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Gen 10 Release Notes (For Builds 10.0 and above)

Release Notes apply to MacPractice DC, DDS, MD, and 20/20. Some fixes and new features may not apply to your branch of MacPractice.

Before updating, we advise double-checking our Software Requirements page to confirm your computers meet the necessary system specifications.

And as always, if you notice any ongoing issues or feedback with statements and other facets of the software, don't hesitate to reach out!

Note: The process of updating MacPractice can take awhile. Be sure to set aside plenty of time for the update process! This is especially the case when updating from Gen 7 to Gen 10.

You should always ensure you have a fresh backup available when updating MacPractice. However, the process of updating to MacPractice 10.6.1+ will generate a separate backup as there are extensive database updates in MacPractice 10.

Build 10.7.11-3

Accounting

  • Resolved an issue when updating from 7.3 to 10.7+, where the Accounting Migration results would differ vastly from the pre-migration results in very rare circumstances.

Build 10.7.10-37

Database Update

  • Resolved an issue that would cause the database update to fail when updating from a pre-10 build of MacPractice to a 10+ build in certain circumstances. 

EHR

  • Resolved an issue that was preventing signatures from appearing on printed forms.

EMR/EDR - Patient Forms

  • Addressed an issue where if you create multiple patient forms that include a Dental Charting element in them, and then switch between the forms, MacPractice could unexpectedly quit. 
  • Resolved an issue where on OS High Sierra, Dental Charting elements would not display. 

Patients - Clinical

  • Addressed a display issue where if you add an allergy to one patient, and then switch to a new patient, after being prompted to save the allergy alert is present on the patient you just switched to. 
  • Addressed an issue where MacPractice could unexpectedly quit when opening the Clinical Tab for a patient if the Vitals widget was enabled in certain circumstances. 

Reports - Accounting/Financial

  • Resolved an issue where the End Month to Date column in the Day Month Year report wasn't taking date filters into account on some builds. 
  • Addressed an issue where the write off section of the Day Month Year report was basing the total on the Posted Date, regardless of whether the report was configured to run for the procedure date in error.

Scheduling - Appointment

  • Resolved an issue where a user would not be able to tab past the the Ext. field for the middle phone number in the Appointment Detail window. 
  • Addressed an issue that would prevent a user from tabbing through fields when opening an appointment's details. 

Build 10.7.9-43

Attachments

  • Added the ability to import new file formats for Anatomage Invivo into the Attachments Ability. You can manually import these files into MacPractice as normal, but auto-importing requires a purchased option on your license. For more details, contact MacPractice Sales. 

EMR/EDR

  • Resolved an issue where the popover narratives weren't showing as expected. 
  • Addressed an issue where if you create two forms, one with a Race/Ethnicity section, and you fill out that section and check "Reviewed/Performed", if you select the second form and try to leave without saving you'll be asked to review the Race/Ethnicity section in error. 

Ledger

  • Resolved an issue where if you have the payment window set to automatically appear after entering a charge, and then change the procedure date, the procedure date saved to the ledger would be today's date in error in certain circumstances. 

Ledger - Payment Window

  • Addressed an issue where a deleted charge could still appear in the payment window in error. 
  • Addressed an issue where you could not enter a value into the Reason Code field without a greater than zero value payment was entered. 

Login

  • Adjusted the OS Alert so it no longer warns you that Mojave is not supported with this version of MacPractice.

Managers - Statements

  • Addressed an issue where incidents on statements would appear out of order. 

Patients

  • Added a TouchMD integration with a patient's demographics. This will be a purchased option. For more information, contact MacPractice Sales. 

Reports - Production

  • Corrected an issue where lab fees/costs appear as 0.00 to the production reports in error. 

Build 10.7.8-16

Dental - Restorative Charting

  • Resolved an issue that would cause MacPractice to unexpectedly quit in the Dental Tab  when on macOS Mojave. 

Digital Radiography - Image Editing

  • Corrected an issue where the Sharpen Luminance filter changes are not kept when saving. 
  • Fixed an issue with the Emboss Filter causing MacPractice to unexpectedly quit. 
  • Addressed an issue in certain beta builds where if you crop an image, the image doesn't recognize a change was made, thus preventing the user from saving in error. 
  • Addressed a display issue where filter names are displayed then hidden via the drop down button, where the filter name is cut off in error.

Faxing

  • Corrected an issue that would cause the Faxing Ability's view to not resize with the MacPractice window.

Managers - AutoRemind

  • Addressed an issue that would cause the AutoRemind Manager sync to never fully end in certain circumstances. 

Managers - Statements

  • Resolved an issue where MacPractice would unexpectedly quit when generating statements.

Products/Services

  • Added a new Prescription Discount Card option in the sidebar of the Products/Services Ability. This will allow the user to pull up a discount card option for patients who may not have insurance to affordably acquire any medications they may need. Visit the Products/Services Ability for more information. 

Sidebar

  • Corrected an issue that caused MacPractice to unexpectedly quit when navigating to Window > Patient Information when in the EHR, Inventory, Messages, Products/Services, or Reputation Marketing Abilities. 

Build 10.7.7-38

EMR/EDR

  • Resolved an issue where MacPractice would unexpectedly quit if you interact or place a slider in a template a particular way in error. This would only occur on Mojave. 
  • Resolved an issue that would cause MacPractice to unexpectedly quit when tabbing through fields in the vitals sheet. 

HL7

  • Resolved an issue preventing creating HL7 messages over a SOAP format in certain circumstances. 

Jive

  • Corrected an issue where you could create multiple empty contacts in the Communicator window in error. 
  • Contacts are now auto-saved when closing the Communicator window. 
  • Addressed a display issue where if you use a call button in MacPractice to initiate the call, the Communicator window wouldn't update with the called phone number in error. 
  • Addressed some responsiveness issues when dialing numbers using the Communicator's dialer interface.
  • Corrected an issue where if you initiate a call from the Contacts List, the contact name would be displayed as "Unavailable" in the Communicator window in error. 
  • Resolved an issue when initiating a call from the call log, a new call log entry does not get added until you leave the call log then come back.
  • Removed the Jive Username in the User References. This is no longer necessary. 
  • Addressed an issue if you double-click a call button, where it'll make the call but the Jive login prompt will appear as it initiates the call in error.

Miscellaneous

  • Addressed some Mojave-related display and stability issues throughout the software. MacPractice 10.7.7 is not fully compatible with Mojave, but these fixes help with stability if you happen to be running MacPractice with Mojave.

Patients

  • Resolved an issue where MacPractice would unexpectedly quit when adding a patient on Mojave.

Patients - Clinical

  • Addressed an issue when using the preview an EMR or EHR form in the Clinical Tab, and then doing a pdf print preview of the resulting data, where the pdf preview does not resemble the original document in error. 

Patients - Patient

  • Resolved some issues that would cause MacPractice to unexpectedly quit when creating patients or interacting with fields on Mojave. 

Preferences - Server Backups

  • Fixed an issue that was preventing a broken backup path from appearing in red. 

Reports - Insurance

  • Added a new report, "Outstanding Claims by DOS Monthly", that allows you to pull all claims that are currently outstanding, and organizes them by their Date of Service. 

Reports - Management

  • Added a new report, User Activity Report, that can be used to track changes made by your MacPractice users to your office's schedule, ledger, and orders.

Scheduling

  • Resolved an issue with the "Time Interval Per Block" preference option in Preferences > Scheduling > Calendar, where the drop down menu would cut off any option other than 5. This would occur only on Mojave. 

Scheduling - Sidebar

  • Corrected an issue where if you switch from the Schedule to another ability then back to the Schedule, the calendar would continue to grow in size until it consumed all of the MacPractice window. This would only occur on Mojave.

Software Update

  • Added some instructions to be used if there is an issue creating a sparse bundle backup when updating from 7.3 to Gen 9. 

Timeclock

  • Addressed a display issue in the Vacation Calendar of the Timeclock, where the row/column lines wouldn't appear in 10.7 and 11 builds on Mojave.

Build 10.7.6-13

EHR

  • Corrected an issue where MacPractice would unexpectedly quit when searching for a diagnosis code to add via EHR in rare circumstances. 

Ledger - Payments Menu

  • Resolved an issue where applied insurance payments could show a high negative remaining amount in certain circumstances.

Ledger - Print Menu

  • Addressed an issue where if you are printing statements via the Statements Manager, and "Print Open Charges Only" is checked, write offs would not appear on the printed Account Statements in error. 

Managers - Trace Payment

  • Addressed an issue where the Account Primary column would not populate for non-bulk payments in error. 

Reports - Accounting/Financial

  • Addressed an issue in the Accounts Receivable report where "Show Last Payments" wasn't behaving as expected.

Reports - Daily

  • Resolved a database error that could occur when running the Day View All Report with no filters selected. 

Build 10.7.5-10

Installer

  • Added a prompt when installing to create a sparsebundle backup at a specified location on installation or update from older builds of Gen 7 to later builds of MacPractice. You can choose any location but the existing location of an office's current sparsebundle. 

Ledger - Charges Menu

  • Resolved an issue that would cause MacPractice to unexpectedly quit when dragging an available image in the Attachments tab of the Charge Window to Submitted Images. 

Ledger - Other Menu

  • Added a keyboard shortcut "Command-Control-C" to create comments in the ledger. Simply hold down the Command and Control keys and press C to create a new comment. 

Managers - Claim Manager

  • Addressed an issue where MacPractice would stop responding when trying to create new claims in the Claims Manager. 

Scheduling

  • Resolved an issue when creating appointments on macOS Mojave. 
  • Resolved issues when using the Update Appointment Status Database Utility's options for updating missed, cancelled, and To Reschedule appointments. 

Scheduling - Printing

  • Resolved an issue when printing a treatment plan tied to an appointment, where if you delete a treatment off of the plan, the print copy will still display the deleted treatment in error.

Build 10.7.4-22

Database Update

  • Resolved an issue that was causing stability problems when updating to 10.7 in relation to EMR narratives.

Jive

  • Added the Jive Communicator window to MacPractice and added more functionality to our Jive integration. Our Jive integration is explained in this HelpDesk article here.

Ledger - Insurance

  • Resolved an issue where if you move treatments to the ledger with predeterminations associated to it, where the balance would be all patient portion in error. 

Ledger - Print Menu

  • Resolved an issue where unapplied amounts and credits wouldn't be included on an incident statement in some cases. 

Ledger - Treatment Plan

  • Corrected an issue when printing predeterminations where in some situations, the ledger would not show the generated predetermination in error.

Patients - Clinical

  • Addressed an issue where in certain circumstances a user could create an immunization with no date in error. 
  • Addressed an issue where the filter drop down options for the Goals widget didn't include an "All" option in error. 

Schedule

  • Addressed an issue where the appointment tooltips weren't displaying the proper treatments associated with an appointment in some circumstances. 

Sidebar

  • Addressed an issue where the sidebar keeps resizing to the default size in each ability after logging out.

Reports - Accounting/Financial

  • Corrected an issue that would cause the Accounts Receivable report to slow down when some filter combinations were enabled with some databases.

Build 10.7.3-9

Backups

  • Resolved an issue where multiple automatic backups would trigger at the same time, despite only one automatic backup configured in error. 

Database Update

  • Resolved an issue that was causing stability problems when updating to 10.7 in relation to EMR narratives. 

Installer

  • MacPractice will now make a backup of your existing database when updating from Build 7.3.x to this build. This is merely as a precaution, and we still strongly advise having a backup available when updating. 

Ledger

  • Resolved an issue that would cause write offs to be recalculated to a zero amount when the associated charges were opened and re-saved in certain circumstances. 
  • Re-added the check/uncheck box for all diagnosis codes into the Charge Window. 

Patients - Clinical

  • Added a Preview Button to many items in the Clinical Tab so you can take a quick look at these items without having to access them from their respective abilities. 
  • Made an adjustment to the badge displays indicating how many records are in each Clinical Widget. Badges now display the number of records with the current filter configuration in mind. 

Build 10.7.2-17

Ledger

  • Resolved an issue that was causing a database error to occur during routine ledger activities in 10.7.1. 

Build 10.7.1-42

AutoRemind

  • Resolved an issue where if a patient is missing a phone type in their patient data, appointments won't synch appropriately with AutoRemind. 

eClaims

  • Made some template changes to resolve an issue preventing ID numbers from pulling for Eligibility. 

HL7

  • Resolved an issue when importing DFT HL7 files. 

Immunizations

  • Addressed an issue where Immunizations don't display properly in the Clinical Tab in error. 

Ledger

  • Resolved an issue that would cause negative adjustments to show twice on newly created incident statements. Recreating the incident statement would have cleared the duplicate. 

Ledger - Print Menu

  • Corrected some inconsistencies with how write offs appear in Statements after adding the new Write Off Preference. 

Ledger - Transactions Table

  • Resolved an issue where inconsistencies could occur when toggling the Write Off Preference. 

Ledger - Treatment Plan Table

  • Corrected an issue that would prevent moving charges from a treatment plan to the ledger. 

Managers - ERA Manager

  • Fixed an issue that would cause MacPractice to unexpectedly quit after posting an ERA Payment.
  • Resolved an issue where if you click on the "Save/Next" button in the lower right while posting a payment, you'll receive an unknown error message. 

Reports - Accounting/Financial

  • Resolved an issue that surfaced in 10.6 where the calculation for end of year was not calculating properly.

Reports - Measure Calculation

  • Addressed some issues with the Clinical Summary Measure report where the numerator would deduct a previously recognized exported summary in error in some beta builds.  
  • Corrected an issue that was causing the numerator to not increment when running the Medication Reconciliation report.

Scheduling - AutoRemind

  • Resolved an issue with AutoRemind reminders not sending as expected in some circumstances. 

Statements

  • Corrected an issue that was causing write offs to appear on statements before payments have been made in error. 

Build 10.7.0-144

Accounting

  • Addressed an issue with MacPractice unexpectedly quitting when selecting or double-clicking transactions in the Accounting Ability in certain circumstances.

AuthPayX

  • Corrected an issue that surfaced in 10.6, where after posting an AuthPayX payment, the reference number would pull forward onto subsequent patient payments in error. 

Dental - Restorative Charting

  • Addressed an issue where the "Reset to Default" button in the Charting Options Menu (the Gear Icon in Restorative Charting) does not function as intended. 
  • Corrected an issue where the "Highlight Settings" section in the Charting Options Menu (the Gear Icon in Restorative Charting) would cause charting graphics to vanish from the Restorative Charting view, necessitating a refresh in error. 

List Window

  • Corrected an export issue when exporting patient lists in certain circumstances. 
  • Resolved an issue where archived and inactive users in the List Window's User Selection Menu do not appear when they still have lists.
  • Addressed an issue with sorting lists generated from Marketing patient reports.
  • Corrected an issue where the List Window does not remember the last size, location, or column sizes/positions.

EHR

  • Addressed an issue when creating patient forms, where the Section Navigator would reset size in error.

Export

  • Addressed some column issues when exporting appointments to a CSV file when commas are added to certain fields.
  • Corrected an issue when using Export Presets to export to a read-only volume, where no error would appear indicating that the exporting process was unsuccessful. 
  • Resolved an issue where Export Presets could have the same name in error. 

Insurance in Primary/Secondary

  • Addressed an issue regarding an alert warning that the end date of an insurance in the Primary/Secondary tab cannot be earlier than the start date. The alert would appear even if the end date was later the start date in some situations.

Ledger

  • Resolved an issue where charted pre-existing procedures in the Dental tab would appear in the Account Ledger in error. 
  • Added a new write off preference to control how write offs are handled with insurance estimating enabled. See this Helpdesk article for more details. 
  • Resolved an issue when adding patient payments to an account's ledger, where a particular charge could display a negative amount in the payment column in rare circumstances. 

Ledger - Incidents

  • Resolved an issue with new incidents only formatting the date as MM-DD-YYYY regardless of Localization Preferences in error. 

Ledger - Insurance Estimating

  • Fixed an issue with charges marked as Patient Responsible with Insurance Estimating enabled, where the charge could shift over to insurance portion in error. 

Ledger - Other Menu

  • Addressed a display issue when opening a comment on the ledger, where the "Show on Statement" checkbox would be garbled.

Ledger - Payments Menu

  • Corrected an issue in rare circumstances when applying cross-over insurance payments where if you changed the payer of that payment, you could theoretically post the payment again, causing balances to appear negative in error.

Ledger - Sidebar

  • Resolved an issue that would cause the incident balance in the sidebar from updating immediately when payments from another incident are applied to charges in this incident in error. 

Ledger - Treatment Plans

  • Addressed an issue where the Facility in a new treatment plan's charge is not retained in error in build 9.9.7.

Login

  • We've adjusted the login window to "flip" when clicking the gear, instead of extending out a drawer. The functionality remains the same, but it will look a little different. 
  • Addressed a display issue when rapidly clicking the gear icon in the Login window. 

Managers - AutoRemind

  • Resolved an issue with AutoRemind using more memory than normal in builds 10.6 of MacPractice. 

Managers - Database Utilities

  • Addressed an issue with the "Update Appointment Type" Database Utility, where if you configure the utility to update appointments with no appointment type, some appointments could be missed in certain circumstances in error. 

Managers - Statements

  • Resolved an issue that would cause the Total Adjustments box on printed Statements to not carry through the write-off on 9.9.5. 

Notes

  • Addressed an issue with pull fields for Periodontal Chart As Image and Periodontal Chart in Text pulling through blank when creating a patient note. 

Patients - Account

  • Corrected an issue with the Balance Tab column "Last Payment Posted" and "Last Payment" displaying N/A in error. 

Patients - Clinical

  • Added a filter pop up menu to the Clinical Tab's Clinical Notes widget to allow filtering by Completed, Planned, Existing, and Deleted Notes. 
  • Corrected an issue where links in the Clinical Notes widget of the Clinical Tab weren't functioning as intended. 

Patients - Clinical - CCDA

  • Addressed an issue with the clinical summary export window, where the sidebar can't be resized in error. 

PHI Portal Web Forms

  • Corrected an issue with the CSS formatting for the Snapshots and Narratives section in EHR is not applied in error when a Patient Registration form is associated with an incident. 

Preferences

  • Resolved an issue with the radio buttons in Preferences > Report > "Export Report As" not behaving as expected. 
  • Addressed an issue with the "Print After" selection in Preferences > Statements > Statement Printing Tab, where the date field would not allow editing in certain circumstances. 
  • Corrected an issue when the Reports preferences "Print as Web Page" and "Show Filter Selections in The Report" are disabled, where filter selections are still printed on a printed report.
  • Resolved an issue that would cause the Patient Ability Preference "On Patient Double Click", when this is set to navigate to the Default Ability Patients and Default View Dental, where the Dental view would not open as expected. 

Products/Services

  • Made a correction to the Products/Services sidebar names. Healthcare Portal and Healthcare Payer List will now be "Change Healthcare Portal" and "Change Healthcare Payer List" respectively. 
  • Corrected an issue with right clicking a link and selecting "Open Link in New Window", where this would not actually open a new window in error. 

References - Fee Schedules

  • Resolved an issue with the Fee Schedule Reference, where if you go into a fee schedule, and make an adjustment to a fee's Unit Fee, and then attempt to edit the name of that fee in the sidebar, MacPractice would unexpectedly quit.

Reports - Accounting/Financial

  • Addressed an issue with the Statement Sent report, where deleted statements could appear on the report in certain circumstances. 
  • Resolved an issue when running the Negative Adjustment report which was causing the Payment Applied date filter to not behave as expected.

Reports - Daily

  • Fixed an issue that was causing the Daily Summary report to display Contract Charges in error.
  • Addressed an issue that surfaced in 10.6 where the Posted Date Day Sheet's Production Total was deducting taxes in error. 

Reports - Marketing

  • Corrected an issue with the Patients By Portal Access report, where an appointment made and then deleted would still appear on the report if the appointment fit in the date range. 

Scheduling

  • Resolved an issue when toggling between Schedule and Patients Abilities, where the calendar view in the Schedule will resize to "fit to view vertically" in error. 

Scheduling - Online Scheduling

  • Resolved an issue when merging patients created via the portal, where the read only view of the potential account to be merged would allow changes to be made to the Clinical Tab in error. 

Scheduling - Recalls

  • Addressed a display issue when printing recall postcards from the Recall Report or from the Schedule, where the top of the print window displays extra space. 

Build 10.6.5-1

AutoRemind

  • Resolved an issue where if a patient is missing a phone type in their patient data, appointments won't synch appropriately with AutoRemind.

Build 10.6.4-2

eClaims

  • Made some template changes to resolve an issue preventing ID numbers from pulling in Eligibility.

Build 10.6.3-4

AutoRemind

  • Fixed an issue that was causing appointment notifications to be incorrectly sent at the wrong times.

Build 10.6.2-3

AutoRemind

  • Resolved an issue where AutoRemind could utilize large amounts of memory over time in error.

Build 10.6.1-13

Notes

  • Corrected an issue that occurred when updating to 10.6 or later where note templates could lose any images contained within them.

Scheduling

  • Resolved an issue when toggling between Schedule and Patients Abilities, where the calendar view in the Schedule will resize to "fit to view vertically" in error. 

Build 10.6.0-146

Dental - Restorative Charting

  • Addressed a display issue when charting Bridge/RPD from the Charting right-click menu, where "Crown Type" was cut off in error.
  • Corrected an issue where the "Highlight Settings" section in the Charting Options Menu (the Gear Icon in Restorative Charting) would cause charting graphics to vanish from the Restorative Charting view in error, necessitating a refresh.
  • Addressed an issue where the "Reset to Default" button in the Charting Options Menu (the Gear Icon in Restorative Charting) does not function as intended. 

Dental - Perio

  • Corrected a display issue in the Perio Settings window.

Digital Radiography

  • Adjusted the Image Editing window to utilize the default Apple Close and Refresh buttons. 

EHR

  • Adjusted the Additional Signature field in the Medications element to read Additional SIG as intended.
  • Addressed a display issue in the Goal element where field labels were cut off in error. 
  • Resolved an issue when adding an entry into the Goals and Instructions section, and then pulling an entry from the patient's chart by using the top right arrow, MacPractice would unexpectedly quit in certain circumstances. 

Forms

  • Corrected an issue that would cause an incorrect Account Name to pull into the Inventory Receipts Report in error. 

HL7

  • Addressed an issue connecting with the MedStrat X-Ray System. 

Inventory - Reports

  • Resolved an issue with the Inventory reports showing a start date of 88/88/8888 in error. 

Ledger - Charges

  • Adjusted the procedure date and to date fields in the payment window to better accept shorthand date entry, such as "06062018" to represent 06/06/2018. 

Ledger - Payments

  • Addressed a display issue in the payment window where the "Total Patient Portion" label and the "Apply to Patient Portion Only" checkbox would slightly overlap, causing the labels to be cut off in error. 
  • Corrected an issue in rare circumstances when applying cross-over insurance payments where if you changed the payer of that payment, you could theoretically post the payment again, causing balances to appear negative in error. 

Ledger - Treatment Plan

  • Corrected the payment column amount so when amounts equal something akin to 200.00, the decimal values for the cents would display. 

Managers - Charting Code Map

  • Corrected a text formatting issue in the Current Location section of the Charting Code Map view when selecting a folder six levels in. 

Menu

  • Adjusted the wording of the explanation when navigating to the File Menu > Export > Codes to be clearer. This function is intended for when an office has multiple locations and wishes to export their fee schedule to be transferred to the other office. 
  • Standardized wording in the File Menu > Retrieve Archived. Made some changes to clarify some items in this menu. 

Notes

  • Addressed an issue with pull fields for Periodontal Chart As Image and Periodontal Chart in Text pulling through blank when creating a patient note. 

Patients

  • Adjusted the buttons when updating an account's demographic information. Now, when the software asks whether you'd like to apply changes to other people on the account, the buttons will state either "Only Update This Patient" or "Update All Selected Person(s)" instead of the previously generic "Save" and "Cancel" buttons.

Patients - Clinical

  • Adjusted the behavior of the Vitals Time field alerts to state that it allows input for hours between 0-23 and minutes for 0-59 minutes. 
  • Corrected an issue with offices that have the "Archived" node turned on in the Patient Ability preferences. When attempting to view an archived patient's Clinical tab via the Archived node, the clinical tab would show the last unarchived selected patient in error instead. 
  • Addressed an issue with adding immunizations to a patient's record, where the manufacturer is not a required field in error. 

Preferences

  • Corrected a display issue that would cause the "User to receive online appointment notifications" preference selector to be cut off on the right margin in error. This preference is located in Preferences > Scheduling > Online Tab. 
  • Adjusted the name of the "Default Referral Type" Preference in Preferences > Patient Ability > General Tab to "Default Referral Category", as the prior name was erroneous. 
  • Made some corrections to the alert in Preferences > General > Preferences when saving preferences. Now the alert will state that this option saves the preferences to the database, and users will have an option to keep their current preferences or load those saved preferences the next time they launch MacPractice. 

References

  • Corrected an issue in the Office References node, where the Physical Location tab experienced several issues with inputting data. 

Reports - Accounting/Financial

  • Renamed the "Hide Patients" checkbox in the Accounts Receivable report to "Hide Accounts" to be more specific. 
  • Renamed the "Show Primary" and "Show Patients" in the Accounts Receivable report to "Show Primary Name" and "Show First Patient Name" to be more specific as to their function.
  • Resolved a display issue in the Accounts Receivable Report, where in the General Tab, the "Show Pending Write-Offs and Expected A/R" option is cut off when the MacPractice window is at the smallest allowable size. 

Reports - Scheduling

  • Addressed an issue in any of the Scheduling reports with Production or Treatment Balance, where the results for these columns would come up as 0, despite entering charges or treatments for that appointment in the Appointment Detail window.

Scheduling

  • Resolved an issue when toggling between Schedule and Patients Abilities, where the calendar view in the Schedule will resize to "fit to view vertically" in error. 

Build 10.5.0-137

Dental - Perio

  • Corrected an issue when toggling teeth to be missing or marking a tooth as extracted, where the same tooth will be missing from perio records prior to the extraction date in some situations. 
  • Resolved an issue that would cause the Perio Input Order to only use Default and Permanent tooth numbers instead of adjusting for whichever tooth numbering system is selected in Preferences > Localization. 

Dental - Restorative Charting

  • Fixed an issue where the tooth numbers were not marked in a black box when a DR image is associated with that tooth number in some circumstances. 
  • Corrected an issue that would cause some implants to not be charted on today's date in error. 
  • Addressed an issue when double clicking a Clinical Note in the Clinical Notes Table, where in rare circumstances all note text would appear to be struck out in error. 

Ledger

  • Corrected an issue when moving from the Dental Tab over to the Account Ledger in the Ledger Tab, where the Account Ledger would occasionally display blank in error. 
  • Addressed an issue when creating a negative adjustment in an account with multiple patients, where you cannot select a patient in the negative adjustment window.

Ledger - Print Menu

  • Resolved an issue when using the "Print Statement" option in the Claim Creation Window after posting a payment, that would result in only the charge reflecting on the Statement instead of including the payment in error. 

Managers - Bulk Insurance

  • Addressed an issue that would cause the Use EOB column in the bulk insurance window from operating as expected.

Managers - Claim Manager

  • Corrected an issue in the Outstanding Claim Manager where the Total Fee Amount in the lower right corner would not always match up appropriately in particular circumstances. 

Managers - ERA Manager

  • Addressed an issue that would cause changing the claim tied to an ERA to reset all payment information. 

Patients - Clinical

  • Made some adjustments to the Clinical Tab. Now the widgets will sort by descending date order (newest on top) by default. Furthermore, widgets should now remember how they were sorted last on a log out.

Reports - Accounting/Financial

  • Changed the name of the Finance Charge column in the Accounts by Financial Status report. This column was intended to indicate accounts that were exempt from Finance Charges.  

Reports - Clinical

  • Adjusted the Lab Results field so the AND and OR options are clearer. 
  • Corrected an issue in the Patient by Procedure and Diagnosis report's diagnosis code filter, where if the diagnosis code wasn't included amongst the first four codes on the charge, it would not appear in the search results. 

Reports - Daily

  • Addressed an issue with the Posted Date Day Sheet and the Posted Date By Month reports where the deposit amounts were not matching. 

Scheduling

  • Resolved some display issues with the schedule's resource columns. 

Build 10.4.0-78

Accounts

  • Adjusted the migration report behavior to ensure all adjustments have a detailed breakdown. 

Dental - Restorative Charting

  • Addressed an issue when using the quadrant buttons where the right click menu to chart a procedure will populate the quadrant menu options instead in error.

Dental - Perio 

  • Fixed an issue that would cause the perio entry order to not be honored in error.

Digital Radiography

  • Corrected an issue that would cause archived DR visits to appear in the Clinical Tab.

EHR

  • Resolved an issue that would cause procedures to appear in the EHR view that are not visible in the Clinical Tab of the Patient Ability.
  • Fixed an issue when trying to enter data into the Goals and Instructions element. 

Inventory

  • Addressed an issue that would cause a freshly created PO to not display multiple vendors upon first selection if available.
  • Fixed an issue that would cause a fee that had the unit type (Fixed / Units) changed to deduct multiple items when it is added to a patient's ledger in error.

Ledger - Print Menu

  • Corrected an issue that would cause bulk insurance payments printed on patient statements to have the incorrect appended claim creation date.
  • Resolved an issue that would cause MacPractice to unexpectedly quit in rare circumstances when trying to print a paper Medicaid claim.

Managers - Bulk Insurance

  • Fixed an issue with the Electronic Fund Transfer checkbox not staying checked after saving a new payment.

Patients - Patient Tab

  • Addressed an issue with the Appointments sub tab where sorting the Created or Last Updated columns was considering 2017 and 2018 the same year in error.

Patients - Account

  • Corrected an intermittent issue with the Last Payment Posted and Last Payment columns in the Account Tab's Balance table where  the dates would not display properly in error. 

Patients - Clinical

  • Addressed an issue with data entry formatting in the Vitals widget of the Clinical Tab. 
  • Resolved an issue with the Orders Widget in the Clinical Tab, where the "All" filter enabled, archived orders would appear in error. 
  • Addressed an issue with the growth chart age range selector in the Vitals widget where the selector wasn't displaying the correct values in error. 
  • Added an "Expand All" checkbox to expand all widgets in the Clinical Tab. 

Patients - Clinical - CCDA

  • Corrected an issue with Incidents being arranged in order by Posted Date as opposed to Procedure Date in error. 

Patients - Orders

  • Fixed an issue with the "Filter By Users" function in the Orders Tab, where if you have a patient selected that is not included in the filter, you cannot post an order in error. 

Preferences - Server Backups

  • Addressed an issue when a scheduled or manual backup is running, where a timeout error would eventually occur.

References - Insurance

  • Corrected an issue that would cause MacPractice to unexpectedly quit when trying to delete an insurance company reference from the Patients Ability.

Reports - Accounting/Financial

  • Resolved an issue with the Provider filter not working as intended with the Negative Adjustment report. 
  • Addressed an issue with the Earned Receipts report not reflecting changes made to the provider listed on charges in certain circumstances in error.
  • Fixed an issue with the Day/Month/Year report, where unapplied and partially applied payments were displaying as refunds in error.

Reports - Daily

  • Corrected an issue that would cause the daily report to never fully load in error.
  • Addressed an issue with the posted date day sheet report not reflecting unapplied write offs as expected. 

Build 10.3.4-5

Notes

  • Addressed an issue with pull fields for Periodontal Chart As Image and Periodontal Chart in Text pulling through blank when creating a patient note.

Build 10.3.3-2 

HL7

  • Addressed an issue connecting with the MedStrat X-Ray System.

Managers - Bulk Insurance

  • Resolved an issue with the Use EOB Columns checkbox in the Bulk Insurance Payment window not behaving as expected. Also corrected a slowdown issue while loading the EOB columns.

Build 10.3.2-24

Dental - Restorative Charting

  • Addressed a display issue when viewing clinical notes in the Clinical Notes Table in the Dental Tab, that would cause the text to appear differently when editing vs. viewing. 

EHR

  • Corrected an issue that would cause MacPractice to spin when creating a EHR form beyond the first in some circumstances.

Ledger

  • Adjusted the charge window so when a charge is tied to a claim or payment. Now you can edit the Procedure Category and the Lab field. 
  • Added Uncheck/Check All options to the Diagnosis fields to quickly uncheck or check all diagnoses pulled in from a patient's Problem List. 
  • Corrected a display issue in the Payment Window where applied payments were not appearing to impact the unpaid amount accurately. 

Ledger - Other Menu

  • Resolved an issue that would cause issued refunds to over-refund the amount in rare circumstances.

Managers - Bulk Insurance

  • Addressed an issue when posting insurance payments where the full fee amount was pulling into the allowed fields in error. 
  • Resolved an issue with the Use EOB Columns checkbox in the Bulk Insurance Payment window not behaving as expected. 

Managers - Statements

  • Corrected an issue where the Statements Manager settings were not retained after logging out in error. 

Notes

  • Corrected an issue that would cause MacPractice to unexpectedly quit when creating a note from any Note Template if the patient has a perio record in some circumstances. 

Patients - Clinical

  • Fixed an issue that would cause all end date fields to automatically populate with today's date in error. 
  • Added a new "Expand All" checkbox in the Clinical Tab, that will expand all widgets. 
  • Corrected the Clinical Tab so the End Date field does not automatically populate with today's date.

Reports - Accounting/Financial

  • Fixed an issue with the Earned Receipts report not updating when a provider to a charge was changed.

Reports - Daily

  • Corrected an issue with the Procedure Date Day Sheet report, where write offs weren't calculating properly in the Write Off column.
  • Addressed an issue with the Posted Date Day Sheet and the Posted Date By Month reports where the deposit amounts were not matching.

Reports - Scheduling

  • Resolved an issue with the Scheduling reports, that would cause a false error to occur when changing the end date field, then changing it back to today's date. 

Scheduling - Resources

  • Addressed an issue that would cause resource columns to appear squished when adding days to the schedule display in the small calendar. 

Build 10.3.1-40

Dental - Restorative Charting

  • Made some adjustments to make reading Clinical Notes in the Dental tab a bit easier. 

Inventory

  • Fixed an issue that would cause a fee that had the unit type (Fixed / Units) changed to deduct multiple items when it is added to a patient's ledger in error.

Ledger - Other Menu

  • Corrected an issue that would cause deleting a recently applied negative adjustment to artifically inflate the open amount and the insurance or patient portion columns in error. 

Managers - Bulk Insurance

  • Fixed an issue with the Electronic Fund Transfer checkbox not staying checked after saving a new payment. 

Patients - Clinical - CCDA

  • Corrected an issue with Incidents being arranged in order by Posted Date as opposed to Procedure Date in error. 

Reports - Accounting/Financial

  • Resolved an issue with the Provider filter not working as intended with the Negative Adjustment report. 
  • Fixed an issue with the Day/Month/Year report, where unapplied and partially applied payments were displaying as refunds in error. 
  • Addressed an issue with the Earned Receipts report not reflecting changes made to the provider listed on charges in certain circumstances in error. 

Reports - Daily

  • Resolved a loading error with the Accounts Receivable report loading with no filters enabled with large data-sets. 
  • Addressed an issue where the Posted Date Day Sheet report would split payments between providers in error in certain circumstances. 
  • Addressed some display issues with the total field when changing views in the Posted Date Day Sheet report. 

Reports - Insurance

  • Corrected a filter issue with the Payment Procedure Date filter in the Insurance Receipts by Plan Type report.
  • Addressed an issue that would cause modifiers to be missing from the Procedure Codes in the Insurance Receipts report. 

Reports - Production Analysis

  • Corrected an issue with the Count% field in the Production By Type. 

Build 10.3.0-162

Attachments/Images

  • Corrected an issue when saving an existing attachments, where the sidebar would select a different attachment in error. 

Bridges

  • Added a "Reset to Default" button in Preferences > Digital Radiography Bridges > Bridge Launch Folder. 

Dental - Restorative Charting

  • Corrected an issue when opening up a Clinical Note where the date and time stamp for when the note was created is not formatted properly.
  • Resolved an issue that would allow a user to chart a RPD or FPD that included upper and lower teeth in error. 
  • Addressed an issue where if you navigated to a prior date in the Dental Timeline, then used the quadrant buttons, you could chart procedures in error. 
  • Fixed an issue when deleting a charge with a connected clinical note from the Dental Tab, where the transaction would show as a deleted clinical note in the clinical notes table, but the note's contents were unaccessible in error.
  • Resolved an issue that prevented a user from setting a procedure date in the future when in the charting view on a treatment plan.

Dental - Perio

  • Fixed an issue in the perio comparison chart where Mobility was not displaying correctly. 
  • Resolved an issue when creating a new blank perio record, where an error would immediately generate indicating that you must select an incident.
  • Addressed an issue when creating a new perio record and using the "Pull Everything" option  wouldn't bring over Prognosis in error. 
  • Addressed an issue when creating a new perio record and using the "Pick Which Notation Points to Pull" to select the Abscess field wouldn't pull in Abscess in error. 
  • Corrected some display issues with the perio comparison chart when resizing the window. 
  • Resolved an issue that would cause a locked perio record to automatically add an A in the Attached Gingiva box of the highlighted tooth in error. 

Digital Radiography

  • Fixed a delay issue when retaking images or selecting a different box in a layout to re-take an image. 

Digital Radiography - Image Editing

  • Corrected an issue that would cause MacPractice to unexpectedly quit when applying presets or filters on occasion.

eClaims

  • Fixed an issue that would cause MacPractice to unexpectedly exit if you quickly change a eClaim status then double click that claim to bring you to that patient's ledger.

Forms

  • Corrected an issue that would mark Medicaid Patients as a Child instead of self on paper claims. 

Inventory

  • Resolved an issue that would cause MacPractice to unexpectedly quit when printing an Inventory Receipt in certain situations.

Ledger

  • Resolved an issue that would allow a user to unapply negative adjustments multiple times in certain circumstances in error. 
  • Corrected an issue when moving treatments from a treatment plan to the Transactions node, where if you create a new treatment and set a procedure date, the previously moved treatments will match the newly created treatment's procedure dates in error. 

Ledger - Other Menu

  • Fixed an issue with negative adjustment fields automatically populating with zeroes in error. 

Ledger - Payments Menu

  • Resolved an issue that would cause charges to display out of order in the payment window after creating an insurance payment. 
  • Addressed some behavioral issues when applying patient payments in certain situations with the "Apply to Patient Portion" checkbox unchecked. 

Patients

  • Resolved a date formatting issue with the Insurance End Date field. 

Patients - Clinical

  • Corrected an issue that would cause the right side of the Clinical Tab to not display information in the widgets properly.
  • Resolved an issue when clicking on a clinical item in EHR. (From Problem List, Smoking Status, etc.) The link would take you to the Clinical Tab, but not to the specific item that was clicked in error. 

Managers - Bulk Insurance

  • Corrected an issue when manually unapplying a payment amount in a bulk insurance payment, where the original ledger does not reflect these changes in certain circumstances. 

Managers - Collections Manager

  • Addressed an issue where negative adjustments to a patient's charges that was sent to collections doesn't impact the owed balance in Collections Manager. 

Managers - ERA Manager

  • Made a correction to crossover claims generated from ERA Payments when the "Create Dummy Claim" checkbox is enabled. These claims will remain Outstanding, instead of being posted as Paid/Closed.

Managers - Trace Payment Number

  • Adjusted the behavior of the payment date auto-formatting. 

Preferences - Server Backups

  • Resolved an issue with scheduled backups not starting as expected. 

References - Fee Schedules

  • Adjusted the tooltip for the MIPS checkbox in the Fee Schedule node. The tooltip was still referring to PQRS in error. 

Reports - Accounting/Financial

  • Addressed an issue with the aging balance table.

Reports - Server Backups

  • Adjusted the "reason" column so it doesn't cut off.

Reports - Clinical Quality

  • Corrected an issue that would intermittently cause the Clinical Quality Measure Report "Depression Remission at Twelve Months" to not populate correctly.

Reports - Measure Calculation - Summary of Care Measure

  • Resolved a denominator count issue in the Summary of Care Measure.

Reports - Management

  • Fixed an issue that could cause MacPractice to unexpectedly quit when copying and pasting text when in the Reports Ability.

Scheduling

  • Addresses an issue that would cause the Schedule to revert to the "fit to screen" view when switching abilities. 

Software Update

  • Corrected an issue that could cause the accounting migration process to run indefinitely when updating from Build 7.3 to 9.9 and higher in rare circumstances. 

Ticket Submission / Bubble Pop

  • When popping the bubble, you will now be required to select a response type (e-mail, chat, or phones). 

Build 10.2.0-148

Accounting

  • Resolved an issue that would prevent the user from printing the Migration Report. 

Database

  • Corrected an issue when restoring a backup from MacPractice Build 7.3 or older with EMR Data in certain circumstances. 

Dental - Restorative Charting

  • Addressed an issue with dental quadrant buttons selecting the reverse quadrants in error. 

Digital Radiography

  • Fixed a display issue when exporting an image where if you check the "Scale to Custom Size" option, the resulting fields for width and height clash with the window. 
  • Addressed an issue when a patient is selected and the user navigates to the Patients with Visits node, but then de-selects the patient. The Plus icon in the sidebar is greyed out in error. 
  • Corrected an issue when changing a DR image's Type, where if you immediately mouse over the image, the type is shown as blank in error. 
  • Addressed an issue when changing the Image Editing Stroke Color in Preferences > DR > Colors, where the changes don't take effect immediately. 

Digital Radiography - Image Editing

  • Resolved an issue with the magnifying tool not working as intended. 
  • Addressed an issue with the Contrast tool causing MacPractice to stop responding. 
  • Addressed an issue where after using the line tool to add some line annotations and then exporting the image, the image would not contain the annotations.

Digital Radiography - Importing Files

  • Corrected an issue with the default preset not being applied to imported images via an import folder, or to images dragged and dropped into the software. 

eClaims

  • Corrected an issue that would cause patient payments to multiply when applied to an charge with multiple diagnosis codes connected to it.
  • Fixed an issue with the Submission URL field in the Template Values node that would cause the selection of the field to drop when entering a character. 

EHR 

  • Addressed an issue with adding favorites to a patient's Problem List in certain circumstances.
  • Corrected an issue in the EHR ability where Favorites added from the All Tab in the Diagnosis code picker would not appear in the Favorites tab in error. 

EMR/EDR - Patient Forms

  • Resolved an issue with importing a 0.00 fee from a patient form with a billing element into a fee schedule, where if that fee already exists, a duplicate would be created in error. 

Ledger

  • Addressed an issue with insurance portions shifting over to the patient portion in error after an insurance payment was partially applied.
  • Addressed an issue when adding more than three charges with claims to a ledger, where if you create a new insurance payment, the charges are not in the same order as in the ledger in error. 

Ledger - Charges Menu - New Charges

  • Corrected an issue with tab behavior in the diagnosis fields when adding a second charge. 
  • Addressed a date formatter issue in the Admitted Date field, which would take the year entry for 2018 to mean 2020 in error. 

Ledger - Insurance

  • Resolved an issue that would cause charges to still assign a patient portion despite the "Assume 100% coverage for Patients who have no insurance plan configured" preference being enabled.

Ledger - Other Menu

  • Addressed an issue when unapplying payments for charges that have negative adjustments applied to them. This issue would cause the negative adjustment to linger. 
  • Corrected an issue where negative adjustment types would not appear clearly on the Ledger or Statements. 

Ledger - Payments Menu

  • Addressed an issue when posting insurance payments where the "Apply to Selection" option wouldn't apply the proper amount in certain situations.

Managers - Bulk Insurance Payments

  • Corrected an issue when searching for a patient in the bulk insurance payment window and then removing a payment portion, where the remaining balance would reset to the full amount in error.

Managers - Collections Manager

  • Addressed an issue when applying negative adjustments to a collections payment, that could cause a negative patient portion. 

Managers - ERA Manager

  • Resolved an issue with ERAs in the ERA Manager not fully loading in certain circumstances. 
  • Corrected an issue that would prevent crossover claims from being created after applying appropriate ERA payments. 

Patients - Clinical

  • Resolved an issue when using an Incident filter for a patient, and then attempting to load another patient. This issue would cause the Clinical Tab to not load the new patient properly.
  • Made a correction to the SPo2 field so it no longer converts numbers like "96" to "9.6".
  • Corrected an issue that would cause any Clinical Widgets on the right side of the Clinical Tab to not display their contents in error. 

Preferences

  • Addressed a display issue with the Provider/Office preference to "Show in Provider Pop Up Menus", where the order selected is not honored in the payment window.

Reports - Insurance

  • Corrected an issue with the Insurance Write-Offs report which was not capturing the write-offs by the claim date in error. 

Reports - Production Analysis

  • Addressed an issue with Production Reports missing the Allowed Column. 

Scheduling

  • Resolved a display issue where a patient's name would not appear on the schedule unless the appointment was selected. 

Scheduling - Recalls

  • Addressed an issue with dragging an appointment that is tied to a recall to the "To Reschedule", "Cancelled", and "Missed" nodes, then dragging the appointment back onto the schedule. This issue would erroneously generate an alert about the appointment already having a recall.

Scheduling - Transparencies

  • Corrected an issue that could occur after creating a repeating transparency with a Do Not Schedule Rue, and then deleting a single block, where the removed transparency would still be present and prevent scheduling.

Build 10.1.0-84

Digital Radiography - Importing Files

  • Resolved an issue with imported images appearing lighter than they actually are on High Sierra. 

Internet Ability

  • The Internet Ability has been renamed to "Products and Services". In addition, when you first click on the renamed ability for the first time, you will be taken to a Products and Services page. 

Preferences - Server Backups

  • Made an adjustment to how backups are written. Now, if there is no space for a backup to be created, no backup will be created. 

Reports - Insurance

  • Resolved an issue with the Insurance Receipts by Plan Type report that would cause MacPractice to unexpectedly quit.

Build 10.0.0-321

Accounting

  • Resolved a memory leak that could occur when running the Accounting Journal report for All Dates. 

Attachments/Images

  • Resolved an issue when importing attachments with a patient selected, where the attachment doesn't immediately associate to the selected patient. 

Dental - Restorative Charting

  • Resolved an issue with invalid keyboard shortcuts appearing in the Dental Timeline drop down menu.

Digital Radiography - Image Editing

  • Addressed an issue with the cropping tool when the flip and rotate tools have been used, where the result of cropping the image will revert the flip and rotation done in error.
  • Corrected an issue with applying Suni Layouts to images that was causing the images to rotate incorrectly. 
  • Corrected a display issue with preset names being cut off.
  • Corrected an issue that would impact filter settings when re-ordering them.
  • Fixed an issue when adding an Emboss image filter, where a "Shaded Material" filter would appear instead in the filter list in error.
  • Addressed an issue with resources in the sidebar not matching the resource data after a recent change, necessitating a log-out. 
  • Added a new feature with Image Editing filters that allows a user to selectively choose which filters are displayed, and the order they will be processed. With these changes, a user can configure their filters so only the ones they use will appear to streamline the image editing process. With this change, there should be a performance improvement when adjusting filters. 

EHR

  • Fixed a display issue in EHR where the "Active" filter button in the Allergies, Medications, and Problem List elements was cut off in error. 
  • Addressed some inconsistencies with the date formatter in text fields when tabbing out of fields.
  • Addressed an issue when deleting entry in date formatted fields by using Command+A or double clicking to select all entry that would prevent the entry from being deleted.  
  • Resolved an issue with adding problem list items when reconciling. 

iEHR

  • Re-implemented Auto-Logoff in the iEHR app. 

EMR/EDR - Patient Forms

  • Corrected a database error that could occur when adding or removing a immunization record to a patient.

Help Menu

  • Addressed an issue with the "Share Screen" option not always linking up to MacPractice Quicksupport properly. 

Inventory

  • Addressed an issue when deleting a model from an inventory item and then saving, where the save/cancel/don't save dialogue box would appear repeatedly. 

Ledger

  • Adjusted our integration with TransWorld (TSI) for OS Sierra and High Sierra to direct communication to the appropriate TSI server.
  • Corrected a display issue where unapplied payments would not be visible on the ledger. 
  • Addressed an issue that could occur when creating an insurance payment and not applying it to a charge, it auto-fills 0.00 into the payment entry for the associated charge in error. 

Ledger - Contract Billing

  • Addressed an issue that could cause a database error when printing a Contract Billing form. 

Ledger - Other Menu

  • Adjusted the Negative Adjustment window so unnecessary fields for a negative adjustment, such as Copay, EFT, and Deposit fields are not available.

Ledger - Payments Menu

  • Addressed an issue when posting a 0.00 insurance payment, where the payment doesn't appear on the ledger, despite being present in the database. 

Ledger - Print Menu

  • Resolved an issue where an SQL error would occur when attempting to print an Insurance Tracer in certain circumstances.
  • Fixed an issue with the Print Patient Payment option not honoring the date range set and behaving inconsistently. 

Ledger - Treatment Plans

  • Adjusted an alert that would appear when rebuilding a treatment plan that didn't change the estimate that didn't accurately describe what was happening.
  • Corrected an issue that would occur after a predetermination for a patient was entered, where the resulting treatment plan estimate wasn't taking write offs into account appropriately.

Managers - Bulk Insurance

  • Resolved an issue with unapplying bulk insurance payments not removing any write off or negative adjustments from the ledger. 
  • Addressed a performance issue with opening a bulk insurance payment from an insurance company with a large number of patients associated with it, especially when the "Use EOB Columns" option is checked. 
  • Fixed an issue with the bulk insurance manager where if you enter a bulk insurance payment, save an amount on a patient, then search for and edit a payment amount, the remaining balance would switch to the full check amount rather than the remaining balance.

Managers - Database Utilities

  • Addressed an error that could occur when running the "Remove Duplicate Procedure Codes" Database Utility.
  • Addressed a SQL error that could occur when running the Delete Archived Images/Attachment Records" Database Utility. 

Messaging

  • Added an alert when archiving messages that now warns that archiving the message will remove it from the Patient Portal.

Patients

  • Resolved an issue where MacPractice would unexpectedly quit in rare circumstances when saving a record. 

Patients - Clinical

  • Corrected an issue with entering notes into Allergies and then clearing all text in that Allergy's note, where an error message would occur regarding being unable to read the data due to incorrect formatting. This message is incorrect. 

Patients - Primary

  • Addressed a display issue with an advisory prompt when adding a new Insurance record on the Primary/Secondary tab and attempting to save without an Insurance Start Date entered, where the text wouldn't be formatted properly. 

References

  • Corrected an issue with Adjustment Types, where an unused Adjustment Type could not be deleted due to having existing ties. 

References - Insurance

  • Adjusted the wording on the "Sum the following..." sections in the Claims tab of the Insurance Company References to be a bit clearer. Also changed similar wording in the "Set Default Sum in CMS-1500 Box 29" Database Utility.

References - Users

  • Added a character limit to the Ext. field in Users > User Information.

References - User Group Privileges

  • Adjusted a Security User Group Privilege duplication. One of the "Unlock Record locked by another user" choices have been changed to "Unlock HIPAA Screen Lock by Another User". 

Reports - Accounting/Financial

  • Addressed an issue with the Earned Receipts report, where the date that shows when the report is exported displays as a cash value instead of the expected MM/DD/YYYY format. 

Reports - Insurance

  • Fixed an issue where write offs tied to posted ERAs were not pulling into the Insurance Receipts report properly. 

Reports - Scheduling

  • Addressed an issue with the No Next Appointment report not pulling patients with no appointments scheduled as intended.

Scheduling

  • Resolved an issue that would cause an archived patient to unarchive if the patient's appointment was opened then closed when the "Don't Delete Archived Patient Appointments" scheduling preference was enabled. 
  • Fixed an issue that would prevent the vertical scroll bar from appearing when using the Fit To View options on the schedule. 
  • Addressed an issue with recall colors not being used consistently throughout the schedule. Green should always indicate a tied recall.
  • Corrected an issue with adjusting the size of rows in the schedule.
  • Resolved an issue that would cause the schedule to flash empty for a moment when switching from an ability to the schedule. 
  • Addressed an issue that would cause MacPractice to unexpectedly quit in certain circumstances when saving appointments. 
  • Resolved a display issue when the time interval per block in Preferences > Scheduling > Calendar is set to 5 or 10, where the block lines appear to cut off the times in error.

Scheduling - Appointment Detail

  • Addressed an issue when MacPractice is in full screen when adjusting an appointment's type in the Appointment Detail window. This issue would cause the drop down menu to appear behind the appointment detail window and be inaccessible.

Scheduling - Find & On Calls

  • Addressed an issue where MacPractice would unexpectedly quit when creating a new On-Call record, setting a start and end date, tabbing out of those fields into the start time field and then clicking back on the start/end date fields.

Toolbar

  • Ability icons have been re-designed.

Build 9.9.10-1

HL7

  • Addressed an issue connecting with the MedStrat X-Ray System.

Build 9.9.9-17

EHR

  • Corrected an issue where in rare circumstances some Clinical items would not appear in the Patient's Clinical View, but are viewable when in the EHR Ability.

Patients - Clinical - CCDA

  • Corrected an issue with Incidents being arranged in order by Posted Date as opposed to Procedure Date in error.

References - Insurance Companies

  • Resolved a date formatting issue with the expiration date field in Plans Tab > Coverage.

Reports - Accounting/Financial

  • Addressed an issue with the Earned Receipts report not reflecting changes made to the provider listed on charges in certain circumstances in error.

Software Update

  • Addressed an issue that could cause the accounting migration process to run indefinitely when updating from Build 7.3 to 9.9 and higher in rare circumstances. 

Build 9.9.8-36

Digital Radiography

  • Addressed an issue when taking images with the capture button, then re-taking the image or selecting another layout box, where the interface doesn't behave as expected.

eClaims

  • Fixed an issue that would cause MacPractice to unexpectedly exit if you quickly change a eClaim status then double click that claim to bring you to that patient's ledger.

Inventory

  • Resolved an issue that would cause MacPractice to unexpectedly quit when printing an Inventory Receipt in certain situations.

Ledger

  • Corrected an issue that would occur when attempting to unapply a payment, where pressing cancel doesn't cancel unapplying a payment.
  • Resolved an issue that would allow a user to unapply negative adjustments multiple times in certain circumstances in error.
  • Fixed an issue with the procedure date of charges that were previously in a treatment plan changing to the next appointment date in error.

Ledger - Payments Menu

  • Addressed an issue when utilizing the "Apply to Selection" button where the payment will post the amount of the fee rather than the allowed amount in error.

Managers - ERA Manager

  • Addressed an issue that was prevent crossover claims from being created when the "create dummy claim" option is checked.

Managers - Bulk Insurance 

  • Resolved an issue that would cause long delays in the Bulk Insurance Payment window.

Managers - Collections Manager

  • Addressed an issue where negative adjustments to a patient's charges that was sent to collections doesn't impact the owed balance in Collections Manager.

Patients - Clinical

  • Corrected an issue that would cause the right side of the Clinical Tab to not display information in the widgets properly.
  • Resolved an issue when clicking on a clinical item in EHR. (From Problem List, Smoking Status, etc.) The link would take you to the Clinical Tab, but not to the specific item that was clicked in error.

Reports - Production Analysis

  • Resolved an issue that removed the Allowed column from Production Analysis Reports in error.

Ticket Submission / Bubble Pop

  • Removed the "Question" classification. If you have questions, you can use the "Problem" classification instead.

Build 9.9.7-15

Patients - Clinical

  • Addressed some minor spO2 formatting issues in the Vitals widget.
  • Corrected an issue when clicking an overdue preventative care alert in the Alerts widget of the Clinical tab. This issue would take you to the Patients tab in error.

Ledger

  • Resolved an issue that would cause charges to display out of order in the payment window after creating an insurance payment.

Build 9.9.6-33

Accounting

  • Corrected an issue that would prevent the user from printing the Accounting Migration report in the Accounting Ability.

Dental - Perio

  • Resolved an issue that would occur in rare circumstances where if you charted some notation points on a Perio Chart and then locked the chart, MacPractice would unexpectedly quit after issuing a database error.

Dental - Restorative Charting

  • Addressed an issue with dental quadrant buttons selecting the reverse quadrants in error.

Ledger

  • Resolved an issue that would occur with insurance estimating disabled when applying an insurance payment to a claim that will have a remainder ins. portion left after applying. This issue would cause the claim to still remain open in error. 

Ledger - Charges Menu

  • Addressed an issue with the Admitted Date field converting dates such as "01/29/2018" to auto convert to "01/29/2020" in error.
  • Corrected an issue in the New Charge window when tabbing from the Code field to the Diagnosis box, entering a diagnosis code, and then adding a new charge, where the cursor won't reset back to the Code box in error.

Ledger - Payments Menu - New Insurance Payment

  • Addressed an issue when entering 0.00 insurance payments on the ledger, where these payments would not appear on the ledger unless "Close Paid Claim" is checked.

Managers - Bulk Insurance Payments

  • Corrected an issue when searching for a patient in the bulk insurance payment window and then removing a payment portion, where the remaining balance would reset to the full amount in error.

Managers - ERA Manager

  • Made a correction to crossover claims generated from ERA Payments when the "Create Dummy Claim" checkbox is enabled. These claims will remain Outstanding, instead of being posted as Paid/Closed.

Patients - Clinical

  • Resolved an issue when using an Incident filter for a patient, and then attempting to load another patient. This issue would cause the Clinical Tab to not load the new patient properly.

Scheduling

  • Addressed an issue with resizing schedule rows.

Scheduling - Transparencies

  • Corrected an issue with repeating transparencies with a "Do Not Schedule" rule applied, where if you delete a transparency block, the database will still retain a record of that block, preventing scheduling over this invisible block.

Build 9.9.5-10

Accounting

  • Resolved an issue with unapplied bulk insurance payments not being factored in when running the Accounting Migration report. This issue would also cause MacPractice to unexpectedly quit when running the Accounting Migration report.

Ledger - Payments Menu - New Insurance Payment

  • Addressed an issue that could occur when creating an insurance payment and not applying it to a charge, it auto-fills 0.00 into the payment entry for the associated charge in error.

Patients - Clinical

  • Corrected an issue with entering notes into Allergies and then clearing all text in that Allergy's note, where an error message would occur regarding being unable to read the data due to incorrect formatting. This message is incorrect.

Reports - Accounting/Financial

  • Addressed an issue with the Earned Receipts report, where the date that shows when the report is exported displays as a cash value instead of the expected MM/DD/YYYY format.

Reports - Clinical Quality Measures

  • Updated CQM Reports to match CMS's annual updates.
  • This change will also require updating the Reference Concept Database (RefCon). The RefCon update is available on MacPractice's Download Site. You'll need your serial number, and you should install the RefCon at a time when no users are actively using MacPractice. For questions on this topic, or if you'd like assistance, please contact MacPractice Support.
  • Resolved an issue regarding an error that would occur when running a CQM report with  date ranges set to 2010-2011 in certain circumstances. This situation should never occur in real usage.

Build 9.9.4-1

Ledger

  • Corrected a display issue where unapplied payments would not be visible on the ledger.

Build 9.9.3-15

EHR

  • Addressed some inconsistencies with the date formatter in text fields when tabbing out of fields.

Ledger

  • Adjusted our integration with TransWorld (TSI) for OS Sierra and High Sierra to direct communication to the appropriate TSI server.

Managers - Database Utilities

  • Addressed an issue with the move patient database utility that would prevent payments from moving over to the new account in some situations.

Reports - Management

  • Made some adjustments to the history report to further detail changes made to the ledger.

Patients - Clinical

  • Corrected an issue that would cause MacPractice to unexpectedly quit when editing a family history, saving, and then re-editing that same family history.

Build 9.9.2-28

Patients - Clinical

  • Addressed a display issue with the Immunizations, Allergies, Vitals, Patient Education, and Family History widgets in the Clinlcal Tab. These widgets should now display properly.

Build 9.9.1-120

Reports - Measure Calculation

  • Adjusted an alert when running Measure Calculation reports for MU Modified Stage 2. This alert would erroneously state that Modified Stage 2 can only be used for the years 2015, 2016, and 2017. Medicaid offices will still need to attest to Modified Stage 2 in 2018.

PHI Portal

  • Resolved an issue with submitted demographic corrections. If a correction had been submitted with no DOB filled, the generated Order for the correction had a DOB correction of 12/31/1969 in error.

Build 9.9.0-18

Accounting

  • Addressed an issue with payments entered and saved without a deposit account associated with them. These payments would not display in the Bank Account ledger in the Accounting Ability.

Database Update

  • Made some adjustments to the update window when updating MacPractice's database. Text should no longer be cut off in this window.

Dental - Restorative Charting

  • Resolved an issue that would prevent editing a clinical note by double clicking the note and using the "Make Changes" link. This issue did not impact editing directly from the clinical notes table.

Dental - Perio

  • Standardized language for "Clinical Attachment Loss" between viewing a perio record and comparing a perio record.

Digital Radiography

  • Addressed an issue when changing Thumbnail colors in Preferences > DR > Colors > Thumbnails where the changes would not reflect until restarting MacPractice. Now they will take effect immediately.

EHR

  • Resolved an issue when restoring a database where patient forms with unbilled charges would not always be restored.

Ledger

  • Implemented a log in check that will evaluate your ledger data when logging into MacPractice after an update, and if any inconsistencies are found, this will create a support ticket for our representatives to assist in correcting any issues found by this check.
  • Addressed an issue with an invasive error prompt when editing write off amounts when posting insurance payments that are greater than the allowed amount.

Ledger - Incidents - Contract Billing

  • Adjusted the Payment Plan window's layout to improve readability.

Ledger - Other Menu

  • Addressed an issue that would prevent a comment from opening until you create another comment.

Ledger - Print Menu

  • Adjusted the behavior of claims in the ledger. Prior to this change, claims would display a "rec'd" amount (received amount) of 0.00 if no payment was applied to the claim's charges. Now, if no payment is applied, the "rec'd" amount will not be displayed to improve clarity.

Ledger - Payments Menu

  • Addressed an issue when tabbing between fields when posting a payment.

Managers - ERA Manager

  • Resolved an issue in the ERA Manager where write off amounts were not automatically calculating in the payment window. 

Patients

  • Adjusted the patient search dialogue box to include the middle initial to better distinguish between patients.

Patients - Clinical

  • Corrected an issue that would pop up an ominous error warning about permanently deleting an item. This would occur when you press Command-Delete (Backspace) in the Clinical Tab and then clicking on an item. This error, if encountered, had no actual impact. 
  • Addressed an SQL error that would occur when deleting a pre-existing immunization record.

Patients - Patient Tab

  • Fixed an issue where if a patient has two races selected in the Race/Ethnicity sub-tab, checking "Declined to Specify" and clicking "Delete" in the subsequent pop-up would cause MacPractice to unexpectedly quit.

Patients - Orders

  • Resolved an issue with billed charges from EHR where the Orders ability was not pulling the Encounter Diagnoses in the intended order.

Preferences - Server Backups

  • Fixed an issue that would, in rare circumstances, cause backups to never complete.

Reports - Accounting/Financial

  • Corrected an issue with Accounting/Financial reports that would prevent links from working as intended.

Reports - Daily

  • Fixed an issue with the Daily A/R report intermittently pulling the prior day's information.
  • Corrected an SQL error that would occur when running the Daily Summary report. 

Scheduling - Appointment Detail window

  • Resolved an issue when opening and closing the advanced view with a single patient selected, where the patient and appointment lock wouldn't clear when re-opening an appointment in certain circumstances.

Scheduling - Printing

  • Addressed some issues when printing the Schedule on both Sierra and High Sierra.
  • Fixed an issue with printing the Text Schedule, where if Current Patient is checked, then the print window is closed then opened again, Current Patient will still be checked, but multiple patients will be visible.

Scheduling - Transparencies

  • Resolved an issue that would prevent Transparencies from being placed on a new Resource.
  • Addressed a text formatting issue when creating custom repeatable transparencies. 

Timeclock

  • Corrects some graphical issues when scrolling in the Time Clock Ability.

Unclassified

  • Updated several date fields to adjust the date formatter. 01/01/18 will now be converted to 01/01/2018 instead of 01/01/1918.

Build 9.8.1-2

EHR

  • Addressed an issue with the Problems List in EHR when adding new diagnoses where it wasn't registering a change was made, thus not allowing the user to save the newly added record appropriately when the "Is Verified" checkbox is checked.

Ledger

  • Addressed an issue that would prevent insurance payments from unapplying.
  • Resolved an issue with negative portions appearing after applying cross over insurance payments.

Ledger - Charges Menu - New Charges

  • Resolved an issue that would cause duplicate referrals to be created from the new charge window using a particular workflow.

Patients - Clinical

  • Implemented the ability to zoom in and out on the Clinical Tab by using Command + and Command - keyboard combinations.

Reports - Accounting/Financial

  • Addressed an issue that would cause an error to occur when running the Accounts Receivable report with the "Show Last Statement Date" filter enabled.

Build 9.7.6-3

Installer

  • Addressed an issue that would occur when installing an update for MacPractice, where a user would not be able to log into the iPad or iPhone interfaces afterwards without intervention from Support.

Patients - Clinical

  • Adjusted the fields in the Vitals widget of the revamped Clinical Tab for height to allow for more than 3 characters. This will allow the user to express half-inches appropriately.
  • Addressed an issue that would cause MacPractice to unexpectedly quit when interacting with Clinical widgets in rare circumstances.

Build 9.7.5-3

Attachments/images

  • Addressed an issue when changing an attachment's type from the Attachment Type node, where a looping repeating prompt would attempt to assign a patient to that attachment in error.
  • Addressed an issue when dragging a file into attachments with a patient selected, where MacPractice would prompt the user to select the patient again in error.

Database Restore

  • Resolved an issue that would cause a Database Restore to never completely finish in rare circumstances.

Digital Radiography

  • Addressed an issue when editing an image's tooth numbers and saving valid data before tabbing to the next field, where in certain circumstances an error would appear claiming the entry was invalid.
  • Fixed an issue where if you navigate to Preferences > Digital Radiography > Export Layouts, the Layouts wouldn't display in error.
  • Resolved an intermittent issue where MacPractice would occasionally unexpectedly quit when discarding changes made to an image's tooth numbers.

Patients - Clinical

  • Addressed a display issue with the Immunizations, Allergies, Vitals, Patient Education, and Family History widgets in the Clinlcal Tab. These widgets should now display properly.

Patients - Orders

  • Corrected an issue that would cause MacPractice to unexpectedly quit when entering data into the long description field after adjusting the short description, provider, and incident fields.

Patients - Primary

  • Addressed an issue with the date formatter in an Insurance Company reference underneath Plans > Coverage Tab, where the start and end dates would auto-format to the year 2020 in error.

Preferences

  • Removed the new Telecoms Preference category, as it is no longer necessary.

Reports - Measure Calculation

  • Adjusted an alert when running Measure Calculation reports for MU Modified Stage 2. This alert would erroneously state that Modified Stage 2 can only be used for the years 2015, 2016, and 2017. Medicaid offices will still need to attest to Modified Stage 2 in 2018.

Build 9.7.4-4

Patients - Clinical

  • Resolved a memory leak in the Clinical Tab. 

Scheduling

  • Resolves an issue when clicking an overlapping appointment and then opening another appointment, where no information would appear in the appointment detail window.

Scheduling - Find & On Calls

  • Addressed an issue where MacPractice would unexpectedly quit if you create a new on call record, tab over to the start time, then select either the start or end date fields.

Managers - Database Utilities

  • Addressed a date formatter issue in several database utility date fields.

Help Menu

  • Adjusted the behavior of the "Request a Billing Service Quote" feature. This option will now pull information from your Insurance Receipts Reports in MacPractice to give a more accurate quote. This information is only pulled when requesting a Billing Service quote. 

Build 9.7.3-9

Dental - Restorative Charting

  • Addressed an issue that would prevent the user from editing a pre-existing clinical note.

Digital Radiography - Image Editing

  • Addressed an issue with the Sharpen Luminance filter. This filter was not displaying the same results on Sierra and High Sierra. This is now resolved.

eClaims - Claim Data Creation

  • Addressed an issue that would occur when sending Secondary claims, where the Plan Type for the Primary insurance doesn't pull correctly with no plan set.

EMR/EDR - Patient Forms

  • Addressed an issue with read only access that would prevent the user from accessing any of their patient forms.

Ledger

  • Resolved an issue that was causing payments to show a negative amount when unapplying a payment and then re-applying that payment with a particular workflow.

Patients - Clinical

  • Resolved an issue that would cause an error when navigating to the Clinical Tab in some situations.
  • Addressed an issue when running a Report, then clicking on a patient name from that Report, where the Clinical Tab would not load that linked patient's data in error.
  • Fixed a typo present in the "Smoking Status" widget. We're now recording whether Counseling was offered, rather than Conselling.
  • Adjusted the Vitals widget to ensure entered data is visible at a glance from the Clinical Tab.
  • Fixed an issue that would prompt a bizarre error prompt to appear if you press Command-Delete (Command-Backspace).
  • Resolved an issue that would cause an SQL error when deleting immunization records.
  • Addressed an issue that would prevent allergy alerts from showing when the Coding Preferences for Allergies is set to RxNorm in Preferences > Coding > Allergies.

Scheduling - Print

  • Addressed an issue where the graphical schedule print view is cut off when printing more than one resource.

Scheduling - Transparencies

  • Resolved an issue that would cause transparency blocks to not save in a given resource column, necessitating a restart of MacPractice to behave normally again.

Server Backups

  • Resolved an issue that would cause backups to run indefinitely without finishing in certain rare circumstances.

Timeclock

  • Addressed a display issue with column text in the Timeclock view not behaving as expected on High Sierra.

Unclassified

  • Made some adjustments to our automatic date formatter. When typing in the two number shorthand for a year (for example, 01/01/18), previously this would default to 1918. This will now be the shorthand for 2018.

Build 9.7.2-2 

Digital Radiography

  • Corrected an issue that would cause an image to be fully zoomed in when opening it in full screen.

ePrescribe

  • Addressed an issue that would cause the Date of Birth to not pull properly into NewCrop.

iPad/iPhone Interface

  • Adjusted some MacPractice behavior to better facilitate communication between MacPractice and the iPad/iPhone Interface.

Patients - Clinical

  • Resolved an issue that cause an error to occur when adding a new preventative care item in the Clinical Tab.
  • Addressed an issue with the sorting of Preventative Care Measure items in the Clinical Tab. If a Preventative Care Measures is created for a patient that has a Next Visit date set, the Clinical tab would sort the Preventative Care item by that Next Visit date instead of the date the item was created.

Build 9.7.1-3

New Feature - Revised Clinical Tab

  • New in MacPractice Gen 9 Build 9.7, we've revamped the Clinical Tab in the Patients Ability. The new layout will now allow a user to customize how the Clinical Summary displays, and significantly alters the workflow of the Clinical Tab. For more information, check out our Knowledge Base article on the new Clinical Tab!

    Screen_Shot_2017-09-21_at_4.04.55_PM.png

Dental - Restorative Charting

  • Corrected an issue when using the keyboard shortcut Command-N to add new charges. This issue would cause this shortcut to not work correctly occasionally.
  • Made some adjustments to the charting menu.

Dental - Perio

  • Resolved an issue that would cause MacPractice to unexpectedly quit when accessing perio records with no assigned hygienist.

Digital Radiography

  • Fixed an issue when logging out of an user account with all privileges while working in Digital Radiography, then back in with a user account with just viewing permissions. When logging back in, the layouts would be distorted and visually incorrect. This is now resolved.
  • Addressed an issue where some tooltips would display, regardless of the Preference setting to disable tooltips.
  • Resolved some High Sierra related stability issues in Digital Radiography.
  • Addressed an issue that could cause MacPractice to unexpectedly quit when selecting all thumbnails using Command-A in rare circumstances.

eClaims

  • Added the ability to double click an eClaim to take you to that claim in the patient's ledger.
  • Resolved an issue with claim validation when the relationship "Stepson", "Stepdaughter", or "Adopted Child" are used. This will now be communicated properly.

EHR

  • Addressed a resizing issue with the family history window in EHR.
  • Made some adjustments to an alert when attempting to delete an incident with an associated EHR patient form. This alert should now be much clearer.
  • Adjusted the Duration field in an Rx element. It should no longer be editable after syncing entered data with NewCrop.
  • Corrected some intermittent issues with Immunizations fields not saving "Ordered By", "Administered By", or "Office" when "None" is selected.
  • Resolved an issue with an Rx Element that would prevent saved entries from synching up with ePrescribe after saving a prescription than altering the Form field.
  • Resolved an issue that occurred in 9.5 where the allergy alert when prescribing something on a patient's allergy alert would not appear as expected.
  • Corrected an issue that would prevent SNOMED code descriptions from appearing properly.

EMR/EDR - Kiosk

  • Disabled the menu options for new/delete/duplicate record(s) when using the Kiosk.

ePrescribe

  • Resolved an issue where all patients with no gender selected would default to female.

Ledger

  • Addressed an issue with crossover claims where if the primary insurance is paid, the next payment created with default to that primary insurance and not the crossover claim.
  • Resolved an issue when using the Command-N keyboard shortcut to add charges to a ledger twice in a row.
  • Corrected an issue that would cause MacPractice to unexpectedly quit when re-ordering diagnoses in the New Charge window.

Ledger - Other Menu

  • Resolved an issue that would allow a user to repeatedly unapply negative adjustments in error. This would only impact the total value at the bottom of the ledger.

Ledger - Treatment Plan

  • Corrected an issue with dragging and dropping treatments between phases.

Ledger - Payments

  • Corrected an issue that surfaced in Build 9.5.1 where if you created an insurance payment, set an amount, applied the amount to a charge, and then changed the total amount, no warning would be presented but the user would not be able to change fields.

Managers - Bulk Insurance Payments

  • Resolved an issue when deleting multiple bulk insurance payments that would potentially cause MacPractice to quit unexpectedly.

Managers - Codes Manager

  • The 2018 ADA codes have been added to Codes Manager.

Managers - ERA Manager

  • Resolved an issue where MacPractice would unexpectedly quit or behave erratically after posting an ERA, then navigating to and from the Patients Ability in certain circumstances.
  • Provider Level Adjustments are now available for ERA Payments.

Managers - Collections Manager

  • Addressed some display issues in the Collection Manager when resizing columns.

Messaging

  • Resolved an issue that would cause MacPractice to unexpectedly quit in rare circumstances when checking if the practice has completed the vetting process.

Patients - Clinical

  • Resolved a minor issue that would cause multiple save prompts to appear during certain workflows.
  • Addressed an issue when checking the "No Significant Family History" option in Family History. The checkbox would not remember if it were checked or not when navigating away and back.
  • Corrected an issue that was causing problems when saving SNOMED codes to a patient's Problem List.

Patient Portal

  • Missed, Cancelled, and To Reschedule appointments are now reflected on the Patient Portal correctly.
  • We've added the ability to send attachments to patients via the Patient Portal! If a patient receives a message with an attachment, a flag will appear by the message.

References - Referrals

  • Adjusted an alert when changing a Referral category.

References - Users

  • Addressed an issue where if you added a user photo to the Default user record, and then created a new user record, the photo would not pull to the new user record.
  • Resolved a minor issue where if you had "Is Provider" and "Is Hygienist" checked, then unchecked "Is Provider", the other option would uncheck automatically in error.

Reports - Daily

  • Adjusted columns with the name "Number" to "Account Number" to improve clarity.
  • Resolved an issue where the Insurance Carrier information would not pull onto a printed deposit slip in error.

Reports - Scheduling

  • Addressed an issue with the Appointments By Date report that was causing the results to include rescheduled appointments in error.

Rx

  • Corrected an issue with pulling data from NewCrop.

Schedule

  • Addressed an issue with expanding an appointment block by dragging and dropping the margin to the desired size.
  • When opening up the Schedule for the first time on a blank database, MacPractice will now immediately prompt the user to add a Resource.
  • Resolved an issue when scheduling an appointment that falls just outside the current Schedule View. After the alert warning that would appear as normal, clicking the Schedule View would be unresponsive.
  • Resolved a High Sierra issue where the arrow keys would do the opposite thing. Pressing up would move the schedule down, etc. Told MacPractice that opposite day was now over.
  • Addressed an issue where MacPractice would unexpectedly quit when copying and pasting appointments in rare circumstances.
  • Addressed an issue that would cause MacPractice to unexpectedly quit if you had two MacPractice windows open and working in the schedule at the same time.
  • Corrected an issue that would cause the scheduling navigation buttons to not appear as expected in certain situations.
  • Adjusted an alert that would appear when using the "Hide the Following Days" preference in Scheduling > Calendar function, that would mistakenly explain that the day wasn't visible due to a Resource not being active in error.

Schedule - Recalls

  • The "Set Recall" Function, accessible by right clicking an appointment, has now been renamed to "Tie Recall", to clarify what this function actually does. It is used to tie an appointment to an existing recall.
  • Resolved an issue when rescheduling appointments tied to a recall. 
  • Addressed an issue where if you had a recall selected in the sidebar, and then created an appointment, the created appointment would not be tied to the recall by default in error.

Schedule - Resources

  • Fixed an issue with re-ordering Resources.

Schedule - Online Scheduling

  • Addressed an issue that could occur when merging newly created patients with an appointment, where an inaccurate error message would appear stating that the patient was inactive or archived.

Schedule - Transparencies

  • Resolved an issue with the "Allow Selected Procedures" rule, where if you opened up this appointment and used the Advanced View to access and add procedures to a treatment plan, MacPractice would not prevent this behavior or alert the user that this behavior was disallowed. 
  • Resolved some transparency display issues that would rarely occur.
  • Addressed an issue with text entry in the notes sections on a Transparency Type not wrapping as intended.

Server

  • Added an indicator to alert the user if there are WAMP issues that would be resolved by a restart of the server computer.
  • Implemented several stability fixes throughout miscellaneous abilities in MacPractice.

Build 9.5.5-3

eClaims - Claim Data Creation

  • Resolved an issue when sending a secondary claim, where the plan type for the Primary Insurance does not pull through correctly if there is no plan set.

Ledger

  • Resolved an issue that was causing payments to show a negative amount when unapplying a payment and then re-applying that payment with a particular workflow.

Build 9.5.4-4

Digital Radiography

  • Corrected an issue that would cause an image to be fully zoomed in when opening it in full screen.

Forms

  • Resolved an issue in Care Slips where deleted procedures would somehow be pulled when creating a Care Slip form.

Ledger - Payments Menu 

  • Resolved an issue where write offs were not being calculated as expected, despite the "Auto-Calculate a write-off when Provider Participates with a carrier" preference being active.
  • Addressed an issue when creating a new patient payment where "0.00" is pre-entered into the amount field.

Managers - Codes Manager

  • The 2018 ADA codes have been added to Codes Manager.

Build 9.5.3-4

Managers - ERA Manager

  • Resolved an issue that would cause MacPractice to unexpectedly quit when opening a claim, then attempting to re-open that claim.

Server

  • Corrected an alert that would occur warning the user that MacPractice did not support the current macOS in error. This would occur on macOS Sierra and High Sierra.

Build 9.5.2-2

Accounting

  • Resolved an issue with partially applied insurance payments where the unapplied amount would not appear in the Accounts Receivable report or Statements Manager properly.

Digital Radiography - X-ray Devices 

  • Addressed some issues with smaller screens and the Layout and Sensor pop-ups. The Intra, Pan, and Ceph buttons would not be visible or would be only partially visible. This is now corrected.

Managers - Bulk Insurance Payments

  • Addressed an issue after updating to Gen 9, attachments on bulk insurance payments appeared to be gone. This is now addressed. All attachments that had vanished should now be present and no longer will be playing hide and seek.

PHI Portal

  • Resolved an issue with the Patient Portal displaying appointments regardless of their status.

Scheduling

  • Fixed an issue when right clicking appointments and then attempting to create a new appointment by left clicking and dragging over an empty space. This behavior would attempt to re-schedule the right-clicked appointment to the empty space in error.

Build 9.5.1-6

Attachments/Images

  • Addressed an issue that would cause a "Please fill out the Patient field" prompt to appear when saving an attachment. The Patient selector would appear, and after a patient was selected, the error would appear.

Dental - Restorative Charting

  • Addressed an issue that would cause annotations to not display as intended.

Digital Radiography

  • Resolved a memory leak issue when loading visits in Digital Radiography.

Digital Radiography - Image Editing

  • Added a preference to disable tooltips in Digital Radiography.

iEHR

  • Several stability fixes have been incorporated.
  • Adjusted the default diagnosis search type to ICD10 instead of SNOMED.

Ledger - Payments Menu

  • The "Apply To All" button in the Payment Window is now hidden by default. You can re-activate this button by navigating to Preferences > Ledger > Payment > Insurance Payment.
  • Resolved an issue that would cause an erroneous "Overpayment Alert" when applying a write off before the insurance payment amount.
  • Addressed an issue that would cause a 0.00 insurance payment applied to an insurance claim to unapply any patient payments applied to a connected charge.

Ledger - Print Menu

  • Resolved an issue that would prevent the tooth and surface numbers from pulling onto an ADA claim form if the charges present were originally created as a treatment and then moved over to the ledger. 

Patients - Clinical

  • Addressed an issue that would prevent code mapping allergies.

Preferences

  • Adjusted several alerts that would appear when forms weren't set in Preferences > Forms to more accurately describe the problem and indicate what action the user needs to take to resolve the issue.

Preferences - HL7

  • Resolved some display issues in certain circumstances.

References - User Group Privileges

  • Adjusted Inventory Privileges. There is now a group privilege "Create/Edit Inventory Items" that will control whether a user can create or edit inventory items.

Reports - Insurance

  • Procedure Code modifiers now display in the Insurance Collections Report.

Schedule

  • Addressed a schedule display issue when using High Sierra, where the schedule would flip upside down.
  • Resolved an issue where disabled resources in High Sierra could not be re-enabled.
  • Corrected an issue that would prevent selecting an appointment if it was scheduled over an appointment set to 'Missed'. This would also prevent the user from using the right click menu to navigate to the appointment scheduled in this way.
  • Addressed an issue on High Sierra where if you dragged an appointment or transparency block outside of the MacPractice window, the image of the appointment block would become so small that it would become very difficult to accurately place that block on the schedule.

Build 9.4.1-4

Fixes

Dental - Perio

  • Resolved an issue that would surface in certain circumstances when selecting a tooth in a Perio chart where the clinical table does not always reflect the procedures done on the selected tooth.
  •  Addressed an issue when selecting teeth in a Perio chart.

Dental - Restorative Charting

  • Corrected an issue that would cause MacPractice to stall when drawing specific chartings on tooth number 8 in a very particular set of circumstances.

Digital Radiography

  • Fixed an issue where you were able to delete records in the "Patients With Visits" node in error.

Digital Radiography - Image Editing

  • Addressed some display issues with the full screen image editor view. 

eClaims

  • Addressed an issue when checking eligibility where if you had multiple MacPractice windows open, an eligibility window would pop for each open MacPractice window.

EMR/EDR - Patient Forms

  • Corrected an issue that would cause MacPractice to unexpectedly quit when the "Start with data recently updated for that patient" Preference in EMR/EDR Preferences is enabled.

EHR

  • Resolved an issue where if you had an RxNorm allergy and a FDB allergy active, a blank code mapper window would appear when attempting to map the proper code.
  • Corrected an issue that would cause re-ordering diagnosis codes to not save the order properly.
  • Searching in the Section Builder sidebar should now filter down based on search terms correctly now.

Ledger

  • Fixed an issue that would cause MacPractice to unexpectedly quit when dragging and dropping tge Default patient records or any searched patient records in the Find... node.
  • Resolved an issue that would prevent a newly made Treatment in the Advanced View of a new appointment from associating said treatment to the appointment.  

Managers - Statements

  • Disabled the "Send Statement as Test" option. This was only used in conjunction with eStatements, and was intended as a diagnostic tool to be used by MacPractice Support.

Managers - Ledger Audit Trail

  • Added a notice indicating that the information contained in the Ledger Audit Trail is now only for legacy purposes. The Accounting Ability covers the same material that the Ledger Audit Trail could be used for.

Menu

  • Resolved an issue when exporting codes to the same folder where the exported codes would overwrite any previously exported codes to the same location.

Notes

  • Resolved an issue with importing Note Templates built inside an older build of MacPractice.
  • Corrected some issues with Perio pull fields in the Notes Ability.

Patients

  • Addressed some complications that could arise in the Patients ability when resizing the window.
  • Disabled the Jive integration call buttons if there is no phone number entered.

PHI Portal

  • Addressed an issue that would allow freshly added portal users from the same MacPractice account to have "Self" set to Relationship to this Patient in error.

Preferences

  • Addressed some window display and resizing issues in Preferences > HL7/Immunizations.

Preferences - eStatements

  • Moved the eStatement form selection to eStatement Preferences, and restricted it. A MacPractice Support representative will now be required to change this field. This change is to prevent accidental configuration changes that impact how eStatements are sent.

References - Users

  • Expanded the "Other Fields" in References > Users > Providers Tab > Additional Credentials Tab to accept more than 20 characters.
  • Added a prompt when duplicating a User Group. MacPractice will now ask whether you want to use the same privileges as the duplicated User Group, or whether you want to use the Default record.

Reports - Daily

  • Resolved an issue that was preventing the Total Payment Amount in the View All view of the Posted/Procedure Date Day Sheet from displaying.

Reports - Scheduling

  • Added a "None" option when Printing Postcards in order to prevent actual postcard printing in lieu of AutoRemind follow ups.

Rx

  • Adjusted the behavior of the Rx ability with an expired serial. You can now print existing Rx, but cannot create new ones if your MacPractice license is expired.

Scheduling

  • Addressed an issue that would cause deleted appointments from the To Reschedule node to reappear. 
  • Addressed a display issue where in certain circumstances, appointment blocks were only displaying the first name of the patient in error.

 

Build 9.3.2-3 

Fixes

Overall

  • Stability fixes were implemented for many areas of the software to address issues that had surfaced in the latest beta versions.

Attachments/Images

  • Corrected an issue where a user could potentially add an attachments to the Attachments Ability without the corresponding User Group Privilege enabled with a particular workflow.

Dental - Restorative Charting

  • Addressed an issue when charting a defective restoration over a surface restoration would cause a display issue.
  • Corrected an issue that would cause tooth conditions to retain the incorrect date on the Dental Timeline.

Dental - Perio

  • Corrected an issue where in rare circumstances, the quadrant buttons would display on a Perio chart in error.
  • Addressed an issue when locking perio records where there was no indication that the record had been locked unless you switched ability or patient and then returned to the locked record.

eClaims

  • Removed the SFTP checkbox, as this is no longer required.
  • Made a change to the eClaims template lock, so if you navigate away from a template and back, the lock will have re-locked.  

Ledger

  • Resolved an issue that would cause MacPractice to unexpectedly quit when a negative adjustment of 0.00 was posted, and then deleted.

Ledger - Treatment Plan Table

  • Corrected an issue when applying a received predetermination where you can apply an amount larger than the amount of the received predetermination. Previously you still couldn't save the incorrect apply amount, but it could cause confusion. This behavior has been remedied. Now an overpayment alert will appear immediately. 
  • Adjusted the wording of a message that would display when attempting to transfer a treatment to transactions.

Ledger - Payments

  • Resolved an issue when applying a new insurance payment where the "Use EOB Columns" checkbox was not performing as expected in a particular build.

Managers - Database

  • Resolved an issue with the "Delete Unused City State Zip" database utility, that was causing it to not perform as expected.
  • Corrected an issue with the "Fix Duplicate Address" database utility, causing it to not perform as expected.

Managers - Statements

  • Corrected an issue when using the "print patient payment" option where MacPractice was pulling all patients regardless of the date set.

Patients

  • Resolved some stability issues that surfaced in the last beta build when using the Patients ability.

Preferences

  • Updated default Coding Preferences to utilize ICD-10 by default instead of ICD-9 or SNOMED.
  • The "Enable ICD9 Helper" is unchecked by default.

References - Fee Schedules

  • Adjusted a PQRS reference checkbox to read "MIPS", as PQRS is an outdated term. 

Reports - Accounting/Financial

  • Made some adjustments to the Accounts Receivable report options. The phrasing has been tweaked to accurately describe what they do.
  • Made some backend changes to Accounting Report Filters which should improve how they are displayed.

Reports - Daily

  • Addressed an issue with the Procedure Date Day Sheet where unapplied payments were not being accounted for in the unapplied column. This is now resolved.
  • Corrected an issue where "Sort By Name" in the Posted Date Day Sheet's View All option wasn't behaving as expected.

Sidebar

  • Removed the ability to right click a patient in the sidebar to open up a new window with that patient. 

Scheduling

  • Resolved an issue when clicking and dragging a missed appointment to another time block, where the original missed appointment wouldn't be moved, a duplicate would appear in the new time block instead.

Scheduling - Appointment Display

  • Fixed an issue when treatment plan codes are set to display in an appointment block, where multiple codes separated by commas would instead be separated by a string of #!#s. 

Build 9.2.2-6

Fixes

Accounting

  • Resolved an issue in the Providers node that would prevent the patient names from displaying alongside Finance Charges, Refunds, and Negative Adjustments.

Dental - Perio

  • Addressed an issue when printing perio comparisons, where the last date would never print properly.

Digital Radiography

  • Resolved an issue that would rarely cause MacPractice to quit unexpectedly when interacting with layouts.

eClaims

  • Removed an unnecessary "Change Password" button in the eClaims ability in ProxyMed and Capario_Dental templates. 

EHR

  • Addressed an issue that would add a modify date to a prescription when simply viewing it.

Ledger

  • Resolved an issue when opening existing insurance payments where the EOB column would still be present, even if the "Add EOB Columns" preference in Ledger > Payments > Insurance was deactivated.
  • Corrected an issue that would cause MacPractice to unexpectedly quit when opening an insurance payment in rare circumstances.
  • Addressed an issue that would cause a database error when opening, editing, or saving a reversed insurance payment in certain circumstances.
  • Fixed an issue that would cause the ledger view to not display a code's modifier in the code column.

Ledger - Payments Menu

  • Corrected an issue where some insurance payments will falsely report in the Payment Window that the payment is connected to a Cross Over Claim.

Ledger - Print Menu

  • Addressed an issue that would cause MacPractice to unexpectedly quit when posting an insurance payment in the ledger in certain circumstances.

Ledger - Treatment Plans

  • Corrected an issue that would cause MacPractice to quit unexpectedly when selecting or adding a treatment plan in rare circumstances.

Managers - Database Utilities

  • Adjusted the size of the display elements for better readability.

Managers - Bulk Insurance

  • Fixed an issue that was causing the refund amount in the amount column to incorrectly format numbers.

Notes

  • Corrected an issue that would prevent adding a part to a template by double-clicking the part on multipage note templates.
  • Fixed an issue with Referral Pull Fields not behaving as expected.

Patients

  • Resolved an issue that would cause patients who have had their Communication type changed to Preferences Default, no reminders would be sent to the patient.

Reports - Daily

  • Corrected an issue that would cause the Posted Date Day Sheet's Deposit Slip to initially display one payment despite the filter for Payment Types set to All.
  • Addressed some issues with particular columns in the Posted Date Day Sheet.

Scheduling 

  • Resolved an issue when scheduling an appointment for a new patient, where the search dialogue to check if the patient is already in the database never finishes the search.

Scheduling - Appointment Window

  • Resolved an issue that would cause some contents in the appointment window to cut off when in the Advanced View.

Scheduling - Printing

  • Addressed an issue that would cause a printed schedule with account balances included on appointment blocks to display 0.00 for all patients' balances in error.

Scheduling - Resources

  • Addressed an issue that would surface with a fresh database or other rare circumstances, where editing the default Resource record would cause a database error.

Build 9.0.1-25

Changes and Enhancements

Accounting

  • Added the ability to view the Accounting Migration report from the Accounting Ability.

Attachments/Images

  • Added some functionality to change all attachments with a specific attachment type to another type when the type is deleted. You can do this by clicking “Change and Delete” when deleting the Attachment Type.

Dental - Restorative Charting

  • In Restorative Charting, we've added a method, the Dental Timeline, to be able to quickly flip between visit dates to visually review all changes on a patient's chart. By using the forward and back buttons, you can cycle between dates. You can use the drop down menu to select a specific date.
    Dental_Timeline.gif
  • Added Quadrant buttons in the corners of the Restorative Charting window.

Digital Radiography - Image Editing

  • Removed the Zoom Tool from context menus and the Tools menu as a result of re-design decisions.

Drawer

  • We have moved the Drawer into a Window menu option. You can now access the Drawer by navigating to the Windows Menu and clicking the "Lists" option.
  • Added a new keyboard shortcut, Command-L, which opens up the Lists Window.
  • Future "Drawer" updates after this build will be listed under "Lists Window".
  • Added a progress indicator when adding a large list to the Lists Window.
  • The Drawer itself still functions, and you'll still utilize the Drawer when wanting to reference History report contextual information, adjust Transpaprency block settings, and other tasks contained in the Drawer. In the future these elements will move into other places in the software.
  • The Drawer will be fully phased out once Apple publicly releases the latest OS Version.

eClaims - NEA FastAttach  

  • Made some tweaks to error messages to more accurately describe an issue for easier troubleshooting.

EHR

  • Adjusted behavior when moving EHR forms from one incident to another. Now, if there is an encounter diagnosis in the destination incident, a message will populate.
  • Adjusted the allergy section so that when an allergy is added, a patient alert is being saved to the patient record as well.
  • Made some adjustments to searching for encounter diagnoses in the EHR element to aid with searching for a diagnoses’ description.

Ledger 

  • Added an alert when updating or restoring a database from a version of MacPractice earlier than 7.3. 

Managers - Database Utility

  • Added a new database utility “Back Date Pre-Existing”. This utility changes the procedure date of pre-existing work in Restorative Charting, in order to align it with the new date tracking scheme introduced with the Dental Timeline.

Managers - Statements

  • Adjusted some behavior when filtering name ranges that may improve performance in certain circumstances.

Notes

  • Made some improvements to loading times when opening up a note, so images should appear much faster. This will also resolve some printing issues if you open a note, and immediately print before the images load.
  • Added new pull fields that can pull in information from Patients Ability > Clinical Tab > Immunizations.
  • Added new pull fields that can pull in information from the Referral Notes column in the Patient Ability > Patient Tab > Referrals.
  • Added new pull field for family history information on the Clinical Tab of the Patient Ability.
  • Added additional pull fields for patient charts.
  • Adjusted how Notes were generated. If you now use a list to generate multiple Note Templates for Patients, when you use the "Save as PDF" function instead of printing the Notes, each note will be saved as a separate PDF.
  • Added the ability to search patients by maiden names/nicknames.

Patients - Clinical

  • Made an adjustment to hide the first name, middle name, and suffix fields on a Referral if “Is Person” is unchecked in the Referral reference.

References - Users

  • Adjusted the workflow to un-archive Users. Instead of utilizing a Database Utility, you can now un-archive users via the File Menu > Retrieve Archived.
  • Adjusted the "Provider Shown on Claim" drop down menu so it sorts providers alphabetically.

References - User Group Privileges

  • Added privileges to control exporting notes, note templates, patient data, Vcards and fee codes.
  • Combined add/edit privileges for transparencies and transparency blocks.

Reports - Insurance

  • Changed the All Insurance and All Predetermination report’s claim status results to be more consistent with eClaim standards.

Rx - ePrescribe

  • Added a restriction on allergy name length in order to facilitate ePrescribe’s requirements.

Schedule

  • Added a loading indicator to the Appointment Window when toggling the advanced view.
  • Made changes to remove Cancelled, Missed, and “To Reschedule” appointments from the Tie Recall/Follow Up prompt you get after posting charges when the patient has future appointments.
  • Added a future appointment date column in the Schedule > On Call sheet. This way, the user knows a patient has scheduled an appointment before scheduling from the On Call sheet.
  • Made an adjustment to require a start date and end date when searching for On Calls.
  • Adjusted the behavior of the Month Navigation buttons so that the first of the month is selected when using these buttons, not the entire month. This should improve performance.

Schedule - Appointment Window 

  • Made some adjustments to a text warning that would occur when creating an appointment with no patient selected and then switching to the Advanced View. This message should be more descriptive and user-friendly.

Schedule - Drawer 

  • Added a time stamp in the History tab so an office can see who updated an appointment, and at what day and time, as opposed to just the day.

Server

  • Removed the prompt during installation to select a backup. This was only used as a confirmation step. The warning to ensure a backup is available before installing/reinstalling is still present, you will simply not be prompted to select a backup file in the installer now.

Video Capture

  • Updated a placeholder image for DC, MD, and 20/20 clients, as the prior placeholder was a tooth.

Fixes

Attachments/Images 

  • Resolved an issue that would prevent an attachment from associating to a patient when an attachment is first assigned to an order, then the order to a patient.

Dental - Restorative Charting 

  • Fixed an issue when setting all teeth to permanent/primary status, where if there are no other charges added before saving and returning to the record, the permanent/primary teeth would reset in certain circumstances.
  • Corrected a typo on one of the crown charting options “Porc. w/ Pred Base”.
  • Fixed an issue in Dental Charting where the provider that was set in the fee or supercode wasn't getting used with shortcuts.
  • Addressed an issue that would cause MacPractice to unexpectedly quit when importing an image for annotations in certain circumstances.

Digital Radiography 

  • Made some changes in Digital Radiography to update the tooth numbers assigned to a layout box when moving a DR image to another layout box.
  • Resolved an issue with Digital Radiography where the measuring tool was resetting the stroke weight to the default value of 1 in error.
  • Corrected an issue when annotating an image where if you select the Crop Tool, crop the image, then click “Reset Adjustments”, the previously set annotations shift to a different location.  
  • Addressed some shakiness in full screen view when adjusting the zoom slider.
  • Fixed an issue when creating a new visit where the notes text field would not wrap around correctly. 

Digital Radiography - Image Editing

  • Adjusted the filter sliders to display changes in real time.
  • Addresses an issue that would cause the window title to not include  the patient nickname in full screen view.

eClaims

  • Addressed a visual issue that would cause the procedure code detail drop down menus to cascade in error.

eClaims - NEA FastAttach 

  • Addressed an issue where MacPractice would not include more than the first image in a claim submission.

EHR

  • Fixed an issue that would cause an error in the Vitals date field when setting a future date in error, then changing the date back to an earlier date.
  • Addressed an issue where the smoking cessation counseling date was not updating when closing the smoking status window in EHR.
  • Addressed an issue with the “Clear Section” option that would not empty out a text box field when this option was used.
  • Addressed an issue that would cause family history to not be saved if “No significant family history” is selected.
  • Addressed an issue when flipping through forms where the user would be prompted to save the form, despite no changes having taken place.
  • Corrected an issue that would cause the “Print All” button to not appear after saving a form, requiring you to switch to another form then back to get the “Print All” option.
  • Addressed an issue where in particular fields you would be unable to select all text using the Command-A keyboard shortcut.
  • Corrected an issue where if you change the provider on a form, the narrative of a form would not update the provider unless the form was saved.
  • Fixed an issue that would cause MacPractice to unexpectedly quit when moving an encounter diagnosis into past diagnoses.
  • Resolved an issue that would cause an error when adding charges to a Billing element and then creating an order in particular circumstances. 

EMR/EDR - General

  • Addressed an issue when that would cause an error when reconciling codes in a Problem List element. 

Inventory

  • Addressed an issue that could cause you to lock yourself out of an Inventory record in error.

Ledger

  • Addressed an issue with insurance estimation calculating a percentage into the insurance portion despite having an insurance plan with no remaining coverage.
  • Resolved an issue that was preventing a co-pay from being applied to the patient portion after a claim had been submitted.  
  • Corrected an issue where eStatement balances would not be reflected on the ledger line for the eStatement. They will now display in the "Form Amount" column.

Ledger - Charges Menu 

  • Addressed an issue in the New Charge window where you could not use the mouse to scroll through the charge table.
  • Corrected a MySQL error that could occur when deleting charges with medications associated with them. 
  • Corrected a typo in the "Surfac" field present on the New Treatment Window to be spelled "Surface" as intended.
  • Corrected an issue that would cause tabbing to stop working after tabbing into a diagnosis field and deleting the contents.

Ledger - Incidents Menu

  • Resolved an issue that would prevent a user from archiving an incident after posting an insurance payment.

Ledger - Other Menu 

  • Addressed an issue when printing statements that would cause the "Account Statement" line item to repeat the description in error. 

Ledger - Payments Menu

  • Addressed an issue that was preventing saving attachments to bulk insurance payments. 
  • Fixed an issue that would surface when editing an existing payment with a provider adjustment. If the provider adjustment was edited and then the payment was saved, the adjustment would retain the same information before the edit in error in certain circumstances.

Managers - Claims Manager

  • Addressed an issue that would cause MacPractice to unexpectedly quit when clicking the "Apply" button in certain circumstances.

Managers - Database Utilities

  • Removed a period from the “Reset Default Narrative Status on Patient Forms” Database Utility title.
  • Adjusted some alignment and display issues with several utilities.

Managers - ERA Manager

  • Addressed an issue that would prevent a Future Payment alert from appearing when a payment has a date set in the future.
  • Corrected an issue that would cause an appeal alert to appear multiple times after adjusting the allowed amount on a previously posted payment. 

Managers - Statements

  • Resolved an issue that would cause indefinite spinning when attempting to generate statements for a date range with the end date set before the start date in error.

Menus - View Menu

  • Removed a duplicate “Enter Full Screen” option.

Notes

  • Addressed an issue with Chart pull fields not functioning properly in Note Templates.
  • Addressed an issue with duplicating notes with an image would cause the note text to not duplicate in certain circumstances.
  • Resolved an error that would occur when importing a multi-paged PDF.

Patients

  • Corrected an issue that would cause the Default Patient record to intermittently fail to pull the default gender to a new patient record in error.  

Patients - Clinical 

  • Resolved a locking issue with the Race/Ethnicity tab.
  • Fixed an issue that would prevent reorderings referrals in Patients > Referrals.
  • Addressed an issue that would cause MacPractice to lock up due to an invalid e-mail alert taking focus away from MacPractice, but not visible so a user couldn't bypass the alert.

Patients - Orders

  • Fixed an issue that would prevent the user from tabbing from the short description field to the long description field.

Patients - Primary Tab

  • Corrected an issue that would reset the column sizes in the Insurance sub-tab every time this tab was opened.

Patients - Patient Tab

  • Resolved an issue that would cause the Communication tab column headers to not sort properly.

Preferences - Schedule

  • Addressed an issue that would occur when Start and End Times in Preferences > Schedule > Calendar tab are set to a value that doesn’t have an interval of 5. This would cause scheduled appointments to be off. We are forcing this entry to only accept values with an interval of 5.

Preferences - Timeclock

  • Addressed an issue with the “Twice Per Month” Time Clock Pay Period Frequency preference. If you deleted the 2nd date field that is available with this option selected, MacPractice would exit unexpectedly.

References - Adjustment Types 

  • Addressed an issue in the Drawer on the History Tab, that was preventing patient names from appearing, despite an adjustment type for that patient being present.

References - Care Slips 

  • Addressed an issue when using the "Update to Coding Preference" option in References > Care Slips to update codes from ICD9 to ICD10. In certain circumstances, a database error would occur.

References - Clinical

  • Addressed a graphical issue with Clinical Decision Rules under Qualifications, where the plus and minus buttons to add and remove Qualifications would be hidden until you scrolled to the right.

References - Referrals

  • Resolves an issue that would prevent the deletion of an unused referrer.

References - Users 

  • Resolved an issue that would prevent a user from selecting “Generate and Print Password” to generate a password if a new password was set immediately prior to generating a new password.

References - User Group Privileges

  • Addressed an issue with the “Archive Locked notes” and “Archive New Notes” privileges that were not behaving as expected.
  • Addressed a privilege issue with the “Import and Export Notes Templates” privilege not restricting importing note templates as expected.
  • Changed the wording of a few privileges to more accurately reflect their intention. 

Reports - Clinical

  • Removed the "Create Reminder List" button, as it wasn't functional and would cause MacPractice to hang.

Reports - Insurance

  • Addressed an issue with the Insurance Receipt Report where bulk insurance payments are being reported in their entirety for each patient the payment is applied to in error.

Reports - Marketing

  • Addressed an issue where the Recalls Report would not report all patients without a recall in certain circumstances. 

Rx  

  • Fixed an issue that was causing inactive providers to appear as a selectable option on new Rx records in error.

Scheduling

  • Set a minimum drag distance to re-schedule an appointment. This should resolve the “sensitive mouse” issue when clicking on appointments.
  • Corrected an issue with the month navigation buttons not working efficiently or properly.
  • Corrected an issue that would prevent an appointment’s status from being changed if that appointment falls in a transparency block with “Don’t Schedule Appointments” enabled in the Transparency block options.
  • Fixed an issue with the “To Reschedule” sidebar node that was not updating properly when a rescheduled appointment was deleted.
  • Fixes an “Invalid Date” alert that would occur when opening a new appointment on the schedule.
  • Made some adjustments to trigger a re-schedule confirmation prompt after resizing an appointment.
  • Corrected an issue that was causing the appointment display window to not refresh after adding or removing treatment plans. The display should now refresh automatically.
  • Corrected an issue that would cause MacPractice to unexpectedly quit when dragging the Default "On Call" record onto the schedule. 
  • Addressed an issue that would cause the patient photo sidebar window to display the patient photo of whomever's appointment was selected, rather than the patient selected.
  • Resolved an issue that would occasionally fail to prompt the user to select the patient or resource provider when scheduling appointments in certain circumstances.
  • Addressed an issue that would prevent the cursor from changing when mousing over the top or bottom margin of an appointment block. You could still resize appointments, but the mouse cursor wouldn't change to the resizing cursor. This is now resolved.
  • Fixed an issue that would intermittently prevent a user from scheduling an appointment from the On Call node.

Scheduling - Appointment Detail

  • Resolved an issue that would allow you to adjust an appointment to include a time that a resource is unavailable in error.
  • Addressed an issue where in the Text tab, the “Patient Name” display drop down would not honor the “Last name, First name” setting.
  • Fixed an issue that would cause the Appointment Detail window to not remember the Advanced View's open or closed state after creating an appointment for a selected patient, then creating another appointment for the same patient.
  • Addressed an issue when creating a new appointment and then opening up the Advanced View to post charges for that new appointment before saving the appt. This would potentially cause the posted charges to not save if the appointment type is not set.
  • Adjusted the behavior of the Date, Time, and Duration fields in the Appointment Detail Window. If these fields are now left blank in error, a warning will display indicating the problem with the specific field. 

Schedule - Resources

  • Addressed an issue that would prevent adjusting the availability of a resource if there are deleted appointments in that resource.

Scheduling - Transparencies 

  • Added some functionality so any changes made to Transparency Block Rules are now logged in the History Report.
  • Fixed an issue that would prevent you from deleting a transparency with a larger overlapping transparency present. 
  • Corrected an issue that would cause repeating transparencies to jump to other time slots in certain circumstances.
  • Resolved an issue that would prevent scheduling appointments if a repeating transparency block that prevented scheduling appointments had been placed in that time slot. This is now resolved. 
  • Resolved an issue when switching days after selecting a transparency where the transparency selection would not retain after switching. This would cause an error when blocking out the selected transparency.

Server/Client

  • Addressed an issue that could cause records to not lock appropriately in rare circumstances.
  • Resolved an issue that would cause a fresh installation to fail when attempting to restore a database. This would only occur once, on the second attempt the restoration would work fine.

Software Update

  • Corrected a typo on a failed update attempt prompt.

Timeclock

  • Addresses an issue that would cause the Accounting Report in the Timesheet Reports node to display negative values for overtime if a previous week with overtime is included.
  • Addressed an issue with weekly overtime calculation when the Pay Period in Preferences is set to "Twice a Month".
  • Adjusted the History Report so any deleted or altered time clock records will now be logged. 

Changes/Fixes Included From Unreleased Builds 7.4-8.9

Changes and Enhancements

New Ability - Accounting Ability

  • We've added a new Ability designed for users who need to review transactional information for the entire practice.
  • You can easily track all production conducted by individual providers, review the Accounts Receivable by Insurance Companies, track all changes made to ledgers over a period of time, and more.
  • Please refer to How to Use the Accounting Ability for a rundown on all the features available within the Accounting Ability.

Enhancements - Attachments/Images

  • Added "Print All" functionality to the Attachments/Images Ability, as well as Digital Radiography.

New Reference - Bank Accounts

  • We've added a new Bank Accounts Reference that can be used to create Bank Accounts. You can tie any payment to a Bank Account, and then track those Accounts with the new Accounting Ability.

Enhancement - Digital Radiography

  • We've made some improvements to the annotation features in Digital Radiography.
    • You can now rotate most objects by right clicking on the object.
    • You can now add arrowheads to line-tool lines by right clicking the line.
    • We've added the ability to copy and paste annotations.
    • We've added the ability to add a drop shadow to text for added visibility. Simply select the text and right click. Select Font > Show Fonts, and you can then use Apple's drop-shadow text options in the top right of the Fonts window.
  • Added the ability to archive and unarchive Digital Radiography images. 

Enhancement - Inventory

  • Adds the ability to archive/delete Inventory Categories, provided those categories are not in use.
  • Added a new Reference category for Adjustment Reasons in the Inventory Ability. This effectively allows a user to add custom Adjustment Reasons.
  • Added a "Reason" Filter to the Inventory Adjustments Report, as well as a User filter.
  • Added reorder levels to the Inventory Audit and the Inventory Current Stock Value report. 
  • Made some adjustments to the Inventory Adjustment report.  

Change - Messaging

  • Added an indicator icon to Messages for Attachments in the Mailbox.
  • Adjusted received messages to display the referrer name in the mailbox if a Direct Messaging address is associated with the Referrer.
  • Added delivery date to portal messages.
  • Added replied icon to messages that have been replied to.
  • Added printing functionality from the Messaging Ability.
  • Added a new "Regarding Patient" column in Messaging, to better distinguish at a glance the patient whom a message is regarding.
  • Added functionality to allow you to double click a record to select the connected patient. 
  • Added functionality to allow you to drag and drop messages to and from the Archived folder.  

Changes - Reorganized References

  • In Gen 9 of MacPractice, we have taken some time to re-organize how References are laid out. Instead of listing each Reference alphabetically, they are now listed by general area. There are now broad categories for...
    • Billing
    • Charting
    • Clinical
    • Communication
    • Forms
    • Meaningful Use
    • Patient
    • Referrals
    • System
    • Users

Enhancements - Patients

  • Expanded the Age display in the Patient Tab to be more specific about a patient's age. Should display days and weeks if the patient is less than 12 years of age.  
  • Made changes to the alert icons so each alert type (Patient / Account Allergy Alerts) are visibly different.
  • Added an active/inactive checkbox on Referrals in the Patients Tab. 

Enhancement - Preferences

  • Added a new Notes Preference for Australian date formats.

Enhancement - Reports - Referrals

  • Added a button to generate a list of Referrers which can be used to create postcards for said Referrers.

Enhancements - Scheduling

  • Made some improvements in the Scheduling Ability when dragging and dropping appointments. As you drag an appointment, it will visually display and snap to the exact schedule block in the new position.

New_scheduling_block_behavior.gif

  • Added a new option when right clicking an appointment and selecting "Go To" that allows a user to jump straight to that appointment patient's ledger.

Screen_Shot_2017-04-17_at_2.23.13_PM.png

  • Added functionality to the Appointment Window that would allow you to adjust the appointment start time and appointment length without having to use the drag and drop method on the appointment blocks.

Screen_Shot_2017-04-17_at_4.36.18_PM.png

  • Added a new Follow-Up/Recall drop down in the Appointment window when double clicking an appointment block on the schedule. This drop down will allow you to tie an appointment to a recall before saving the appointment to streamline workflow.
    • This drop down only displays follow-ups/recalls that have NOT already been tied.

Change - Scheduling - Appointment Display Node

  • Swapped out the "Birthday" and "Age" fields in the Text tab for a unified field that displays both the birthday and the age. 

Change - Timeclock

  • Adjusted the behavior of the Clock In Report to run today's date by default when generating this report.
  • Added a "Time Clock Panel" option to the Window Menu.

Fixes

AutoRemind

  • Addressed an issue that would cause newly created Patients from the schedule to not queue up an AutoRemind reminder for the newly created appointment in certain circumstances.

Dental - Restorative Charting

  • Changed some behavior so a user cannot add a clinical note to a historical chart.
  • Made some changes to disallow deleting items while viewing a historical chart, and added an explanation to the error message on deleting these items from the ledger if necessary.
  • Added functionality to be able to change the procedure date of a Completed Procedure.
  • Changed some wording when right clicking a tooth status (permanent, primary, etc) to read "Change Status Date" instead of "Change Proc. Date".
  • Adjusted some behavior when using the "Set All Teeth to Primary" button that will delete "permanent" tooth status entries from the Clinical Notes Table.
  • Adjusted behavior of pre-existing conditions with the implementation of the Dental Timeline. Pre-existing conditions will now display when the user is viewing a historical date that would include the condition.
  • Permanent and Primary teeth are now marked as statuses in the clinical notes table.
  • Corrected an issue that would cause supernumerary chartings to be entered into the ledger twice in error.
  • Addressed a graphical glitch when using the charting menu, where half the procedure code would be cut off by the constraints of the window.
  • Corrected an issue that would cause the patient ID on the history report to be incorrect after deleting a completed procedure with a clinical note.
  • Fixed an issue when a missing tooth had an implant added, and then the implant is marked as missing, there would be two missing tooth conditions.
  • Corrected an issue where root canal graphics would appear erroneously behind an implant or missing tooth. 

Dental - Perio

  • Addressed an issue that was preventing the implant graphic from appearing on a prior missing tooth. 

Digital Radiography

  • Addressed some printing issues when viewing a patient's DR visit in full screen and zooming in on an image.
  • Fixed an issue that would cause MacPractice to unexpectedly quit when exporting DR images with annotations.
  • Fixed an issue that would prevent a user from switching to a full screen view when a new DR visit is created.
  • Added the ability to archive and retrieve NEA images.
  • Addressed an issue when resizing the window where the Visits Table in certain builds would widen, up to the point where you cannot see thumbnails or layout.
  • Corrected an issue with a patient visit selected where the visit would not reload unless you switched records and then re-selected the desired visit. 

Digital Radiography - Image Editing

  • Addressed an issue with cropping in some situations where if the crop area includes the bottom or right side of the image, the crop tool won't work.

eClaims - Eligibility

  • Fixed an issue when checking eligibility for a patient with an Insurance with a Plan Type of Medicare Part B where a preventative care code would be requested, causing issues. 

EHR

  • Adjusted the signature to also include the date of signature when signed.
  • Made an adjustment to the billing/coding element to display all 12 diagnoses.
  • Adjusted the Clinical Summary to display whether an EHR patient form is locked.
  • Addressed an issue when using the "Print All Patient EHR Templates" in the File Menu. This issue would print all archived forms in error.
  • Corrected an issue where if you uncheck the Currently Taking box in an EMR/EHR codified Rx section, it would not automatically populate the End Date as in the Rx ability proper when inactivating medications.
  • Fixed an issue in EHR when adding a new Immunization record where the Incident Name would not properly display until the record was saved and re-opened.
  • Made some adjustments that allows for additional information to passed through with a billing order from a careslip in EHR. It will now allow you to post tooth and modifier information.
  • Addressed a display issue on the Immunizations element that was not displaying the full name of a column and preventing the user from resizing the column.
  • Fixed an issue that would not recognize a change was made to a codified form after using Clear Section.
  • Corrected an issue that would cause MacPractice to unexpectedly quit when accessing an immunization that was pulled into a form, and then later deleted from Patients > Clinical.
  • Adjusted the Units field in a Care Slip order to only display up to two decimal places.
  • Fixed a graphical issue in a List Element where a checkbox would be cut off by the window margin if the text was too long.

EHR - Section Editor

  • Corrected an issue that would cause your selection to de-select if you saved in the Section Editor.

EMR/EDR

  • Fixes an issue unable to open more than one file in preview from EMR forms. 
  • Fixed the keyboard shortcuts for the Text Menu > Font > Smaller/Bigger functions when adjusting a section with a pull field.

Forms

  • Addressed an issue that would prevent a user from generating a form by dragging and dropping a patient or list onto a form in the Forms node of the Scheduling ability. 
  • Resolved an issue that would cause MacPractice to unexpectedly exit when attempting to print an incident statement with a custom field form.

General Functionality

  • Corrected some issues with the HIPAA lock screen.

Inventory

  • Added the ability to archive Inventory categories.
  • Fixed an issue that would cause an inconsistent Inventory stock count report result when items are sold in bulk. 

Ledger

  • Corrected an issue that would cause archived incidents to always display in the Account Ledger, despite the "Show Archived Incidents in Account Ledger" being enabled in Preferences > Ledger.
  • Addressed an issue when deleting a claim and switching to another patient or ability, where an erroneous save prompt would appear. 

Ledger - AuthPayX

  • Corrected an issue that would cause a database error in certain circumstances when refunding a previously applied credit card payment.

Ledger - Incidents - Contract Billing

  • Fixed an issue when posting a Pay Off Charge and applying a partial payment, then reactivating the Contract and undoing the Pay Off Charge. This issue would also remove the partial payment line item in error.
  • Addressed an issue when posting a new charge and selecting Charge Via Contract. This issue would cause the negative adjustment that was generated to appear connected to everything involving that billing contract.

Ledger - Other Menu

  • Corrected an issue when refunding an insurance overpayment to the patient, MacPractice would not automatically create the negative adjustment line to credit the patient.
  • Addressed an issue when using the "Resubmit Insurance Claim" option where if you try to preview the Resubmit, no pdf is generated.

Ledger - Payments Menu - New Insurance Payment

  • Corrected an issue when posting an insurance payment with a charge selected, where the charge selected in the new payment window is different from the original charge selected.
  • Addressed an issue that would cause the insurance portion to dip into negative values if a user decreased the allowed amount in an insurance payment.

Managers - Bulk Insurance Payments

  • Addressed an issue when editing a payment in the Bulk Insurance Manager that would cause a charge to duplicate in certain circumstances.

Managers - Charting Code Map

  • Corrected an issue where if you removed the last code in a category in the Charting Code Map, the category would be removed, necessitating resetting to defaults.

Managers - Claim Manager

  • Addressed an issue with number formatting in Insurance Appeal.

Managers - Statements

  • Fixed an issue that would cause MacPractice to unexpectedly quit when generating statements  if "Last Ins. Payment Posted Date" was selected in the Finance Charges tab.
  • Addressed an issue with the Contract Billing filters that weren't working as intended.

Notes

  • Added some functionality that will allow dental charting pull fields to pull an image outside of a text field.
  • Corrected an issue that would prevent a user from saving a note template after editing then locking.
  • Addressed an issue involving two pull fields for "Is Orthodontics", creating confusion about the difference. We have trimmed it down to only the one, and this pull field will not be present in MacPractice DC, MD, or 20/20.
  • Corrected an issue that would surface when printing a note. The date updated would update properly, but this update would not be captured by the history report. 
  • Addressed an issue that would occur after saving a note, where the window focus on the note would be lost, requiring a click to be able to focus again on the window and use keyboard shortcuts, etc.
  • Addressed an issue that could cause a note template to be erased after switching patients in certain circumstances. 

Reports - Accounting/Financial

  • Corrected an issue that would cause MacPractice to unexpectedly quit in rare circumstances when running the Negative Adjustments report.
  • Addressed an issue that was causing some text in the Negative Adjustment report to be cut off.
  • Fixed an issue with the Provider Adjustment report that was generating the incorrect Account number.
  • Addressed an issue with the Earned Receipts report exporting. The Payments column of the export had inconsistent formatting for decimal places.
  • Corrected an issue in the Positive Adjustment report where in certain circumstances, a deleted Positive Adjustment would still appear on the report.

Reports - Management - History

  • Fixed a spelling error regarding unarchived attachments. The misspelling will still be present for old entries, but going forward the entries will have the correct spelling.

Reports - Measure Calculation

  • Fixed a grammar error in an error message.

Reports - Predeterminations

  • Corrected an issue in the Outstanding Predeterminations by Company report where any generated list would be empty.

Rx

  • Corrected an issue that was causing inactive providers to be shown on new Rx records.

Scheduling

  • Corrected an issue that was preventing the tooltip from appearing when mousing over an appointment on Sierra.
  • Addressed an issue when opening a new window that would display a grey space on the right side of the window until you switched Abilities.
  • Corrected an issue that would cause the hour lines on the Schedule to shift if you had the Start Time in Preferences > Scheduling > Calendar set to anything other than a half hour mark.
  • Addressed an issue that would surface when you resized the MacPractice window while in the Scheduling ability. This issue would prevent you from adjusting column height and width.
  • Fixed a display issue where if you resized the MacPractice window with the schedule open, the height of the Resources row would become larger but never shrink back down with the window size.
  • Fixed the "Cut" keyboard shortcut on Appointments. You should be able to cut and paste Appointments again. 

Scheduling - Drawer Appointment Tab

  • Addressed an issue when creating a new transparency or transparency block that would cause the note section in the drawer tab to appear to have a line entry in it, despite no note being entered. 

Timeclock

  • Adjusted behavior so that it is easier to tell if someone has been clocked out overnight.
  • Addressed an issue where a user would not be able to generate a Timesheet Report with a begin and end date of the same day.   

Toolbar

  • Adjusted the tooltip on the Charting Bridge Ability icon.

 

 

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