Release 5.5-EN

General

View user last login/Last activity information      

Now in Dentalore you can see when was the Last Login or last activity done by each user.

Settings >> Resources>> Employee / Provider >> Select any employee /Provider >> Edit Employee /provider

Show/hide patient’s mobile number 

Now in Dentalore you have the ablitiy to show/hide patient’s mobile number using the phone information access rights, in the following views:

  •  Patients List view >> Phone Column
  • Edit Patient >> Phone Information section
  • Patient Overview Tab >> Phone Information section
  • Provider Dashboard>> Mobile 
  • Provider Dashboard>> Home
  • Edit Visit >> Mobile
  • Add Visit >> Search icon >> Search Patient Popup >> Phone Column
  • Scheduler >> Visit Card>> Phone
  • Recall view >>Phone column
  • Messaging >> Marketing >>Groups >> Edit icon >> Phone column

 

Patient

Search  patient by birthdate.

Now you can search for patient using birthdate.

Location:

  • Dentalore Home >> Patient List >> Search.

Check for patient’s mobile number duplication

When add/change patient’s mobile number Dentalore check if the entered mobile number exist or not, and display warning message when patient’s mobile number duplication happens.

Location:

  • Dentalore >> Login >> Patients >> Patients List >> Patient Info Tab >> Add Patient >> Phone Information >> Mobile

Show/hide (Patient Ledger) section in patient overview:

Now In patient overview you can show/hide patient ledger section according to (Procedure’s Fees) Access Right

Location: Patient ledger section Location: Dentalore >> Patient list >> Overview

Access rights location: Settings >> DentaLore Home -> Settings -> Practice -> Security -> Select any Group -> Click Edit -> Access Right Tab -> Patient Tab

Enhance Referred in menu 

  • Add new referred in entries: Friend /Facebook/Instagram/Youtube as a referral
  • Split facebook and twitter to become two seperate entities
  • Reorder the referred in menu items

Location: Dentalore >> Patient >> Select Patient >> Info >> Referred In/Out menu

The new menu order is

  1. None
  2. Employer
  3. Facebook
  4. Twitter
  5. Instagram
  6. YouTube
  7. Internet/Website
  8. Insurance Plan
  9. Patient
  10. Friend
  11. Physician
  12. Poster
  13. Radio/TV
  14. Walk In Sign
  15. Yellow Pages
  16. Others

Display patient’s insurance maximum and remining benefit:

In patient overview you can see patient’s insurance maximum and remining benefit displayed in patient ledger section

Also In add/edit appointment you can see patient’s insurance maximum and remining benefit displayed in Insurance Information section

Scheduler

Providers (dentists) see only his appointments in scheduler:

Now in dentalore providers (dentists) see only his appoitments and cannot change provider selection from provider menu unless they have (Allow work list edit) access Right

Location: Dentalore >> scheduler menu >> scheduler tab >> Provider menu

 Access rights location: Settings >> DentaLore Home -> Settings -> Practice -> Security -> Select any Group -> Click Edit -> Access Right Tab -> Patient Tab

Control scheduler default view :

Now in Dentalore you can control the default scheduler view either Day or Week  

Dentalore >> Settings >> Practice >> Scheduler >> Scheduler Settings tab

Day: While selected, Scheduler default view which is displayed on opening is the (Day View).

Week: While selected, Scheduler default view which is displayed on opening is the (Week View).

View patient’s docs from scheduler:

Now in Dentalore you have the ability to navigate to patient docs from scheduler view

Location: Dentalore >> Scheduler menu >> Scheduler tab >> Select any visit card >> Right click menu >> Patient docs

Ability to copy/paste appointment to different day in scheduler:

Now in Dentalore you are able to move any appointment or reserved slot from a certain day or certain time and place it in a different or the same day at different time

Location: Dentalore >> scheduler

By right click on any appointment or reserved slot you can select new option called “Move”  and then you can place it in new cell by right click and select “place”

Filter visits by either cash or insurance patient:

Now in Dentalore in scheduler view you can filter visits accoring to patient eith cash or insurance 

 Location: Dentalore >> Scheduler >> Type menu

If you select Insurance from type menu all APPTs Whose Patient has primary or secondary insurance will be displayed in the scheduler view

If you select cash from type menu all APPTs Whose Patient doesn’t have primary nor secondary insurance will be displayed in the scheduler view

If you select All from type menu All visits will be displayed

Chart

Print colored teeth chart:

Now you can print colored teeth chart from Chart tab

Location: Dentalore >> Patient list >> Chart >> Print icon >> Select Teeth chart

Add new cancled status to progress notes

Now in Dentalore you can change the status of the procedure to be cancelled status from Edit procedure view

Location:

Dentalore >> Patients >> patient list >> select any patient >> chart >> In progress note grid Click on edit icon of any procedure >> Click on status >> Cancelled

Dentalore >> Patients >> patient list >> select any patient >> Procedure >> Click on edit icon of any procedure >> Click on status >> Cancelled

Ability to view Lab cases from chart tab:

Now in Dentalore you can view all patient’s lab cases of all statuses (New, Approved, Ordered, Received and Delivered) from chart and also you can add new lab cases.

Location: Dentalore >> Login >> Patient list >> Chart >> Lab cases tab

Ledger

Ability to pay all insurance balance with one step:

Now in Dentalore you can pay all insurance parotion of the selected procedures by one step instead of selecting each procedure and pay it individually

Location: Patient list >> Select patient >> ledger >> pay All

Ability to view today completed procedures,last payment, insurance information in ledger :

Now in procedure ledger you can see today completed procedures, last payment of the selected patient and Insurance maximum and remaining Benefit

Lab

Lab Case support Try In and Permanent option

Location: lab case

Add Remake option to lab case 

Location: Dentalore >> Labs >> Received /Delivered >> Remake button

Ability to change name of the Lab Case Provider

Now in Dentalore you can change the name of provider that appear in (Edit lab Case) View 

Location: Lab Case

Messaging

Ability to send Message via whatsapp

Location:

  • Dentalore >> Login >> Home > Patients >> Update Patient >> Send Message Button >> Send Message Popup
  • Dentalore >> Login >> Home > Schedule >> Visit Card >> Right click menu >> Send Message Button >> Send Message Popup

Ability to cancel in progress campaign

Now in dentalore you have the ability to cancel sending the campaign from cancel button in the campaign view

Improve the loading time of Dashboard and log view

Location: Dentalore >> Messaging >> Dashboard

Location: Dentalore >> Messaging >> Log

Invoices

 Ability to distribute payment/adjustment on completed/in progress/planned in sequence:

Now payments/adjustments are distributed on completed/in progress /planned statuses in sequence

Payment Location: Dentalore >> Login >> Home >> Patients >> Select Patient >> Invoices >> View Invoice >> Add Payment view

Adjustment location: Dentalore >> Login >> Home >> Patients >> Select Patient >> Invoices >> View Invoice >> Add Adjustment view

Backup

Ability to export reports with unlimited date range from Analytics report backup

Now you can download insurance claims,Patient balance and recall reports with unlimited date range from Analytics report backup

Location:Dentalore >> Settings >> Backup >> Report

Ability to view branch name in clinic Backup 

In clinic backup display the branch of operations Patients,progress notes, payments..etc

Clinic backup filteration work on actual operation date not created date

In clinic backup filteration is now work on the actual date of the operation not the created date

Insurance Claims

Add insurance acceptance code field for Pre authorization claims

Location:

  •  Dentalore >> Login > Claims tab >> Select Pre-Authorization Claim >> Click Edit >> Click Send >> Procedures Tab >> Click Approve >> Accept Procedure Popup

Ability to display Acceptance code for each procedure in insurance claims details report:

Now you can display Acceptance code for each procedure in insurance claims details report in Acceptance code column

Location: Dentalore >> Login >> Analytics >> Financials >> Insurance claims details report

 

Recall

Decrease the loading time in recall grid:

Now in dentalore the loading time of recall grid is now decreased so that you can view patients recall faster

Location: Dentalore >> login >> Recall tab

 

Ability to search  recall list by Provider

Now in Dentalore you can search for a recall using the provider name

Location: Dentalore >> Recall >> Provider drop-down menu

Reports

 

New Report to display patient’s treatment plans procedures 

Now in dentalore you can display patient’s treatment plans procedures and its details in treatment plans report per clinic

Location: Dentalore >> Home >> Analytics >> Patient >> Treatment plans procedures report

New report to display patients according to patient type

Now in Dentalore you have new report that display patients according to patient type per clinic

Location: Dentalore >> Home >> Analytics >> Patients >> Patient Type

New report to display deleted patients,visits, progress notes 

Now in Dentalore you have three reports that display the delete audit for patients,visits and progress notes within the selected date range

Location: Dentalore >> Home >> Analytics >>Admin >> audit information >> Patients

New Report  to display insurance claims details 

Now you can display insurance claims details report for grouped by patient in insurance claims details report

Location: Dentalore >> Login >> Analytics >> Financials >> Insurance claims details report

 

New report to display Patients Invoices in selected date range 

Now in Dentalore you can view Patients Invoice in selected date range in patient invoice report

Location: Dentalore >> Analytics >> Financials >> Patient invoice

 

Ability to filter expenses according to it’s category in daily expenses report

Now you can Expenses for each patient in daily expenses report

Location: Dentalore >> Login >> Analytics >> Financials >> Daily expenses report

 

Ability to filter procedures according to the creation date or the completed on date

Now In dentalore you have the ability to display procedures according to the creation date or completion date

Location: Dentalore >> Analytics >> Financials >> Daily procedure >> DateBased drop-down menu

Ability to filter procedures count according to clinic branches

Now in procedures count report you can display procedures count according to clinic branches

Location: Dentalore >> Analytics >> Financials >> Procedures count

Ability to display Acceptance code for each procedure in insurance claims report:

Now you can display Acceptance code for each procedure in insurance claims report in Acceptance code column

Location: Dentalore >> Login >> Analytics >> Financials >> Insurance claims report

Ability to navigate to patient info page from  report:

Now you can navigate to patient info page from the following reports:

Location:

  • Dentalore >> Analytics >> Admin >> Lab Cases 
  • Dentalore >> Analytics >> Financials >> Daily Adjustments 
  • Dentalore >> Analytics >> Financials >> Daily Income
  • Dentalore >> Analytics >> Financials >> Daily Procedures  
  • Dentalore >> Analytics >> Financials >> Patients Balance 
  • Dentalore >> Analytics >> Financials >> Procedure Tracking 
  • Dentalore >> Analytics >> Financials >> Provider Procedures 
  • Dentalore >> Analytics >> Financials >> Provider Production Cash 
  • Dentalore >> Analytics >> Financials >> Provider Production Insurance  
  • Dentalore >> Analytics >> Financials >> Insurance Claims  
  • Dentalore >> Analytics >> Financials >> Detailed Provider Financials 
  • Dentalore >> Analytics >> Financials >> Provider Fees 
  • Dentalore >> Analytics >> Financials >> Insurance Procedures
  • Dentalore >> Analytics >> Scheduler >> Operatory Appointments 
  • Dentalore >> Analytics >> Scheduler >> Provider Appointments  
  • Dentalore >> Analytics >> Scheduler >> Visit Tracking 
  • Dentalore >> Analytics >> Patients >> New Patients  
  • Dentalore >> Analytics >> Patients >> Treatment Plans  >> Patient Section 
  • Dentalore >> Analytics >> Patients >> Referral In Detailed

 

Ability to display the paybacks in daily production report

Now you can display the paybacks done  within date range in Daily production report

  • Location: Dentalore >> Login >> Home >> Analytics >> Financials >> Daily Production

Prevent the user from displaying other branches in Daily production report

Now in Dentalore you cannot display other branches data unless you are assigned to it

  • Report location: Dentalore >> Login >> Home >> Analytics >> Financials >> Daily Production >> Branch Menu

Ability to filter patients visits according to (Visit Start Date/Time) OR (Visit Creation Date/Time) in Patients’ visits report

  • Now you can filter patients visits according to (visit start date/time) or (visit creation date/time)
  • Instead of (Visit Start Date/Time) only in Patients’ visits report

Ability to display lab cost in provider fees report for each procedure

  • Now lab cost is displayed for each procedure in provider fees report

Fix provider procedures: all procedures appears in provider preferred branch

Now in dentalore you can filter with filter procedures according to provider preferred branch in provider procedure report

Location: Dentalore >> Analytics >> Financials >> provider procedure

Ability to print All Analytics reports

Now in dentalore you can print All reports from print icon and download them as PDF or excel

Settings

Ability to filter and search for operatory :

Now in dentalore you can filter the operatories according to their status (Active, Inactive, All)

also you can search for an operatory by typing its name in the search field

 Location: Dentalore >> settings >> resources >> operatory >> status menu

Ability to filter and search for provider :

Now in dentalore you can filter the providers according to their status (Active, Inactive, All)

also you can search for a provider by typing his name in the search field

 Location: Dentalore >> settings >> resources >> providers >> status menu

 Ability to filter and search for employee:

Now in dentalore you can filter the employee according to their status (Active, Inactive, All)

also you can search for  employees by typing their name in the search field

Location: Dentalore >> settings >> resources >> employees >> search field

Enhance invoice print out in SA clinics only:

Enhancement in invoice print out in SA clinics only

Bugs 

Solve provider appointments sent more than once through Email or SMS 

Solve the problem that sometimes providers appointments sent more than one time through email or sms

 

Solve patient birthdate message sent more then once through Email or SMS

 Solve the problem that sometimes patients birthdate messages sent more than one time through email or sms

Many bug fixes and improvements

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