The 10.30 Release has arrived. Take a moment to explore the new and improved features and their benefits.
10.30 Release Highlights
- Introducing Payor selection at both Treatment and Code levels, tailored to patient payor preferences.
- The Payor feature is now streamlined to manage and update patient payor information across patient profiles.
- Prompts have been added to ensure Incomplete codes and NHS claim submissions are addressed before completing a treatment plan.
- Practice owners can now set the Maximum Discount for treatments at the Account level or override it at the Location level.
- You can now add Non-Patients as Dependents or Responsible Parties.
- CareStack now supports linking multiple independent parties within the same family.
Read on to explore the 10.30 release updates!
With the 10.30 release, you can now add Payors in addition to the existing NHS and Private options. This feature streamlines the management of different fee schedules and helps determine the correct fee for each patient’s treatment.
Note: This feature will be enabled in your account soon. For more information, please contact support.uk@carestack.com or your CSM.
1. Streamlining Payor Updates in Patient Profiles
a. The Add/Edit Patient slide-out now features an updated Payor Information field with three options: NHS (if enabled), Private, or Payor.
Selecting Payor triggers a dropdown to Choose the Payor.
b. We have introduced a dedicated section in Practice Settings to Add & Manage Payors, with assigned colours reflected across related touchpoints (listed below) when adding or editing a patient.
c. Any update to a Payor Information is reflected across the Patient’s Top Card, Account Summary, and Patient Snapshot, replacing the previous Default Fee Schedule label with Payor.
2. Introducing Payor Selection for Treatment Plans
CareStack now allows you to select the Payor for a Treatment Plan. The available options depend on the patient’s selected payor, and the treatment fee is calculated based on the fee configured for that payor.
a. NHS Patients: At the Plan level, though NHS is selected by default for NHS patients, users can still switch between NHS and Private as needed.
At the Treatment level, when a Non-NHS Code is added to an NHS plan, the treatment will be treated as private and the fee will be determined accordingly.
b. Private Patients: When the patient's Payor is Private, no changes to the payor type are allowed.
c. Plan Patients: The assigned Payor Plan is selected by default at the Plan level. Users can choose between Plan or Private. If the treatment fee is not defined in the corresponding fee schedule, then the private fee is taken.
d. Assign a Fee Schedule to a Payor in Practice Settings → Assignments.
3. Payor Inclusion in Diary
a. Users can now use the Payor option to set Appointment Block Colour in the Diary View, replacing the previous Default Fee Schedule.
If Payor is selected, the appointment tile will match the Payor’s colour linked to the patient for quicker identification.
This change is also reflected when hovering over an Appointment Tile and in the Appointment Slide-Out, where the Default Fee Schedule is now replaced by Payor.
1. Hover Over an Appointment Tile to View Referral Sources
Hover over an Appointment Tile to see the primary and additional Referral Sources.
1. Enhanced Handling of Incomplete Codes for Treatments Marked as Complete
a. Now when a treatment plan is Marked as Completed, the system checks for any codes within that plan that are not service completed or charged out and prompts the user to either Complete and Charge them out, Move them To Miscellaneous, or Delete them.
Across all three scenarios, the Tx plan status moves to Completed. The overall plan status is determined by the status of the codes it contains.
Completing an NHS Treatment Plan initiates the claim submission process.
2. ‘Mark as Hold’ is Now ‘Mark as Closed’
a. Mark as Hold is now renamed as Mark as Closed with no change in functionality across the system. Treatments marked this way will show a Closed status in CodeStack. This change standardises terminology with UK practices, using ‘Hold’ in place of ‘Closed.’
3. Set Up Maximum Discount Limit for Treatments 
a. Practice owners can now control the Maximum Discount that can be applied to treatments with the newly introduced ‘Discount Settings’ in Practice Settings → Fee Tables.
You can configure Maximum Discount Limit and Prevent Reducing Fee for Codes at the Account level or choose to override them at the Location level.
Users can access this feature only if the Add/Edit Discounts permission is enabled for the user’s profile in Practice Settings.
1. Add and Assign Non-Patients
Non-Patients (e.g., guardians or additional parents) can now be added directly to the system. Before this, only Responsible Parties and Insurance Subscribers could be added as non-patients.
2. Assign Patients or Non-Patients as Authorised Contact
You can now add an Authorised Contact to any patient to receive copies of campaign messages, which can be patients or non-patients within the family. For dependents without contact information, messages go to the Responsible Party, with duplicates sent to any Authorised Contact.
3. Link Multiple Independent Parties Together as a Family
As part of enhancing the Family Concept and ensuring privacy compliance, you can now link multiple independent patients as family members from the Patient Overview or the Add or Edit Patient slide-out.
4. Extended ‘Family Concept’ for Online Appointments and Membership Discounts
a. Patients can book online appointments for any of their linked family members.
b. Membership Plan: Discounted membership fee, previously available only to dependents of subscribed members, now extends to all linked family members, while practice users can still choose not to apply the discounted fee when subscribing a patient to a plan.
1. Capture Marketing Consent in Online Appointment Portal and Kiosk
To comply with GDPR, CareStack's Online Appointment Portal and Kiosk now include a checkbox to capture marketing consent during bookings. This will be reflected across all registration flows to ensure explicit patient consent is captured, allowing practices to send marketing emails based on patient preferences.
2. Appointment Confirmations Enhanced for Multi-Slot Bookings
Previously, confirmation emails for multi-slot online bookings were sent to the Responsible Party of the booking patient. To improve communication, confirmation emails are now sent only to the Patient who made the booking.
Check out the latest updates in the 10.30 and share your feedback. We can't wait to hear what you think!