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Gen 10 Release Notes for Limited Release (Builds 11.0 and Up)

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

This page is intended for limited release builds, typically including builds that go out to our beta program and for other, limited purposes. For our main release notes, please refer to this page.

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+ from 7.3 will generate a separate backup as there are extensive database updates in MacPractice 10. This will extend the length of updating.

Build 11.3.0-122

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. 

Dental - Perio

  • Resolved some data entry issues with the data entry panel buttons, where these would grey out in certain circumstances.

Dental - Restorative Charting

  • Addressed an issue when using charting shortcuts where MacPractice could unexpectedly quit. 

Digital Radiography

  • Corrected an issue that could cause MacPractice to unexpectedly quit when deleting a preset while the layout nodes are revealed. 

Digital Radiography - Image Editing

  • Resolved an issue when in Image Editing, where if you click the Next or Previous buttons, you'll be prompted to save even if no changes have been made. 

EDR/EMR

  • Corrected an issue when using the "Send To Shared Templates" button to upload a new notes template. 

EDR/EMR - 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 with Dental Charting elements not displaying properly on OS High Sierra.

EHR

  • Addressed an issue where it could appear that you could drag forms between MacPractice windows. This behavior is not supported and didn't function properly, and is now handled appropriately. 

ePrescribe

  • Resolved an issue where the Sig is being repeated additional times in error in certain circumstances. 

Jive

  • Added a preference to the Communicator window "When MacPractice Starts, Ask Me To Log Into Jive". 

Login

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

Managers - Database

  • Corrected an issue where the "Delete Archived Image/Attachment Records" database utility wouldn't actually remove items from the database in error. 
  • Addressed an issue where the "Create new Incidents" database utility would spin and never resolve with a large database.

Miscellaneous

  • Adjusted some keyboard shortcuts. Command+Control+I now opens up the Inspector View (formerly known as the drawer), while Command+I will still enable Italics in the Notes Ability. 

Notes

  • Resolved an issue where if you try to add in additional characters into the category box, the selection would move elsewhere forcing the user to re-click on the category box. 
  • Addressed a minor display issue when typing in a new category.

Patients - Clinical

  • Addressed an issue where tooth numbers from a dental chart would not pull into the Clinical Note section of the Clinical Tab when properly associated. 
  • 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. 

Patients - Orders

  • Addressed an issue when adding an attachment to an Order, where the attachment doesn't appear to be added until you refresh the view. 

References

  • Resolved an issue that would cause any searching of Medications (FDB) or Allergies (FDB) to become very slow.

References - Menu

  • Adjusted the resizing behavior of the Menu Commands reference. 

Reports - Daily - Posted Date

  • Resolved an issue where the Posted/Procedure Date Day Sheets would have the "Sort By" menu greyed out in error. 

Scheduling

  • Addressed an issue where the navigation buttons at the bottom of the Schedule would not appear in certain circumstances. 

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. 

Scheduling - Printing

  • Resolved an issue if you try to print a schedule with both appointments and transparencies, the transparencies would not print in error. 

Software Update

  • Corrected an issue where the _macpractice OS user would forcibly be removed, thus causing issues with MacPractice. 

Build 11.2.0-145

Accounting

  • Corrected an issue where unapplied insurance payments are added to a patient's ledger with an insurance company with a plan selected, the payment is assigned a Bulk Insurance Payment name in error. 

Dental - Restorative Charting

  • Resolved an issue with the Clinical Note Table's status column, where the only status that would appear is "Existing" in error. 
  • Corrected an issue when right clicking on a tooth and selecting DR Image, where if you click off of the newly created DR Images window, right clicking and selecting DR Image would appear to be unresponsive and not appear in the front in error.  
  • Resolved an issue where charting multiple bridges adjacent to each other would merge the bridges together in error. 

Dental - Perio

  • Addressed a display issue where a stray checkbox would appear in the Perio Notation Options window in error.

Digital Radiography

  • Addressed a privilege issue where a user with the "Edit Layouts" privilege disabled would not be able to create or save Layouts.
  • Updated the DR and Charting Annotation icons. 
  • Resolved some Mojave display issues where images in the thumbnail view would periodically disappear necessitating a refresh. 

Digital Radiography - Image Editing

  • Corrected an issue that would cause MacPractice to unexpectedly quit when entering a blank value into the Emboss filter. 
  • Addressed an issue where MacPractice would unexpectedly quit when going full screen in the Image Editing window. 
  • Addressed a display issue with the spot enhancer tool, where a selected area may dispaly with a yellow tint in error. 

EHR

  • Corrected an issue when adding a custom code to a problem list of an EHR form without saving first, you can add that custom code multiple times in error. 
  • Corrected an issue that would cause an error when adding a custom diagnosis code to a patient's problem list. 
  • Made some adjustments in the Clinical and EHR's Preventive Care windows so they better match. 
  • Resolved an issue when using custom diagnosis codes, where if you use a very particular workflow, custom diagnosis codes could be cleared from the database in rare circumstances. 

Login

  • Corrected an issue that would occur after a server update or a server reboot, where the associated apps 

Ledger

  • Addressed some display issues when selecting a heading in the sidebar on macOS Mojave. 

Ledger - Payments Menu

  • Addressed an issue in the Payment window where the Reason code field cannot be interacted with unless a payment greater than zero is attached in error. 

Ledger - Print Menu

  • Addressed an issue when printing incident statements, where insurance payments are appearing twice if there's no other statements on the ledger. 

Ledger - Write-Offs

  • Corrected an issue with the Unapplied Balance report, where in certain circumstances on unapplied insurance payments posted to a patient's ledger would cause the Account Balance to drop to 0.00 in error. 

Patients

  • Resolved an issue that would cause MacPractice to unexpectedly quit when searching for a patient, and then trying to add a new patient. Clicking into the last name field would cause the exit in error. 
  • Addressed an issue when adding insurance to a patient in the Primary and Secondary tab that would cause MacPractice to unexpectedly quit. 
  • Resolved a display issue with the Communication tab, where the sides of this tab are cut off in error.

Managers - Database Utilities

  • Resolved some functionality issues with the Update Patient Provider Database Utility on Mojave.
  • Added the ability to use the Patient Insurance DB Utility to change insurances to "none".

Managers - ERA Manager

  • Addressed a print issue where if a user adjusts the background color of the ERA Manager and has "Enable printing with no background" enabled in Preferences > ERA, the printout would take this grey background in error. 

Miscellaneous

  • Resolved an issue where on Mojave, random SSL errors could occur when connecting to the server. 

References

  • Corrected an issue that would cause MacPractice to generate a database error when changing AutoRemind Notification Templates.

References - Forms

  • Addressed an issue with Referral Date's Primary referral field not pulling forward properly. 
  • Addressed an issue when attempting to create a new form using the default form, where an error would occur stating the data couldn't be read because it isn't in the correct format. 

References - Insurance Companies

  • Resolved an issue when adjusting the Qualifier Code (box 24) field in certain circumstances, where the save prompt wouldn't function as appropriate. 

Reports - Accounting/Financial

  • Resolved an issue where if you click on an amount in the Refunds report, MacPractice will unexpectedly quit.

Reports - Daily

  • Resolved an issue in the Day View All report where refunds of bulk insurance payments will contribute to the grand total, but do not appear to have their own line item. 

Reports - Daily - Posted Date

  • Resolved an issue that would cause clinical ledger items to appear in the posted date day sheet.
  • Corrected some issues in how refunds are handled in the posted or procedure date day sheet reports. 

Reports - Management

  • Addressed an issue that was causing the User Activity Report to filter claims in the "Paid/Closed" section based on when the claim was created, not when it was closed in error. 
  • Resolved an issue where the User Activity Report would only display the applied amount of a payment on a single charge, while still retaining the total on the payment. 
  • Changed the behavior of the User Activity Report's Provider/Office column. this will now display the User ID and Office ID. 
  • Resolved a date formatting issue in the User Activity Report.
  • Adjusted the behaviors of the Statements Printed - Sent section of the User Activity Report.
  • Adjusted the behavior of patient payments and negative adjustments in the User Activity Report. The Patient Last, First Name column will now display the primary for these items. 
  • Addressed an issue with the User Activity Report not showing the correct user who created an order in Orders Created. 

Reports - Scheduling

  • Corrected an issue that would cause multiple procedure codes from appearing on the Appointments Report if multiple codes are tied to an individual appointment.

Scheduling - Find & On Calls

  • Resolved an issue when using a certain workflow to schedule an appointment for a patient that has an on call record, where the wrong time slot would be scheduled in error in certain circumstances. 

Build 11.1.1-6

Dental - Restorative Charting

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

Faxing

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

Notes

  • Resolved an issue where the office and office address information does not pull into the appropriate pull fields on a patient note.
  • Corrected an issue where MacPractice would unexpectedly quit when trying to add a pull field to a locked note. 

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. 

Build 11.1.0-246

Accounting

  • Addressed an issue in the Accounting Ability that would cause MacPractice to unexpectedly quit when interacting with the General Ledger and the Journal with no date filter set. 

Attachments/Images

  • Addressed a display issue where if your MacPractice window is at the minimum size, and your Attachment Type and Status are at the maximum possible length, the Attachment Short Description is tiny and overlapped. 

Digital Radiography - Image Editing

  • Resolved an issue where if you open an image with a filter applied, and then apply a preset then click Reset Adjustments, the image doesn't recognize it was changed, thus preventing saving. 
  • Addressed an issue with the vertical tool's tooltip. 
  • Corrected an issue where the Sharpen Luminance filter changes are not kept when saving. 
  • 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. 
  • Resolved a display issue with the filter slider bars disappearing intermittently in a non-consistent fashion. This would only occur on Mojave. 
  • Fixed an issue with the Emboss Filter causing MacPractice to unexpectedly quit. 

EDR/EMR

  • Addressed an issue where codified sections with an option to reconcile have the word "Reconcile" cut off in the drop down menu.
  • Resolved an issue that could cause a memory leak in EMR when closing a window while on a patient form or a form template. 
  • Fixed an issue that would cause MacPractice to unexpectedly quit when logging out while in the EMR/EDR Ability's Patients node.
  • Corrected an issue that would cause MacPractice to unexpectedly quit when creating a form with vitals, and then tabbing through the fields. This would only occur on Mojave.

EDR/EMR Patient Forms

  • Resolved an issue when the Clinical Viewer is open and with a charge selected, where only up to four diagnosis codes would show, instead of the full number of diagnosis codes tied to the charge in error. 
  • Corrected a display issue where on OS High Sierra, any slider element in EMR/EDR would display numbers upside down in error. 
  • Addressed a display issue when opening the Inspector view in EMR/EDR.

EHR

  • Resolved an issue where the Vitals element could be resized in error. 
  • Addressed an issue in rare circumstances when searching for a diagnosis code in an EHR form, where MacPractice will unexpectedly quit, and any progress on the current form is lost.

Inspector/Drawer

  • Resolved an issue when using the Reports tab in the Inspector/Drawer, where no Patient IDs are present with Patient Names. 

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. 

Help

  • Added a new keyboard shortcut "Command-Shift-H" to open up a share screen quickly. 

HL7

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

Ledger

  • Corrected an issue in the Charge Window when entering data into the material cost field then deleting out the contents of that field, where production reports would display NaN for this charge instead of 0 in error.
  • Addressed an issue when first logging in, where the sidebar would not be present in error. 

Ledger - Charges Menu

  • Corrected an issue that would cause a lab name and id to be cut off in the Charge Window on Mojave. 

Ledger - Print Menu

  • Resolved an issue where multiple claims were being generated in certain circumstances. with a reason of "Maximum procedure count", despite the preference "Create as few claims as possible" being enabled.
  • 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.

Ledger - Treatment Plan

  • Corrected an issue when updating appointment information for a treatment, where if you move multiple treatments from a treatment plan to a ledger and then use the "schedule" button to schedule the treatment plan on the schedule, all treatments that were in that treatment plan are recorded in the History report in error. 

Managers - Autoremind

  • Addressed an issue with the "Update AutoRemind checkbox" in the AutoRemind Manager, which was causing this checkbox to not work as intended.

Managers - Database Utilities

  • Fixed an issue with the Capitalize Addresses utility, where if you run this utility with "Initial Caps" selected, Plan demographics are not updated in error. 
  • Resolved some functionality issues with the Update Patient Provider Database Utility on Mojave. 

Managers - Statements

  • Corrected an issue that would cause MacPractice to unexpectedly quit when double clicking to preview a statement in certain circumstances. 

Miscellaneous

  • Corrected several stability issues and display issues when running on Mojave.

Notes

  • Resolved an issue when using an x-ray drop field in a Notes Template, where if you create a Note from that template, you cannot use the keyboard shortcuts to select an image in error. 

Patients

  • Resolved a display issue in the Patients tab, where if you have an exceptional long name, the Relationship to Guarantor field will overlap and appear garbled.
  • Corrected an issue if you have multiple MacPractice windows open on OS Mojave, where MacPractice could unexpectedly quit when interacting with fields or adding new patients. 

Patients - Clinical

  • Addressed an issue when using the Preview button in the Clinical Tab on an EMR/EHR form, 

Patients - Orders

  • Corrected a database error when mapping a custom diagnosis code to a EHR billing order.

Patients - Primary/Secondary

  • Resolved an issue where if you make a change to a single field in the Employer sheet in the Patients Ability > Primary/Secondary tab, that change would not be retained in error. 

Preferences

  • Addressed an issue with the "Item Text Background" preference in Digital Radiography / Colors Tab, where this preference wouldn't have an impact in Digital Radiography in error. 

References - Forms

  • Addressed an issue when creating a new form or duplicating a form, where the columns in the sidebar would display a numeric value in error. This would only occur on Mojave.

References - Insurance Company

  • Corrected an issue where if you have a very long form name in the "Default Form" field in the Claims tab, it will distend any pop up menu where you have to select a form in error. 

References - Users

  • Addressed an issue where if the MacPractice window is set to a small size, the phone number field is too small to display the entire phone number. 
  • Removed the Jive Username field in User References, as this is no longer necessary to utilize Jive.

References - User Privileges

  • Renamed the Dental User Privilege "Lock/Unlock Perio Records", as it is not possible to unlock a Perio Record once locked.

Reports - Accounting/Financial

  • Corrected an issue in the Earned Receipts report that was misreporting write offs for charges with multiple insurances. 

Reports - Daily

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

Reports - Insurance

  • Added a new report, "Outstanding Claims by Date of Service (DOS) Monthly", located in the Insurance node of the Reports Ability. 

Scheduling

  • Adjusted the verbiage to be more accurate on an alert when deleting patients with the "Don't Delete Archived Patient Appointments" preference unchecked.
  • Addressed an issue when creating an appointment and using the Advanced View to access the Clinical Tab, where any changes made to the patient's clinical record from the Advanced View would not save properly. 

Scheduling - Online Scheduling

  • Addressed some color-coding issues in MacPractice for pending online patients. 

Scheduling - Transparencies

  • Resolved an issue when attempting to create repeating transparency blocks, where if you try to save a repeating transparency on an already created transparency block, no repeats are actually created. 

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 11.0.0-167

Accounting

  • Added a warning when refreshing the Accounting view with no date range selected, indicating that it could take awhile to load.

Database Update

  • Addressed an issue when updating a database from early builds of 7.3 to Gen 9, where an error could occur regarding citystatezip_id foreign key restraints. 

EHR

  • Corrected a display issue when adding a lengthy diagnosis code in the Encounter Diagnosis box. 
  • Resolved an issue when resizing some windows in the EHR ability, where the right side would cut off in error. 
  • Addressed a display issue when printing an EHR narrative.

Jive

  • Addressed some color coding issues in the Communicator window's Call Log.
  • Resolved some stability issues when making and receiving calls. 

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 - Incidents

  • Addressed a display issue when editing an Incident and resizing the window to the smallest size, where fields would not remain inside the window's boundaries in error. 
  • Resolved an issue with printed Contract Billing Payment Plan Agreements, where the payment summary was not aligned correctly.

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. 

Ledger - Transactions

  • Resolved an issue where the provider column in the ledger wasn't always updating properly for positive adjustments when adjusting the provider on a tied charge. 

Managers

  • Addressed some display issues when resizing some Managers. 

Managers - Claim Manager

  • Addressed an issue in a beta build with the unpaid column not reflecting the correct unpaid amount in some circumstances. 
  • Resolved an issue where the Claims Manager would stop responding when creating new claims in certain circumstances.

Managers - Database Utilities

  • Removed an extraneous space in the Update Account Alerts description.
  • Resolved an issue with the Archive Patients with Provider Database Utility not  archiving certain patients eligible to be archived in error. 

Miscellaneous

  • Made several miscellaneous database corrections to address multiple issues.
  • Added preliminary dark mode elements in preparation for Mojave. 
  • Made several internal changes throughout the software that should address display issues with some windows.

Optical

  • Corrected an issue when tabbing through fields in the Optical Ability. 

Patients - Clinical

  • Corrected a formatting issue in the Vitals widget where any entry of weight would convert the last pound to ounces regardless of the data entered. Example: 120 lbs would turn into 119 lbs 16 oz in error. 

Preferences

  • Edited the Treatment Plan Preference "Ask Me Whether to Use the Higher Amount" so the name is correct. 
  • Addressed a preference issue where if you attempt to create a patient account with the same name as an existing patient account, no warning appears, despite the "Show Duplicate Patient Warning" preference being enabled. 

Scheduling

  • Addressed an issue where if you have the Schedule preference "Include Archived Patients when searching for patients in a new appointment" enabled, where if you attempt to schedule for an archived patient, the user would not be warned that the patient will be unarchived. 

Scheduling - Online

  • Addressed an issue where patients could schedule an appointment where a Transparency block set for All Resources is configured with "Do Not Schedule", in error. 
  • Resolved a display issue in the merge patient window, where the First Name checkbox would not behave like the other checkboxes. 

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. 

Scheduling - Transparencies

  • Added the functionality to print off a list of Transparency Types via pressing Command P.

Sidebar

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

References - Clinical Decision

  • Addressed an issue when a Clinical Decision Rule alert appears, where there is a blank response option in error. 

References - Forms

  • Addressed an issue when saving changes in the Form Editor that would cause MacPractice to unexpectedly quit in certain circumstances. 

References - Users

  • Addressed an issue where if you enter an invalid NPI number in the Users Reference on the Provider tab, an error will appear but will instantly disappear before you can read it.

Reports - Accounting/Financial

  • Resolved an issue where in the Unapplied Balance Report, the Account Balance column was not displaying in error. 
  • Corrected an issue when unapplying a payment, the Unapplied Payments report does not respond when you click that payment's link. 
  • Resolved an issue where the Day Month Year report was giving the Write Off total based off of Posted Date regardless of how the report is configured. 
  • Addressed an issue with the Positive Adjustment report where if you adjust the provider on a charge with a positive adjustment tied to it, where the provider filter wasn't pulling the charge in question when that new provider is included in error. 
  • Corrected an issue where the Accounts Receivable would display payment information even if Show Last Payment was not selected in certain circumstances on a specific beta build. 

Reports - Insurance

  • Resolved an issue with the Insurance Write-Off report, where secondary insurance write offs weren't being listed in error. 

Reports - Marketing

  • Addressed an issue in the Persons by Employer report, where patients with an unknown gender are marked as female instead. 

Reports - Predetermination

  • Addressed an issue where if you attempt to sort a column by clicking on it, you would be automatically taken to the top of the report.
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