Receptionist

Email Services

  • To save time when booking an Appointment, you can now email the current or any future Appointment to patients right after the appointment is created.

HOW TO USE: Right-click on the appointment just created and choose to “Email Appointment to Patient.” The patient will receive the email along with an attached “Appointment Link” to click and add the appointment to their personal calendar with the Appointment Date and Time.

  • For convenience, we added the ability to email Payment History right from the Payment History screen. As with other email options, the Payment History will be in a PDF attached to the email.
  • Also for convenience, “Account Summary for Current Patient” and “Account Summary for Family” printout can now be emailed. These two printouts are located under the Reports menu. As with other email options, these printouts are sent as PDF attached to the email.

TO SET UP EMAIL CONTENT FOR ALL OF THE ABOVE: Go to System > Preferences > Location Preferences > Reports. Once here you can update for the following:

  • “Default subject and message for payment history emails to patient”
  • “Default subject and message for tax receipt emails to patient”
  • “Subject and message for calendar appointment email”

  • TO SET SENDING SETTINGS FOR INDIVIDUAL PATIENT / FAMILY EMAILS: Go to System > Practice and Locations > select your location on the left > Sending Email Settings. Enter your office email address, Display Name and email password. You will need the SMTP settings for your email address. If your office email address is one of the following: “@gmail.com”, “@outlook.com”, “@yahoo.ca”, @shaw.ca”, “@rogers.com” or something similar, we can assist with locating those SMTP settings. If your email address is customized for your office and to login you go somewhere other than Google, then you need these settings from your tech.

Patient Ledger and Accounting Operations:

Recall Tab

  • To manage all members of a family’s recall, we added an option to see the entire family’s Recalls on the same tab. The button is the same as the Family button on the Appointments tab.
  • This same button also controls what is displayed in the “Call History” section of the Recall tab.
  • To make it easier to book a Recall, we added a Book Appointment button. When clicked, the patient’s Recalls are displayed and you can select one to book. Once selected, the Scheduler is opened to the Recall Date to find a date/time to book the patient.

Reports and Printouts:

Transfer Balance Payment Report

  • New report to show payments on Transfer Balance entries by Provider for use with Payments by Treatment Provider for Associates. Transfer Balance entries have a Billing Provider only assigned to them as there are no codes on these invoices. This report in conjunction with the Payments by Treatment Provider Report provides a more complete total of payments collected for each Associate.

 

MaxiPlanner – Scheduler

Unscheduled Appointment Manager

  • Added option to access the Unscheduled Appointment Manager from Maxident under Operations > Show Unscheduled Appointments. This allows you to check any Unscheduled Appointments from Maxident quickly instead of going to the Scheduler. Unscheduled Appointments can be added, edited or deleted from this window, however, moving to an Appointment still has to be done from the Scheduler.

 

Appointment Book

Confirmation Manager

  • To help you ensure all appointments are confirmed, we created a feature that was designed to allow you to see all appointments in a listview to make it easier to tell which appointment needs to be called to get a confirmation.  

It’s found under View > Appointment Confirmation Manager. This list shows patients who have upcoming appointments along with their Status, Appointment Date, Time, and patient phone number.

Status can be updated directly from this list. A Date Range option is provided at the bottom of the window to change the display parameters when checking on upcoming patient appointments.

Note: it’s especially helpful if you have more than one way of getting confirmation.  E.g. Email, SMS messages, or phone.

Unscheduled Appointment

To better help you track Unscheduled Appointments, you can now set a Status to help identify it. When the Unscheduled Appointment is moved to a scheduled Appointment, the Status will change to the default Booked and can be updated to an appropriate status if needed. To create a list of Unscheduled Appointment statuses, go to Edit > Edit Appointment Statuses; you can add New and select the new Status to show in the Unscheduled Appointment.

Examples: “Urgent”, “Canceled Previously”, “Waiting for Approval”, “Ready to book”

  • Also, to help track Unscheduled Appointments, you can now specify a category for each Unscheduled Appointment. Categories are shared between the Scheduler and Unscheduled Appointments, so existing Categories can be used as well to identify what kind of treatment the Unscheduled Appointment is for. When an Unscheduled Appointment is moved to a scheduled Appointment, the Category will follow to the newly scheduled Appointment and can be updated as required.

Medical Alert on Patient’s Chart

  • Instead of having to switch the patient profile to add a medic Alert, we added the ability to do so from the patient’s chart.
    • The Medical Alert icon will now appear on all patient’s charts in MaxiChart but will only flash if a note already exists.
    • The Medical Alert can be opened and edited from MaxiChart now to add a new Medical Alert directly in MaxiChart.

Spell Check

  • Enhanced functionality to add words to the dictionary in Maxident and MaxiChart. Once a word is underlined in red, you can right-click on it and “Add to dictionary” or “Check spelling”. Once a word is in the dictionary, options to “Check spelling”, “Ignore”, “Change” or “Cancel” will appear.

MaxiBlast

  • To keep close contact with your patients, we have added the ability to automatically email out birthday wishes. This new feature requires MaxiReminder Email subscription. Emails will be sent out automatically when the program is open to those patients whose birth date is the current date. MaxiBlast is designed to run on one station only so your entire office or front desk does not have to keep their systems logged in or turned on. Contact your Sales Representative or Account Manager for more information and setup of this exciting new option!

Send Appointment Emails

  • In case you do not want to have to remember to send batches of appointment reminders, we added the ability for MaxiReminder to send Appointment Emails at a preset time each day automatically.
    • HOW TO USE: Settings for enabling Automatic Mode and setting time of day are in System > Preferences > Location Preferences > MaxiReminder. The “Hour of the day” setting is a 24-hour clock format and the refresh rate for checking Email Confirmations can also be set here. This feature does require that MaxiReminder be running on the workstation to function and only Appointment Email Reminders will be sent.

Appointment Emails

  • To help ensure patients do not forget their dental appointment, we have made it easier for your patients to add the appointment to their personal calendar. Now, when the patient gets a MaxiReminder email reminding them of their appointment, it comes with an Appointment.ics file and when they open this file, it gives them the option to add the appointment to their calendar.

 

Confirmation Link

  • In order to ensure that patients do not overlook the link to confirm their dental appointment, we now allow you to make it a button instead of just a hyperlink. Offices can set up a button image for patients to click on, confirming an appointment by MaxiReminder Email. Contact your Account Manager for details!

SMS Monitor

  • (for Multi-location Offices) Added the practice’s “Location Phone Number” used to send SMS messages for patients to identify which Location the message is for. To be used by offices with more than one location in their Maxident database and patients booked separately for each location.
  • Icon for the SMS Monitor was changed to be different from the MaxiReminder Icon to distinguish it in the Taskbar at the bottom of your monitor. Updated to now appear as the icon below:

Preferences:

NSF Cheque Viewer and Walkout Receipt Printouts (Multi-location Offices)

  • For offices with more than one Location in their database and separate logos for each, we added the option to set logos by Location instead of the overall practice. The option has been refined to include both the Location Info and Logo on printouts instead of just the Location Info. This setting is located in System > Preferences > Location Preferences > Reports > Print Location Name and Logo instead of Practice Name and Logo on report headers.

Treatment Estimate

  • Print lab on its own column. Added Location Preference for putting the Lab Treatment Charge on the procedure code line when printing a Treatment Estimate so full cost is printed as if it is all professional fee.

 

Detailed Receipt

  • Added clarifications and enhancements to improve readability for patients. Setting to use Detailed Receipt instead of Standard is in System > Preferences > Location Preferences > Payment > “Print treatment details in receipts”. Select this option to turn on Detailed Receipts.

Management Screens

Document Manager

  • Will remember the width of columns when the columns are manually resized. The resized columns will be remembered by the system when the Document Manager is closed and reopened for the same or a different patient.

EDI Manager

  • EDI – iCA v3 or higher, a screen pops up every time a claim is sent instead of remaining minimized in the Taskbar at the bottom of the screen. Fixed to remain open and minimized between claims so it will not pop up with each claim.

 

Never Lose a Patient Recall and Appointment System (NLAPRAAS)

  • Should display patient’s preferred name in the window. Updated to display the Preferred Name in the lower right with the patient’s personal information.

Treatment Plan Manager

  • Treatment Plan Manager > Insurance Tab – When editing the “Approval Note” section, the Save All Changes button does not get enabled. Fixed to enable the Save All Changes button as the text is entered into the “Approval Note” section on the Insurance Tab.
  • Added the ability to print a Treatment Estimate with only selected Treatments from the Treatment Plan/Estimate selected. When printing a Treatment Estimate, only the selected codes will appear on the printed sheet.

Patient Ledger and Accounting Operations

Medical Info

  • Added a button for “No change since the last visit” so that nothing needs to be added or changed to activate the “Save Changes” button when the patient comes in. This is so that you do not have to update an answer to a question or add a custom question regarding changes to save an updated copy of your patient’s Medical History.
  • Medical Info > Page 2 > Conditions – Condition for “Sleep Apnea” added.

Payment

  • The pop-up message at the end of a patient payment to Print or Email the Receipt for the patient required a default setting. Added an option on the Administrative Tab to set the default to Print or Email. Initial default for all patients is to Print.

Find Patient Screen

  • Added a prompt allowing you to confirm before displaying large search results in the window, as large search results can take longer to load. You can select to display the results or cancel and refine your search instead of waiting for the results to load.

Medical Tab

  • Health ID Province field was not wide enough to display all information entered. Due to spacing concerns, instead of making the Health ID Prov/State field larger, we added a Memo field below to allow for notes to be entered regarding the patient’s Health ID, such as their expiry date or reset information.

Statements

  • Printing a Statement for a family from “Statements” on the Patient Ledger will now save a copy to the Head of Family’s Documents folder for later reference, along with recording the Statement date/time on the Administrative Tab in Statement History.

Insurance Tab

  • Added DOB for policyholder on the Insurance tab for both Policyholder and any Dependents. This will save time when double-checking that the information is entered correctly for the Policyholder if there are concerns with the claim.

Profile Tab

  • Emergency Contact Info on the Profile Tab needs an indicator to show no data exists. Added an indicator to show when data exists and when it does not.
    • A red box with an exclamation mark indicates data is missing, while a green circle with a check mark indicates data is present.

Treatment Ticket (Billing and Treatment Plan/Estimates)

Treatment Ticket

  • Same option to email receipt at the end of a payment on the patient’s Ledger has been added to Treatment Ticket. The settings must be present to email individual receipts and the Head of Family must have an email address on their profile; the same settings are required to email a receipt after Patient Payment.
  • Discount window in Treatment Ticket will now prompt if a Discount was already applied to that Treatment Ticket before adding a Discount twice. This situation can happen when a Treatment Ticket is put on Relay after a Discount is applied and then when reopened to continue unless you know the prices of the regular Fee Guide to know a discount was applied, you may be looking to apply it a second time.

Reports and Printouts

Referral Form for Current Patient Data Entry

  • The fields for Consultation, Treatment, and Relevant History have been expanded and will adjust automatically for longer content. The Relevant History field is the largest and, with enough content, this form will print on two pages instead of the default 1 page it starts with.

Procedure Analysis by Practice Report

  • This report has been added to show procedures for the practice as a whole and not grouped by the Provider, allowing a more complete view of what is happening in the practice. The Procedure Analysis by Provider Reports is still available.

 

Patient Listing by Medical Condition

  • Added to Reports from Patient Ledger – “Patient Listing by Medical Conditions”. This report allows you to see how many patients have Conditions from Page 2 of the Medical Info window. Report shows patients by name and which Medical Condition(s) they have that qualify them to appear in the generated report.

 

Bank Deposit Summary Report

  • Reformatted for Insurance Payments to group by Insurance Company, as the Bank Deposit Detailed Report already does. Previously, the report lumped all Insurance Payments together similar to the section with Patient Payments. Now, the report is separated with the individual Insurance Companies and payments on those invoices for easier reading and verification of payments into your bank accounts.

 

Operations > Email Statements Window

  • Email Statements is available to offices with a Bulk Email Statement subscription, if you are interested, please let your Account Manager know. When activated, if there are no patients with Email Statements checked on the Administrative Tab, a message will appear to indicate no patients have this option selected and where to update when “Send Emails” is selected in this window.

 

Relay Listing Report

  • Relay Listing Report from Reports > General Reports— the Date Range printed on the report was only the Fiscal Date Range. Added columns for Fiscal Date and Posting Date to show all dates in the report to make the report easier to read.

 

Bank Deposit Review Detail Report

  • Updated with a note at the bottom of the report to identify which Methods of Payment are listed under “Other” when only some Methods of Payment are selected instead of All Combined Payment Method.

 

Patients without Future Appointment and Recall

  • In Listings > “Patients Without Future Appointment and Without Recall” & “Patients Without Future Appointment OR Without Recall”, have added criteria to search by Last Appointment Date range to find patients based on when they were last in the office.

 

Close Day/Month/Year

  • Added an option to archive reports selected to run with each Close operation. In each Close window, there is a new checkbox to “Archive Selected Reports,” which will automatically record the reports that day to the computer the Close operation is performed on. If this computer is switched out later, these reports would have to be manually moved to a new workstation

 

MaxiPlanner – Scheduler Enhancements

Appointment Book

“Date Added to Short List”

  • Added a field for Date Added to Short List. Previously, only the Date the Appointment was created was listed. The Short List can also be sorted to the Date Added to Short List by clicking on that header so that you can choose whether to work with newer or older entries first.                                                                     

Unscheduled Appointments   

  • Added columns for “Date Created” and “Date Modified” to show when the Unscheduled Appointment was added to the listing and last modified.
  • In Unscheduled Appointment Manager, we added the ability to filter by name (a-z), by preferred provider, by units of time on the Unscheduled Appointment, by creation label (Treatment Plan, Patient, or Resto Treatment Set) and by family. Clicking on the new “Filter” button will provide sorting options. If the list is set to Column Sort then the column sorted by is highlighted in blue.
  • Treatment column does not need to show the additional text of “Resto Treatment Set”, “Patient” or “Treatment Plan”. We added an option to “Show Extended Treatment Description” in the Unscheduled Appointment window. When selected, this text will appear and when unselected, it will not, making the Treatment Column easier to read without resizing the Unscheduled Appointments window in the Scheduler.

Find Free Time

  • Added an option to not include “Available Blockout” in the settings. The option to not include “Available Blockouts” is selected by default and Unavailable Blockouts are still hidden in Find Free Time search results. This allows you to select it if you want to see time marked with an Available Blockout in your search results or not, to find time for your patient.

“Active” Providers

  • Added option in Manage > Providers to specify if a Provider is Active, similar to the setting for Patients. When Active is unchecked, a provider will not appear in lists like Waiting List, Unscheduled Appointments, Chairs, Edit Providers and “Show List of providers who work today”.

Patient Recalls  

  • When booking a patient’s appointment, the warning message regarding the patient’s Recalls due after the scheduled appointment date would not show while booking an appointment for Today’s Date. Updated to show the warning message on Today’s Date as well.

Miscellaneous

Spell Check

  • Enhanced functionality to add words to the dictionary in Maxident and MaxiChart. Once a word is underlined in red you can right-click on it and “Add to dictionary” or “Check spelling”. Once a word is in the dictionary, options to “Check spelling”, “Ignore”, “Change” or “Cancel” will appear.

Treatment Plan for Future Treatments

  • Added ability to create a Treatment Plan for Future Treatments that are already part of a Treatment Plan. Previously, once a Future Treatment was added to a Treatment Plan (normally by clicking “Create Treatment Plan”), it could no longer be added to another Treatment Plan.
    • HOW IT WORKS: Added the option to move the Future Treatment to a new Treatment Plan and added a notification window to indicate one or more of the procedures are part of an existing Treatment Plan before the Future Treatment is moved to a new plan.

Patients with Incomplete Treatments

  • Added the option to print the list of patients. Also from the list, you can select a patient by double left-click, loading their MaxiChart and the Patients with Incomplete Treatments list will stay open until you click to close it.

Reminders Tab

  • Enhance email address validation performance via the Validation button on the Reminders Tab. A specific key for your MaxiReminder is required for this button to work to check the patient’s email address is valid, helping to minimize incorrect email addresses in your system. In MaxiReminder, if the email “envelope” icon has a red question mark on it and the patient has an email address on their Reminders Tab, click the Validate button to check their email address. If the email is valid, the concern in MaxiReminder will be resolved, if it is not, put a note on the patient’s appointment or in a Posted Note to update when they are next in your office.

 

SMS Reminders

  • Added the ability to create Additional Templates for SMS Reminders along with specific Appointment Statuses for those Additional Templates. Similar to what already exists for Email Reminders, with SMS Reminders, now you can set different messages for 2 weeks ahead or 2 days ahead. Be sure to change both the Email and SMS tabs in MaxiReminder to the Additional Templates as necessary before sending your Emails and/or SMS Reminders.

 

Appointment Email Reminder

  • In MaxiReminder, Appointments dated today cannot have Reminders sent. A message will appear, indicating Reminders cannot be sent for those appointments to prevent additional messages to patients on the same day as they are attending your office.

MaxiSurvey

  • Needs token for next appointment to send in the survey so that the patient is reminded of their next appointment date/time. We have added tokens to Next Appointment and kept the tokens for the Last Appointment as well.

 

SMS Recalls Usage Report

  • Now that Recall Reminders can be sent by Email and/or SMS, we have updated the SMS Usage Report to include Recall Reminders on the Recalls Tab.

Check for Confirmation

  • Using Additional Templates, selected Status for “Check for Confirmation” on these templates set to update properly per template.

Confirmed Appointments

  • Added the option for you to send Reminders again to Appointments that have been marked Confirmed, allowing the patient to confirm attendance to their appointment more in advance and again directly ahead of the appointment if desired.

Multi-location Offices

  • If your database has more than one Location you can now send MaxiReminder Appointment Reminders and confirm Appointments from each of these locations with separate messages and Statuses for each. If there is no separate message and/or Status set for the second Location in your database, it will default to the message and Status of the first location. This way patients for each location will receive a message if selected to have a Reminder sent.
  • For offices with more than one Location in their database, need to show the Location information in the Usage Reports display window. This is now updated to show “Sent from Location” in both windows. Your Location will show even if you are a single Location practice, it is simply something to take note of if you have more than one Location.

Insert Text-Based HTML

  • Added option to insert text-based HTML code into email templates. You can now edit the HTML formatting in code to format the text in email instead of using the formatting buttons. This option was added for offices who know how to write the HTML code; for most, the formatting buttons along the top of the window work perfectly.

Preferences:

Practice Logo Size on Walkout Receipt

  • Location preference “Practice logo size on walkout receipt” does not seem to do anything when the Logo Size option is switched between Small, Medium or Full. Fixed the option to correctly show the Logo in the appropriate size on the receipt.

 

Insurance Overpayment Confirmation Screens

  • Insurance overpayment confirmation screens were corrected for order and a new preference added.
    • A new Location Preference for “Automatically confirm insurance overpayments” has been added to the Payments section. When activated, the confirmation window for insurance overpayment will automatically select “Yes” and you can then select if you want to automatically redistribute unpaid charges to cover the balance.

 

Print Defect

  • Location Preference > “Should the user be prompted to print a receipt if the payment is from an insurer?” – a defect found in printing when this preference was selected to print. Fixed to show prompt to print or email receipt on an insurance payment when setting is turned on.

 

Management Screens

Insurance Companies and Policies

  • On the Coverage Tab for a Policy, unable to tab within the policy grid between Basic, Major, Ortho, etc – This has been fixed.
  • For offices using the Pro Rata payment distribution setting (usually set while in initial setup) during the Insurance Payment process, the charge that was auto-distributed to Insurance after the payment was processed was incorrect.
    • Fixed to Redistribute the correct amount of Charge to the Insurance automatically during an Insurance Payment process when the option “Do you want the system to automatically redistribute enough unpaid patient charge to the paying insurance responsibility so that the insurance charge equals the insurance payment, if possible?” is selected.

 

Treatment Plan Manager

  • When printing an estimate, it could not be cancelled from the “Cancel” button in the Select Billing Provider option window. Fixed to activate and make the “Cancel” button functional in the Select Billing Provider window in order to cancel printing before it starts.

 

Never Lose a Patient Recall and Appointment System (NLAPRAAS)

  • When initially opened, the Treatment Plan date filter was not showing a long enough time period. The Recalls section shows Recalls from current date back one month; however, this time range is not long enough to show Treatment Plans, so it was increased to go from current date back one year.
    • “Change Search Criteria for Treatment Plans” allows for further customizations to the Treatment Plan search results.
  • There was a time lag in loading the NLAPRAAS window in a larger database. Fixed the window to pull the data more efficiently and reduce/remove the time lag in loading.
  • Treatment Plan tab not working if selected from the Patient’s Recall window. Fixed to show the patient’s Treatment Plans if any are present for that patient while you are viewing the patient’s Recalls in the NLAPRAAS.
  • Should display patient’s preferred name in the window. Updated to display the Preferred Name in the lower right with the patient’s personal information.

 

Find Patient Screen

  • On the Find Patient screen, if the selected patient was marked as deleted, the message “The patient you are attempting to load does not exist” would appear. Updated to now allow the user to undelete the selected patient without having to click out of the message and directly on the “Undelete Selected Patient” button in the Find Patient window, saving time and clicks.

 

ACDQNetPlus EDI Issue

  • Found concerns with the files created to send a claim being retained on the system so additional claims could not be sent. Fixed to remove the files not required immediately once they are used in the process of sending a claim.

EDI Manager

  • EDI not working with CCD32.exe (modem). The issue was traced back to a character limit on CCD32.exe (modem) and CCDWS with previous versions there was no restriction. Fixed to allow only characters to the limit for transmission with CCD32.exe (modem) and CCDWS.
  • Found that electronic Coordination of Benefits (COB) was not picking up the patient’s Province correctly. Fixed to keep the Province in the historical data for sending with the COB claim electronically.
  • EDI – iCA v3 or higher screen pops up every time a claim is sent instead of remaining minimized in the Taskbar at the bottom of the screen. Fixed to remain open and minimized between claims so it will not pop-up with each claim.

Patient Ledger and Accounting Operations

Patient Profile

  • Inactivating patients with no Future Appointments – should not have a pop-up warning. Fixed, no warning will appear now if the patient does not have Future Appointments.
  • Patient Phone Number listings are different in Patient Ledger and in Manage > Patients – inability to scroll to see multiple numbers entered without clicking on Edit on a Patient’s Ledger. Fixed to allow scrolling on the Patient’s Ledger without clicking Edit so all phone numbers are visible when scrolling.

Posted Notes

  • “Show posted notes for entire family” option does not work for all members, specifically if the patient does not have their own Posted Note. Fixed the display to show Posted Notes for all members if “Show posted notes for entire family” is checked, even if the patient does not have their own Posted Note on their Ledger.
  • Posted note screen is always showing now. Fixed, so now the window is visible in the following scenarios:
    • If the patient has a note or “Show posted notes for entire family” is checked off, the window will be visible.
    • If the patient has a note or “Show posted notes for entire family” is unchecked, the window will be visible.
    • If the patient has no notes and Show posted notes for entire family” is checked off, the window will be visible.
    • If the patient has no notes and “Show posted notes for entire family” is unchecked, the window will NOT be visible.
    • If “Show posted notes for entire family” is checked off and the patient has no notes, the window will appear, and if you uncheck the Show posted notes for entire family” checkbox, the form will be closed.

 

Administrative Tab

  • Statement History Button on the Administrative Tab – Email Statement Count details do not show on screen. Fixed to show Email Statement Count details on both the Emailed and All Statement Type filters.

 

Ledger’s Reminder Tab

  • Validation button has incorrect contact info for the Maxident main office. Updated to the correct phone number.

 

Bulk Payment

  • Charge is not being redistributed when selected during the Bulk Payment Process. Fixed – proper Charge Redistribution is happening as the Bulk Payment Process is completed where Redistribution has been selected for individual payments.

 

Policy Exception

  • Under the Coverage Tab on the Insurance Policy, was not computing properly for Count and Usage restrictions. Fixed to calculate properly with either Count or Usage restrictions or both on the Policy Exception.
  • Completed implementation of fixes for TimeUnits to be counted in the Units of Time for Policy Exceptions.

 

Insurance Claim Screen

  • The window was resizing and cutting off buttons if the Claim Form was changed. Fixed to keep window size fixed and buttons visible.
  • Insurance Claim screen at the end of a Treatment Ticket: entered Provider Comments were lost when switching from “Transmit” to “Print”. Fixed to retain Provider Comments in changing the submission method for the claim.

 

“Compare to Family”

  • Button for comparing family members’ phone numbers on the patient ledger or under Manage > Patients, was not resizing properly for larger families to show all members – fixed.

 

Medical Info

  • Page 1 – Typo on one question: “Have you ever had an uncommon or adverse reaction to any medicines or injections?” was updated to “Have you ever had an uncommon or adverse reaction to any medicines or injections?”

 

Treatment Ticket and Treatment (Billing Plan/Estimates)

Treatment Plan

  • When using MaxiChart to create Treatment Plans with Future Treatments, the Treatment Plan is deleted after creating a second Treatment Plan containing one or more of the same treatments from the patient’s chart. When the second plan was created with one or all of the Future Treatments included in the first, the first Treatment Plan is removed because it has been moved into the new Treatment Plan.
  • Save button does not get enabled after updating Plan Name, Planned Billing Date or Time Unit. Fixed to activate the Save button when any changes are made to any field in a Treatment Plan.

 

Treatment Ticket Payment Option

  • When Protected Features is enabled to require a password or denying access to payments for the user, added explanatory dialogue for when co-payment is protected and disallowed for the logged in user.

“Apply Discount to Lab Charges as Well”

  • In Treatment Ticket, when entering a Discount and selecting the option to “Apply discount to Lab Charges as well,” the full discount was not being recorded properly for Lab Charges entered on the same line as the Professional Fee. Fixed to show the correct Lab Charge discount when this option is selected and Lab Charge is on the same line as the Professional Fee.
    • NOTE: if the Lab Charge is entered on a separate line, the Discount will apply automatically as the Lab Charge is seen as a Professional Fee instead of a separate Lab Charge.

 

Reports and Printouts

Referral Form for Current Patient

  • Printout fixes for additional spaces with the Office’s Address and the time/date the Referral Form was created.
  • For current Patient Data Entry Form, the date field was not using the “Culture” date format as set in Maxident. Fixed to use the same date format as the rest of Maxident.

 

Production Analysis by Treatment Provider Report

  • Detailed and Summary Report results do not match. Reports have been corrected so the Production Analysis Report is pulling the correct information for both Summary and Detailed Reports.

 

Statement History

  • History screen is not showing correct data for current Head of Family when a Bulk Statement is generated. Fixed to show an increase for Head of Family Statement Count when Bulk Statement is printed.

 

Treatment Provider Reports

  • Payment does not seem to be allocated correctly at the procedure level leaving some monies left over in Accounts Receivable (AR) by Treatment Provider Reports. Fixed to apply for payments evenly and not leave a credit in the AR by Treatment Provider or other AR Reports.

 

Report Selector

  • Checkbox for “Show all providers from all locations” was being unselected as the report was being generated. Fixed to keep the box checked while the report is generated and after the report is generated until it is manually unselected by the user.

 

Appointments Day Sheet Report

  • Printing provider’s name as “firstname, firstname” in the top left of the Report. Fixed to show Provider’s Last Name, First Name in the top left of this report.

 

Ortho Receipt

  • Not printing clinic’s address correctly; there was an overlap in address lines. Fixed to print the address clearly on the appropriate lines.

 

Adjustment Reports

  • Adjustment Reports were not showing invoice date — included all Adjustment Reports, Detailed, Summary and By Treatment Provider Detailed and Summary. All reports were updated to include the correct Invoice Date along with Fiscal Date.

 

Patient Payment Receipt

  • If payment was made by Cheque, there was one line missed in French Translation. Updated the Translations and Translation Editor for this content. If your office uses French Translations and you need this update, please let your Support Tech know.

 

Claim Forms

  • (US Only) Patient’s name was listed in wrong order and with title that should not be present on the ADA Claim Form. Formatting updated to Last Name, First Name, Middle Initial as required for ADA Claim Forms.
  • Hygienist Claim form had a typo in the title regarding the “Association” – fixed.

 

Insurance Analysis Detailed Report

  • Insurance criteria not working to show only the selected Insurance Company in the generated report. Fixed to show only the selected Insurance Company if “Include Patients by Insurance Company” is not selected.

 

Treatment Plan Report

  • Insurance “Approval Note” not printing. Added to the printout from Reports > General Reports > Listings > Treatment Plan Listing. This note will show automatically in the results, no other settings required.
  • Fixed Signature on File and Insurance Approval to show correct information on the report.

 

Close Month

  • Close Month > Monthly Provider Summary – the Monthly NSF amount for each provider was not displayed properly in this report but was displayed on the Monthly Practice Summary. Fixed to show the Monthly NSF amount for each Provider in the Monthly Provider Summary report.
  • “This Month Payment” and “Bank Deposit Summary” sections do not match. Fixed the report to pull the correct information into the report fields and all fields are consistent now, the issue was traced to the NSF Cheque amounts.

 

NSF Cheque Reports

  • Both Detail and Summary voided NSF invoices were showing in the totals on these reports. Fixed to not include Voided NSF in the totals of these reports.

 

Close Year Operation

  • Found an error when Year End Adjustment Report is selected as part of the Close Year Reports. Fixed a duplication concern in generating the report.
  • “Production Analysis by Billing Provider Summary” Report showed different information when running with a Close Year process vs running the report separately. Fixed the report running during Close Year process to have the correct information.

Operator Production Report

  • Operator Production Report under Reports > General Reports was not working for Current Fiscal Day. A setting in the background of the report has been corrected so report will display for Current Fiscal Day.

 

Patients Without Recalls and Future Recalls Reports

  • Comment field was not printing when selected. Fixed so the Comment field (Notes field from the Administrative Tab) now prints properly on the form.

 

Patient Mask

  • Option to sort by “Patient Last Name” or by “Patient Number” was not sorting the report correctly. Fixed to sort the results displayed properly based on “Patient Last Name” or “Patient Number”, whichever option is selected.

 

Patient Listing Report

  • With the Insurance Policy filter applied, was showing patients with a deleted policy in the results list. Fixed to show only patients who are active on the policy in the search results as long as they meet any additional parameters set in the report.

 

Daily Journal Report

  • Reports > General Reports > Review has Provider information, longer patient names and Procedure Descriptions cut off in the printed text. Fixed to show all text properly in the printed report. Report now defaults to landscape format in printing.

 

Practice Summary Report

  • Found Service Charge payments were showing with the Treatments on this report. Fixed to show Service Charge payments in the “Payments on non-billed treatment invoices” section of this report.

 

Recall Mailing Labels

  • Recall Mailing Labels: listing was including those who had a MaxiReminder Email or SMS message sent regarding the same Recall. Fixed – patients who have had a MaxiReminder Email or SMS sent regarding that Recall will not appear in the Recall Mailing Labels list.

 

MaxiForms

  • The MaxiForms window was not correctly printing an image in the MaxiForms Patient Form. The image was displayed in coded text instead of as an image. The ability to paste an image into MaxiForms was removed, and the option to add the practice’s logo is still in progress.

MaxiPlanner – Scheduler

Appointment Book

Overlapped Appointments Indicator

  • Showing on all appointments in “Chair View” mode, not just the affected appointment. Fixed to show the Overlapped Appointments Indicator only on appointments that have an overlap.

Unscheduled Appointments

  • When booking for one patient in a family or a family of one patient, the Unscheduled Appointment List would resort itself to show all Unscheduled Appointments after booking an appointment, requiring the user to re-sort the list again. Fixed to now retain the sort to show all Unscheduled Appointments for all members of that family when selected from the Ledger Card.                                               
  • Printed report does not print what is shown in the on-screen display. Updated to print what you are viewing in the on-screen sort of the display.                                                                                  
  • Fixed a concern with sorting options not holding in the window and going back to previous settings. Fixed to hold the options selected until changed.     

 Edit Appointment Statuses

  • “Show Hidden” function updated to show all Hidden and unhidden statuses when “Show Hidden” is selected.

Add/Edit Appointment Window  

  • Appointment moved to a different date unexpectedly while in the Add/Edit Appointment window. Changed the initial focus in the window to the Units of Time instead of in the Calendar. Now pressing the up, down, left or right arrows on the keyboard will have no effect on the date of the appointment.
    • To change Units of Time, you must either click and change the number manually or use the up/down arrows on that section.

 

 Recall Pop-up

  • Recall pop-up not showing when an appointment is Cancelled for custom created Cancelled Statuses – Fixed.

 

MaxiReminder Flag

  • Reset MaxiReminder flag is not refreshing the screen when selected from a right-click on the appointment. Fixed to now reset the Status Booked when the MaxiReminder flags are reset.

 

Scheduler Flashing

  • Scheduler simply flashing when selected (if already open), not coming up on-screen. Fixed to change front display window from Maxident to Scheduler when clicking on the yellow Appointments button.

 

Treatment Plan Date

  • Selecting Bill Patient from an Appointment linked to a Treatment Plan resulted in the Treatment Plan date being used as the Treatment Date in the Treatment Ticket process. Fixed to use the current date instead.

 

Miscellaneous

MaxiChart

  • MaxiChart is not always the window in focus when MaxiChart is selected.
    • Found a focus concern with Windows that was switching back to the patient’s Ledger when MaxiChart was selected from the patient’s Ledger. Fixed to pull focus to the MaxiChart window when it is selected from the Patient’s Ledger.

Treatment Plan

  • In MaxiChart, Deleted Future Treatment needed a prompt to remove it from the existing Treatment Plan the treatment is attached to in Maxident. Two prompts have been added to notify that the treatment being deleted is part of an existing Treatment Plan and a second to confirm the desire to remove the deleted Treatment from the Treatment Plan. Although this action is performed in MaxiChart, it does affect the Treatment Plan Manager in Maxident.

 

Chart Notes

  • Printout has text cut off on the right-hand side of the printed pages. Fixed to show all text on the printed page(s) properly when printing Chart Notes to share with another provider or insurance.

SMS Monitor

  • Clear SMS Log – Cleared entries came back. This is a part of the service. You can clear the SMS Monitor, but if you close and reopen it, the messages for that day will come back as they are not archived completely to Historical until after the day they are received.
    • To prevent this from happening, simply minimize the SMS Monitor and leave it open all day.
  • SMS Monitor: Historical tab does not seem to be retrieving messages older than a few days. Fixed to expand the listing of Historical SMS to include all messages, depending on the date range selected.

Unsubscribe Link

 

  • Email message is currently missing the “Unsubscribe” link. Fixed to show the “Unsubscribe” link. If this option is not showing for your patients, please contact your Support Tech.  

 

 

Email Reminder Additional Template

  • Confirmation Link not working in the email. Fixed to activate the Confirmation Link Text with the Confirmation link.

Email Reminders

  • Fixed the ability to send Email Reminders in both English and French languages at one time. A previous update required that English and French MaxiReminder Emails be sent separately. Updated process now to send both languages at once.

 

“Check for Confirmation”

  • “Check for Confirmation” with Additional Templates may not have a Status set for Appointments that are confirmed. Fixed – if there is no Confirmed Status set for an Additional Template then MaxiReminder will default to the main Confirmed Status for appointments.

 

Recall Tab Missing

  • Recall tab was missing from an SMS-only office. As SMS for Recalls was added later, a setting was missed to automatically show Recalls for SMS-only offices. This has been fixed so Recall tab shows for MaxiReminder offices with Email or SMS or both.

Office Manager

Email Services

    • To save time when booking an Appointment, you can now email the current or any future Appointment to patients right after the appointment is created.
      • HOW TO USE: Right-click on the appointment just created and choose to “Email Appointment to Patient.” The patient will receive the email along with an attached “Appointment Link” to click and add the appointment to their personal calendar with the Appointment Date and Time.
    • For convenience, we added the ability to email Payment History right from the Payment History screen. As with other email options, the Payment History will be in a PDF attached to the email.
    • Also for convenience, “Account Summary for Current Patient” and “Account Summary for Family” printout can now be emailed. These two printouts are located under the Reports menu. As with other email options, these printouts are sent as PDF attached to the email.
    • TO SET UP EMAIL CONTENT FOR ALL OF THE ABOVE: Go to System > Preferences > Location Preferences > Reports. Once here you can update for the following:

 

  • “Default subject and message for payment history emails to patient”

 

    • “Default subject and message for tax receipt emails to patient”
    • “Subject and message for calendar appointment email”

  • TO SET SENDING SETTINGS FOR INDIVIDUAL PATIENT / FAMILY EMAILS: Go to System > Practice and Locations > select your location on the left > Sending Email Settings. Enter your office email address, Display Name, and email password. You will need the SMTP settings for your email address. If your office email address is one of the following: “@gmail.com”, “@outlook.com”, “@yahoo.ca”, @shaw.ca”, “@rogers.com” or something similar, we can assist with locating those SMTP settings. If your email address is customized for your office and to login you go somewhere other than Google, then you need these settings from your tech.

Patient Ledger and Accounting Operations:

Recall Tab

  • To manage all members of a family’s recall, we added an option to see the entire family’s Recalls on the same tab. The button is the same as the Family button on the Appointments tab.
  • This same button also controls what is displayed in the “Call History” section of the Recall tab.
  • To make it easier to book a Recall, we added a Book Appointment button. When clicked, the patient’s Recalls are displayed and you can select one to book. Once selected, the Scheduler is opened to the Recall Date to find a date/time to book the patient.

Reports and Printouts:

Transfer Balance Payment Report

  • New report to show payments on Transfer Balance entries by Provider for use with Payments by Treatment Provider for Associates. Transfer Balance entries have a Billing Provider only assigned to them as there are no codes on these invoices. This report in conjunction with the Payments by Treatment Provider Report provides a more complete total of payments collected for each Associate.

Appointment Book

Confirmation Manager

  • To help you ensure all appointments are confirmed, we created a feature that was designed to allow you to see all appointments in a listview to make it easier to tell which appointment needs to be called to get a confirmation.  

It’s found under View > Appointment Confirmation Manager. This list shows patients who have upcoming appointments along with their Status, Appointment Date, Time, and patient phone number.

Status can be updated directly from this list. A Date Range option is provided at the bottom of the window to change the display parameters when checking on upcoming patient appointments.

Note: it’s especially helpful if you have more than one way of getting confirmation.  E.g. Email, SMS messages, or phone.

Unscheduled Appointment

  • To better help you track Unscheduled Appointments, you can now set a Status to help identify it. When the Unscheduled Appointment is moved to a scheduled Appointment, the Status will change to the default Booked and can be updated to an appropriate status if needed. To create a list of Unscheduled Appointment statuses, go to Edit > Edit Appointment Statuses; you can add New and select the new Status to show in the Unscheduled Appointment.

Examples: “Urgent”, “Canceled Previously”, “Waiting for Approval”, “Ready to book”

  • Also to help track Unscheduled Appointment, you can now specify a category for each Unscheduled Appointment. Categories are shared between the Scheduler and Unscheduled Appointments so existing Categories can be used as well to identify what kind of treatment the Unscheduled Appointment is for. When an Unscheduled Appointment is moved to a scheduled Appointment, the Category will follow to the newly scheduled Appointment and can be updated as required.

Medical Alert on Patient’s Chart

  • Instead of having to switch the patient profile to add a medic Alert, we added the ability to do so from the patient’s chart.
    • The Medical Alert icon will now appear on all patient’s charts in MaxiChart but will only flash if a note already exists.
    • The Medical Alert can be opened and edited from MaxiChart now to add a new Medical Alert directly in MaxiChart.

MaxiBlast

  • To keep close contact with your patients, we add the ability to automatically email out birthday wishes. This new feature requires MaxiReminder Email subscription. Emails will be sent out automatically when the program is open to those patients whose birth date is the current date. MaxiBlast is designed to run on one station only so your entire office or front desk does not have to keep their systems logged in or turned on. Contact your Sales Representative or Account Manager for more information and setup of this exciting new option!

                                        

Send Appointment Emails

  • In case you do not want to have to remember to send batches of appointment reminders, we added the ability for MaxiReminder to send Appointment Emails at a preset time each day automatically.
    • HOW TO USE: Settings for enabling Automatic Mode and setting time of day are in System > Preferences > Location Preferences > MaxiReminder. The “Hour of the day” setting is a 24-hour clock format and the refresh rate for checking Email Confirmations can also be set here. This feature does require that MaxiReminder be running on the workstation to function and only Appointment Email Reminders will be sent.

Appointment Emails

  • To help ensure patients do not forget their dental appointment, we have made it easier for your patients to add the appointment to their personal calendar. Now, when the patient gets a MaxiReminder email reminding them of their appointment, it comes with an Appointment.ics file and when they open this file, it gives them the option to add the appointment to their calendar.

 

Confirmation Link

  • In order to ensure that patients do not overlook the link to confirm their dental appointment, we now allow you to make it a button instead of just a hyperlink. Offices can set up a button image for patients to click on, confirming an appointment by MaxiReminder Email. Contact your Account Manager for details!

Preferences:

NSF Cheque Viewer and Walkout Receipt Printouts (Multi-location Offices)

  • For offices with more than one Location in their database and separate logos for each, we added the option to set logos by Location instead of the overall practice. The option has been refined to include both the Location Info and Logo on printouts instead of just the Location Info. This setting is located in System > Preferences > Location Preferences > Reports > Print Location Name and Logo instead of Practice Name and Logo on report headers.

 

Treatment Estimate

  • Print lab on its own column. Added Location Preference for putting the Lab Treatment Charge on the procedure code line when printing a Treatment Estimate so full cost is printed as if it is all professional fee.

 

Detailed Receipt

  • Added clarifications and enhancements to improve readability for patients. Setting to use Detailed Receipt instead of Standard is in System > Preferences > Location Preferences > Payment > “Print treatment details in receipts”. Select this option to turn on Detailed Receipts.

 

Management Screens

User Manager

  • Users and user roles under System > User Manager window needs additional validation for users restricted to seeing their own production in reports. A provider is now required on the User Profile if this option is selected for the User Role. This allows the user to see only the selected Provider’s information in Reports when this option is turned on.
    • Previously, if the User Role was set to “This role can only see its own production in reports”, there was a loophole that allowed the option for “User is also this provider” setting in the User Profile to be left blank.

 

Provider Management (multi-location offices)

  • Under Manage > Providers > select a Provider on the left, we changed the “Location” label to “Default Location” for offices with more than one Location in their DB to specify which Location that provider works in.

 

Never Lose a Patient Recall and Appointment System (NLAPRAAS)

  • Should display patient’s preferred name in the window. Updated to display the Preferred Name in the lower right with the patient’s personal information.

Patient Ledger and Accounting Operations

 

Medical Info

  • Added a button for “No change since the last visit” so that nothing needs to be added or changed to activate the “Save Changes” button when the patient comes in. This is so that you do not have to update an answer to a question or add a custom question regarding changes to save an updated copy of your patient’s Medical History.
  • Medical Info > Page 2 > Conditions – Condition for “Sleep Apnea” added.

 

Payment

  • The pop-up message at the end of a patient payment to Print or Email the Receipt for the patient required a default setting. Added an option on the Administrative Tab to set the default to Print or Email. Initial default for all patients is to Print.

 

Find Patient Screen

  • Added a prompt allowing you to confirm before displaying large search results in the window, as large search results can take longer to load. You can select to display the results or cancel and refine your search instead of waiting for the results to load.

 

Medical Tab

  • Health ID Province field was not wide enough to display all information entered. Due to spacing concerns, instead of making the Health ID Prov/State field larger, we added a Memo field below to allow for notes to be entered regarding the patient’s Health ID, such as their expiry date or reset information.

 

Statements

  • Printing a Statement for a family from “Statements” on the Patient Ledger will now save a copy to the Head of Family’s Documents folder for later reference, along with recording the Statement date/time on the Administrative Tab in Statement History.

 

Insurance Tab

  • Added DOB for policyholder on the Insurance tab for both Policyholder and any Dependents. This will save time when double-checking that the information is entered correctly for the Policyholder if there are concerns with the claim.

 

Profile Tab

  • Emergency Contact Info on the Profile Tab needs an indicator to show no data exists. Added an indicator to show when data exists and when it does not.
  • A red box with an exclamation mark indicates data is missing, while a green circle with a check mark indicates data is present.

Treatment Ticket (Billing and Treatment Plan/Estimates)

Treatment Ticket

  • Same option to email receipt at the end of a payment on the patient’s Ledger has been added to Treatment Ticket. The settings must be present to email individual receipts and the Head of Family must have an email address on their profile; the same settings are required to email a receipt after Patient Payment.
  • Discount window in Treatment Ticket will now prompt if a Discount was already applied to that Treatment Ticket before adding a Discount twice. This situation can happen when a Treatment Ticket is put on Relay after a Discount is applied and then when reopened to continue unless you know the prices of the regular Fee Guide to know a discount was applied, you may be looking to apply it a second time.

 

Reports and Printouts

Referral Form for Current Patient Data Entry

  • The fields for Consultation, Treatment, and Relevant History have been expanded and will adjust automatically for longer content. The Relevant History field is the largest and, with enough content, this form will print on two pages instead of the default 1 page it starts with.

 

Procedure Analysis by Practice Report

  • This report has been added to show procedures for the practice as a whole and not grouped by the Provider, allowing a more complete view of what is happening in the practice. The Procedure Analysis by Provider Reports is still available.

 

Patient Listing by Medical Condition

  • Added to Reports from Patient Ledger – “Patient Listing by Medical Conditions”. This report allows you to see how many patients have Conditions from Page 2 of the Medical Info window. Report shows patients by name and which Medical Condition(s) they have that qualify them to appear in the generated report.

 

Bank Deposit Summary Report

  • Reformatted for Insurance Payments to group by Insurance Company, as the Bank Deposit Detailed Report already does. Previously, the report lumped all Insurance Payments together similar to the section with Patient Payments. Now, the report is separated with the individual Insurance Companies and payments on those invoices for easier reading and verification of payments into your bank accounts.

 

Operations > Email Statements Window

  • Email Statements is available to offices with a Bulk Email Statement subscription, if you are interested, please let your Account Manager know. When activated, if there are no patients with Email Statements checked on the Administrative Tab, a message will appear to indicate no patients have this option selected and where to update when “Send Emails” is selected in this window.

 

Relay Listing Report

  • Relay Listing Report from Reports > General Reports— the Date Range printed on the report was only the Fiscal Date Range. Added columns for Fiscal Date and Posting Date to show all dates in the report to make the report easier to read.

 

Bank Deposit Review Detail Report

  • Updated with a note at the bottom of the report to identify which Methods of Payment are listed under “Other” when only some Methods of Payment are selected instead of All Combined Payment Method.

 

Patients without Future Appointment and Recall

  • In Listings > “Patients Without Future Appointment and Without Recall” & “Patients Without Future Appointment OR Without Recall”, have added criteria to search by Last Appointment Date range to find patients based on when they were last in the office.

 

Close Day/Month/Year

  • Added an option to archive reports selected to run with each Close operation. In each Close window there is a new checkbox to “Archive Selected Reports,” which will automatically record the reports that day to the computer the Close operation is performed on. If this computer is switched out later, these reports would have to be manually moved to a new workstation.

MaxiPlanner – Scheduler

Appointment Book                                            

Unscheduled Appointment                             

  • Added columns for “Date Created” and “Date Modified” to show when the Unscheduled Appointment was added to the listing and last modified.
  • In Unscheduled Appointment Manager, we added the ability to filter by name (a-z), by preferred provider, by units of time on the Unscheduled Appointment, by creation label (Treatment Plan, Patient, or Resto Treatment Set) and by family. Clicking on the new “Filter” button will provide sorting options. If the list is set to Column Sort then the column sorted by is highlighted in blue.
  • Treatment column does not need to show the additional text of “Resto Treatment Set”, “Patient” or “Treatment Plan”. We added an option to “Show Extended Treatment Description” in the Unscheduled Appointment window. When selected, this text will appear and when unselected, it will not, making the Treatment Column easier to read without resizing the Unscheduled Appointments window in the Scheduler.

 

Find Free Time

  • Added an option to not include “Available Blockout” in the settings. The option to not include “Available Blockouts” is selected by default and Unavailable Blockouts are still hidden in Find Free Time search results. This allows you to select it if you want to see time marked with an Available Blockout in your search results or not, to find time for your patient.

 

“Active” Providers

  • Added option in Manage > Providers to specify if a Provider is Active, similar to the setting for Patients. When Active is unchecked, a provider will not appear in lists like Waiting List, Unscheduled Appointments, Chairs, Edit Providers and “Show List of providers who work today”.

 

Patient Recalls

  • When booking a patient’s appointment, the warning message regarding the patient’s Recalls due after the scheduled appointment date would not show while booking an appointment for Today’s Date. Updated to show the warning message on Today’s Date as well.

 

Miscellaneous

Protected Feature System

  • Security was enhanced so that users who were not approved for access to that part of the system are denied access with a message indicating they should speak to their system administrator and those with approved access do not have to enter their password to complete those functions.
  • Enhanced the system controls to allow for each aspect of the Protected Features System to be turned on or off independently when the System as a whole is enabled. Now you can choose if you want Blockouts, Payments, Scheduling Appointment, or Committing Chart Notes all activated or simply one or two.
  • Added Blockouts to the Protected Feature System to control access to creating/editing/deleting blockouts.

 

Spell Check

  • Enhanced functionality to add words to the dictionary in Maxident and MaxiChart. Once a word is underlined in red you can right-click on it and “Add to dictionary” or “Check spelling”. Once a word is in the dictionary, options to “Check spelling”, “Ignore”, “Change” or “Cancel” will appear.

Treatment Plan for Future Treatments

  • We added the ability to create a Treatment Plan for Future Treatments that are already part of a Treatment Plan. Previously, once a Future Treatment was added to a Treatment Plan (normally by clicking “Create Treatment Plan”), it could no longer be added to another Treatment Plan.
    • HOW IT WORKS: Added the option to move the Future Treatment to a new Treatment Plan and added a notification window to indicate one or more of the procedures is part of an existing Treatment Plan before the Future Treatment is moved to a new plan.

 

Patients with Incomplete Treatments

  • Added the option to print the list of patients. Also from the list, you can select a patient by double left-click, loading their MaxiChart and the Patients with Incomplete Treatments list will stay open until you click to close it.

SMS Reminders

  • Added the ability to create Additional Templates for SMS Reminders along with specific Appointment Statuses for those Additional Templates. Similar to what already exists for Email Reminders, with SMS Reminders, now you can set different messages for 2 weeks ahead or 2 days ahead. Be sure to change both the Email and SMS tabs in MaxiReminder to the Additional Templates as necessary before sending your Emails and/or SMS Reminders.

 

MaxiSurvey

  • Needs token for next appointment to send in the survey so that the patient is reminded of their next appointment date/time. Added tokens to Next Appointment and kept the tokens for the Last Appointment as well.

 

SMS Recalls Usage Report

  • Now that Recalls Reminders can be sent by Email and/or SMS, we have updated the SMS Usage Report to include Recalls Reminders on the Recalls Tab.

 

Check for Confirmation

  • Using Additional Templates, selected Status for “Check for Confirmation” on these templates set to update properly per template.

Confirmed Appointments

  • Added the option for you to send Reminders again to Appointments that have been marked Confirmed, allowing the patient to confirm attendance to their appointment more in advance and again directly ahead of the appointment if desired.

Multi-location Offices

  • If your database has more than one Location you can now send MaxiReminder Appointment Reminders and confirm Appointments from each of these locations with separate messages and Statuses for each. If there is no separate message and/or Status set for the second Location in your database, it will default to the message and Status of the first location. This way patients for each location will receive a message if selected to have a Reminder sent.
  • For offices with more than one Location in their database, need to show the Location information in the Usage Reports display window. This is now updated to show “Sent from Location” in both windows. Your Location will show even if you are a single Location practice, it is simply something to take note of if you have more than one Location.

 

Insert Text-Based HTML

  • Added option to insert text-based HTML code into email templates. You can now edit the HTML formatting in code to format the text in email instead of using the formatting buttons. This option was added for offices who know how to write the HTML code; for most, the formatting buttons along the top of the window work perfectly.

Preferences:

Practice Logo Size on Walkout Receipt

  • Location preference “Practice logo size on walkout receipt” does not seem to do anything when the Logo Size option is switched between Small, Medium or Full. Fixed the option to correctly show the Logo in the appropriate size on the receipt.

 

Management Screens

Insurance Companies and Policies

  • On the Coverage Tab for a Policy, unable to tab within the policy grid between Basic, Major, Ortho, etc – This has been fixed.
  • For offices using the Pro Rata payment distribution setting (usually set while in initial setup) during the Insurance Payment process, the charge that was auto-distributed to Insurance after the payment was processed was incorrect.
    • Fixed to Redistribute the correct amount of Charge to the Insurance automatically during an Insurance Payment process when the option “Do you want the system to automatically redistribute enough unpaid patient charge to the paying insurance responsibility so that the insurance charge equals the insurance payment, if possible?” is selected.

 

Never Lose a Patient Recall and Appointment System (NLAPRAAS)

  • When initially opened, the Treatment Plan date filter was not showing a long enough time period. The Recalls section shows Recalls from current date back one month; however, this time range is not long enough to show Treatment Plans, so it was increased to go from current date back one year.
    • “Change Search Criteria for Treatment Plans” allows for further customizations to the Treatment Plan search results.
  • There was a time lag in loading the NLAPRAAS window in a larger database. Fixed the window to pull the data more efficiently and reduce/remove the time lag in loading.
  • Treatment Plan tab not working if selected from the Patient’s Recall window. Fixed to show the patient’s Treatment Plans if any are present for that patient while you are viewing the patient’s Recalls in the NLAPRAAS.

 

ACDQNetPlus EDI Issue

  • Found concerns with the files created to send a claim being retained on the system so additional claims could not be sent. Fixed to remove the files not required immediately once they are used in the process of sending a claim.

 

EDI Manager

  • EDI not working with CCD32.exe (modem). The issue was traced back to a character limit on CCD32.exe (modem) and CCDWS with previous versions there was no restriction. Fixed to allow only characters to the limit for transmission with CCD32.exe (modem) and CCDWS.
  • Found that electronic Coordination of Benefits (COB) was not picking up the patient’s Province correctly. Fixed to keep the Province in the historical data for sending with the COB claim electronically.

 

Patient Ledger and Accounting Operations

Administrative Tab

  • Statement History Button on the Administrative Tab – Email Statement Count details do not show on screen. Fixed to show Email Statement Count details on both the Emailed and All Statement Type filters.

 

Bulk Payment

  • Charge is not being redistributed when selected during the Bulk Payment Process. Fixed – proper Charge Redistribution is happening as the Bulk Payment Process is completed where Redistribution has been selected for individual payments.

 

Credit Note

  • The user restriction, “This role is allowed to void invoices with payments on them” was not working on Credit Note ledger item.  This has been fixed so that the restriction will now apply to Credit Notes ledger item also.

 

Policy Exception

  • Under the Coverage Tab on the Insurance Policy, was not computing properly for Count and Usage restrictions. Fixed to calculate properly with either Count or Usage restrictions or both on the Policy Exception.
  • Completed implementation of fixes for TimeUnits to be counted in the Units of Time for Policy Exceptions.

 

“Compare to Family”

  • Button for comparing family members’ phone numbers on the patient ledger or under Manage > Patients, was not resizing properly for larger families to show all members – fixed.

 

Reports and Printouts

Production Analysis by Treatment Provider Report

  • Detailed and Summary Report results do not match. Reports have been corrected so the Production Analysis Report is pulling the correct information for both Summary and Detailed Reports.

 

Statement History

  • History screen is not showing correct data for current Head of Family when a Bulk Statement is generated. Fixed to show an increase for Head of Family Statement Count when Bulk Statement is printed.

 

Treatment Provider Reports

  • Payment does not seem to be allocated correctly at the procedure level leaving some monies left over in Accounts Receivable (AR) by Treatment Provider Reports. Fixed to apply for payments evenly and not leave a credit in the AR by Treatment Provider or other AR Reports.

 

Report Selector

  • Location criteria logging an error when changing locations within Report options. If user is restricted to one location and to see only their own production in reports, they could still attempt to change locations and successfully run the report for another location with all providers’ information.
    • Fixed to show only that provider’s information for any location if their User Profile is restricted to see their own production only in Reports.
  • Checkbox for “Show all providers from all locations” was being unselected as the report was being generated. Fixed to keep the box checked while the report is generated and after the report is generated until it is manually unselected by the user.

 

Appointments Day Sheet Report

  • Printing provider’s name as “firstname, firstname” in the top left of the Report. Fixed to show Provider’s Last Name, First Name in the top left of this report.

 

Claim Forms

  • (US Only) Patient’s name was listed in wrong order and with title that should not be present on the ADA Claim Form. Formatting updated to Last Name, First Name, Middle Initial as required for ADA Claim Forms.
  • Hygienist Claim form had a typo in the title regarding the “Association” – fixed.

 

Treatment Plan Report

  • Insurance “Approval Note” not printing. Added to the printout from Reports > General Reports > Listings > Treatment Plan Listing. This note will show automatically in the results, no other settings required.
  • Fixed Signature on File and Insurance Approval to show correct information on the report.

 

Close Month

  • Close Month > Monthly Provider Summary – the Monthly NSF amount for each provider was not displayed properly in this report but was displayed on the Monthly Practice Summary. Fixed to show the Monthly NSF amount for each Provider in the Monthly Provider Summary report.
  • “This Month Payment” and “Bank Deposit Summary” sections do not match. Fixed the report to pull the correct information into the report fields and all fields are consistent now, the issue was traced to the NSF Cheque amounts.

 

Close Year Operation

  • Found an error when Year End Adjustment Report is selected as part of the Close Year Reports. Fixed a duplication concern in generating the report.
  • “Production Analysis by Billing Provider Summary” Report showed different information when running with a Close Year process vs running the report separately. Fixed the report running during Close Year process to have the correct information.

 

Operator Production Report

  • Operator Production Report under Reports > General Reports was not working for Current Fiscal Day. A setting in the background of the report has been corrected so the report will display for Current Fiscal Day.

 

Patients Without Recalls and Future Recalls Reports

  • Comment field was not printing when selected. Fixed so the Comment field (Notes field from the Administrative Tab) now prints properly on the form.

 

NSF Cheque Reports

  • Both Detail and Summary voided NSF invoices were showing in the totals on these reports. Fixed to not include Voided NSF in the totals of these reports.

 

Practice Summary Report

  • Found Service Charge payments were showing with the Treatments on this report. Fixed to show Service Charge payments in the “Payments on non-billed treatment invoices” section of this report.

 

Patient Mask

  • Option to sort by “Patient Last Name” or by “Patient Number” was not sorting the report correctly. Fixed to sort the results displayed properly based on “Patient Last Name” or “Patient Number”, whichever option is selected.

 

MaxiForms

  • The MaxiForms window was not correctly printing an image in the MaxiForms Patient Form. The image was displayed in coded text instead of as an image. The ability to paste an image into MaxiForms was removed, and the option to add the practice’s logo is still in progress.

MaxiPlanner – Scheduler fixes

Appointment Book

Overlapped Appointments Indicator

  • Showing on all appointments in “Chair View” mode, not just the affected appointment. Fixed to show the Overlapped Appointments Indicator only on appointments that have an overlap.

Unscheduled Appointments

  • When booking for one patient in a family or a family of one patient, the Unscheduled Appointment List would resort itself to show all Unscheduled Appointments after booking an appointment, requiring the user to re-sort the list again. Fixed to now retain the sort to show all Unscheduled Appointments for all members of that family when selected from the Ledger Card.                                               
  • Printed report does not print what is shown in the on-screen display. Updated to print what you are viewing in the on-screen sort of the display.                                                                                 
  • Fixed a concern with sorting options not holding in the window and going back to previous settings. Fixed to hold the options selected until changed.                                                                                        

Edit Appointment Statuses

  • “Show Hidden” function updated to show all Hidden and unhidden statuses when “Show Hidden” is selected.

Add/Edit Appointment Window  

  • Appointment moved to a different date unexpectedly while in the Add/Edit Appointment window. Changed the initial focus in the window to the Units of Time instead of in the Calendar. Now pressing the up, down, left or right arrows on the keyboard will have no effect on the date of the appointment.
    • To change Units of Time, you must either click and change the number manually or use the up/down arrows on that section.

 

MaxiReminder Flag

  • Reset MaxiReminder flag is not refreshing the screen when selected from a right-click on the appointment. Fixed to now reset the Status Booked when the MaxiReminder flags are reset.

 

Miscellaneous

MaxiChart

  • MaxiChart is not always the window in focus when MaxiChart is selected.
    • Found a focus concern with Windows that was switching back to the patient’s Ledger when MaxiChart was selected from the patient’s Ledger. Fixed to pull focus to the MaxiChart window when it is selected from the Patient’s Ledger.

Treatment Plan

  • In MaxiChart, Deleted Future Treatment needed a prompt to remove it from the existing Treatment Plan the treatment is attached to in Maxident.
    • Two prompts have been added to notify that the treatment being deleted is part of an existing Treatment Plan and a second to confirm the desire to remove the deleted Treatment from the Treatment Plan. Although this action is performed in MaxiChart, it does affect the Treatment Plan Manager in Maxident.

 

Chart Notes

  • Printout has text cut off on the right-hand side of the printed pages. Fixed to show all text on the printed page(s) properly when printing Chart Notes to share with another provider or insurance.

SMS Monitor

  • Clear SMS Log – Cleared entries came back. This is a part of the service. You can clear the SMS Monitor, but if you close and reopen it, the messages for that day will come back as they are not archived completely to Historical until after the day they are received.
    • To prevent this from happening, simply minimize the SMS Monitor and leave it open all day.
  • SMS Monitor: Historical tab does not seem to be retrieving messages older than a few days. Fixed to expand the listing of Historical SMS to include all messages, depending on the date range selected.

Unsubscribe Link

 

  • Email message is currently missing the “Unsubscribe” link. Fixed to show the “Unsubscribe” link. If this option is not showing for your patients, please contact your Support Tech.  

 

 

Email Reminder Additional Template

  • Confirmation Link not working in the email. Fixed to activate the Confirmation Link Text with the Confirmation link.

Email Reminders

  • Fixed the ability to send Email Reminders in both English and French languages at one time. A previous update required that English and French MaxiReminder Emails be sent separately. Updated process now to send both languages at once.

 

“Check for Confirmation”

  • “Check for Confirmation” with Additional Templates may not have a Status set for Appointments that are confirmed. Fixed – if there is no Confirmed Status set for an Additional Template then MaxiReminder will default to the main Confirmed Status for appointments.
  • Check for Confirmation triggers a run-time error if French user is logged into Maxident. Found concern with the translation of fields, fixed to run properly.

 

Recall Tab Missing

  • Recall tab was missing from an SMS-only office. As SMS for Recalls was added later, a setting was missed to automatically show Recalls for SMS-only offices. This has been fixed so Recall tab shows for MaxiReminder offices with Email or SMS or both.

Dentist

Medical Alert on Patient’s Chart

  • Instead of having to switch the patient profile to add a medic Alert, we added the ability to do so from the patient’s chart.
    • The Medical Alert icon will now appear on all patient’s charts in MaxiChart but will only flash if a note already exists.
    • The Medical Alert can be opened and edited from MaxiChart now to add a new Medical Alert directly in MaxiChart.

 

Note Overview Screen

  • Enhanced to load the selected patient’s chart by clicking on the “Switch to Patient” button in the Notes Overview window, saving time bringing up a patient’s chart to check entries from their appointment that day.

Predefined Chart Note Manager

  • By popular request, we added a Title to Predefined Notes to specify a title for each note. Now only the Title will appear in the Predefined Notes listing in the Uncommitted Notes window instead of the system default
    • Applies to Predefined Notes for Chart Notes, Tooth Notes, Image Notes, Resto Treatment Notes and Resto Condition Notes.

Patient’s Insurance Coverage

  • Added the ability to view patient’s insurance coverage from their MaxiChart odontogram.
    • HOW TO USE: Under Patient > Patient’s Insurance Coverage, will display the Insurance coverage from the patient’s ledger. This information is display only. All editing must be done from the patient’s ledger card or under Manage > Insurance Companies and Policies.

Reports and Printouts

Transfer Balance Payment Report

  • New report to show payments on Transfer Balance entries by Provider for use with Payments by Treatment Provider for Associates. Transfer Balance entries have a Billing Provider only assigned to them as there are no codes on these invoices. This report in conjunction with the Payments by Treatment Provider Report provides a more complete total of payments collected for each Associate.

 

MaxiPlanner – Scheduler

Appointment Book

Confirmation Manager

  • To help you ensure all appointments are confirmed, we created a feature that was designed to allow you to see all appointments in a listview to make it easier to tell which appointment needs to be called to get a confirmation.  

It’s found under View > Appointment Confirmation Manager. This list shows patients who have upcoming appointments along with their Status, Appointment Date, Time, and patient phone number.

Status can be updated directly from this list. A Date Range option is provided at the bottom of the window to change the display parameters when checking on upcoming patient appointments.

Note: it’s especially helpful if you have more than one way of getting confirmation.  E.g. Email, SMS messages, or phone.

Unscheduled Appointment

  • To better help you track Unscheduled Appointments, you can now set a Status to help identify it. When the Unscheduled Appointment is moved to a scheduled Appointment, the Status will change to the default Booked and can be updated to an appropriate status if needed. To create a list of Unscheduled Appointment statuses, go to Edit > Edit Appointment Statuses; you can add New and select the new Status to show in the Unscheduled Appointment.

Examples: “Urgent”, “Canceled Previously”, “Waiting for Approval”, “Ready to book”

  • Also, to help track Unscheduled Appointments, you can now specify a category for each Unscheduled Appointment. Categories are shared between the Scheduler and Unscheduled Appointments, so existing Categories can be used as well to identify what kind of treatment the Unscheduled Appointment is for. When an Unscheduled Appointment is moved to a scheduled Appointment, the Category will follow to the newly scheduled Appointment and can be updated as required.

User Preferences

  • Is the Find Patient window popping up when you End Session? We’ve added an option to turn off this pop-up! When the option is checked the Find Patient window will appear when “End Session” is selected in MaxiChart; by default, this setting is turned off.
    • WHERE TO FIND: System > Preferences > User Preferences > Charting > “Automatically show the Find Patient screen when the Charting Session is ended?”

 

Chart Note

  • Uncommitted Notes – Merge and Commit button was updated to just be the Merge button so that the Merged Notes can be previewed in Uncommitted before being Committed via the Commit button.

 

Resto Conditions

  • Added Erosion as a Condition in Resto screen of MaxiChart. You can chart Erosion as Erosion I, Erosion II or Erosion III depending on the severity of the Erosion noted.
  • Added Periapical Abscess to the list of Conditions in MaxiChart. It is represented by a red, shaded circle at the bottom of the roots on a tooth.

 

Treatment Plan for Future Treatments

  • We added the ability to create a Treatment Plan for Future Treatments that are already part of a Treatment Plan. Previously, once a Future Treatment was added to a Treatment Plan (normally by clicking “Create Treatment Plan”), it could no longer be added to another Treatment Plan.
    • HOW IT WORKS: Added the option to move the Future Treatment to a new Treatment Plan and added a notification window to indicate one or more of the procedures is part of an existing Treatment Plan before the Future Treatment is moved to a new plan.

 

Patients with Incomplete Treatments

  • Added the option to print the list of patients. Also from the list, you can select a patient by double left-click, loading their MaxiChart and the Patients with Incomplete Treatments list will stay open until you click to close it.

 

Chart Note Manager

  • Added default settings to sort the list of Predefined Notes by number and then alphabetically based on the start of the note text.

Patient Ledger and Accounting Operations

Medical Info

  • Medical Info > Page 2 > Conditions – Condition for “Sleep Apnea” added.

 

Reports and Printouts

Referral Form for Current Patient Data Entry

  • The fields for Consultation, Treatment, and Relevant History have been expanded and will adjust automatically for longer content. The Relevant History field is the largest and, with enough content, this form will print on two pages instead of the default 1 page it starts with.

 

Procedure Analysis by Practice Report

  • This report has been added to show procedures for the practice as a whole and not grouped by the Provider, allowing a more complete view of what is happening in the practice. The Procedure Analysis by Provider Reports are still available.

 

Patient Listing by Medical Condition

  • Added to Reports from Patient Ledger – “Patient Listing by Medical Conditions”. This report allows you to see how many patients have Conditions from Page 2 of the Medical Info window. Report shows patients by name and which Medical Condition(s) they have that qualify them to appear in the generated report.

 

Patients without Future Appointment and Recall

  • In Listings > “Patients Without Future Appointment and Without Recall” & “Patients Without Future Appointment OR Without Recall”, have added criteria to search by Last Appointment Date range to find patients based on when they were last in the office.

 

MaxiPlanner – Scheduler

“Active” Providers

  • Added option in Manage > Providers to specify if a Provider is Active, similar to the setting for Patients. When Active is unchecked, a provider will not appear in lists like Waiting List, Unscheduled Appointments, Chairs, Edit Providers and “Show List of providers who work today”.

 

Miscellaneous

Protected Feature System

  • Security was enhanced so that users who were not approved for access to that part of the system are denied access with a message indicating they should speak to their system administrator and those with approved access do not have to enter their password to complete those functions.
  • Enhanced the system controls to allow for each aspect of the Protected Features System to be turned on or off independently when the System as a whole is enabled. Now you can choose if you want Blockouts, Payments, Scheduling Appointment, or Committing Chart Notes all activated or simply one or two.
  • Added Blockouts to the Protected Feature System to control access to creating/editing/deleting blockouts.

 

Spell Check

  • Enhanced functionality to add words to the dictionary in Maxident and MaxiChart. Once a word is underlined in red you can right-click on it and “Add to dictionary” or “Check spelling”. Once a word is in the dictionary, options to “Check spelling”, “Ignore”, “Change” or “Cancel” will appear.

Delete Window

  • Tooth number was missing in the Delete window pop-up in MaxiChart.
    • If the tooth has more than one surface for the treatment to be deleted via a right-click on the tooth, the tooth number was missing from the confirmation window. This has been fixed to show the tooth number again.

 

Treatment Plan

  • In MaxiChart, Deleted Future Treatment needed a prompt to remove it from the existing Treatment Plan the treatment is attached to in Maxident. Two prompts have been added to notify that the treatment being deleted is part of an existing Treatment Plan and a second to confirm the desire to remove the deleted Treatment from the Treatment Plan. Although this action is performed in MaxiChart, it does affect the Treatment Plan Manager in Maxident.

 

Posted Note Screen

  • Posted Note screen was not opening up in MaxiChart if there is no existing note for the patient. Fixed to open Posted Notes properly from MaxiChart so that a note can be added

 

Four-surface Filling with Primary Dentition

  • Charting a four-surface filling does not bring up the mapped code for primary dentition. Fixed to bring up the appropriate mapping for a primary dentition filling on all number of surfaces.

Charting a Bridge in Future

  • Has incorrect graphics representation as the roots on the Abutments are missing. Fixed to keep the graphic for roots on the Abutment teeth in a Future Bridge.

 

Chart is Slow to Load

  • Chart is slow to load for some patients as MaxiChart is loaded. Fixed the concern with how data is retrieved to show in the patient’s chart and speed opening in MaxiChart

 

Uncommitted Chart Notes

  • They were re-sorting on the tabs when changes were entered on Uncommitted Notes. Fixed to keep Uncommitted Chart Notes on the same numbered tab after changes are entered until they are moved to Committed.

 

Chart Notes

  • Printout has text cut off on the right-hand side of the printed pages. Fixed to show all text on the printed page(s) properly when printing Chart Notes to share with another provider or insurance.

Miscellaneous

MaxiChart

  • MaxiChart is not always the window in focus when MaxiChart is selected.
    • Found a focus concern with Windows that was switching back to the patient’s Ledger when MaxiChart was selected from the patient’s Ledger. Fixed to pull focus to the MaxiChart window when it is selected from the Patient’s Ledger.

CDA

MaxiPlanner – Scheduler

Appointment Book

Confirmation Manager

  • To help you ensure all appointments are confirmed, we created a feature that was designed to allow you to see all appointments in a listview to make it easier to tell which appointment needs to be called to get a confirmation.  

It’s found under View > Appointment Confirmation Manager. This list shows patients who have upcoming appointments along with their Status, Appointment Date, Time, and patient phone number.

Status can be updated directly from this list. A Date Range option is provided at the bottom of the window to change the display parameters when checking on upcoming patient appointments.

Note: it’s especially helpful if you have more than one way of getting confirmation.  E.g. Email, SMS messages, or phone.

Unscheduled Appointment

  • To better help you track Unscheduled Appointments, you can now set a Status to help identify it. When the Unscheduled Appointment is moved to a scheduled Appointment, the Status will change to the default Booked and can be updated to an appropriate status if needed. To create a list of Unscheduled Appointment statuses, go to Edit > Edit Appointment Statuses; you can add New and select the new Status to show in the Unscheduled Appointment.

Examples: “Urgent”, “Canceled Previously”, “Waiting for Approval”, “Ready to book”

  • Also, to help track Unscheduled Appointments, you can now specify a category for each Unscheduled Appointment. Categories are shared between the Scheduler and Unscheduled Appointments, so existing Categories can be used as well to identify what kind of treatment the Unscheduled Appointment is for. When an Unscheduled Appointment is moved to a scheduled Appointment, the Category will follow to the newly scheduled Appointment and can be updated as required.

Medical Alert on Patient’s Chart

  • Instead of having to switch the patient profile to add a medic Alert, we added the ability to do so from the patient’s chart.
    • The Medical Alert icon will now appear on all patient’s charts in MaxiChart but will only flash if a note already exists.
    • The Medical Alert can be opened and edited from MaxiChart now to add a new Medical Alert directly in MaxiChart.

 

Note Overview Screen

  • Enhanced to load the selected patient’s chart by clicking on the “Switch to Patient” button in the Notes Overview window, saving time bringing up a patient’s chart to check entries from their appointment that day.

Predefined Chart Note Manager

  • By popular request, we added a Title to Predefined Notes to specify a title for each note. Now only the Title will appear in the Predefined Notes listing in the Uncommitted Notes window instead of the system default
    • Applies to Predefined Notes for Chart Notes, Tooth Notes, Image Notes, Resto Treatment Notes and Resto Condition Notes.

Patient’s Insurance Coverage

  • Added the ability to view patient’s insurance coverage from their MaxiChart odontogram.
    • HOW TO USE: Under Patient > Patient’s Insurance Coverage, will display the Insurance coverage from the patient’s ledger. This information is display only. All editing must be done from the patient’s ledger card or under Manage > Insurance Companies and Policies.

Patient Ledger and Accounting Operations

Medical Info

  • Added a button for “No change since the last visit” so that nothing needs to be added or changed to activate the “Save Changes” button when the patient comes in. This is so that you do not have to update an answer to a question or add a custom question regarding changes to save an updated copy of your patient’s Medical History.

 

Reports and Printouts

Referral Form for Current Patient Data Entry

  • The fields for Consultation, Treatment, and Relevant History have been expanded and will adjust automatically for longer content. The Relevant History field is the largest and, with enough content, this form will print on two pages instead of the default 1 page it starts with.

 

Patient Listing by Medical Condition

  • Added to Reports from Patient Ledger – “Patient Listing by Medical Conditions”. This report allows you to see how many patients have Conditions from Page 2 of the Medical Info window. Report shows patients by name and which Medical Condition(s) they have that qualify them to appear in the generated report.

 

Miscellaneous

Spell Check

  • Enhanced functionality to add words to the dictionary in Maxident and MaxiChart. Once a word is underlined in red you can right-click on it and “Add to dictionary” or “Check spelling”. Once a word is in the dictionary, options to “Check spelling”, “Ignore”, “Change” or “Cancel” will appear.

Chart Note

  • Uncommitted Notes – Merge and Commit button was updated to just be the Merge button so that the Merged Notes can be previewed in Uncommitted before being Committed via the Commit button.

 

Resto Conditions

  • Added Erosion as a Condition in Resto screen of MaxiChart. You can chart Erosion as Erosion I, Erosion II or Erosion III depending on the severity of the Erosion noted.
  • Added Periapical Abscess to the list of Conditions in MaxiChart. It is represented by a red, shaded circle at the bottom of the roots on a tooth.

 

Treatment Plan for Future Treatments

  • We added the ability to create a Treatment Plan for Future Treatments that are already part of a Treatment Plan. Previously, once a Future Treatment was added to a Treatment Plan (normally by clicking “Create Treatment Plan”), it could no longer be added to another Treatment Plan.
    • HOW IT WORKS: Added the option to move the Future Treatment to a new Treatment Plan and added a notification window to indicate one or more of the procedures are part of an existing Treatment Plan before the Future Treatment is moved to a new plan.

 

User Preferences

  • Is the Find Patient window popping up when you End Session? We’ve added an option to turn off this pop-up! When the option is checked, the Find Patient window will appear when “End Session” is selected in MaxiChart, by default this setting is turned off.
    • WHERE TO FIND: System > Preferences > User Preferences > Charting > “Automatically show the Find Patient screen when the Charting Session is ended?”

 

Patients with Incomplete Treatments

  • Added the option to print the list of patients. Also from the list, you can select a patient by double left-click, loading their MaxiChart and the Patients with Incomplete Treatments list will stay open until you click to close it.

 

Chart Note Manager

  • Added default settings to sort the list of Predefined Notes by number and then alphabetically based on the start of the note text.

Miscellaneous

MaxiChart

  • MaxiChart is not always the window in focus when MaxiChart is selected.
    • Found a focus concern with Windows that was switching back to the patient’s Ledger when MaxiChart was selected from the patient’s Ledger. Fixed to pull focus to the MaxiChart window when it is selected from the Patient’s Ledger.

Delete Window

  • Tooth number was missing in the Delete window pop-up in MaxiChart.
    • If the tooth has more than one surface for the treatment to be deleted via a right-click on the tooth, the tooth number was missing from the confirmation window. This has been fixed to show the tooth number again.

 

Treatment Plan

  • In MaxiChart, Deleted Future Treatment needed a prompt to remove it from the existing Treatment Plan the treatment is attached to in Maxident. Two prompts have been added to notify that the treatment being deleted is part of an existing Treatment Plan and a second to confirm the desire to remove the deleted Treatment from the Treatment Plan. Although this action is performed in MaxiChart, it does affect the Treatment Plan Manager in Maxident.

 

Posted Note Screen

  • Posted Note screen was not opening up in MaxiChart if there is no existing note for the patient. Fixed to open Posted Notes properly from MaxiChart so that a note can be added

 

Four-surface Filling with Primary Dentition

  • Charting a four-surface filling does not bring up the mapped code for primary dentition. Fixed to bring up the appropriate mapping for a primary dentition filling on all number of surfaces.

Charting a Bridge in Future

  • Has incorrect graphics representation as the roots on the Abutments are missing. Fixed to keep the graphic for roots on the Abutment teeth in a Future Bridge.

 

Chart is Slow to Load

  • Chart is slow to load for some patients as MaxiChart is loaded. Fixed the concern with how data is retrieved to show in the patient’s chart and speed opening in MaxiChart

 

Uncommitted Chart Notes

  • They were re-sorting on the tabs when changes were entered on Uncommitted Notes. Fixed to keep Uncommitted Chart Notes on the same numbered tab after changes are entered until they are moved to Committed.

 

Chart Notes

  • Printout has text cut off on the right-hand side of the printed pages. Fixed to show all text on the printed page(s) properly when printing Chart Notes to share with another provider or insurance.

Hygienist

Medical Alert on Patient’s Chart

  • Instead of having to switch the patient profile to add a medic Alert, we added the ability to do so from the patient’s chart.
    • The Medical Alert icon will now appear on all patient’s charts in MaxiChart but will only flash if a note already exists.
    • The Medical Alert can be opened and edited from MaxiChart now to add a new Medical Alert directly in MaxiChart.

 

Note Overview Screen

  • Enhanced to load the selected patient’s chart by clicking on the “Switch to Patient” button in the Notes Overview window, saving time bringing up a patient’s chart to check entries from their appointment that day.

Predefined Chart Note Manager

  • By popular request, we added a Title to Predefined Notes to specify a title for each note. Now only the Title will appear in the Predefined Notes listing in the Uncommitted Notes window instead of the system default
    • Applies to Predefined Notes for Chart Notes, Tooth Notes, Image Notes, Resto Treatment Notes and Resto Condition Notes.

Patient’s Insurance Coverage

  • Added the ability to view patient’s insurance coverage from their MaxiChart odontogram.
    • HOW TO USE: Under Patient > Patient’s Insurance Coverage, will display the Insurance coverage from the patient’s ledger. This information is display only. All editing must be done from the patient’s ledger card or under Manage > Insurance Companies and Policies.

Email Services

    • To save time when booking an Appointment, you can now email the current or any future Appointment to patients right after the appointment is created.
      • HOW TO USE: Right-click on the appointment just created and choose to “Email Appointment to Patient.” The patient will receive the email along with an attached “Appointment Link” to click and add the appointment to their personal calendar with the Appointment Date and Time.
    • For convenience, we added the ability to email Payment History right from the Payment History screen. As with other email options, the Payment History will be in a PDF attached to the email.
    • Also for convenience, “Account Summary for Current Patient” and “Account Summary for Family” printout can now be emailed. These two printouts are located under the Reports menu. As with other email options, these printouts are sent as PDF attached to the email.
    • TO SET UP EMAIL CONTENT FOR ALL OF THE ABOVE: Go to System > Preferences > Location Preferences > Reports. Once here you can update for the following:

 

  • “Default subject and message for payment history emails to patient”

 

    • “Default subject and message for tax receipt emails to patient”
    • “Subject and message for calendar appointment email”

  • TO SET SENDING SETTINGS FOR INDIVIDUAL PATIENT / FAMILY EMAILS: Go to System > Practice and Locations > select your location on the left > Sending Email Settings. Enter your office email address, Display Name and email password. You will need the SMTP settings for your email address. If your office email address is one of the following: “@gmail.com”, “@outlook.com”, “@yahoo.ca”, @shaw.ca”, “@rogers.com” or something similar, we can assist with locating those SMTP settings. If your email address is customized for your office and to login you go somewhere other than Google, then you need these settings from your tech.

Patient Ledger and Accounting Operations:

Recall Tab

  • To manage all members of a family’s recall, we added an option to see the entire family’s Recalls on the same tab. The button is the same as the Family button on the Appointments tab.
  • This same button also controls what is displayed in the “Call History” section of the Recall tab.
  • To make it easier to book a Recall, we added a Book Appointment button. When clicked, the patient’s Recalls are displayed and you can select one to book. Once selected, the Scheduler is opened to the Recall Date to find a date/time to book the patient.

 

MaxiPlanner – Scheduler

Appointment Book

Confirmation Manager

  • To help you ensure all appointments are confirmed, we created a feature that was designed to allow you to see all appointments in a listview to make it easier to tell which appointment needs to be called to get a confirmation.  

It’s found under View > Appointment Confirmation Manager. This list shows patients who have upcoming appointments along with their Status, Appointment Date, Time, and patient phone number.

Status can be updated directly from this list. A Date Range option is provided at the bottom of the window to change the display parameters when checking on upcoming patient appointments.

Note: it’s especially helpful if you have more than one way of getting confirmation.  E.g. Email, SMS messages, or phone.

Unscheduled Appointment

To better help you track Unscheduled Appointments, you can now set a Status to help identify it. When the Unscheduled Appointment is moved to a scheduled Appointment, the Status will change to the default Booked and can be updated to an appropriate status if needed. To create a list of Unscheduled Appointment statuses, go to Edit > Edit Appointment Statuses; you can add New and select the new Status to show in the Unscheduled Appointment.

Examples: “Urgent”, “Canceled Previously”, “Waiting for Approval”, “Ready to book”

  • Also, to help track Unscheduled Appointments, you can now specify a category for each Unscheduled Appointment. Categories are shared between the Scheduler and Unscheduled Appointments, so existing Categories can be used as well to identify what kind of treatment the Unscheduled Appointment is for. When an Unscheduled Appointment is moved to a scheduled Appointment, the Category will follow to the newly scheduled Appointment and can be updated as required.

User Preferences

  • Is the Find Patient window popping up when you End Session? We’ve added an option to turn off this pop-up! When the option is checked the Find Patient window will appear when “End Session” is selected in MaxiChart; by default this setting is turned off.
    • WHERE TO FIND: System > Preferences > User Preferences > Charting > “Automatically show the Find Patient screen when the Charting Session is ended?”

 

Chart Note

  • Uncommitted Notes – Merge and Commit button was updated to just be the Merge button so that the Merged Notes can be previewed in Uncommitted before being Committed via the Commit button.

 

Resto Conditions

  • Added Erosion as a Condition in Resto screen of MaxiChart. You can chart Erosion as Erosion I, Erosion II or Erosion III depending on the severity of the Erosion noted.
  • Added Periapical Abscess to the list of Conditions in MaxiChart. It is represented by a red, shaded circle at the bottom of the roots on a tooth.

 

Treatment Plan for Future Treatments

  • We added the ability to create a Treatment Plan for Future Treatments that are already part of a Treatment Plan. Previously, once a Future Treatment was added to a Treatment Plan (normally by clicking “Create Treatment Plan”), it could no longer be added to another Treatment Plan.
    • HOW IT WORKS: Added the option to move the Future Treatment to a new Treatment Plan and added a notification window to indicate one or more of the procedures are part of an existing Treatment Plan before the Future Treatment is moved to a new plan.

 

Voice Activated Perio Data Entry

  • We have created a utility program to diagnose why perio voice function stops to assist with diagnosing and resolving concerns with Voice Activated Perio Data Entry. If your MaxiChart Voice Activated Perio Data Entry stops working, please let your Support Tech know.

 

Patients with Incomplete Treatments

  • Added the option to print the list of patients. Also from the list, you can select a patient by double left-click, loading their MaxiChart and the Patients with Incomplete Treatments list will stay open until you click to close it.

 

Chart Note Manager

  • Added default settings to sort the list of Predefined Notes by number and then alphabetically based on the start of the note text.

Patient Ledger and Accounting Operations

Medical Info

  • Added a button for “No change since the last visit” so that nothing needs to be added or changed to activate the “Save Changes” button when the patient comes in. This is so that you do not have to update an answer to a question or add a custom question regarding changes to save an updated copy of your patient’s Medical History.
  • Medical Info > Page 2 > Conditions – Condition for “Sleep Apnea” added.

 

Find Patient Screen

  • Added a prompt allowing you to confirm before displaying large search results in the window, as large search results can take longer to load. You can select to display the results or cancel and refine your search instead of waiting for the results to load.

 

Medical Tab

  • Health ID Province field was not wide enough to display all information entered. Due to spacing concerns, instead of making the Health ID Prov/State field larger, we added a Memo field below to allow for notes to be entered regarding the patient’s Health ID, such as their expiry date or reset information.

 

Reports and Printouts

Referral Form for Current Patient Data Entry

  • The fields for Consultation, Treatment, and Relevant History have been expanded and will adjust automatically for longer content. The Relevant History field is the largest and, with enough content, this form will print on two pages instead of the default 1 page it starts with.

 

Procedure Analysis by Practice Report

  • This report has been added to show procedures for the practice as a whole and not grouped by the Provider, allowing a more complete view of what is happening in the practice. The Procedure Analysis by Provider Reports are still available.

 

Patient Listing by Medical Condition

  • Added to Reports from Patient Ledger – “Patient Listing by Medical Conditions”. This report allows you to see how many patients have Conditions from Page 2 of the Medical Info window. Report shows patients by name and which Medical Condition(s) they have that qualify them to appear in the generated report.
  • Patients without Future Appointment and Recall
  • In Listings > “Patients Without Future Appointment and Without Recall” & “Patients Without Future Appointment OR Without Recall”, have added criteria to search by Last Appointment Date range to find patients based on when they were last in the office.

 

Miscellaneous

Spell Check

  • Enhanced functionality to add words to the dictionary in Maxident and MaxiChart. Once a word is underlined in red you can right-click on it and “Add to dictionary” or “Check spelling”. Once a word is in the dictionary, options to “Check spelling”, “Ignore”, “Change” or “Cancel” will appear.

Delete Window

  • Tooth number was missing in the Delete window pop-up in MaxiChart.
    • If the tooth has more than one surface for the treatment to be deleted via a right-click on the tooth, the tooth number was missing from the confirmation window. This has been fixed to show the tooth number again.

 

Treatment Plan

  • In MaxiChart, Deleted Future Treatment needed a prompt to remove it from the existing Treatment Plan the treatment is attached to in Maxident. Two prompts have been added to notify that the treatment being deleted is part of an existing Treatment Plan and a second to confirm the desire to remove the deleted Treatment from the Treatment Plan. Although this action is performed in MaxiChart, it does affect the Treatment Plan Manager in Maxident.

 

Posted Note Screen

  • Posted Note screen was not opening up in MaxiChart if there is no existing note for the patient. Fixed to open Posted Notes properly from MaxiChart so that a note can be added

 

Four-surface Filling with Primary Dentition

  • Charting a four-surface filling does not bring up the mapped code for primary dentition. Fixed to bring up the appropriate mapping for a primary dentition filling on all number of surfaces.

Charting a Bridge in Future

  • Has incorrect graphics representation as the roots on the Abutments are missing. Fixed to keep the graphic for roots on the Abutment teeth in a Future Bridge.

 

Chart is Slow to Load

  • Chart is slow to load for some patients as MaxiChart is loaded. Fixed the concern with how data is retrieved to show in the patient’s chart and speed opening in MaxiChart

 

Uncommitted Chart Notes

  • They were re-sorting on the tabs when changes were entered on Uncommitted Notes. Fixed to keep Uncommitted Chart Notes on the same numbered tab after changes are entered until they are moved to Committed.

 

Perio Conditions

  • When a tooth is marked for Future Extraction the display is now fixed to still display values and allow entries on a tooth marked with Future Extraction. These values are hidden and updated entry disabled when Extraction is marked in Present or PreExisting or the Future Extraction is marked Completed.

 

Chart Notes

  • Printout has text cut off on the right-hand side of the printed pages. Fixed to show all text on the printed page(s) properly when printing Chart Notes to share with another provider or insurance.

Miscellaneous

MaxiChart

  • MaxiChart is not always the window in focus when MaxiChart is selected.
    • Found a focus concern with Windows that was switching back to the patient’s Ledger when MaxiChart was selected from the patient’s Ledger. Fixed to pull focus to the MaxiChart window when it is selected from the Patient’s Ledger.

Combined

  • Email Services

      • To save time when booking an Appointment, you can now email the current or any future Appointment to patients right after the appointment is created.
        • HOW TO USE: Right-click on the appointment just created and choose to “Email Appointment to Patient.” The patient will receive the email along with an attached “Appointment Link” to click and add the appointment to their personal calendar with the Appointment Date and Time.
      • For convenience, we added the ability to email Payment History right from the Payment History screen. As with other email options, the Payment History will be in a PDF attached to the email.
      • Also for convenience, “Account Summary for Current Patient” and “Account Summary for Family” printout can now be emailed. These two printouts are located under the Reports menu. As with other email options, these printouts are sent as PDF attached to the email.
      • TO SET UP EMAIL CONTENT FOR ALL OF THE ABOVE: Go to System > Preferences > Location Preferences > Reports. Once here you can update for the following:

     

  • “Default subject and message for payment history emails to patient”
  • “Default subject and message for tax receipt emails to patient”
  • “Subject and message for calendar appointment email”

  • TO SET SENDING SETTINGS FOR INDIVIDUAL PATIENT / FAMILY EMAILS: Go to System > Practice and Locations > select your location on the left > Sending Email Settings. Enter your office email address, Display Name and email password. You will need the SMTP settings for your email address. If your office email address is one of the following: “@gmail.com”, “@outlook.com”, “@yahoo.ca”, @shaw.ca”, “@rogers.com” or something similar, we can assist with locating those SMTP settings. If your email address is customized for your office and to login you go somewhere other than Google, then you need these settings from your tech.

Patient Ledger and Accounting Operations:

Recall Tab

  • To manage all members of a family’s recall, we added an option to see the entire family’s Recalls on the same tab. The button is the same as the Family button on the Appointments tab.
  • This same button also controls what is displayed in the “Call History” section of the Recall tab.
  • To make it easier to book a Recall, we added a Book Appointment button. When clicked, the patient’s Recalls are displayed and you can select one to book. Once selected, the Scheduler is opened to the Recall Date to find a date/time to book the patient.

Reports and Printouts:

Transfer Balance Payment Report

  • New report to show payments on Transfer Balance entries by Provider for use with Payments by Treatment Provider for Associates. Transfer Balance entries have a Billing Provider only assigned to them as there are no codes on these invoices. This report in conjunction with the Payments by Treatment Provider Report provides a more complete total of payments collected for each Associate.

 

MaxiPlanner – Scheduler

Unscheduled Appointment Manager

  • Added option to access the Unscheduled Appointment Manager from Maxident under Operations > Show Unscheduled Appointments. This allows you to check any Unscheduled Appointments from Maxident quickly instead of going to the Scheduler. Unscheduled Appointments can be added, edited or deleted from this window, however, moving to an Appointment still has to be done from the Scheduler.

 

Appointment Book

Confirmation Manager

  • To help you ensure all appointments are confirmed, we created a feature that was designed to allow you to see all appointments in a listview to make it easier to tell which appointment needs to be called to get a confirmation.  

It’s found under View > Appointment Confirmation Manager. This list shows patients who have upcoming appointments along with their Status, Appointment Date, Time, and patient phone number.

Status can be updated directly from this list. A Date Range option is provided at the bottom of the window to change the display parameters when checking on upcoming patient appointments.

Note: it’s especially helpful if you have more than one way of getting confirmation.  E.g. Email, SMS messages, or phone.

Unscheduled Appointment

  • To better help you track Unscheduled Appointments, you can now set a Status to help identify it. When the Unscheduled Appointment is moved to a scheduled Appointment, the Status will change to the default Booked and can be updated to an appropriate status if needed. To create a list of Unscheduled Appointment statuses, go to Edit > Edit Appointment Statuses; you can add New and select the new Status to show in the Unscheduled Appointment.

Examples: “Urgent”, “Canceled Previously”, “Waiting for Approval”, “Ready to book”

  • Also, to help track Unscheduled Appointments, you can now specify a category for each Unscheduled Appointment. Categories are shared between the Scheduler and Unscheduled Appointments, so existing Categories can be used as well to identify what kind of treatment the Unscheduled Appointment is for. When an Unscheduled Appointment is moved to a scheduled Appointment, the Category will follow to the newly scheduled Appointment and can be updated as required.
  • TO SET SENDING SETTINGS FOR INDIVIDUAL PATIENT / FAMILY EMAILS: Go to System > Practice and Locations > select your location on the left > Sending Email Settings. Enter your office email address, Display Name, and email password. You will need the SMTP settings for your email address. If your office email address is one of the following: “@gmail.com”, “@outlook.com”, “@yahoo.ca”, @shaw.ca”, “@rogers.com” or something similar, we can assist with locating those SMTP settings. If your email address is customized for your office and to login you go somewhere other than Google, then you need these settings from your tech.

Medical Alert on Patient’s Chart

  • Instead of having to switch the patient profile to add a medic Alert, we added the ability to do so from the patient’s chart.
    • The Medical Alert icon will now appear on all patient’s charts in MaxiChart but will only flash if a note already exists.
    • The Medical Alert can be opened and edited from MaxiChart now to add a new Medical Alert directly in MaxiChart.

 

Note Overview Screen

  • Enhanced to load the selected patient’s chart by clicking on the “Switch to Patient” button in the Notes Overview window, saving time bringing up a patient’s chart to check entries from their appointment that day.

 

Predefined Chart Note Manager

  • By popular request, we added a Title to Predefined Notes to specify a title for each note. Now only the Title will appear in the Predefined Notes listing in the Uncommitted Notes window instead of the system default
    • Applies to Predefined Notes for Chart Notes, Tooth Notes, Image Notes, Resto Treatment Notes and Resto Condition Notes.

Patient’s Insurance Coverage

  • Added the ability to view patient’s insurance coverage from their MaxiChart odontogram.
    • HOW TO USE: Under Patient > Patient’s Insurance Coverage, will display the Insurance coverage from the patient’s ledger. This information is display only. All editing must be done from the patient’s ledger card or under Manage > Insurance Companies and Policies.

 

Spell Check

  • Enhanced functionality to add words to the dictionary in Maxident and MaxiChart. Once a word is underlined in red, you can right-click on it and “Add to dictionary” or “Check spelling”. Once a word is in the dictionary, options to “Check spelling”, “Ignore”, “Change” or “Cancel” will appear.

MaxiBlast

  • To keep close contact with your patients, we have added the ability to automatically email out birthday wishes. This new feature requires MaxiReminder Email subscription. Emails will be sent out automatically when the program is open to those patients whose birth date is the current date. MaxiBlast is designed to run on one station only so your entire office or front desk does not have to keep their systems logged in or turned on. Contact your Sales Representative or Account Manager for more information and setup of this exciting new option!

Send Appointment Emails

  • In case you do not want to have to remember to send batches of appointment reminders, we added the ability for MaxiReminder to send Appointment Emails at a preset time each day automatically.
    • HOW TO USE: Settings for enabling Automatic Mode and setting time of day are in System > Preferences > Location Preferences > MaxiReminder. The “Hour of the day” setting is a 24-hour clock format and the refresh rate for checking Email Confirmations can also be set here. This feature does require that MaxiReminder be running on the workstation to function and only Appointment Email Reminders will be sent.

Appointment Emails

  • To help ensure patients do not forget their dental appointment, we have made it easier for your patients to add the appointment to their personal calendar. Now, when the patient gets a MaxiReminder email reminding them of their appointment, it comes with an Appointment.ics file and when they open this file, it gives them the option to add the appointment to their calendar.

 

Confirmation Link

  • In order to ensure that patients do not overlook the link to confirm their dental appointment, we now allow you to make it a button instead of just a hyperlink. Offices can set up a button image for patients to click on, confirming an appointment by MaxiReminder Email. Contact your Account Manager for details!

SMS Monitor

  • (for Multi-location Offices) Added the practice’s “Location Phone Number” used to send SMS messages for patients to identify which Location the message is for. To be used by offices with more than one location in their Maxident database and patients booked separately for each location.
  • Icon for the SMS Monitor was changed to be different from the MaxiReminder Icon to distinguish it in the Taskbar at the bottom of your monitor. Updated to now appear as the icon below:

Preferences:

NSF Cheque Viewer and Walkout Receipt Printouts (Multi-location Offices)

  • For offices with more than one Location in their database and separate logos for each, we added the option to set logos by Location instead of the overall practice. The option has been refined to include both the Location Info and Logo on printouts instead of just the Location Info. This setting is located in System > Preferences > Location Preferences > Reports > Print Location Name and Logo instead of Practice Name and Logo on report headers.

Treatment Estimate

  • Print lab on its own column. Added Location Preference for putting the Lab Treatment Charge on the procedure code line when printing a Treatment Estimate so full cost is printed as if it is all professional fee.

 

Detailed Receipt

  • Added clarifications and enhancements to improve readability for patients. Setting to use Detailed Receipt instead of Standard is in System > Preferences > Location Preferences > Payment > “Print treatment details in receipts”. Select this option to turn on Detailed Receipts.

Management Screens

Document Manager

  • Will remember the width of columns when the columns are manually resized. The resized columns will be remembered by the system when the Document Manager is closed and reopened for the same or a different patient.

User Manager

  • Users and user roles under System > User Manager window needs additional validation for users restricted to seeing their own production in reports. A provider is now required on the User Profile if this option is selected for the User Role. This allows the user to see only the selected Provider’s information in Reports when this option is turned on.
    • Previously, if the User Role was set to “This role can only see its own production in reports”, there was a loophole that allowed the option for “User is also this provider” setting in the User Profile to be left blank.

 

Provider Management (multi-location offices)

  • Under Manage > Providers > select a Provider on the left, we changed the “Location” label to “Default Location” for offices with more than one Location in their db to specify which Location that provider works in.

EDI Manager

  • EDI – iCA v3 or higher, a screen pops up every time a claim is sent instead of remaining minimized in the Taskbar at the bottom of the screen. Fixed to remain open and minimized between claims so it will not pop up with each claim.

 

Never Lose a Patient Recall and Appointment System (NLAPRAAS)

  • Should display patient’s preferred name in the window. Updated to display the Preferred Name in the lower right with the patient’s personal information.

Treatment Plan Manager

  • Treatment Plan Manager > Insurance Tab – When editing the “Approval Note” section, the Save All Changes button does not get enabled. Fixed to enable the Save All Changes button as the text is entered into the “Approval Note” section on the Insurance Tab.
  • Added the ability to print a Treatment Estimate with only selected Treatments from the Treatment Plan/Estimate selected. When printing a Treatment Estimate, only the selected codes will appear on the printed sheet.

Patient Ledger and Accounting Operations

Medical Info

  • Added a button for “No change since the last visit” so that nothing needs to be added or changed to activate the “Save Changes” button when the patient comes in. This is so that you do not have to update an answer to a question or add a custom question regarding changes to save an updated copy of your patient’s Medical History.
  • Medical Info > Page 2 > Conditions – Condition for “Sleep Apnea” added.

Payment

  • The pop-up message at the end of a patient payment to Print or Email the Receipt for the patient required a default setting. Added an option on the Administrative Tab to set the default to Print or Email. Initial default for all patients is to Print.

Find Patient Screen

  • Added a prompt allowing you to confirm before displaying large search results in the window, as large search results can take longer to load. You can select to display the results or cancel and refine your search instead of waiting for the results to load.

Medical Tab

  • Health ID Province field was not wide enough to display all information entered. Due to spacing concerns, instead of making the Health ID Prov/State field larger, we added a Memo field below to allow for notes to be entered regarding the patient’s Health ID, such as their expiry date or reset information.

Statements

  • Printing a Statement for a family from “Statements” on the Patient Ledger will now save a copy to the Head of Family’s Documents folder for later reference, along with recording the Statement date/time on the Administrative Tab in Statement History.

Insurance Tab

  • Added DOB for policyholder on the Insurance tab for both Policyholder and any Dependents. This will save time when double-checking that the information is entered correctly for the Policyholder if there are concerns with the claim.

Profile Tab

  • Emergency Contact Info on the Profile Tab needs an indicator to show no data exists. Added an indicator to show when data exists and when it does not.
    • A red box with an exclamation mark indicates data is missing, while a green circle with a check mark indicates data is present.

Treatment Ticket (Billing and Treatment Plan/Estimates)

Treatment Ticket

  • Same option to email receipt at the end of a payment on the patient’s Ledger has been added to Treatment Ticket. The settings must be present to email individual receipts and the Head of Family must have an email address on their profile; the same settings are required to email a receipt after Patient Payment.
  • Discount window in Treatment Ticket will now prompt if a Discount was already applied to that Treatment Ticket before adding a Discount twice. This situation can happen when a Treatment Ticket is put on Relay after a Discount is applied and then when reopened to continue unless you know the prices of the regular Fee Guide to know a discount was applied, you may be looking to apply it a second time.

Reports and Printouts

Referral Form for Current Patient Data Entry

  • The fields for Consultation, Treatment, and Relevant History have been expanded and will adjust automatically for longer content. The Relevant History field is the largest and, with enough content, this form will print on two pages instead of the default 1 page it starts with.

Procedure Analysis by Practice Report

  • This report has been added to show procedures for the practice as a whole and not grouped by the Provider, allowing a more complete view of what is happening in the practice. The Procedure Analysis by Provider Reports is still available.

 

Patient Listing by Medical Condition

  • Added to Reports from Patient Ledger – “Patient Listing by Medical Conditions”. This report allows you to see how many patients have Conditions from Page 2 of the Medical Info window. Report shows patients by name and which Medical Condition(s) they have that qualify them to appear in the generated report.

 

Bank Deposit Summary Report

  • Reformatted for Insurance Payments to group by Insurance Company, as the Bank Deposit Detailed Report already does. Previously, the report lumped all Insurance Payments together similar to the section with Patient Payments. Now, the report is separated with the individual Insurance Companies and payments on those invoices for easier reading and verification of payments into your bank accounts.

 

Operations > Email Statements Window

  • Email Statements is available to offices with a Bulk Email Statement subscription, if you are interested, please let your Account Manager know. When activated, if there are no patients with Email Statements checked on the Administrative Tab, a message will appear to indicate no patients have this option selected and where to update when “Send Emails” is selected in this window.

 

Relay Listing Report

  • Relay Listing Report from Reports > General Reports— the Date Range printed on the report was only the Fiscal Date Range. Added columns for Fiscal Date and Posting Date to show all dates in the report to make the report easier to read.

 

Bank Deposit Review Detail Report

  • Updated with a note at the bottom of the report to identify which Methods of Payment are listed under “Other” when only some Methods of Payment are selected instead of All Combined Payment Method.

 

Patients without Future Appointment and Recall

  • In Listings > “Patients Without Future Appointment and Without Recall” & “Patients Without Future Appointment OR Without Recall”, have added criteria to search by Last Appointment Date range to find patients based on when they were last in the office.

 

Close Day/Month/Year

  • Added an option to archive reports selected to run with each Close operation. In each Close window, there is a new checkbox to “Archive Selected Reports,” which will automatically record the reports that day to the computer the Close operation is performed on. If this computer is switched out later, these reports would have to be manually moved to a new workstation

 

MaxiPlanner – Scheduler Enhancements

Appointment Book

“Date Added to Short List”

  • Added a field for Date Added to Short List. Previously, only the Date the Appointment was created was listed. The Short List can also be sorted to the Date Added to Short List by clicking on that header so that you can choose whether to work with newer or older entries first.                                                                     

Unscheduled Appointments   

  • Added columns for “Date Created” and “Date Modified” to show when the Unscheduled Appointment was added to the listing and last modified.
  • In Unscheduled Appointment Manager, we added the ability to filter by name (a-z), by preferred provider, by units of time on the Unscheduled Appointment, by creation label (Treatment Plan, Patient, or Resto Treatment Set) and by family. Clicking on the new “Filter” button will provide sorting options. If the list is set to Column Sort then the column sorted by is highlighted in blue.
  • Treatment column does not need to show the additional text of “Resto Treatment Set”, “Patient” or “Treatment Plan”. We added an option to “Show Extended Treatment Description” in the Unscheduled Appointment window. When selected, this text will appear and when unselected, it will not, making the Treatment Column easier to read without resizing the Unscheduled Appointments window in the Scheduler.

Find Free Time

  • Added an option to not include “Available Blockout” in the settings. The option to not include “Available Blockouts” is selected by default and Unavailable Blockouts are still hidden in Find Free Time search results. This allows you to select it if you want to see time marked with an Available Blockout in your search results or not, to find time for your patient.

“Active” Providers

  • Added option in Manage > Providers to specify if a Provider is Active, similar to the setting for Patients. When Active is unchecked, a provider will not appear in lists like Waiting List, Unscheduled Appointments, Chairs, Edit Providers and “Show List of providers who work today”.

Patient Recalls  

  • When booking a patient’s appointment, the warning message regarding the patient’s Recalls due after the scheduled appointment date would not show while booking an appointment for Today’s Date. Updated to show the warning message on Today’s Date as well.

Miscellaneous

Protected Feature System

  • Security was enhanced so that users who were not approved for access to that part of the system are denied access with a message indicating they should speak to their system administrator and those with approved access do not have to enter their password to complete those functions.
  • Enhanced the system controls to allow for each aspect of the Protected Features System to be turned on or off independently when the System as a whole is enabled. Now you can choose if you want Blockouts, Payments, Scheduling Appointment, or Committing Chart Notes all activated or simply one or two.
  • Added Blockouts to the Protected Feature System to control access to creating/editing/deleting blockouts.

Spell Check

  • Enhanced functionality to add words to the dictionary in Maxident and MaxiChart. Once a word is underlined in red you can right-click on it and “Add to dictionary” or “Check spelling”. Once a word is in the dictionary, options to “Check spelling”, “Ignore”, “Change” or “Cancel” will appear.

User Preferences

  • Is the Find Patient window popping up when you End Session? We’ve added an option to turn off this pop-up! When the option is checked the Find Patient window will appear when “End Session” is selected in MaxiChart; by default this setting is turned off.
    • WHERE TO FIND: System > Preferences > User Preferences > Charting > “Automatically show the Find Patient screen when the Charting Session is ended?”

 

Chart Note

  • Uncommitted Notes – Merge and Commit button was updated to just be the Merge button so that the Merged Notes can be previewed in Uncommitted before being Committed via the Commit button.

 

Resto Conditions

  • Added Erosion as a Condition in Resto screen of MaxiChart. You can chart Erosion as Erosion I, Erosion II or Erosion III depending on the severity of the Erosion noted.
  • Added Periapical Abscess to the list of Conditions in MaxiChart. It is represented by a red, shaded circle at the bottom of the roots on a tooth.

Treatment Plan for Future Treatments

  • Added ability to create a Treatment Plan for Future Treatments that are already part of a Treatment Plan. Previously, once a Future Treatment was added to a Treatment Plan (normally by clicking “Create Treatment Plan”), it could no longer be added to another Treatment Plan.
    • HOW IT WORKS: Added the option to move the Future Treatment to a new Treatment Plan and added a notification window to indicate one or more of the procedures are part of an existing Treatment Plan before the Future Treatment is moved to a new plan.

Voice Activated Perio Data Entry

  • We have created a utility program to diagnose why perio voice function stops to assist with diagnosing and resolving concerns with Voice Activated Perio Data Entry. If your MaxiChart Voice Activated Perio Data Entry stops working, please let your Support Tech know.

Patients with Incomplete Treatments

  • Added the option to print the list of patients. Also from the list, you can select a patient by double left-click, loading their MaxiChart and the Patients with Incomplete Treatments list will stay open until you click to close it.

 

Chart Note Manager

  • Added default settings to sort the list of Predefined Notes by number and then alphabetically based on the start of the note text.

Reminders Tab

  • Enhance email address validation performance via the Validation button on the Reminders Tab. A specific key for your MaxiReminder is required for this button to work to check the patient’s email address is valid, helping to minimize incorrect email addresses in your system. In MaxiReminder, if the email “envelope” icon has a red question mark on it and the patient has an email address on their Reminders Tab, click the Validate button to check their email address. If the email is valid, the concern in MaxiReminder will be resolved, if it is not, put a note on the patient’s appointment or in a Posted Note to update when they are next in your office.

 

SMS Reminders

  • Added the ability to create Additional Templates for SMS Reminders along with specific Appointment Statuses for those Additional Templates. Similar to what already exists for Email Reminders, with SMS Reminders, now you can set different messages for 2 weeks ahead or 2 days ahead. Be sure to change both the Email and SMS tabs in MaxiReminder to the Additional Templates as necessary before sending your Emails and/or SMS Reminders.

 

Appointment Email Reminder

  • In MaxiReminder, Appointments dated today cannot have Reminders sent. A message will appear, indicating Reminders cannot be sent for those appointments to prevent additional messages to patients on the same day as they are attending your office.

MaxiSurvey

  • Needs token for next appointment to send in the survey so that the patient is reminded of their next appointment date/time. We have added tokens to Next Appointment and kept the tokens for the Last Appointment as well.

 

SMS Recalls Usage Report

  • Now that Recall Reminders can be sent by Email and/or SMS, we have updated the SMS Usage Report to include Recall Reminders on the Recalls Tab.

Check for Confirmation

  • Using Additional Templates, selected Status for “Check for Confirmation” on these templates set to update properly per template.

Confirmed Appointments

  • Added the option for you to send Reminders again to Appointments that have been marked Confirmed, allowing the patient to confirm attendance to their appointment more in advance and again directly ahead of the appointment if desired.

Multi-location Offices

  • If your database has more than one Location you can now send MaxiReminder Appointment Reminders and confirm Appointments from each of these locations with separate messages and Statuses for each. If there is no separate message and/or Status set for the second Location in your database, it will default to the message and Status of the first location. This way patients for each location will receive a message if selected to have a Reminder sent.
  • For offices with more than one Location in their database, need to show the Location information in the Usage Reports display window. This is now updated to show “Sent from Location” in both windows. Your Location will show even if you are a single Location practice, it is simply something to take note of if you have more than one Location.

Insert Text-Based HTML

  • Added option to insert text-based HTML code into email templates. You can now edit the HTML formatting in code to format the text in email instead of using the formatting buttons. This option was added for offices who know how to write the HTML code; for most, the formatting buttons along the top of the window work perfectly.

Preferences:

Practice Logo Size on Walkout Receipt

  • Location preference “Practice logo size on walkout receipt” does not seem to do anything when the Logo Size option is switched between Small, Medium or Full. Fixed the option to correctly show the Logo in the appropriate size on the receipt.

 

Insurance Overpayment Confirmation Screens

  • Insurance overpayment confirmation screens were corrected for order and a new preference added.
    • A new Location Preference for “Automatically confirm insurance overpayments” has been added to the Payments section. When activated, the confirmation window for insurance overpayment will automatically select “Yes” and you can then select if you want to automatically redistribute unpaid charges to cover the balance.

 

Print Defect

  • Location Preference > “Should the user be prompted to print a receipt if the payment is from an insurer?” – a defect found in printing when this preference was selected to print. Fixed to show prompt to print or email receipt on an insurance payment when setting is turned on.

 

Management Screens

Insurance Companies and Policies

  • On the Coverage Tab for a Policy, unable to tab within the policy grid between Basic, Major, Ortho, etc – This has been fixed.
  • For offices using the Pro Rata payment distribution setting (usually set while in initial setup) during the Insurance Payment process, the charge that was auto-distributed to Insurance after the payment was processed was incorrect.
    • Fixed to Redistribute the correct amount of Charge to the Insurance automatically during an Insurance Payment process when the option “Do you want the system to automatically redistribute enough unpaid patient charge to the paying insurance responsibility so that the insurance charge equals the insurance payment, if possible?” is selected.

 

Treatment Plan Manager

  • When printing an estimate, it could not be cancelled from the “Cancel” button in the Select Billing Provider option window. Fixed to activate and make the “Cancel” button functional in the Select Billing Provider window in order to cancel printing before it starts.

 

Never Lose a Patient Recall and Appointment System (NLAPRAAS)

  • When initially opened, the Treatment Plan date filter was not showing a long enough time period. The Recalls section shows Recalls from current date back one month; however, this time range is not long enough to show Treatment Plans, so it was increased to go from current date back one year.
    • “Change Search Criteria for Treatment Plans” allows for further customizations to the Treatment Plan search results.
  • There was a time lag in loading the NLAPRAAS window in a larger database. Fixed the window to pull the data more efficiently and reduce/remove the time lag in loading.
  • Treatment Plan tab not working if selected from the Patient’s Recall window. Fixed to show the patient’s Treatment Plans if any are present for that patient while you are viewing the patient’s Recalls in the NLAPRAAS.
  • Should display patient’s preferred name in the window. Updated to display the Preferred Name in the lower right with the patient’s personal information.

 

Find Patient Screen

  • On the Find Patient screen, if the selected patient was marked as deleted, the message “The patient you are attempting to load does not exist” would appear. Updated to now allow the user to undelete the selected patient without having to click out of the message and directly on the “Undelete Selected Patient” button in the Find Patient window, saving time and clicks.

 

ACDQNetPlus EDI Issue

  • Found concerns with the files created to send a claim being retained on the system so additional claims could not be sent. Fixed to remove the files not required immediately once they are used in the process of sending a claim.

EDI Manager

  • EDI not working with CCD32.exe (modem). The issue was traced back to a character limit on CCD32.exe (modem) and CCDWS with previous versions there was no restriction. Fixed to allow only characters to the limit for transmission with CCD32.exe (modem) and CCDWS.
  • Found that electronic Coordination of Benefits (COB) was not picking up the patient’s Province correctly. Fixed to keep the Province in the historical data for sending with the COB claim electronically.
  • EDI – iCA v3 or higher screen pops up every time a claim is sent instead of remaining minimized in the Taskbar at the bottom of the screen. Fixed to remain open and minimized between claims so it will not pop-up with each claim.

Patient Ledger and Accounting Operations

Patient Profile

  • Inactivating patients with no Future Appointments – should not have a pop-up warning. Fixed, no warning will appear now if the patient does not have Future Appointments.
  • Patient Phone Number listings are different in Patient Ledger and in Manage > Patients – inability to scroll to see multiple numbers entered without clicking on Edit on a Patient’s Ledger. Fixed to allow scrolling on the Patient’s Ledger without clicking Edit so all phone numbers are visible when scrolling.

Posted Notes

  • “Show posted notes for entire family” option does not work for all members, specifically if the patient does not have their own Posted Note. Fixed the display to show Posted Notes for all members if “Show posted notes for entire family” is checked, even if the patient does not have their own Posted Note on their Ledger.
  • Posted note screen is always showing now. Fixed, so now the window is visible in the following scenarios:
    • If the patient has a note or “Show posted notes for entire family” is checked off, the window will be visible.
    • If the patient has a note or “Show posted notes for entire family” is unchecked, the window will be visible.
    • If the patient has no notes and Show posted notes for entire family” is checked off, the window will be visible.
    • If the patient has no notes and “Show posted notes for entire family” is unchecked, the window will NOT be visible.
    • If “Show posted notes for entire family” is checked off and the patient has no notes, the window will appear, and if you uncheck the Show posted notes for entire family” checkbox, the form will be closed.

 

Administrative Tab

  • Statement History Button on the Administrative Tab – Email Statement Count details do not show on screen. Fixed to show Email Statement Count details on both the Emailed and All Statement Type filters.

 

Ledger’s Reminder Tab

  • Validation button has incorrect contact info for the Maxident main office. Updated to the correct phone number.

 

Bulk Payment

  • Charge is not being redistributed when selected during the Bulk Payment Process. Fixed – proper Charge Redistribution is happening as the Bulk Payment Process is completed where Redistribution has been selected for individual payments.

Credit Note

  • The user restriction, “This role is allowed to void invoices with payments on them” was not working on Credit Note ledger item. This has been fixed so that the restriction will now apply to Credit Notes ledger item also.

Policy Exception

  • Under the Coverage Tab on the Insurance Policy, was not computing properly for Count and Usage restrictions. Fixed to calculate properly with either Count or Usage restrictions or both on the Policy Exception.
  • Completed implementation of fixes for TimeUnits to be counted in the Units of Time for Policy Exceptions.

 

Insurance Claim Screen

  • The window was resizing and cutting off buttons if the Claim Form was changed. Fixed to keep window size fixed and buttons visible.
  • Insurance Claim screen at the end of a Treatment Ticket: entered Provider Comments were lost when switching from “Transmit” to “Print”. Fixed to retain Provider Comments in changing the submission method for the claim.

 

“Compare to Family”

  • Button for comparing family members’ phone numbers on the patient ledger or under Manage > Patients, was not resizing properly for larger families to show all members – fixed.

 

Medical Info

  • Page 1 – Typo on one question: “Have you ever had an uncommon or adverse reaction to any medicines or injections?” was updated to “Have you ever had an uncommon or adverse reaction to any medicines or injections?”

 

Treatment Ticket and Treatment (Billing Plan/Estimates)

Treatment Plan

  • When using MaxiChart to create Treatment Plans with Future Treatments, the Treatment Plan is deleted after creating a second Treatment Plan containing one or more of the same treatments from the patient’s chart. When the second plan was created with one or all of the Future Treatments included in the first, the first Treatment Plan is removed because it has been moved into the new Treatment Plan.
  • Save button does not get enabled after updating Plan Name, Planned Billing Date or Time Unit. Fixed to activate the Save button when any changes are made to any field in a Treatment Plan.

 

Treatment Ticket Payment Option

  • When Protected Features is enabled to require a password or denying access to payments for the user, added explanatory dialogue for when co-payment is protected and disallowed for the logged in user.

“Apply Discount to Lab Charges as Well”

  • In Treatment Ticket, when entering a Discount and selecting the option to “Apply discount to Lab Charges as well,” the full discount was not being recorded properly for Lab Charges entered on the same line as the Professional Fee. Fixed to show the correct Lab Charge discount when this option is selected and Lab Charge is on the same line as the Professional Fee.
    • NOTE: if the Lab Charge is entered on a separate line, the Discount will apply automatically as the Lab Charge is seen as a Professional Fee instead of a separate Lab Charge.

 

Reports and Printouts

Referral Form for Current Patient

  • Printout fixes for additional spaces with the Office’s Address and the time/date the Referral Form was created.
  • For current Patient Data Entry Form, the date field was not using the “Culture” date format as set in Maxident. Fixed to use the same date format as the rest of Maxident.

 

Production Analysis by Treatment Provider Report

  • Detailed and Summary Report results do not match. Reports have been corrected so the Production Analysis Report is pulling the correct information for both Summary and Detailed Reports.

 

Statement History

  • History screen is not showing correct data for current Head of Family when a Bulk Statement is generated. Fixed to show an increase for Head of Family Statement Count when Bulk Statement is printed.

 

Treatment Provider Reports

  • Payment does not seem to be allocated correctly at the procedure level leaving some monies left over in Accounts Receivable (AR) by Treatment Provider Reports. Fixed to apply for payments evenly and not leave a credit in the AR by Treatment Provider or other AR Reports.

 

Report Selector

  • Location criteria logging an error when changing locations within Report options. If user is restricted to one location and to see only their own production in reports, they could still attempt to change locations and successfully run the report for another location with all providers’ information.
    • Fixed to show only that provider’s information for any location if their User Profile is restricted to see their own production only in Reports.
  • Checkbox for “Show all providers from all locations” was being unselected as the report was being generated. Fixed to keep the box checked while the report is generated and after the report is generated until it is manually unselected by the user.

 

Appointments Day Sheet Report

  • Printing provider’s name as “firstname, firstname” in the top left of the Report. Fixed to show Provider’s Last Name, First Name in the top left of this report.

 

Ortho Receipt

  • Not printing clinic’s address correctly; there was an overlap in address lines. Fixed to print the address clearly on the appropriate lines.

 

Adjustment Reports

  • Adjustment Reports were not showing invoice date — included all Adjustment Reports, Detailed, Summary and By Treatment Provider Detailed and Summary. All reports were updated to include the correct Invoice Date along with Fiscal Date.

 

Patient Payment Receipt

  • If payment was made by Cheque, there was one line missed in French Translation. Updated the Translations and Translation Editor for this content. If your office uses French Translations and you need this update, please let your Support Tech know.

 

Claim Forms

  • (US Only) Patient’s name was listed in wrong order and with title that should not be present on the ADA Claim Form. Formatting updated to Last Name, First Name, Middle Initial as required for ADA Claim Forms.
  • Hygienist Claim form had a typo in the title regarding the “Association” – fixed.

 

Insurance Analysis Detailed Report

  • Insurance criteria not working to show only the selected Insurance Company in the generated report. Fixed to show only the selected Insurance Company if “Include Patients by Insurance Company” is not selected.

 

Treatment Plan Report

  • Insurance “Approval Note” not printing. Added to the printout from Reports > General Reports > Listings > Treatment Plan Listing. This note will show automatically in the results, no other settings required.
  • Fixed Signature on File and Insurance Approval to show correct information on the report.

 

Close Month

  • Close Month > Monthly Provider Summary – the Monthly NSF amount for each provider was not displayed properly in this report but was displayed on the Monthly Practice Summary. Fixed to show the Monthly NSF amount for each Provider in the Monthly Provider Summary report.
  • “This Month Payment” and “Bank Deposit Summary” sections do not match. Fixed the report to pull the correct information into the report fields and all fields are consistent now, the issue was traced to the NSF Cheque amounts.

 

NSF Cheque Reports

  • Both Detail and Summary voided NSF invoices were showing in the totals on these reports. Fixed to not include Voided NSF in the totals of these reports.

 

Close Year Operation

  • Found an error when Year End Adjustment Report is selected as part of the Close Year Reports. Fixed a duplication concern in generating the report.
  • “Production Analysis by Billing Provider Summary” Report showed different information when running with a Close Year process vs running the report separately. Fixed the report running during Close Year process to have the correct information.

Operator Production Report

  • Operator Production Report under Reports > General Reports was not working for Current Fiscal Day. A setting in the background of the report has been corrected so report will display for Current Fiscal Day.

 

Patients Without Recalls and Future Recalls Reports

  • Comment field was not printing when selected. Fixed so the Comment field (Notes field from the Administrative Tab) now prints properly on the form.

 

Patient Mask

  • Option to sort by “Patient Last Name” or by “Patient Number” was not sorting the report correctly. Fixed to sort the results displayed properly based on “Patient Last Name” or “Patient Number”, whichever option is selected.

 

Patient Listing Report

  • With the Insurance Policy filter applied, was showing patients with a deleted policy in the results list. Fixed to show only patients who are active on the policy in the search results as long as they meet any additional parameters set in the report.

 

Daily Journal Report

  • Reports > General Reports > Review has Provider information, longer patient names and Procedure Descriptions cut off in the printed text. Fixed to show all text properly in the printed report. Report now defaults to landscape format in printing.

 

Practice Summary Report

  • Found Service Charge payments were showing with the Treatments on this report. Fixed to show Service Charge payments in the “Payments on non-billed treatment invoices” section of this report.

 

Recall Mailing Labels

  • Recall Mailing Labels: listing was including those who had a MaxiReminder Email or SMS message sent regarding the same Recall. Fixed – patients who have had a MaxiReminder Email or SMS sent regarding that Recall will not appear in the Recall Mailing Labels list.

 

MaxiForms

  • The MaxiForms window was not correctly printing an image in the MaxiForms Patient Form. The image was displayed in coded text instead of as an image. The ability to paste an image into MaxiForms was removed, and the option to add the practice’s logo is still in progress.

MaxiPlanner – Scheduler

Appointment Book

Overlapped Appointments Indicator

  • Showing on all appointments in “Chair View” mode, not just the affected appointment. Fixed to show the Overlapped Appointments Indicator only on appointments that have an overlap.

Unscheduled Appointments

  • When booking for one patient in a family or a family of one patient, the Unscheduled Appointment List would resort itself to show all Unscheduled Appointments after booking an appointment, requiring the user to re-sort the list again. Fixed to now retain the sort to show all Unscheduled Appointments for all members of that family when selected from the Ledger Card.                                               
  • Printed report does not print what is shown in the on-screen display. Updated to print what you are viewing in the on-screen sort of the display.                                                                                  
  • Fixed a concern with sorting options not holding in the window and going back to previous settings. Fixed to hold the options selected until changed.     

 

 Edit Appointment Statuses

  • “Show Hidden” function updated to show all Hidden and unhidden statuses when “Show Hidden” is selected.

Add/Edit Appointment Window  

  • Appointment moved to a different date unexpectedly while in the Add/Edit Appointment window. Changed the initial focus in the window to the Units of Time instead of in the Calendar. Now pressing the up, down, left or right arrows on the keyboard will have no effect on the date of the appointment.
    • To change Units of Time, you must either click and change the number manually or use the up/down arrows on that section.

 

 Recall Pop-up

  • Recall pop-up not showing when an appointment is Cancelled for custom created Cancelled Statuses – Fixed.

 

MaxiReminder Flag

  • Reset MaxiReminder flag is not refreshing the screen when selected from a right-click on the appointment. Fixed to now reset the Status Booked when the MaxiReminder flags are reset.

 

Scheduler Flashing

  • Scheduler simply flashing when selected (if already open), not coming up on-screen. Fixed to change front display window from Maxident to Scheduler when clicking on the yellow Appointments button.

 

Treatment Plan Date

  • Selecting Bill Patient from an Appointment linked to a Treatment Plan resulted in the Treatment Plan date being used as the Treatment Date in the Treatment Ticket process. Fixed to use the current date instead.

 

Miscellaneous

MaxiChart

  • MaxiChart is not always the window in focus when MaxiChart is selected.
    • Found a focus concern with Windows that was switching back to the patient’s Ledger when MaxiChart was selected from the patient’s Ledger. Fixed to pull focus to the MaxiChart window when it is selected from the Patient’s Ledger.

Delete Window

  • Tooth number was missing in the Delete window pop-up in MaxiChart.
    • If the tooth has more than one surface for the treatment to be deleted via a right-click on the tooth, the tooth number was missing from the confirmation window. This has been fixed to show the tooth number again.

Treatment Plan

  • In MaxiChart, Deleted Future Treatment needed a prompt to remove it from the existing Treatment Plan the treatment is attached to in Maxident. Two prompts have been added to notify that the treatment being deleted is part of an existing Treatment Plan and a second to confirm the desire to remove the deleted Treatment from the Treatment Plan. Although this action is performed in MaxiChart, it does affect the Treatment Plan Manager in Maxident.

Posted Note Screen

  • Posted Note screen was not opening up in MaxiChart if there is no existing note for the patient. Fixed to open Posted Notes properly from MaxiChart so that a note can be added

 

Four-surface Filling with Primary Dentition

  • Charting a four-surface filling does not bring up the mapped code for primary dentition. Fixed to bring up the appropriate mapping for a primary dentition filling on all number of surfaces.

Charting a Bridge in Future

  • Has incorrect graphics representation as the roots on the Abutments are missing. Fixed to keep the graphic for roots on the Abutment teeth in a Future Bridge.

 

Chart is Slow to Load

  • Chart is slow to load for some patients as MaxiChart is loaded. Fixed the concern with how data is retrieved to show in the patient’s chart and speed opening in MaxiChart

 

Uncommitted Chart Notes

  • They were re-sorting on the tabs when changes were entered on Uncommitted Notes. Fixed to keep Uncommitted Chart Notes on the same numbered tab after changes are entered until they are moved to Committed.

 

Perio Conditions

  • When a tooth is marked for Future Extraction the display is now fixed to still display values and allow entries on a tooth marked with Future Extraction. These values are hidden and updated entry disabled when Extraction is marked in Present or PreExisting or the Future Extraction is marked Completed.

Chart Notes

  • Printout has text cut off on the right-hand side of the printed pages. Fixed to show all text on the printed page(s) properly when printing Chart Notes to share with another provider or insurance.

SMS Monitor

  • Clear SMS Log – Cleared entries came back. This is a part of the service. You can clear the SMS Monitor, but if you close and reopen it, the messages for that day will come back as they are not archived completely to Historical until after the day they are received.
    • To prevent this from happening, simply minimize the SMS Monitor and leave it open all day.
  • SMS Monitor: Historical tab does not seem to be retrieving messages older than a few days. Fixed to expand the listing of Historical SMS to include all messages, depending on the date range selected.

Unsubscribe Link

 

  • Email message is currently missing the “Unsubscribe” link. Fixed to show the “Unsubscribe” link. If this option is not showing for your patients, please contact your Support Tech.  

 

 

Email Reminder Additional Template

  • Confirmation Link not working in the email. Fixed to activate the Confirmation Link Text with the Confirmation link.

Email Reminders

  • Fixed the ability to send Email Reminders in both English and French languages at one time. A previous update required that English and French MaxiReminder Emails be sent separately. Updated process now to send both languages at once.

 

“Check for Confirmation”

  • “Check for Confirmation” with Additional Templates may not have a Status set for Appointments that are confirmed. Fixed – if there is no Confirmed Status set for an Additional Template then MaxiReminder will default to the main Confirmed Status for appointments.

 

Recall Tab Missing

  • Recall tab was missing from an SMS-only office. As SMS for Recalls was added later, a setting was missed to automatically show Recalls for SMS-only offices. This has been fixed so Recall tab shows for MaxiReminder offices with Email or SMS or both.