10.21 Release Features

The 10.21 Release delivers key improvements that optimise workflow efficiency and enhance the user experience.

Now practices can personalise how patient names appear in the Diary, making it easier to navigate. Plus, the revamped Production Type settings feature a sleek, compact design that cuts down on scrolling.

The Clinical Chart has been enhanced with a refined draw type for the existing unerupted tooth procedure code whereas missing tooth are now displayed as blank spaces that are highlighted upon hover. Additionally, Quick Chart includes a missing tooth code and planned and completed extractions are simplified into a single, unified draw type.

The Treatment Plan template has also been improved, featuring a logo, and an enhanced layout with checkmarks for completed codes.

Managing medications has also been streamlined, with the ability to quickly add or update medications, filter past and current medications, and adjust start or end dates. You can even modify medications directly within the medical history form. What’s more, the Patient Portal and Patient Connect now provide increased flexibility in adjusting medication details.

In Payments, the Account Summary is now collapsible, making the section more streamlined, and the patient’s invoice is auto-selected to save manual input. Plus that's not all! The all-new Patient Tracker report helps you stay on top of patient status with detailed time logs and simple report generation. 

We’ve packed these updates into the 10.21 Release to elevate your workflow and render your tasks more efficient!

Front Office ⌵

1. Appointment Tile

• Easily customise how Patient Names appear in the Diary. You can now choose to display the full name, first name, or last name, based on your practice's preferences. This update also applies to the diary printout.

2. Production Calendar

• When you ‘Mark as Unavailable’ a clinician in the Production Calendar, the surgery will be automatically set to unavailable, regardless of existing appointments.
• A warning modal will alert users that selecting ‘Mark as Unavailable’ impacts scheduled appointments and prompts them to reschedule.

• If a clinician has no existing template in the Production Calendar, the Duplicate Another Existing Schedule option will be unavailable and greyed out.

• Enable seamless navigation from any day in the Month View in Clinician Availability, even if no availability is added. 

• Hovering over an surgery name now displays a tooltip, enabling quick copying of information between surgeries.

3. Block Slot

• The label Blocked has been removed from the Block Slot in the diary. The block slot will display only the clinician name, slot duration, and block note.

4. Extended Working Hours

• All appointments outside regular hours will remain hidden as the Extended Working Hours feature will be disabled by default. If required, users can enable them manually after logging in.

5. Production Types

• The Production Types section in Practice Settings now expands horizontally, minimising vertical scrolling while displaying more types.

Clinical ⌵

1. Draw Types

• The Chart now features an updated Draw Type for the existing Unerupted Tooth procedure code.

• The two extraction Draw Types, Planned and Completed have been merged into a single Draw Type for Extraction. A diagonal line over the tooth indicates planned extraction, while diagonal cross lines mark completion, streamlining the process and saving time. 

• Updated the Missing Tooth Draw Type to the new design (removing entire teeth), with the missing area highlighted on hover.
• You can now add a missing tooth code via Quick Chart to Base and Treatments, with missing teeth displayed as a blank white square, highlighted on hover for easy identification. 

• Renaming a Treatment Phase can now include a mix of alphanumeric and special characters.

 2. Treatment Planner Template

• The Print Settings now include a tick mark to indicate completed codes for quick recognition. Additionally, the logo will appear seamlessly as per the Treatment Plan Print Settings.

• Updated Email Notifications now make it easier for patients to review and approve their treatment plans directly through the customer portal.
• Take advantage of the improved email notifications that will enable patients to easily review and approve treatment plans via the patient portal.

Payments ⌵

1. Patient Payments

• The Account Summary on the Payments page is now pre-collapsed by default, allowing you to expand or decrease the view as needed.

• The selected patient's invoice is now auto-selected in the Select Procedure Code field when the Payments page is opened, reducing manual input.

 

Patient Services ⌵

1. Patient Portal / Kiosk

• Users can view and update existing medications while completing the Medical History form, with the ability to End Medication as needed.  

Watch this tutorial for a thorough walkthrough of the Patient Portal.

2. Patient Connect

• Presented and Grouped Treatments are organised into separate tabs for faster access and easier tracking.
  • Presented Treatments: Treatments shared with the patient for review are now listed under Presented Treatments.
  • Grouped Treatments: Proposed and miscellaneous treatments are now organised under Grouped Treatments.

3. Medical Alerts

• The Medical Alerts pop-up enables users to edit the patient’s current medications.
• With its dual filter tabs: Current and Past managing medications have never been easier. Just change the date to a past one, and you can end a medication right from the pop-up, and no detour to the medical history tab is required.

4. Medical History Form

• When adding a new Medical History, users can view existing medications, add new ones, and edit or end current medications. 

5. Patient Documents

• The Documents tab now separates Completed, Incomplete, and All documents for easier management. Only completed documents can be sent to the patient portal. 
• Users can Print individual or multiple completed documents, but cannot print incomplete document.

Reporting & Analytics ⌵

1. Patient Time Tracker Report

• The Patient Time Tracker Report allows you to monitor the duration spent in each status, such as when the patient arrives or is moved to the surgery, providing detailed insights into each phase.

2. Permissions (Operational Reports)

• Report names have been shortened and reorganised on the Permissions page within Practice Settings to match their corresponding reports in the UK.

3. New Patient Report

• New columns for Age and DOB have been added.

4. Refer-In Report 

• New columns such as Age, DOB, Email ID, and Additional Sources have been added to capture key Patient Information.

We would appreciate your valuable feedback on the enhanced features. Try them out and share your experience with us. 

Enjoy exploring the new 10.21 updates!