Introducing the 10.20 Release, packed with updates designed to elevate your workflow! Key highlights include enhancements to the Production Calendar for seamless scheduling, a revamped Find Slot feature allowing pre-booking up to 6 months in advance, and an upgraded Implant Tracker ensures abutment details are seamlessly incorporated into referral letters.
Charting is now simplified for surface and tooth-level treatments, while newly added codes appear at the top of the treatment plan list for quick access. Plus, you can trigger recalls with custom Recall Due Date Durations when charging completed treatments, ensuring efficient scheduling of follow-ups.
The Perio Chart gets smarter with Plaque and Bleeding indicators, while the Appointment Analysis Report provides actionable insights by capturing double-booked appointments within the clinician’s working hours.
With these powerful updates and more, the 10.20 Release is your key to a smarter, more efficient practice!
1. Production Calendar
The Production Calendar revamp introduces significant updates designed to optimise your scheduling workflows. Key enhancements include:
- Quick access to the production calendar directly from the diary.
- A dedicated section to review expired schedules.
- A simpler process to create, edit, or delete production types.
- Duplicate a production type or clinician schedule across multiple days.
- Access a comprehensive monthly overview to check configured templates and associated production types for each day.
- Add multiple production types to a single slot.
- Mark a clinician as unavailable for specific dates.
- The new Month View Calendar lets you view overall clinician availability for the selected month.
- Utilise the Account or Location tabs in the holidays and working hours section to manage configuration level settings quickly.
2. Find Slot
- Take advantage of the ability to pre-book future appointments up to six months from the current date using the Find Slot Custom Filter.
3. Block Slot
- The Download Error Log option will not appear since users do not have to worry about block slots overlapping with any appointment.
4. Surgery
- The surgery names are now more prominently displayed in larger, bold font.
- Easily identify appointment statuses in appointment tiles by the uniquely designed Status Labels.
5. Compact View
- Selecting Compact view now stays active even after other actions, eliminating the need to reselect your preferences each time.
6. Dashboard
- Generate a Print Appt List for the chosen day with selected / all clinicians, showing appointment details, duration, blocked slots in a dotted box, and notes.
7. Date Range
- Enhanced the date range selection in Calendar View from one week to eight months to appear on hover.
1. Care Notes
- Manual scroll added to Care Note templates for flexible navigation, replacing auto-scroll.
- Easily add templates and responses into a Care Note by typing ‘/’ and ‘@’.
- View patient details both in the patient summary and medical history form sections in the care note slider.
- A Confirm Discard warning modal now prompts users to save or discard unsaved care notes.
2. Chart
- Enhanced the Patient Top Card in the chart to display the patient's full name.
- Quick access to the newly added treatment codes appearing at the bottom of the corresponding Treatment Plan list.
- The tab sequence in the Quick Chart and the Configure Quick Action Menu has been updated to display the Base tab followed by Treatment, for improved workflow consistency.
- Ability to trigger a recall with a custom Recall Due Date Duration when charging out a completed treatment to ensure that associated recalls are booked efficiently.
- Discover the quicker alternative to add or remove treatments on multiple surfaces or teeth in one go, aiding practices to efficiently handle complex treatment charting with accuracy, saving time during busy schedules.
Check out this tutorial to uncover the details.
3. Implant Tracker
- Introduced the ability to include Abutment Details on the generated implant referral letter.
4. Perio Chart
- Add Bleeding and Plaque indicators to the Perio Chart with easy configuration in Practice Settings.
- Configure settings to include bleeding and plaque, along with the numeric chart upon finishing the exam.
- Trigger Auto Print upon selecting Finish on the Bleeding and Plaque section.
Watch this tutorial for a detailed overview.
1. Patient Portal
- Option to make email addresses mandatory when filling out patient information on the Patient Portal.
- Setting the Emergency Contact field as mandatory will automatically make all related fields in the section mandatory as well.
2. Online Appointment Portal
- Practices can now enable or disable the option to search and select clinicians during appointment booking as needed.
3. Medical Alerts
- Introduced a tooltip to indicate that categories without active conditions or allergies will not appear in the medical history form.
1. Campaigns
- Utilise Pending Forms quick links, ideal for Form Reminder Email Campaigns, to enable patients to complete the pending documents and unsigned medical history forms before their visit.
1. Opportunity Miner
- Generate lists selecting both Patient First Name and Last Name columns for more accurate results.
- Reports can now be exported in Excel format, addressing the limitations previously encountered with CSV exports for better data management.
- The newly added Implant Tracker Filters enable clinicians to easily narrow down patients by Basic Treatment Details and specific System Details.
2. Appointment Analysis Report
- The Appointment Analysis Report captures double booking appointments only within the clinician’s working hours, with the following exceptions: the working hours of the checked-out appointment take precedence over a blocked slot in double bookings, while the working hours of a blocked slot take precedence if paired with an incomplete or unchecked appointment.
3. Completed Treatments Report
- Introduced a new column % of Fee to the Completed Treatments Report to aid practices in identifying the fee contribution of a specific Treatment Location, Clinician, Clinician Type, Code, or Code Category to the Total Revenue.
We would appreciate your valuable feedback on the upgraded features. Try them out and share your experience with us.
Enjoy exploring the new 10.20 updates!