1.4.4 Release Notes

Several new feature enhancements are included in the product update released in early November 2019. The major enhancements in this release include improvements to treatment plans, updates to security rights, and improvements to evaluation requests.

Improvements to treatment plans

Several changes have been made to treatment plans (Patient > Clinical > Treatment Planner):

• On a treatment plan case, we have added a (new) History link.

  

  Users can clicktap the link to open a (new) window that displays a list of amendments and patient consent forms associated with the treatment plan case.

  

  Note: The Patient Consent Form link only displays for treatment plan cases that were accepted or rejected with the patient's e-signature.

  You can clicktap the link to open the patient consent form, which displays information such as the procedure(s) associated with the consent form, the total cost of the treatment, and the patient's e-signature.

• When users Preview > Print an accepted or rejected treatment plan, the displayed treatment plan now includes the patient's e-signature.

  Note: As Preview > Print only displays the latest version of the treatment plan, it displays the following:

  • If an accepted or rejected treatment plan has been accepted and/or rejected multiple times, it only displays the patient's latest e-signature.

  • If a treatment plan was accepted or rejected but is no longer in the Accept or Reject status, the patient's e-signature does not display.

  • If a treatment plan was accepted or rejected without the patient's signature, their signature does not display.

  • If a treatment plan was accepted or rejected by the patient on paper, their signature does not display on the e-document.

Updates to security rights

Previously, any procedures or transactions on the Ledger page (Patient > Financial > Ledger) older than the specified date in Transaction Locking field (Settings > Production > Ledger Options) could not be edited unless users had the Manage ledger options user role permission set. Now, the functionality is no longer tied to the user role permission.

To override the transaction lock, you now need the (new) Override Locked Transaction user role permission set.

Important: Users that currently have the Manage ledger options user role permission set will automatically update to have the Override Locked Transaction user role permission set. If necessary, manually disable the user role permission.

Improvements to evaluation requests

We have made several improvements to evaluation requests:

• The icon > Cancel option has been renamed to Delete.

• Users can now delete new evaluation requests by clickingtapping the (new) icon > Delete.

  

• The button labels have been improved to display evaluations based on your contribution:

  • Start - Displays when you have not contributed to the evaluation request.

  • Resume - Displays when you have started on the evaluation request but have not completed it.

  • View - Displays when you have completed the evaluation request and you want to see your answers.

Patient's preferred appointment date and time may not display properly

Issue: When users book an appointment on the Search for Openings page for a patient with set preferred appointment date and time, the patient's preferred date and time may not display.

Solution: Fixed so if a patient has set preferred appointment date and time, it displays properly.

Cannot scroll down the category list properly

Issue: When users scroll down the category list on the Treatment Planner page of a patient with more than 20 treatment plan cases under one category, the scroll bar may not scroll all the way to the bottom.

Solution: Fixed so the scroll bar scrolls properly.

New user group may not display for the group members

Issue: When users in a new user group use the Calendar and Search for Openings page, the new user group may not display until they refresh the page.

Solution: Fixed so the new user group displays properly.

Cannot cancel changes to the list of billing types

Issue: When users re-order the list of billing types on the Custom Pick Lists page and cancel it, the list may not revert to the previous order.

Solution: Fixed so the list reverts properly.