement)Overpay claimprocs no longer set Do Not Bill flag.

  • Exam Sheets window - An error could occur when resizing this window with a sheet in the preview

  • Multiple signature boxes on payment plan was copying first signature

  • Procedure Code Tools window - CDA Codes checkbox description was incorrect for Canada users

  • Miscellaneous Setup window - Language and region label was not in line with it's textbox

  • Accounting transaction history, if starting balance was negative, it was showing positive

  • Web Sched Recalls - EhrMeasureEvent MoreInfo column over limit

  • ERAs Automatically Processed window - This window could experience an error when right clicking without a gridrow selected

  • WebSched - WebSchedTextsPerBatch was not working correctly

  • ODTouch - Signup Portal login screen mentions eClipboard

23.2.53 (USA and Foreign) Released 1/9/2024
  • Credit Card Manage window created incorrect audit trail entries sometimes

  • Accessing DXC image attachments stored over SFTP gave 'Permission Denied' error sometimes

  • Chart Module - Medical window medications sent using NewCrop said source is Legacy

  • PaySimple - Invalid Input Error for adding a new payment method when each clinic used a different paysimple credential

  • Sign TP, Report window - When resized the Practice Signature field covered the OK and Cancel buttons

  • Refunds - Edge Express refunds sometimes fail to process with no message

  • DBM - Wrong error message when validating MySQL settings

  • Recurring Charge History window - The name column in the grid displayed first and last name in the wrong order

  • Database Maintenance Method "BenefitsWithPartialDuplicatesForInsPlan " did not explain itself

23.2.52 (USA and Foreign) Released 1/4/2024
  • Payment Portal: PaySimple ACH couldn't be used unless another payment method existed

  • Edit Insurance Plan window - The frame for the Create/Change Plan radio buttons was cutoff when using the nocustomborders.txt file

  • Insurance Verification List window - Buttons at the bottom were cut off when the nocustomborders.txt file was being used

  • Fee Tools window - export had an empty save as file extension list

  • Procedure Code Tools window - Word was misspelled

  • Edit Operatory window - Tab order was out of order

  • Edit CheckBox window - Tab order was out of order

  • Preference "Show claims received after days" could not work correctly when number of days is too high.

  • Date Resent summary in database documentation did not match current behavior.

  • Etrans summaries in database documentation needed changed.

  • Sheets - Creating sheets on appointment status freezes Open Dental

  • OD Cloud - Importing files in Imaging Module caused OD to crash

23.2.51 (USA and Foreign) Released 12/28/2023
  • (Enhancement) British Columbia Dental Association (BCDA) 2024 Fee Guides

  • Fill Sheet window - The & character used as one of the selections for a ComboBox option would be duplicated

  • Add Multiple Adjustments - was allowing adding of adjustments after global lock date

  • Payment Portal: PaySimple's ACH form had two nickname fields

  • ODTouch - Internal Exam Sheet def did not get filled from DB properly

23.2.50 (USA and Foreign) Released 12/26/2023
  • (Enhancement) Payment Portal: Added support for very large PatNums and other ID fields (typically created via random primary keys).

  • User with Adjustment Edit Zero Amount permission couldn't make zero adjustment without Adjustment Create permission

  • Edit Transaction window - The tab order within this window was not user-friendly

  • Appointments - Insurance Verify Icon could sometimes appear on appointments with verified insurance

  • Pay Plan Templates - Clinic column showed ClinicNum instead of Abbreviation

23.2.49 (USA and Foreign) Released 12/21/2023
  • (Enhancement) Plug-in hooks added to ImageStore.cs and TrophyEnhanced.cs

  • Preferences window - There was an incorrect warning message when deselecting a checkbox preference within Family/Insurance

  • Billing Lists - Prompt to Delete Unsent Statements Sometimes Did Nothing

  • Recall List window was encountering error on reactivations tab

  • Payment Portal - The payment stepper was not always reflecting the correct steps

  • Sheets - 'Reduce Font Size' button showed in Kiosk mode

  • Tigerview - .ini file was being cleared on program close

  • Adjustment - edit adjustment window would sometimes not allow detaching procs

  • Program Links - Module-Specific Toolbars weren't Updating When Clinic Changes

  • ASAP List - Code Range Filter Ignored Planned Appointments

23.2.48 (USA and Foreign) Released 12/19/2023
  • (Enhancement) 2024 Ontario Dental Association (ODA) Fee Guide

  • (Enhancement) Web Sched Recall - Allow FamilyList tag with no URLs

  • (Enhancement) Hook Added to ControlFamily.cs

  • Dynamic Payment Plan window - Prepaying on principal was creating a new charge for a date in the past.

  • Creating a new Routing Slip was causing an error

  • Fill Sheet Edit screen was missing checkbox hover highlight

  • Annual Family max was including ortho category span procedures

  • Right click options didn't show on first click for textboxes on sheets

  • If using NoCustomBorders.txt, clicking X to close window would sometimes skip functionality

  • Imaging Module - Importing multiple files only displayed preview of first file

  • Edit Adjustment window - User could edit procedure date on adjustment attached to procedure

  • Patients Report 'Last Visit Date' and 'First Visit Date' were including deleted appointments

  • Ortho Auto Claims window were generating claims for deleted ortho procedures

  • Fill Sheet, PatImage fields could not be edited on Sheets with multiple pages.

  • Web Sched Existing Patient - Letter case was not always recognized when matching email addresses

  • Benefit Frequency Limitations, better support for patient overrides

  • When using Microsoft Borders (NoCustomBorders.txt), WPF windows was still showing custom border

  • Edit Benefit window, users were blocked from entering 0% into non-percentage benefit types.

  • Ortho Auto Claims window fix deleted claim message

  • Saving a Payment Plan Template produced UE

  • Dynamic Payment Plans - Warning messages sometimes failed to display

23.2.47 (USA and Foreign) Released 12/12/2023
  • Credit Card Edit window - The "Run charge ..." label was cut off

  • Appointment Search may consider closed operatories

  • Adjustment deny permission was being ignored for a user group that did not have anything denied if the user had multiple groups stacked

  • The word "Remaining" cuts off in the Insurance Remaining window

  • Sign TP can sometimes clear signed Tps

  • Updating from an older version would sometimes cause an error

  • Support Status window indicated 3D ToothChart requires support

23.2.46 (USA and Foreign) Released 12/9/2023
  • New version for trial users

23.2.45 (USA and Foreign) Released 12/9/2023
  • Procedure note was changing user incorrectly when status was completed after clicking save

  • Sheets, older existing sheets might have some text cut off on individual fields

  • Windows taskbar would not unhide when Open Dental was full screen

  • Chart Views - Reordering did not display correct view

  • New trial version

23.2.44 (USA and Foreign) Released 12/7/2023
  • ACH account showed as credit card in ach window

  • PayConnect 2 receipt that prints does not show "Electronically signed".

  • Operatories window was not allowing reordering of newly added operatories

  • Database Maint, the BenefitsWithPartialDuplicatesForInsPlan method was deleting too many benefits.

  • Sheets - TextBoxes with Down Local/Down Global sometimes did not resize.

  • CareCredit payment note had extraneous new line

23.2.43 (USA and Foreign) Released 12/6/2023
  • New version for trial users

23.2.42 (USA and Foreign) Released 12/6/2023
  • New trial version

23.2.41 (USA and Foreign) Released 12/5/2023
  • (Enhancement)EDS Clearinghouse, 5010 format, always send the subscriber date of birth (DOB)

  • Claims - PDFs cannot be attached to Canadian claims

  • ComboBoxes were not included in FillSheetEdit tabbing

  • eService windows - had minor zoom related issues

  • Ortho Chart was displaying wrong information for ortho info grid

  • Add Multiple Adjustments window was not adding adjustments

  • Frequency Limitations (and Age Limitations, but only in Head) were Being Ignored for Hidden CodeGroups

  • Add Multiple Adjustments window was not adding adjustments due to Negative Adjustment preference

  • Fill Sheet window - Exam Sheets with images would stop rendering the image after hitting Save

  • API - Appointments POST and PUT may allow invalid Patterns

  • Billing List window - Users weren't prompted to save or delete unsent statements if they had the text file 'nocustomborders.txt' in their OD installation directory

  • Patient Portion column was missing when printing Treatment Plans sometimes

  • Adjustment Create permission was only letting users create zero adjustments after lock date

  • API - Patients GET endpoint may not parse apostrophes correctly

  • Task List Filter dropdown showed error when Default Filter was changed from Disabled to None

  • OptIn Clinic Title does not save

  • Appointment Field Edit Window - Textbox Was Not Typable on Load

  • Chart Views required program restart to show correct ordering

  • Canada - Edit Referral window some field labels were not translated

  • Database Maint, removed BenefitsWithExactDuplicatesForInsPlan and BenefitsWithPartialDuplicatesForInsPlan methods.

  • Payment Portal: Random primary keys could cause issue with payments sometimes

  • Default ADA 2024 Claim Form Preauthorization checkmark printed in incorrect location

  • eClipboard - Birthdate on sheets was populating incorrectly

  • Podium bridge setup window was not saving the LocationID sometimes

23.2.40 (USA and Foreign) Released 11/30/2023
  • New version for trial users

23.2.39 (USA and Foreign) Released 11/30/2023
  • Edit Screening window - Users were unable to check or uncheck boxes within public health screenings

  • Microsoft OAuth - threw an error when using an attachment with spaces in the name for html emails

  • Pat Portion for Fixed Benefit PPO plans was calculated incorrectly when PPO fee was greater than UCR fee

  • Sheets - Mobile order was not preserved for unordered checkbox groups

  • New trial version

23.2.38 (USA and Foreign) Released 11/28/2023
  • Users could create Frequency Limitations with a quantity of 0

  • Claims - Pending Supplemental claim procedures could cause a crash when associated claim procedure is deleted

  • Alerts - Alert actions functioned improperly when duplicate alerts existed

  • Receivables Breakdown report was not considering adjustments that fall after the 'Up to the following date' value but are associated with procedures that fall before it.

  • Edit Benefit window tab order was inconsistent

  • Treatment Presentation Statistics Report caused UE

23.2.37 (USA and Foreign) Released 11/27/2023
  • New version for trial users

23.2.36 (USA and Foreign) Released 11/27/2023
  • Payment Plan window "Exclude past activity" checkbox was causing Ok click to not save plan

  • Database Maintenance - changed password for the Insurance Plan Type Change tools

  • Payment Portal: If Clinics was enabled, patients that are unassigned to a clinic couldn't make online payments.

  • New trial version

23.2.35 (USA and Foreign) Released 11/22/2023
  • (Enhancement) Sheet Procedure Select window - This window now includes the procedure status for user clarity

  • TreatPlan Presentation Statistics report was not loading

  • Global lock date was preventing adjustments to be added on procedures preceeding lock date

  • Sheet fill window was ignoring tab order for checkboxes

  • Email - unchecking Show Failed Emails caused error

  • Ins Paid Calc was incorrect for ERAs

  • eConfirmations - Null exclusion dates handled improperly

  • Procedure Codes - Fee Schedules: Fees didn't save without leaving textbox

  • Procedure Info window, editing a procedure which was part of a complete multivisit procedure group changed the claimproc ProcDate.

  • ODMobile - 'Reports' page could be opened multiple times

  • ODCloud - Copy/Paste could sometimes not work as expected.

  • Appointment Fields weren't multiline

23.2.34 (USA and Foreign) Released 11/14/2023
  • (Enhancement) Payment Portal: While using the Clinics feature, offices may use a single Payment Portal URL for all patients instead of sending clinic-specific URLs.

  • PaySimple ACH entered via Payment Portal was treated as CC in payment window

  • Fee Tools window - Some combo boxes were mis-aligned when the Fee Schedule Groups check box was checked and when using zoom

  • eRouting Setup - Reordering actions can cause UE

  • Changing Insurance Plan from Calendar Year to Service Year on Simplified View did not update all benefits

  • EdgeExpress/Global Payments - Declined payments were not zeroed out.

23.2.33 (USA and Foreign) Released 11/13/2023
  • New version for trial users

23.2.32 (USA and Foreign) Released 11/13/2023
  • Was unable to copy and paste in Cloud

  • Using the 'Complete' entry status in the Chart Module didn't fill a 'NextClaim' date for Auto Ortho

  • ODTouch - Edit Vital Sign - Cancel button(X) didn't work properly on iOS

  • New trial version

23.2.31 (USA and Foreign) Released 11/9/2023
  • Edit Clinic Window Not Allowing "." or "@" Characters in Email Sender Alias

  • Users were unable to send BYOD texts with short URLs

  • Imaging - DICOM images caused error when clicking Size button

  • Procedure Code list, scrolling through fee schedule groups may not display correct fees

  • Fill Sheet window - Page breaks were not showing within this window

  • Appointment View Edit window - The "Minimum Op width" label would get cut off when using Zoom sometimes

  • Sheet pre-fill logic was skipping combo box info

  • Clinics with an email alias setup for the practice/clinic, would not show correctly for referrals

  • Chart - Add audit log entry when printing multiple prescriptions

  • Patients Raw Report may cause UEs when "OR" is generated for the query

  • Wiki Search Does Not Include Color and Font Tag Text

  • (Arabic Language) Control Chart module progress notes was continously refreshing

  • Computerpref table error message contained an incorrect table name

  • Edit Appointment Window planned appointment save button was changing date on procedure for scheduled appointment

  • Perio Edit - Pop-up for unlock refers to ODTouch

  • Perio Edit - Unlock Popup is Inaccurate

  • Imaging Module, Export button could not be used on PDF's

  • Database Maintenance ClaimProcWiteOffNegative was returning incorrect results after "Fix"

  • Labels throughout the program could get cut off when using zoom

  • ODTouch - Deleting new vital sign caused UE

  • DXC Claim Attachments: Snip & Sketch tool and snipping tool could fail to start, depending on the operating system.

  • Opening eServices window could sometimes cause an unhandled exception

23.2.30 (USA and Foreign) Released 11/2/2023 - This version has a conversion script that will prompt an automated backup
  • Fee Schedules window - Some of the dropdown boxes were loading in the wrong position when using zoom

  • Edit Email Message window Refresh button was causing an error

  • MySQLServerOptionsValidate DBM shows incorrect test results

  • ODTouch - eRouting, User was sent to home page after signing treatment plan

  • Internal 2024 Claim Form - Provider Specialty Code field was overlapping

  • API - SecurityLogs GET may not parse developer name correctly

  • Custom Aging Report, patients with insurance payment plans showed incorrect totals sometimes.

  • ODTouch - 'Treatment' was misspelled in the app

  • EServices Auto Messaging - NewPatientThankYous always used default templates

  • Deleting Procedures from appointments may cause UEs

23.2.29 (USA and Foreign) Released 10/30/2023
  • Sheet Def Edit window - Copy and Paste of sheet elements could place the pasted elements off of the original page onto the next sometimes

  • Scrolling over an empty combobox may select "null" and cause UEs

  • Custom Aging Report, using the Any Balance option within the Age of Account filter would yield less results than the other options when Age Credits was checked sometimes.

  • eConfirmation Rule Setup Error Incorrect

23.2.28 (Beta) (USA and Foreign) Released 10/26/2023 - This version has a conversion script that will prompt an automated backup
  • (Enhancement)Allow CareCredit's PartnerCode to synch down from HQ

  • (Enhancement)API - PayPlanCharges GET

  • Dropbox, patient images were not showing on PDFs.

  • Setting appointments complete different ways would create different Audit Trail entries

  • Billing/Finance Charges window - Labels and radio buttons got cut off with zoom

  • Image Module - Export button was not enabled on first selected item

  • ODTouch - Deleting patient allergies did not work as expected

  • Forms window - causing a UE when form loads sometimes

  • CEMT - Connection Groups could have blank entries after deleting Connections

  • 2024 Claim Form would sometimes not print the image

23.2.27 (Beta) (USA and Foreign) Released 10/24/2023 - This version has a conversion script that will prompt an automated backup
  • (Enhancement)ERAs: Allow auto-processing when a claim match is found but patient's name doesn't match

  • (Enhancement)CareCredit - Consumer Self-Service

  • (Enhancement)Frequency Limitations - add Benefit Frequencies window

  • Payment Portal - PayConnect2 iframe changes

  • WebSched New Patient - Attempting to create an appointment when no operatories were setup did not provide a helpful error message

  • Zoom window - When selecting a clinic with zoom set to 50 an error could occur

  • Procedure Edit form may allow deletion of required procedures for planned appointments with specified appointment types

  • API - New method ScheduleOps GET multiple

  • Claim Form should only default to 2024 when user adds new 2024 cdt codes

  • API - Add Op to Appointments GET multiple

23.2.26 (Beta) (USA and Foreign) Released 10/20/2023 - This version has a conversion script that will prompt an automated backup
  • (Enhancement) Backup popup between database backup and image folder backup to be removed.

  • (Enhancement) DBM - Update the MySQLServerOptionsValidate method to check more settings

  • Fill Sheet window - Clicking the Close button on the 'Appointments for' patient window didn't allow the user to continue on to the sheet edit window

  • ERAs: Patient name matching is more strict for auto-processing than it is for claim matching

  • WebSched - Clinics not set up for WebSchedRecalls can no longer send recalls

  • eClipboard - Camera permissions did not work properly on Android

  • Print Claim window - Enclosures checkbox did not populate correctly in the NEA/Manual tab of the Attachments tab

  • Scheduled Maintenance - Add option for once a week maintenance

  • Open Dental Cloud, enabled PreXion Viewer and PreXion Acquire bridges for web

  • 2024 CDT Codes

23.2.25 (Beta) (USA and Foreign) Released 10/17/2023
  • (Enhancement) ODTouch - Patient Popup - Page revamp

  • API - Appointments POST and PUT methods may not update recall dates

  • Fix Jazz Imaging bridge bugs

  • API - DiscountPlanSubs POST, PUT, and DELETE may not update Treatment Plan types

  • Zoom window - When using the old Imaging Module and changing zoom settings, an error could occur

  • Chart Module may allow deletion of required procedures for planned appointments with specified appointment type

  • eRouting Setup - 'No Action' action was selectable

  • ODTouch - Proc Notes do not take into account 'NotesProviderSignatureOnly' pref.

  • (Enhancement )PayConnect 2.0 automatic receipt printing

23.2.24 (Beta) (USA and Foreign) Released 10/12/2023 - This version has a conversion script that will prompt an automated backup
  • Preferences window - The Search would highlight the row in the categories but didn't highlight the linked item on the right if the search result was in the explanation

  • Progress Notes Grid ShowingDespite Deleted In Sheet Def

  • Recurring Charges, recurring charges could UE when an error is returned from PayConnect

  • DBM - unsafe replication fix warning appeared twice

  • Edit Operatory window - Label had cut offs with zoom

  • Dynamic Payment Plan - Created incorrect audit entry when created

  • Edit Insurance Plan Window, clicking Request in the Request Electronic Benefits groupbox crashed the program sometimes

23.2.23 (Beta) (USA and Foreign) Released 10/10/2023 - This version has a conversion script that will prompt an automated backup
  • Chart Module - Using Zoom could cut off info in the Entry Status area sometimes

  • Edit Procedure Code window - The listboxes in this window were scrolling unnecessarily

  • Planned Appointments - Could not delete any attached procedures with "Appointments Require Procedures" pref on

  • eRouting - Setup, eRouting actions could not be removed

  • ODTouch - AutoNotes, default text did not work

  • Payment Portal: After submitting a payment, a request for the payment status caused an error

  • PayConnect Payment window: payments could be off by one cent when using PayConnect 2

  • Limited (Custom) Statement - printing duplicate upcoming appointment times

  • Sheets: Signing a sheet with a signature pad could cut off the signature.

  • PayConnect Setup window - UE when clicking the Merchant Info button sometimes

  • ODTouch - Medical, deleting items did not work properly

  • eClipboard - Captured images were stored in the hidden 'eClipboard' folder

  • Add index to taskancestor table to improve performance when subscribing to task lists

  • ODTouch - Chart, procedure codes in hidden categories were being shown in search results

  • API - InsVerifies GET

  • Payconnect 2 - Declined payments were not zeroed out

  • Main window load error when Windows digits after decimal setting is not 2.

  • Account Module Est Bal was calculating improperly for dynamic payment plans with treatment planned discounts

  • Procedure Codes Fee - Schedules window was causing error on Fee Schedule Group dropdown

  • Tx Plan Module - Preauthorizations were unordered sometimes.

  • Microsoft OAuth didn't show the entire error message when failing to send an email

  • Open Dental Cloud, launching DoseSpot in a new browser tab would sometimes cause sync problems

23.2.22 (Beta) (USA and Foreign) Released 10/3/2023 - This version has a conversion script that will prompt an automated backup
  • (Enhancement) Changed the way Adjustment Type Deny permissions stacked with multiple user groups

  • (Enhancement) API - New method TreatPlans POST Save

  • (Enhancement) Add automation trigger for Complete Appointment

  • Email Edit window: Emails were not marked read when opened from the Chart Module

  • Sheet pre-fill logic was skipping combo or check box info for allergies and problems

  • Slow sheet refresh was interrupting typing

  • Add Multiple Adjustments - users could update adjustments to negative with negative adjustment preference on

  • PaySimple - Invalid Input error occurred when adding a new payment method in certain cases

  • Procedure Codes window - Fee Schedule Groups were not populating combobox

  • API - Appointments Resource - AptDateTime allows seconds when scheduling

  • Edit Operatory window - Labels had cut offs with zoom

  • Dynamic Payment Plan, Edit Payment Plan Charge window - Procedure fee check did not include adjustments

  • Canada - Set Up Insurance Categories window was causing error on Set to Defaults

  • ODTouch - Billing - UI pre billing code changes

  • API - SheetFields GET responded with null values sometimes

  • Payment window, procedures associated with patient payment plans that have negative credits were showing incorrect AmtEnd values in the Outstanding Charges grid sometimes.

  • CEMT Create Password was not registering strong passwords

  • API - DiscountPlanSubs did not recalcuate associated estimates sometimes

  • WebSchedRecalls - Change no recalls to schedule log level to verbose

23.2.21 (Beta) (USA and Foreign) Released 9/26/2023 - This version has a conversion script that will prompt an automated backup
  • (Enhancement) Canada - Change Default Insurance Categories to include Ortho

  • (Enhancement) Update Scanora default path

  • (Enhancement) ClaimConnect - Allow dashes in insurance group numbers

  • Archived Patient Select permission, some modules may allow viewing of archived patient data

  • Claim Form Edit, minimizing the window may have created a floating white box with invisible buttons

  • API - PayPlanClose - Patient Payment Plans did not always create a closeout charge.

  • Canada Claim Attachments did not allow PDFs

  • Report - Hidden Payment Splits - UE occurred when there were no hidden split types.

  • CareCredit, Merchant Fee - CareCredit Action window were missing the Surcharge Field in the Payment window with the merchant fee

  • Patient Payment Plan created audit trail for unchanged charges

  • Edit Clinic window - Label got cut off with zoom

  • User Query window - Radiobuttons got cut off with zoom

  • Dynamic Payment Plans - Block editing down payment charges.

  • Edit Claim window - The 'Split Claim' button changed the status of the claim from Sent to Waiting to Send

  • User Query window would submit queries for users without Command Query permission

  • Dynamic Payment Plans - Closing the template form with no template selected UEs

  • API - UserGroups GET

  • Email - autographs with text after an image were not detected as HTML

  • Medicaid ID sometimes didn't clear warning

  • PerioExam - extra Group box around Unlock and "editing on mobile"

23.2.20 (Beta) (USA and Foreign) Released 9/21/2023
  • Family Module - Family Grid could show deleted family members of the selected patient

  • Letter Merge window was causing error on clicking Print and Cancel

  • SheetDefEdit single-click didn't change ComboBox tab order

  • Time Card window, the Calc Week OT button didn't handle adjustments correctly sometimes

  • Task Search and Task Edit forms were always on top but not modal when clicking Search button

  • Autofill email 'to' was not always checking 'sent from' address

  • Update in progress on workstation warning stopped the update process when using a read-only and/or report server sometimes.

23.2.19 (Beta) (USA and Foreign) Released 9/19/2023 - This version has a conversion script that will prompt an automated backup
  • The read-only and/or report server could be on a different version than the main server sometimes

  • Preferences window - "Require use of suggested auto codes" preference wasn't being enforced when checked

  • Internal wiki windows wouldn't fill the screen

  • Payment Portal: When a PayConnect 2.0 transaction was declined, we showed an "unknown error" message

  • Limited Statements - Missing family information

  • Referral type commlogs would not associate to referral if referral is new

  • Ortho Chart window would crash the program when using Middle Tier.

  • Making a backup would crash the program when using Middle Tier.

  • ODTouch - Dynamic Payment plan Templates - Part 1

  • Sending email - switching the from email address sometime did not allow selecting email address with a user attached

23.2.18 (Beta) (USA and Foreign) Released 9/14/2023
  • (Enhancement) PayConnect 2.0, add ability to validate credentials in setup window

  • (Enhancement) Preference and Edit Insurance Plan windows - Standardized 'Zero write-off' language for related preferences

  • Dynamic Payment Plan window - Buttons in Production tab were cut off when zoomed in

  • Sheet Def Edit window - Tabs in a StaticText boxes were not displaying

  • User Query window - This window could cut off some of the frame labeled 'Format' when using Zoom

  • Edit Provider window - Specific labels within this window could get cut off when using Zoom

  • Fill Sheet window, modifying an input field that grows down after a recent unlock may have caused a UE

  • Payment Portal: typo in error message

  • Practice Window - "Dental X Change" now reads "DentalXChange"

  • Sending Emails - selecting a user email sometimes caused an error

  • When MS scale was higher than 100%, listBoxes throughout program had lower portion of letters cut off on each line.

  • DBM tools "Insurance Plan Type Category Percentage" and "Insurance Plan Type PPO Percentage" did not have confirmation message

  • Edit Clinic - Certain controls had cut off with Zoom

  • API - Add OrthoRemainM to Claims PUT

  • Edit Payment Plan Charge window was displaying wrong error for Patient/Insurance Payment Plans

  • Email Autographs containing image links with lower case extensions were not being treated like Autographs.

  • API - Benefits POST/PUT allows hidden CovCats

  • New Patient Auto Thank-You, the Web Forms URL redirect were not working.

  • Replication - SKY SQL functionality was added

  • Patient Edit - Required field condition for age could be ignored if the DOB is masked

  • Push Notifications - Database context not safe when rebooting

  • Incorrectly capitalized table in query could cause UE on Linux machines

23.2.17 (Beta) (USA and Foreign) Released 9/8/2023
  • (Enhancement) API - New methods TreatPlanAttaches POST and PUT

  • Payment Portal - EdgeExpressPaymentPortal cards were treated like XWeb cards

  • Add CareCredit and PaySimple to HasOnlinePaymentsEnabled Method

  • Receiving Insurance Payments As Total did not automatically attach to Insurance Payment Plan sometimes

  • Edit Payment Plan Charge window - Clicking OK without any changes triggered an audit trail

  • Dynamic Payment Plan - Error when last charge was deleted in Pay Plan Charge Selection window

  • Revert - Completed procedures were sometimes not recognized by insurance history display areas contingent on status of associated claimproc

  • Insurance History window showed incorrect dates sometimes.

23.2.16 (Beta) (USA and Foreign) Released 9/7/2023
  • Customers were still able to sign up for Mass Email after it had been shut off

  • Database Maintenance window - Some Zoom values would cut off info within the Tools Tab

  • Perio chart - Mobility row in skipped tooth allowed more than 1 measurement

  • Payment Portal: Entering a patient name containing an apostrophe on iOS could cause an error

  • Payment Portal card expiration dates did not show properly.

  • Procedures Overpaid report listed all providers instead of "All Providers" when all was selected

  • Patients with new Dynamic Payment Plans were missing from Payment Plans report

  • Dynamic Payment Plan - Changing the charge to more than the procedure fee dropped production from the schedule

  • OptInReply messages were inserted with incorrect date

  • CalcW slow with large text input

  • Claim could get locked in 'Hold for In Process' even after splitting the grouped for multivist proc off the claim

  • Choose Database Window database dropdown was not populating with SkySQL

  • Autofill email 'to' was not always checking 'sent from' address

  • eService Patient Portal window - Zoom would cut off info

  • EHR Settings window - some zoom levels would cut off info

  • Canada Procedure Info window Sextant radio button options were all showing as '0'.

  • API - ClaimProcs GET - Additional search parameters

  • Deposit Slips could have invalid characters for email attachments in file name

  • Dynamic Payment Plans - Interest start date field had incorrect behavior

23.2.15 (Beta) (USA and Foreign) Released 9/5/2023
  • (Enhancement) Texting - Prevent users from manually sending our short code links to patients

  • (Enhancement) Appointments, Added Appointment details to AuditTrail when transfer of attached Procedures causes a Planned Appointment to be deleted

  • Billing List Invoice checkbox click caused crash

  • Appointment Type Edit window - Time pattern bar was cut off

  • Edit Display Field window - Columns could cut off the text when set to the suggested minimum width, if Zoom was enabled sometimes

  • Continuity of Care window - The error message relating to the CCD was missing a space after each sentence

  • Insurance Payment Fix window - The background of the main label did not match the rest of the window

  • Reports - Payment Plans - Insurance payment plans did not show the patient as the guarantor

  • Payment entry window - negative zoom levels cut off info

  • Edit Claim Procedure window was displaying wrong fee schedule

  • Plug-ins were not loading in additional instances of Open Dental when using the update sequence.

  • SkySQL - updating sometimes fails with access denied

  • API - Adjustments POST may allow hidden AdjTypes

  • Letter Merge Window UE while clicking print and closing

  • UE in sheet if static image was not present.

  • Completed procedures were sometimes not recognized by insurance history display areas

  • Dynamic Payment Plans - Interest start date field was not working properly

  • Signup Portal - The area to click into to register a landline phone number was not always working

  • Statements emailed from billing list did not display the correct 'From' address

  • Task popout showed incorrect task count in title

  • Dynamic Pay Plan Overcharged report sometimes did not show all overcharged plans

  • Limited Custom Statements were not saving to the guarantor when guarantor was selected

  • Dynamic Payment Plan - closing a dynamic payment plan would sometimes not move hidden unearned income

  • DBM Tool - Category Percentage and PPO Percentage wording change

  • Prevent adding negative subtractive adjustments to zero balance procs

  • Cache - Refreshing for tables that no longer exist caused Unhandled Exceptions for MiddleTier

  • Edit Payment Plan Charge window - Clicking OK may have caused UE over Middle Tier

  • DownLocal growth behavior on sheets considered items above

  • Appointment Confirm statuses were being set "Arrived" twice sometimes.

  • Dynamic Payment Plans - Display the appropriate credit value

  • Dynamic Payment Plans - Prevent people from deleting charges that are marked as down payments

  • ODCloud - User Query window was not able to export to xls.

  • ODCloud - Single acquire to an image category is not capturing image.

  • Dynamic Payment Plan, Pay Plan Charge Selection window - The 'zero out charges' button didn't trigger an audit trail entry.

  • Dynamic Payment Plan - Deleting a charge form the Charge Selection window sometimes caused a UE

  • API - New methods ClaimPayments PUT and GET single and multiple

  • Practice window - "EHG statements" should have read "Dental X Change statements"

  • Providers window - Searching for None provider caused UE

  • ClaimTracking ErrorCode Descriptions could be blank

  • Claim history last row was cut off when printing second page.

  • Slow Query Tool - Username displayed too many characters from log

  • ODTouch - Appts page could cause UE

  • Payment window PayConnect return transaction was not returning negative amount

23.2.14 (Beta) (USA and Foreign) Released 8/29/2023
  • Adjustments - Users were unable to add positive adjustments to overpaid procedures

  • Texting - Messages assigned to clinic -1

  • Tasks - This area did not always refresh when adjusting Zoom

  • Signatures in a sheet were not cleared when adding a field and selecting certain fields

  • CalcW button on sheet Edit was not working correctly

  • Removed EdgeExpressRCM from Online Payments dropdown

  • Ins Remaining - Labels had cut off at zoom 83%

  • Payment window paysplit filter provider dropdown was not adding providers from added paysplits

  • API - Adjustments POST may allow hidden providers

  • Having two instances of Open Dental open could cause an error with ERA prefs

  • Users could encounter an error when saving multiple statements as CSV in the Billing window

  • ODCloud - Reports - Treatment Finder reports export as Excel Files xls

  • Insplan Tools - Most recent tools will now follow alphabetized order

23.2.13 (Beta) (USA and Foreign) Released 8/24/2023
  • (Enhancement) API - New method TreatPlans POST

  • PayPlan Charges were incorrect when closing payplan

  • Payment Portal - bank account info sometimes did not display corrrectly for PaySimple

  • Appointment Type, Required procedures could be deleted from Chart Module

  • FormSchedule had pop-up behind ProgressBar

  • Web Sched New Patient - A wireless phone number was showing as required even when left blank

  • ODCloud - DXC claim attachment implementation

  • Insplan Tool - Change all insplan from PPO to Cat or vice versa

23.2.12 (Beta) (USA and Foreign) Released 8/23/2023
  • ODCloud - implementation for job E4200 "Select Image for Claim Attachment"

  • Fill Sheet window - ComboBoxes now have a dropdown arrow

  • Edit Appointment Window allowed appointments to be saved without procedures attached when Appointment Requires Procedure was checked

  • Editing statements during Billing could sometimes cause an unexpected error.

  • Database Maintenance Tools Raw Emails was displaying wrong information

  • Canada - Edit Claim Window Null Reference Exception on claim send

  • Confirmation List - Printing cut off rows at one line

  • Hidden insurance payment types could be assigned to ERA payments

  • Payment Window First Displays Too Thin

  • ODCloud - Enabling access for the Snipping Tool feature in the "Tools" menu

23.2.11 (Beta) (USA and Foreign) Released 8/22/2023
  • (Enhancement) Web Sched Advanced - A warning now displays about not having email or texting set up when attempting to use two factor authentication

  • Treatment Plan Presentation Statistics window - frames would overlap other frames when using zoom sometimes

  • Patient Dashboard may show archived patient data for users without the Archived Patient Select permission

  • ODTouch - The '(other appt)' tag did not always populate.

  • Input Box- Sometimes would cutoff text

  • Fill Sheet window - Input fields and combo boxes were not displaying as gray when not editable

  • Payment Portal - The PayConnect 1.0 iFrame didn't fit well within the screen

  • API - FamilyModules GET may return inaccurate subscriber info for duplicate plans

  • Zoom window - Entering 1-9 for Zoom gives an invalid error message

  • Zoom window - Entering a negative number for Zoom gives a UE and crashes OD

  • Popups - Audit trail of archived popups cannot be viewed

  • Enterprise Setup - Zoom cuts off info

  • PayConnect window tab indexes weren't right

  • Select Patient - Zoom cuts off labels

  • Edit Screening - Listbox overlaps radiobuttons and checkboxes

  • Perio chart - Backspace caused invalid column selection and UE

  • Searching preferences highlighted categories based on invisible controls

  • API - EtransMessageText GET

  • Web API Core: Cache in debug shouldn't care about version

  • API - ProcedureLogs POST/PUT/DELETE - Sync TreatPlanAttaches

23.2.10 (Beta) (USA and Foreign) Released 8/17/2023
  • (Enhancement) Web Forms - The first option of a combo box is no longer automatically selected on a web form

  • Microsoft OAuth - Username could be changed after signing in which would prompt the user to sign in again

  • EHR Continuity of Care Document warning message was redundant.

  • Web Mail Notify error message update

  • SheetFillEdit Window saving without Required Fields set

  • Database Maintenance window - Some labels would get cut off when using zoom sometimes

  • PayConnect Payment Information window - Zoom values cut off info

  • Ins Remaining Account Module - Zoom cut off label "Secondary"

  • API - Add ProcedureCodes.NoBillIns to GET and POST methods

  • Signatures in a sheet were not removed if the sheet was unlocked and edited

  • API - ClaimProcs PUT - Add NoBillIns as field for method

  • Editing Statements during Billing could cause duplication in the Imaging Module.

23.2.9 (Beta) (USA and Foreign) Released 8/16/2023 - This version has a conversion script that will prompt an automated backup
  • (Enhancement) Allow users to set insurance payment types for ERA payment methods

  • The query for appointment view item "VerifyIns" was taking too long sometimes

  • Edit Appointment window - Removing procedures with Appointments Require Procedures preference on not working properly

23.2.8 (Beta) (USA and Foreign) Released 8/15/2023
  • Account Module - The background on the check box labels were a different color within the "Show" tab

  • Dynamic Payment Plan, Edit Payment Plan Charge window - Clinic dropdown is missing 'Unassigned'.

  • Edit Procedure Code window - Label is being cut off when zoomed in

  • Appointment Edit, Incorrect warning message was blocking procedure deletion

23.2.7 (Beta) (USA and Foreign) Released 8/15/2023
  • (Enhancement)ODTouch - Users can filter items in chart

  • (Enhancement) CareCredit, Store and display Merchant Fee for payments.

  • Procedure Info window - the quadrant groupbox had overlapping labels when using zoom sometimes

  • PayConnect, use Card Exp if Token Exp is Mindate

  • FormUserEdit order DoseSpot ID duplicate message by ID

  • Payment window, verbiage change for Amt End Min and Amt End Max

  • Chart Module, Procedure Info window may not pop up when arch selected

  • CreditCardEdit, CC masked characters

  • Payment window, all paysplits could be highlighted when clinics disabled

  • Internal Sheets- Some Sheets Have Text Cutoff

  • ApptReminderRule - New Patient Thank You has href link by default

  • Audit Trail Window TextMessageView Permission should not be available

  • Time Card Rule Edit window - The label above the list box had its text cut off sometimes

  • FormMobileBrandingProfileEdit - allowed saving blank profiles

  • Procedure Info Window Original Date Comp is being modified after lock date

  • Fill Sheet window - ProcsWithFee and ProcsNoFee grids did not show when a sheet was sent to the kiosk and when using middle tier

  • API - Etrans GET

  • Two Internal Sheets Are Missing Mobile Layout Fields

  • Canadian EOBs in French were always importing zero amounts.

  • PayPlanChargeEdit - Making a change to a Dynamic Payment Plan Charge adds an audit trail entry with incorrect log text

  • Dynamic Payment Plan window - Zero out charges button deletes posted charges even if payments are attached

  • FormRxManage Not Printing VOID

  • Canada attachments for preauths were always blocked.

  • FormBugSubmissions anchoring issues

  • Planned appointments could have no procedures attached, even if 'Appointments require procedures' preference is enabled.

  • Texting - Accidentally setting phones to clinic -1 for some customers

  • SMSPhoneHistory - Add SMSVendorInformation

  • Edit Procedure Code window - Label is being cut off when zoomed in

23.2.6 (Beta) (USA and Foreign) Released 8/9/2023
  • Procedure Info Window not able to click Ok due to permission

  • Payment Portal: PayConnect 1.0 iFrame was not loading sometimes

  • API - ClaimProcs PUT - Provider should not be updated when claimproc status is Estimate

23.2.5 (Beta) (USA and Foreign) Released 8/8/2023 - This version has a conversion script that will prompt an automated backup
  • (Enhancement) API - Add FamFinUrgNote to Patients GET, PUT, and POST

  • (Enhancement) API - New ClaimTrackings resource

  • (Enhancement) API - New method SheetDefs GET

  • (Enhancement) eClipboard - Sheets submitted via WebForms would incorrectly popuplate in patient's eClipboard checkin checklist

  • Control Account - The Patient Account Grid would sometimes flash a duplicate grid when opening grid items

  • EdgeExpressPaymentPortal cards don't work correctly in OD Proper

  • Fill Sheet window - ProcsWithFee and ProcsNoFee grids did not show when the sheet was sent to the kiosk

  • Edit Paths window - Labels were cut off in this window when using zoom sometimes

  • ApptReminderRule Edit - New Patient Thank You requirements too restrictive

  • ODTouch - Payment Plans, Interest Start Date could be edited before APR was inputted

  • ODTouch - Chart Module, Typo when tapping on prescriptions

  • Payment Portal - Surcharges were not showing on receipts for payments made with existing cards

  • Installment Plans - A guarantor of 0 causes a UE when viewing the Account.

  • Internal sheets - Fixed Labeling Mistake in Registration Form

  • Edit Appointment window, user was able to bypass required procedures for appointment types

  • SkySQL - DBM cannot check replication status, blocking multiple methods from running

  • Dynamic Payment Plan window - Adding interest on a paid payment plan charge decreases the Principal paid so far amount

  • FormSheetFillEdit- NewLine Characters Become Boxes in PDF Sometimes

  • Audit Trail windowText Mesage Log Source should not be available

  • Audit Trail windowTextMesage Log Source should not be available

  • Logging for a bug where Ortho Chart signature sometimes gets invalidated, and duplicate orthochart in db.

  • API - New method ClaimProcs POST InsAdjust

  • Edit Appointment window procedure delete button triggers the wrong warning/block message

  • Payment Portal - Edge Express wasn't recognizing Open Dental's domain

  • Statements sometimes were missing the timestamp

  • eRx, Removed browser emulation popup

  • API - Enhance Patients POST/PUT to support Canadian postal codes

  • Payment Portal: Verified incorrect domain for PayConnect 2.0

  • Time Card window, the Calc Week OT button did not consider non-PTO adjustments correctly sometimes.

  • API - New method Claims POST

  • API - ApiEvents should indicate which entries are new versus modified.

23.2.4 (Beta) (USA and Foreign) Released 7/31/2023
  • (Enhancement) Web Sched New Patient - Added a new confirmation checkbox to the wireless info section

  • (Enhancement) Web Sched - Added a check to prevent users from manually sending our short code links to patients

  • ERAs: receiving a preauth sets all estimated payments to zero

  • ERAs: preauths don't auto-process

  • Patient StatusTool was able to unarchive merged patients when it shouldn't be able to.

  • PayConnect 2, iFrame transactions use the incorrect status

  • PayConnect 2, there is no visual indication that a terminal transaction has started

  • Edit Email Message window - An error could occur when attempting to send an email

  • ODTouch AllergyDef edit defaults to invalid value

  • Manually setting procedure to complete does not attach default note

  • QuickBooks Online, querying for accounts caused an error.

  • The MariaDB SkySql Pem Path is not always enabled.

  • There was a misspelled word in the Raw Emails popup window

  • Choose Databases window had the wrong focus upon opening

  • API - Add ToothNumbers to Documents POST Upload and UploadSftp

  • eClipboard - ImageCaptureDef frequency has an uper limit thats not safe guarded against.

  • : Limited Custom statement - insEstValue output text field doesn't include the estimated insurance payments for the entire family.