Edge Release Notes

4.0.0.883

General

Changed: A warning is now displayed when closing the Mail Merge page or the Mail Merge Document Editor if a document is still open. This allows the user to stop the close process and complete any pending work.

Fixed: An error could occur when completing a document in the Merge Queue if an image was attached.

Fixed: Checkboxes would not display correctly with certain themes.

Imaging

Fixed: Editing tools in the Adjustments section of the toolbar were not working.

4.0.0.880 04/03/2015

Edge Reminders

Changed: The ‘New Message Set’ option will be disabled immediately after submitting a new message set to avoid sending duplicates.

Fixed: If the subgroup assigned to a scheduled reminder job was deleted after the job was created, the scheduled batch of reminders would still occur but without any filtering.

Edge Portal

Added: Ability to control which image types are viewable by patients and responsible parties from within Edge Portal.

Added: A new responsible party registration system. Responsible parties can now initiate and confirm their portal registration with either their email address or cell phone number.

Financial

Fixed: Adjusting a bulk payment that had been processed through a 3rd party payment processor could cause duplicate records to be created within Edge.

Fixed: The days past due for a contract where all receipts have been reversed could be incorrect.

Fixed: Selected Contract Classes were not visible without opening the selection drop-down.

Fixed: Accidently entering contract dates prior to the year 1900 or after the year 2100 would cause an error when running certain financial reports.

Fixed: A contract that had its total treatment fee adjusted to $0 could no longer be edited.

Fixed: The selected classifications for contracts were not appearing in the Contract Details section of the Patient Financial Tab.

Fixed: If the Payment Account Editor was navigated away from when editing a Vanco payment account, the password box would lose its value.

General

Added: Ability to customize the content and layout of the RibbonBar. To adjust the visibility or size of the icons that appear in each Ribbon Bar section, click on the drop-down button in the lower right corner of the section.

Added: Improved and centralized the available help resources within Edge. The new help content is available by clicking the Help button in the main Ribbon Bar.

Added: Ability to add attachments to a merge queue email item with multiple records. These attachments will be added as a link within the email and original pdf.

Added: New Workflow Trigger that fires when a transaction is marked

to be excluded from the Deposit Slip report.

Added: Can now copy referrer and professional information from other linked patients when promoting a family member to a patient.

Added: 'Close other tabs' and 'Close tabs to the right' options when right-clicking on a tabbed window within Edge.

Changed: Double-clicking or dragging a Tab Document within Edge no longer creates a floating window.

Changed: Custom descriptions are now used when display contact information instead of static labels for ‘Home’, ‘Cell’ and ‘Email’.

Changed: A responsible party is now required when promoting a family member

Changed: A date-picker control is now used when entering subgroup

dates.

Changed: The stand-alone Edge Timeclock application can be used without consuming an Edge client license.

Changed: Printing a Mail Merge Queue document while editing the document will capture the document to its respective Correspondence History while still leaving the document available for future edits. An option exists in the ‘General’ section of ‘User Options’ to disable this feature and only capture to Correspondence History when the ‘Complete’ button is used in the Mail Merge Queue.

Fixed: Printing while editing a merge queue document would not capture to the correspondence history.

Fixed: Clearing out the Windows temporary file folder while Edge was running would cause an error when using spell check or text auto-complete.

Fixed: The photo for the logged in operator was no longer appearing in the Ribbon Bar.

Fixed: Error when clicking on an invalid patient link within an instant message.

Fixed: The busy mouse indicator was not clearing when adding correspondence to the Office Contact Manager.

Fixed: Error when moving a procedure up or down in the Treatment Sequence Editor.

Fixed: Removing the practice name from a professional would incorrectly link that professional to other professionals without a practice name in their record.

Fixed: In certain circumstances and error would occur when logging out of Edge if the ‘Remember Open Windows’ option was enabled and the Scheduler was open.

Fixed: Responsible party information now automatically refreshes within a patient’s folder upon saving.

Fixed: Error when sending an email to a patient that did not contain a

subject.

Fixed: Inactive Appliance Destinations were still available.

Fixed: Inactive Workflows were still available in certain editors.

Fixed: New appliances were not being assigned to the patient’s

assigned office by default.

Fixed: Error when adding multiple new entries to certain editors at once.

Fixed: Printer settings were not saving when using a quick report on a machine other than the machine used to create the quick report.

Fixed: Inactive operators were appearing in the Security Editor.

Fixed: Using certain characters in the name of scanned document would cause an error when emailing the document.

HR Manager

Fixed: Entering vacation time for future dates no longer prevents users from clocking out.

Fixed: Under certain circumstances, PTO and vacation hours were not accruing correctly.

Imaging

Added: Ability to define default Image Cache paths. These paths can be defined in the Image General Editor and will be used when the image cache has not been set or the path is unavailable.

Added: Ability to store non-photo file types, such as SCL, within Edge Imaging. Add any additional file types in the Image Type Editor and use the ‘External File’ classification.

Fixed: Error when merging a letter containing an image layout with a

caption.

Fixed: Imaging Layouts added to a merge document no longer show as an empty place holder image.

Fixed: Error when adding an imaging layout with a hyphen in its name to a merge document.

Fixed: Intermittent error when flipping, mirroring, or stretching within

Image Morph on 64 bit machines.

Insurance

Added: Ability to view the content of all previously submitted electronic insurance claims.

Added: Information entered into the ‘Additional Services Provided’ section of the Insurance Detail Editor will now display on ADA 2006 insurance forms.

Changed: The Electronic Insurance Submission Window now opens as a tab document within Edge. Also, any potential submission issues are displayed next to each claim instead of within a mouse hover.

Changed: Contract structure information is no longer automatically included when submitting electronic insurance and explicit ’Service Provided’ records exist.

Fixed: The Insurance Link Window was displaying deleted insurance plans.

Integrations

Fixed: Error when using the Invisalign integration. Fixed: The MotionView integration was not correctly opening to the

selected patient record.

Reporting

Added: Treatment Category Report.

Added: Kept Procedure Summary - By Year report.

Added: Ability to print the Ledger report from the Forms dropdown in

the Main Ribbon Bar and the Patient Ribbon Bar.

Changed: Receipts for credit cards now contain additional information as well as the payer signature if present.

Changed: Default value for the address position in the Statement.

Fixed: Address line 2 is now skipped if missing in ADA 2012 forms.

Fixed: The Timesheet Summary Report now rounds totals consistent with other reports.

Fixed: Error when using a newly created subgroup within a report page that was opened prior to the creation of the subgroup.

Fixed: Negative receipts that were reversed in ViewPoint were affecting Statements.

Fixed: Patient Gender check mark was off when running ADA 2012

Scheduled Single Line form for female patients.

Fixed: Phone and email would not export when exporting the Professional List to Excel.

Fixed: QuickLabel reports generated from the Scheduler would

generate for an incorrect patient.

Fixed: Error when running the Practice Monitor Report with the

‘Today’ option selected.

Fixed: Changing the seated or exited time for an appointment after

the day of the appointment would prevent it from being represented

in the Arrival Log Report.

Fixed: Timesheet Summary report could incorrectly report the time if the clock-in and clock-out times were identical.

Fixed: The Kept Exams section of the Morning Meeting report was displaying OBS appointments instead of exams.

Fixed: Certain insurance transactions that existed prior to converting to Edge would display incorrectly on a Financial History report.

Fixed: In certain situations, extraneous contracts could appear on the Late Fee Report.

Scheduling / Patient Tracking

Added: The procedure assigned to an appointment can be changed outside of the Scheduler by right-clicking on an appointment entry in the Appointment History, the Patient Appointment Panel and all appointment hyperlinks.

Added: Ability to use the touch screen keyboard within Sign-In as well as the ability to exit Sign-In and edit layouts using a touch screen.

Changed: When using the Smart Scheduler, the search results are now expanded to fill the window. Clicking 'Search Details' will enable changing the search criteria as well as restore the window to its original layout.

Changed: Scheduler templates can no longer be replaced or added to days in the past.

Changed: Patients with appointments in the ‘Pending’ section of the Scheduler Bar no longer also show in the ‘Patients w/o apt.’ section.

Fixed: Changing the text of an appointment reminder on a scheduled appointment could also change the reminder text for other appointments.

Fixed: Error when logging out if ‘Remember Open Windows’ option is enabled and the Scheduler tab is opened but never used.

Fixed: When processing an appointment as kept for a patient with an existing future scheduled appointment, the Needs Appointment Scheduling Window would still appear.

Fixed: Any default start and end times assigned to a procedure where not being taken into account when using the Smart Scheduler.

SmartCeph

Fixed: Error if the same measurement was added to a custom analysis multiple times.

Treatment

Added: A free-type area is available to allow for customizing standard responses when entering Treatment Findings.

Fixed: Error when double-clicking a radio button in the Unanswered Section of the Patient Treatment Findings Editor.

Fixed: Dragging a response between two categories in the System Treatment Findings Editor would result in duplicate responses.

Fixed: Extraction Requests would still appear in merge letters even after the request had been removed from a patient’s Tooth Chart.

4.0.0.847 12/18/2014

General

Fixed: When merging a multi-page document, only the first 2 pages would capture to the Correspondence History.

Fixed: When opening a merge document for edit, Word would default to Draft View which hides imaging fields.

Fixed: Patients could not sign-in using the fingerprint scan process.

4.0.0.842 12/12/2014

Edge Animations

Added: The patient’s primary code is now visible within Edge Animations.

Fixed: Error when launching Edge Animations on machines set to certain international date-time formats.

Fixed: Patient images were not being importing into Edge Animations.

Edge Mobile

Fixed: The appointment list no longer contains recall appointments.

Edge Reminders

Fixed: The display is now refreshed when changing from "Message Set History", New Message Set" and "Upcoming Scheduled Reminders" in the Edge Reminder Summary screen.

Financial

Added: A 'Validate Credentials' button in the Vanco Payment Account editor to help ensure that credentials have been entered correctly.

Fixed: The Contract Paid in Full Workflow Trigger was not firing.

General

Added: Office 2013 visual style to all RibbonBars and the main

window within Edge.

Added: Ability to view the temperature displayed in the Weather

Widget in Celsius.

Added: Icons are now present on all appliances where a barcode

exists.

Fixed: Error when floating the SMS Text Window.

Fixed: Patient links that were not correctly formatted inside of an instant message would cause Edge to stop responding.

Fixed: Letters than contain both responsible party and patient

information were displaying with a ‘Sent To’ value of ‘Unknown’ in the

Correspondence History.

Fixed: Once an appliance is marked as received/sent via a barcode

scanner, the Appliance Tracker was not refreshing with the new

information.

Fixed: Could not print/save/copy a barcode after a new appliance had been saved.

Fixed: Mail Merge Queue items with "attach images" checked now

works correctly with tooth chart images.

Fixed: Typing a custom title when creating a new Patient, Responsible

Party or Professional will now save correctly.

Fixed: Overwriting an existing barcode was creating a duplicate entry

in the Appliance Tracker.

Fixed: When creating a new patient, an error would occur when

clicking save if more than one new Responsible Party was created.

HR Manager

Fixed: HR Manager was not correctly taking maximum vacation hours into account when calculating available vacation hours.

Insurance

Fixed: Ordering and selection when searching for insurance companies with multiple records.

Fixed: The ADA 2012 Misc. Charge Insurance Form would generate an

error when choosing the "Charges to Current Insurance" option.

Integrations

Added: Integration with Ortho Insight 3D from Motion View.

Patient Rewards

Added: Patient Reward items that have been deleted can appear in the Patient Reward Management window and can be recovered.

Added: Option in the Reward Trigger Editor to not award Patient

Reward points when manually confirming appointments through the

Scheduler.

Fixed: Deleting an assigned prize was not returning that prize to inventory.

Reporting

Fixed: The Quick Label button in the Professional RibbonBar was

printing the Responsible Party Quick Label instead.

Fixed: Patient Label report now prints by patient last name.

Fixed: Contract totals were displaying incorrectly in the Charges and

Receipt Summary report for contracts with multiple responsible

parties.

Fixed: The Kept Appointment with no Treatment Chart Report now

excludes recall procedures.

Scheduling / Patient Tracking

Added: Hovering over a patient's name in the Scheduler List View will

now display the same tooltip that is shown when hovering over an

appointment.

Fixed: The Need Appointment Prompt was appearing after processing

an appointment as kept regardless of if a patient was in a status that

requires an appointment or not.

Fixed: The 'Appoint Entire Scheduler Group' option was not properly

re-scheduling appointments.

Fixed: Operators with read-only access to the Scheduler were still able

to schedule appointments.

Fixed: Error when viewing the Scheduler for a day that had both a

Scheduler Note and a template assigned to an office the operator did

not have rights to view.

Fixed: Recall appointments were displaying a time of midnight in the Patient Appointment Panel.

SmartCeph

Fixed: Error loading facial lateral photo under certain setup configurations.

Treatment

Fixed: Spacing and formatting issues when selecting an item from a column in a Treatment Hub entry that was specified as ‘List and Text’.

Fixed: Formatting when importing Treatment Findings into a Treatment Hub entry.

Fixed: The Treatment Hub would not always scroll to the most recent entry when initially displayed.

Fixed: Signing a recently created Treatment Hub entry would require a refresh before the Signed Icon would appear.

4.0.0.841 12/2/2014

Edge Animations

Fixed: An error could occur loading the Favorites List.

General

Fixed: Microsoft Word would lock-up when double-clicking within a document if the EPad drivers were installed.

4.0.0.825 10/21/2014

Financial

Fixed: Error when opening the Finance tab of a Patient Folder if the system have multiple contract classes with the same name.

Insurance

Fixed: Error when capturing certain versions of the Canadian Insurance form to Correspondence History.

Integration

Fixed: Error when updating Invisalign records.

4.0.0.824 10/17/2014

Edge Animations

Fix: Edge Animations was generating an error on startup when Date or Number format did not match the US.

Fixed: Only facial lateral images were being imported when using animation templates.

Fixed: When annotating on an image the pencil width or color could not be changed.

Financial

Added: Contracts and Contract Templates can now be assigned multiple contract classifications.

Added: Ability to sort pending Auto-Receipts by patient last name.

Fixed: If a patient had a contract-based AutoReceipt with a contract charge that was due and processed on today’s date, the patient would appear in the AutoReceipt list again if the patient’s contract was edited.

General

Added: The New Patient Window will now remember its size.

Changed: A warning now appears when trying to close a patient record if a partial notepad entry exists.

Changed: Clicking on a web-link in Edge will open the link in the default browser for the machine instead of always using Internet Explorer.

Fixed: Error when receiving a new instant message if the messaging window was set to auto-hide.

Fixed: Inactive appliances were available for selection in the Appliance Tracker.

Fixed: The settings page for a Dashboard Widget could appear over another widget under certain circumstances.

Fixed: Error when signing multiple merge documents at once.

Fixed: A new barcode would be generated every time an existing barcode was printed.

Fixed: Under certain circumstances the selections would not save when assigning office level permissions in the Operator Editor.

Fixed: Certain operators were experiencing severe performance issues during the ‘Loading Settings’ phase of logging into Edge.

Fixed: A new responsible party linked to a patient through the Family Panel would not appear in the patient’s record until it was refreshed.

Fixed: A minimized merged document will no longer prevent an edited merge document from showing the Edge Fields.

Fixed: An error would occur when creating a new patient record from a completed online form if the patient did not fill out all of the information.

Fixed: Error when floating the Imaging Tab of a Patient Folder.

Fixed: Inactive Workflows were still firing.

Imaging

Fixed: Exporting layouts or print images with different dimensions now works properly.

Fixed: The patient thumbnail would not automatically update after deleting images.

Insurance

Changed: When printing paper insurance forms, the insurance form type now appears in the description of the generated correspondence history item.

Fixed: Submitting an electronic claim for multiple miscellaneous charges for the same patient would only clear the claim for the first charge from the pending electronic claim list.

Fixed: The Canadian Insurance Pre Authorization form now displays subscriber Id in the Certificate Number field instead of SSN.

Fixed: Error when removing the recurring insurance code from an insurance detail after the code had been set.

Patient Rewards

Added: Ability to exclude patients in certain statuses from being automatically assigned Patient Reward points. The functionality can be enabled in the Status Editor.

Fixed: Could not automatically assign more than 100 patient reward points for confirming an appointment.

Fixed: Prizes without a point cost defined were still appearing in the Sign-In Prize Selector.

Fixed: Improved readability of the Patient Reward Point Ledger with light-colored themes.

Fixed: Reward points were not being properly assigned for on-time arrivals in time zones other than Central.

Fixed: The number of pending prize requests for a specific prize was always displaying 0.

Fixed: After assigning a prize the remaining quantity for the prize was not updating.

Fixed: The point accumulation animation was not displaying properly during the Sign-In process for time zones other than Central.

Reporting

Added: Practice name to the Professional List report.

Added: ‘Today’ checkbox to the Kept Appointment report.

Added: AutoReceipt Posting History report.

Changed: The ‘New and Changed’ section of the Transaction Report has been split into two separate sections. Also, the report number now appears on every page of the Transaction Report.

Changed: The Time Tracker and Time Sheet reports now show time totals in both decimal and hour/minute format.

Changed: The Kept Appointment report now excludes recall appointments by default. Also added a ‘Today’ button to the report options.

Changed: Clicking on a patient name in the Appointment Day Sheet Addendum report will now open the patient’s record.

Changed: The date displayed next to a contract in the Transaction Summary or Transaction report is now the treatment start date instead of the first contract fee date.

Fixed: Treatment start dates displayed within a Subgroup Widget were off by a day for Pacific and Mountain time zones.

Fixed: Incorrect results would be displayed when running a referral based report with a professional based subgroup.

Fixed: The previous balance on the Transaction Report could be incorrect when filtering by both office and orthodontist.

Fixed: An error would occur if the Report Viewer was closed prior to its report being completely rendered.

Fixed: The Next Payment Date section of the Statement would display the incorrect date on machines in the Mountain or Pacific time zones.

Fixed: The date displayed in the Transaction Report would display incorrectly on machines in the Mountain or Pacific time zones.

Fixed: Treatment fee adjustments that were partially deleted by customers using ViewPoint prior to converting to Edge were not being accounted for on the Edge Transaction Report.

Fixed: Logins for internal Edge systems are now excluded from the Login History report.

Fixed: If an Appointment Card contained multiple appointments, the appointment reminders may not appear on the correct appointments.

Scheduling / Patient Tracking

Added: Ability to hide patients with past due recalls appointments from the 'Patients w/o Appointment' list on the Scheduler Bar.

Added: Clicking on the Scheduler Note icon that appears when the Scheduler Notes are collapsed will allow for deleting or editing the assigned notes.

Added: Option to place the queue numbers displayed in the LightBar on the left of each LightBar item to improve visibility.

Changed: Processing an appointment directly from the Patient Tracker will provide the same reschedule options as processing from the Scheduler.

Fixed: Appointment reminders would disappear when viewing the Appointment History for a patient and switching to another patient’s record.

Fixed: Under certain circumstances, selecting a different procedure than the one pre-selected in the Schedule Appointment window would fail the first time.

Fixed: Newly added appointment card quick reports would not appear in the right-click menu of an appointment until Edge was restarted.

Treatment

Added: An icon now displays in the date column for signed Treatment Hub entries.

Fixed: Treatment Findings notes are now copied as well when copying Treatment Findings from one treatment phase to another.

Fixed: Under certain circumstances, custom text could be entered into a Treatment Hub column that was marked as ‘List Only’.

Fixed: Importing Treatment Findings into a rich-text enabled column during the creation of a Treatment Hub entry would remove spacing and force the entry to a single line.

4.0.0.810 9/4/2014

General

Fixed: Practice Connect - Editor wouldn't allow user to save new home items.

4.0.0.807

Financial

Fixed: In certain situations the amount due and balance displayed in Edge would be incorrect after merging 2 contracts together.

Fixed: Changing the assigned treatment of a patient during the process of creating a contract assigned to the new treatment could cause inconsistencies in insurance forms and Treatment Findings.

General

Added: Patient Rewards Module. Reward points can automatically be awarded based on triggers such as compliance and patient referrals. Patients can interact with the module through Practice Connect, branded reward cards, Web Portal and the Patient Sign-In. See help documentation for additional information.

Added: Office Contact Manager. This feature can be accessed from the Editors menu and is used to track information for vendors and other office related contacts.

Added: Option to view more than the last 20 messages in the Message Center.

Added: The chart metric Patient Wait has been renamed to Scheduled Wait to better reflect it’s metric. Added a new Patient Wait chart metric which calculates waiting time based on patient arrival time.

Added: Can now select single cells when viewing Online Form responses.

Changed: Duplicate entries are now removed from Subgroup Widgets.

Fixed: Error if editing the Correspondence History Category list while having a history category selector open in a different tab.

Fixed: Error when merging a professional based letter for a professional without any patients linked to them.

Fixed: Quick Labels printed from the patient record now save printer settings as quick reports.

Fixed: Widgets that are docked no longer auto hide when trying to change their settings.

Fixed: Linking a new responsible party to a patient required a refresh before the new responsible party would appear in the patient record.

Fixed: After clicking refresh and changing tabs on the patient folder an error could occur.

Fixed: An error occurs when adding a new Treatment to the Treatment Editor.

Imaging

Added: Dimaxis integration. This integration can be enabled from the ‘User Options’ menu.

Fixed: When auto-importing into a layout that contains a caption, an error would occur when removing an image from the list.

Fixed: When viewing patient images for all time points using the Cardflow layout, the patient’s birth date would display incorrectly.

Insurance

Added: ICD-9 and ICD-10 insurance codes can now be entered in the Insurance Code editor and can be used for filling out the 'Diagnostic Code' section (34 and 34a) of the ADA 2012 insurance form.

Changed: The 'Use Patient Office Address' setting when submitting electronic insurance forms will now affect the billing location and the treatment location provided on the form.

Fixed: Error when trying to delete an insurance detail if any 'Additional Services Provided' records exist.

Fixed: Electronic continuation insurance forms were not using the recurring ADA insurance code if set.

Reporting

Added: New appointment card format: VIP Portrait.

Added: ‘Patients with Unsigned Tx. Charts – by Assistant’ report.

Added: Patient Biographical report.

Added: Option to use the address of the next scheduled appointment in the header of appointment cards.

Added: Transaction Summary and Balance Proof report.

Added: Summary section for previous appointment values to the Emergency Tracking report.

Added: 4.25" Appointment Card option.

Changed: The Case Acceptance report will show recall dates in the past.

Changed: Clicking on a patient name in the Patients with Unsigned Chart report will now open their patient record.

Fixed: Production and collections totals in the Practice Monitor graph and report were no longer being broken out by month.

Fixed: Sorting by referral name in the Referral Analysis report was not working.

Fixed: Printing a form from the report viewer's right click menu would bypass recording to the correspondence history.

Fixed: Un-finalized deleted transactions can cause inaccurate treatment fee totals in the Practice Statistics report.

Fixed: Running a quick report folder now adheres to each report's print setting.

Fixed: Appointment Day Sheet Addendum would only show the first Scheduler note on a template.

Scheduling / Patient Tracking

Added: Ability to search by procedure code for patients in the Scheduler Bar.

Changed: The Treatment Estimate Progress Bar in the Treatment Hub header will change colors to denote how treatment is progressing relative to the estimate. Green: At or below estimate, Red: Over estimate, Yellow: Patient treatment completed.

Fixed: The Active Patient section of the Scheduler RibbonBar would display 'No appointment needed' for all patients without a future appointment regardless of if their current status requires a future appointment or not.

Fixed: After editing an existing Scheduler Template the template would appear twice until a refresh occurred.

Fixed: The Scheduler filters were not working when the Scheduler was in appointment list mode.

Fixed: Under certain circumstances, the procedure code displayed in the Smart Scheduler for existing appointments waiting to be processed could be incorrect.

Fixed: Procedure Groups that do not contain any procedures were appearing as a next appointment option when creating a Treatment Hub entry and were not appearing in the Procedure Group editor.

Fixed: Printing the Month View in the Scheduler would display the last date selected from the Day View in the header instead of the selected month from the Month View.

Fixed: In the Sign-In, cancelling out of the Load Layout window would clear all items from the current layout.

Fixed: Workflows were not firing when dragging from the Pending List.

Treatment

Added: Ability to sign Treatment Hub entries.

Added: Ability to subgroup by Treatment Hub list entries. These new subgroup fields appear under the ‘TX. Hub Entry’ category.

Added: ‘Treatment Findings Search’ subgroup fields. These fields allow for subgrouping based on Treatment Finding responses.

Added: Ability to classify Treatments. Classifications can be created in the Treatment Classification editor and can be used to group treatments together for reporting or subgrouping purposes.

Changed: Selecting mixed dentition on a Tooth Chart will remove any existing conditions.

Fixed: Error when editing findings if multiple treatment phases have the same abbreviation.

Fixed: Could not audit a newly created Treatment Hub entry without a refresh.

Fixed: Long note entries in the Finding Notes section were being cutoff when not in edit mode.

4.0.0.795 7/2/2014

Reporting

Fixed: Error when running the Recall report.

Scheduling / Patient Tracking

Fixed: The Sign-In button in the patient Sign-In was not functioning for time zones west of the Central time zone.

4.0.0.791

General

Added: Practice Connect support. This includes Mobile Info editor and additional Office fields.

Added: Spell Check and Custom Dictionaries are now implemented in all Notepads, Tx. Hub and Tx. Plan. This includes a Dictionary Editor.

Added: Auto Complete is now implemented in all Notepads, Tx. Hub and Tx. Plan. Auto Complete is automatic in Notepads. To get Auto Complete to display in Tx. Hub and Plan, hit Ctrl-Space.

Added: When creating and changing patient information, if an existing patient with the same first name, last name and birthdate already exists they will get TWO prompt screens to make sure they really want to create the patient.

Added: Televox T.Link as a System Integration

Fixed: If a new Workflow is created, other clients would not get the new Workflow till they log back in.

Fixed: Appliance Received trigger would not fire when date is set via Patient Milestones panel.

Fixed: MailMerge queue now adheres to Offices which the Operator has access.

Imaging

Fixed: Emailing images to 'Other' was adding the email to Practice correspondence.

Fixed: Error loading thumbnail images imported from certain cameras.

Fixed: Error in the Sign-In when using the Dolphin Imaging integration.

Insurance

Fixed: The "Patient Insurance Details" security setting is now used when trying to edit an Insurance Detail for a Patient.

Fixed: Insurance Detail Remarks field was working incorrectly when multiple Insurance Details existed.

Reporting

Added: Procedure selection was added to the front end of the Recall Report.

Added: Additional front end options are now available for the Arrival log report.

Added: Other Relationship and Other Coverage was added to the ADA 2012 insurance forms.

Fixed: Deband Analysis report was not including patients whose contract total was all allocated to insurance.

Added: Last Print date column was added to the Open Insurance report.

Added: Referral By Patient report now includes non-primary referrals.

Added: Front-end option to exclude insurance contracts from the A/R Aging report.

Change: Statement front end change - End date now sets the transaction range, and Statement Print Date sets the date on the statement itself

Fixed: Electronic Transfer transactions would cause the Business Card Receipt to print to a second page.

Fixed: Practice Monitor financial calculation could be incorrect for time zones west of central.

Treatment

Change: When adding a checklist or procedure they are automatically opened for edit.

Fixed: Treatment Sequence - If procedure has white foreground, the description text cannot be seen while typing.

Fixed: Adding a new checklist item in a treatment sequence no longer displays as black on black.

4.0.0.778 05/29/2014

Edge Portal

Fixed: Error using the office filter when viewing the Scheduler through Edge Portal.

Fixed: Inactive procedures were displaying when scheduling an appointment in Edge Portal.

Financial

Added: Ability to assign user-defined batch numbers when posting bulk payments. This option can be enabled in the 'System Financial Settings' section of the Editors.

Added: Ability to set a minimum posting date. When set, no transaction can be back-dated prior to this date. This date can be set in the 'System Financial Settings' section of the Editors.

Added: Ability to restrict users from changing the posting date to a date in the prior month. This can be configured in the 'Office Financial' section of the Security editor.

Added: Security setting to disallow changing or deleting contract fees that are in the past when editing a contract.

Added: Ability to transfer any future contract charges when assigning a patient to a new office or orthodontist. This functionality is enabled by default but can be changed in the ‘System Financial Settings’ editor.

Fixed: An error could occur if creating or merging a contract for a patient while in the process of posting a bulk payment that includes the same patient.

Fixed: When creating a new contract with multiple responsible parties; selecting multiple contract members, deselecting the members and re-selecting the members would allocate the full contract amount to each contract member.

Fixed: Canadian postal codes would display a warning message when creating a new payment on file.

General

Added: Explicitly assigning allowed office locations to an operator will automatically restrict reporting, merging and patient searches to only encompass the locations the operator has access to.

Added: Security settings for transferring an existing patient to a different orthodontist or office. These security settings can be configured in the Patient Record section of the ‘Security’ editor.

Added: The office, orthodontist and tag (if applicable) assigned to a patient now displays in the title bar of the Post Transaction window.

Added: If a patient has referred any other patient, a new section labeled 'Referrals' will appear in the Patient Information Bar on the left-hand side of the Patient Folder. The number of referrals is displayed as well as a link to view the details of the referrals.

Fixed: Parts of the Office Editor were not visible when viewed on a machine with a small screen resolution.

Fixed: A user could not access the ‘User Options’ menu unless they had security privileges to assign user options to other users.

Fixed: Exiting full screen mode while viewing a patient record would cause the patient record to disappear.

Fixed: Opening the Insurance Setup editor and then navigating to another editor would clear the ClaimConnect password for the selected office in the Insurance Setup editor.

Fixed: Opening the Systems Integration editor and then navigating to another editor would clear the Invisalign integration password.

Fixed: In certain situations, Edge would unintentionally leave a maximized window state.

Fixed: If a database contained a very large number of employers or insurance plans an error could occur when creating a new responsible party record or a new insurance detail.

Imaging

Changed: Improved performance when exporting image layout and accessing images.

Fixed: Editing the timepoint date first when importing images no longer prevents the user from editing the timepoint name.

Fixed: An error could occur when importing images if the number of images in the import directory is less than the number of images in the layout.

Insurance

Added: The ability to add custom remarks (box 35) to the ADA Insurance form. The remarks can be entered in the Form Field section of the Insurance Detail editor.

Added: The ability to add custom remarks (box 35) to the ADA Insurance form. The remarks can be entered in the Form Field section of the Insurance Detail editor.

Added: Ability to include/exclude miscellaneous charge discount amounts when posting miscellaneous charge electronic insurance forms.

Changed: Security setting for electronic insurance. Users with read-only access to electronic insurance can submit claims to the queue, but full access is needed to delete or submit claims from the queue.

Fixed: Error when creating an insurance detail if no default recurring insurance code was selected in the Insurance Setup editor.

Fixed: Adjustments to miscellaneous charges were being submitted individually when posting miscellaneous charge electronic insurance forms.

Reporting

Added: Bulk Payments report.

Added: Case Acceptance report.

Added: Referral By Patient report.

Fixed: ADA 2012 Scheduled single line would display incorrectly if the Submission interval was less than the payment interval.

Fixed: Error when running the Transaction, Transaction Summary, Practice Monitor or Daily Transaction report by an operator who does not have security rights to all office locations.

Fixed: The settings for the Appointment Card had no default print options.

Scheduling / Patient Tracking

Added: Additional column to the Arrival Log section of the Patient Appointment History to display the patient waiting time based of the appointment start time instead of the patient arrival time.

Fixed: In certain situations, next appointment information for a patient's family members would display the incorrect procedure code in the Family Panel of the Patient Folder.

Fixed: If an appointment was selected, The 'Appointment History' button in the Scheduler Ribbon Bar would display the history for the selected appointment instead of the active patient.

Treatment

Added: Ability to audit a Treatment Hub entry via the right-click

menu of a Treatment Hub cell.

4.0.0.775 04/17/2014 Initial Release of Edge 4.0

Edge Animations

Fixed: Publishing videos for email could timeout when connected to

a very high speed internet connection.

Financial

Fixed: Potential timeout when finalizing a Transaction Report with a large number of transactions.

Fixed: Charges and receipts for $0 were not appearing in the Ledger.

General

Added: The Office editor now has an assigned Assistant and

Orthodontist setting. These settings are used in conjunction with the

operator office setting to filter access throughout the program. All

offices are still listed when editing a patient to allow assigning a

patient to another office.

Fixed: Under certain conditions, removing a family member from a

patient record could cause an exception.

Fixed: Some Quick Access shortcuts were missing tooltips.

Fixed: Certain list-based subgroup variables would cause an error if

multiple items were selected from the list.

Insurance

Changed: Treatment Finding Categories are no longer capitalized automatically when importing findings into insurance forms.

Integrations

Fixed: Error accessing imaged through the OrthoSesame integration.

Reporting

Changed: Added Doctor and Office to the Practice Statistic report

header.

Fixed: The Logon History Report could not be run for a single day.

Fixed: Column sorting was not working correctly in the Receipts By

Date report.

Fixed: Transaction By Type report would cause an error when

opening.

Scheduling / Patient Tracking

Changed: Patient names in the Scheduler List View are now displayed

with the patient last name first to improve sorting.

3.0.0.770

Edge Portal

Fixed: When creating a new Treatment Chart entry and selecting a list

item, the text entered into the chart was different than expected.

Financial

Added: Typing 'ck' followed by a space in the description box when

posting a receipt will automatically seed the description with 'Check

No. '.

Added: 'AR' column in the contract selector when posting a

transaction. An 'X' in this column indicates that there is currently an

active Auto-Receipt for this contract.

Added: Option to hide the details of the last posted receipt in the Post

Transaction window. This option can be set in the [Financial] section

of the User Options.

Fixed: In the Post Transaction window the 'Refund to another

contract' section was not updating when the selected patient was

changed.

General

Added: Subgroup SmartValues for '30 Days From Now', '60 Days From

Now', '90 Days From Now, '30 Days Ago, '60 Days Ago' and '90 Days

Ago'.

Changed: Sensitivity when clicking on a RibbonBar tab and dragging it

into a new floating window. It was too easy to accidently undock a

tab. Now the mouse must be moved further when dragging to initiate

the undocking process.

Fixed: Emails where not getting captured to a patient’s

Correspondence History when emailing images or sending standalone

emails.

Fixed: Clicking the 'Close All Other Tabs' button would occasionally

leave more than 1 tab open.

Fixed: Patient birth dates displayed in a Subgroup Widget would be

one day earlier for clients in Mountain or Pacific time zones.

Fixed: Double-clicking on values in Online Forms would generate an

error.

Fixed: The Correspondence History section of a responsible party’s

record would be hidden if viewed on smaller resolution screen and/or

the responsible party had a large amount of data in the Family section.

Insurance

Added: Ability to set the values for 'Enclosures' (line 39),

'Replacement of Prosthesis' (line 43) and 'Date of Prior Placement'

(line 44) on the ADA 2012 insurance form.

Added: Ability to set a separate insurance code for continuation of

treatment forms. The default recurring code can be set in the

Insurance Setup portion of the editors and will be used when creating

a new insurance detail.

Added: Ability to scan correspondence into the Insurance Company

Correspondence History.

Reporting

Added: Option to double space the Appointment Daysheet report.

Added: Insurance Aging By Company report.

Fixed: The Appointment Card now uses patient office address when

‘Use patient office address’ is selected instead of the appointment

office address.

Fixed: Third Height Appointment Cards would print with an incorrect

orientation when printing a second time while viewing.

Fixed: Transaction Report and Transaction Summary Report were

calculating the date in the New and Changed Treatment Fees section

differently.

Scheduling / Patient Tracking

Added: Sign-In Button to Patient Sign-In. This control can be used in

lieu of the standard Sign-Prompt and is optimized for touch screens.

Instead of typing all or part of their last name, the patient clicks or

touches their birthday month and day of month to sign-in.

Added: If a procedure that is a part of a Procedure Group or

Procedure Chain is processed as [missed] or [deleted], the related

procedures can automatically be processed as well.

Added: Procedure groups and chains can now be color-coded similar

to procedures.

Added: The appointments and patients contained in the Scheduler

Bar now adhere to the office filter for the Scheduler.

Added: Ability to print the Scheduler when viewed in List View.

Changed: The 'Show Reminder Icons' setting in the Scheduler is now

persisted when changing days or refreshing the Scheduler.

Fixed: Appointment reminders now display when the Scheduler is

displayed in List View.

Fixed: A procedure would appear multiple times when scheduling a

Procedure Group or Procedure Chain if that procedure belonged to

multiple Procedure Classes.

Fixed: If multiple days were visible on the Scheduler and multiple days

had openings at the same time for a specific procedure, the Quick

Scheduler would only display the openings on the first day.

Treatment

Added: Procedure Groups and Procedure Chains now appear in the

procedure list when creating Treatment Hub entries. This allows for

selecting multiple next procedures when making a chart entry.

Fixed: If an existing Treatment Hub entry was edited after scheduling

the appointment that corresponds to that entry via the Smart

Scheduler, a duplicate pending appointment was created in the

Scheduler Bar.

3.0.0.766 03/26/2014

General

Fixed: The school assigned to a patient could be cleared when editing biographical information for that patient.

3.0.0.764 03/20/2014

Edge Animations

Fixed: Check for Expression Encoder would generate an error if the encoder was not installed.

Edge Reminders

Fixed: Responsible parties could only receive messages about upcoming appointments not messages pertaining to missed appointments.

General

Added: Automatically closing the patient record after creating a Treatment Hub entry via a Workflow is now optional.

Added: Ability to specify which tab should be displayed initially when opening a patient via a Workflow.

Added: Workflow activities to set Appliance Removal Date, Last Dental Visit Date, Last Progress Evaluation Date and Treatment Start

Date. Each activity will set the date to today’s date automatically and update the next cycle date if applicable.

Changed: The Workflow Manager tab no longer stays open when creating a Treatment Hub entry from a Workflow.

Changed: Floating tabs from the Patient Folder can no longer be maximized.

Fixed: After an update, Edge would continue to run with elevated privileges and the Outlook integration would not work.

Fixed: If multiple high importance instant messages were displayed on the screen the [delete] button wasn't visible.

Fixed: When opening the History Category Editor for the first time, any default history category settings that were not explicitly set at that time would have invalid settings applied to them.

Fixed: Could not enter notes for individual employers. Note: New notes must be saved before moving onto another Employer.

Insurance

Added: Ability to track correspondence for individual insurance companies.

Scheduling / Patient Tracking

Added: Ability to drag-drop to the LightBar from the Scheduler and Patient Tracker when the LightBar is in Doctor Queue mode.

Fixed: Recall appointments where being displayed in the Sign-In.

SmartCeph

Fixed: Error when saving a viewed Analysis Report back into Edge.

Treatment

Added: Ability to Add, Edit, and Delete by right clicking in the Treatment Hub and Treatment Plan.

Added: Clicking on a family members name in the Treatment Hub header will open that patient’s record.

Fixed: An exact match when editing a Treatment Hub cell would not set the color of the cell.

3.0.0.748 02/14/2014

General

Fixed: Error when logging into Edge when connecting over a RDP session or on machines with low-end video graphics.

Reporting

Fixed: Running a Deposit Slip report would run a Transaction report instead.

3.0.0.747 02/14/2014

General

Added: Emailed merge documents can now include attachments. When performing an email merge, "Include Images" can be checked to automatically attach any merged images to the email. Attachments can also be added and deleted from email merges within the Merge Queue.

Added: Option to enable Touchscreen Mode from the User Options menu. This mode will increase the usability of Edge on a device with touchscreen capabilities.

Fixed: Error when an operator logs into Edge using their fingerprint.

Fixed: When using SmartValues (today, tomorrow, next month, etc.) with a Subgroup, the incorrect results could be returned depending on the local time zone.

Insurance

Fixed: Error when submitting electronic pre-authorization insurance forms.

Fixed: Error when uploading correspondence from an electronic insurance claim if no category had been assigned to insurance forms in the History Category editor.

Integrations

Fixed: Error when cancelling a one-time credit card payment through Vanco.

Reporting

Added: Ability to choose between displaying the internal appointment reminder, the procedure reminder or a custom static reminder message when printing appointment cards.

Added: Phone number to the Open Insurance by Company report.

Fixed: Doctor and office filters on Procedure Length Summary report were not functioning.

Fixed: Patient could show multiple times in the Needs Appointment report.

Fixed: A long office or procedure name could cause the VIP slip to span an extra page.

Fixed: A date would appear in box 24 of the ADA 2012 insurance form regardless of if “Show procedure date” was checked.

Fixed: Contract balance could be incorrect when running the AR Aging report for a previous date.

Fixed: Transaction Report was generating an extra page.

Fixed: ADA insurance forms were using the wrong taxonomy code for Surgery, Oral & Maxillofacial.

Fixed: The option ‘Use Date Range’ for the Financial History report was impossible to unselect.

Scheduling / Patient Tracking

Added: Ability to drag a patient from the Waiting section of the Patient Tracker directly to a chair in the LightBar to seat them.

Changed: A warning message will now appear when scheduling an appointment in the past.

Fixed: Sign-in happy birthday message now shows correctly when the search spans a new year.

3.0.0.726 01/17/2014

Insurance

Fixed: Electronic insurance claims were not being automatically removed after submission.

Fixed: Correspondence for electronic insurance claims were not displaying the insurance company name in the Correspondence History panel.

Scheduling / Patient Tracking

Fixed: Could not place a new template on a day that did not already have a template applied.

3.0.0.725 01/17/2014

Edge Portal

Added: Option to disable viewing of correspondence for responsible parties.

Added: Enhancements for greater PCI security.

Edge Reminders

Fixed: Could not send one-off text messages from within Edge.

General

Added: Barcode support to Edge. Barcodes can be assigned to appliances or patient records. The barcode scanner can be selected within User Options, appliances can be tracked via the Milestones Panel and patient records can be tracked via ‘Other Actions’ menu item in the Patient RibbonBar.

Insurance

Added: The contents of electronic insurance claims are now captured to correspondence history.

Reporting

Added: Breakdown of sick and vacation time to the Timesheet report.

Added: Option to use total amount paid for financial calculations on the Deband Analysis report.

Added: Family Label report.

Added: Status Changes report.

Fixed: The AutoReceipt Review report was excluding certain types of Auto-Receipts.

Fixed: VIP Slip appointment time would display incorrectly outside of the central time zone.

Fixed: Error when running a report with a subgroup that contained more than one Treatment Finding subgroup field.

Scheduling / Patient Tracking

Fixed: Error when saving a Sign-In layout that contains an animated GIF.

Fixed: Could not save changes made to a patient’s appointment history when accessed from the right-click menu of a Scheduler appointment.

Fixed: Only the first 4 templates assigned to a single day were viewable in the Scheduler Month view.

Fixed: When printing the Scheduler, selecting the 'Print in grayscale' option or setting the 'Shading' option to anything other than 'Full' would cause the cells on the Scheduler to lose their background color.

Fixed: Inactive procedure classes were selectable when editing a Scheduler template.

Fixed: Procedures in the Quick Schedule list are now alphabetized.

Fixed: The Appointment History section of the SmartScheduler would display incorrect times for machines outside of the Central time zone.

3.0.0.716 12/20/2013

Edge Animations

Fixed: After an update, Edge Animations would always display a message that newer animations videos are available for download.

General

Fixed: Edge would crash on Windows XP when multiple Patient Folders where opened and the Finance tab was selected.

SmartCeph

Fixed: Running a report in SmartCeph multiple times would generate an error.

Fixed: 'Could not find Lookup Value' error when opening SmartCeph.

3.0.0.713 12/06/2013

Edge Animations

Added: Ability to clear background music within ‘Settings and Properties’.

Added: Notification within Edge Animations when new or changed animation videos are available for download.

Fixed: When settings are changed, the new values are now propagated to the current job.

Edge Portal

Added: Edge Portal is now compatible with IE11. Added: Professionals can now view correspondence.

Financial

Added: Ability to designate a contract as ‘Open-Ended’ during contract creation. Open-ended contracts allow for automatically charging a set amount recurring at a specified interval in situations where the end date is not immediately known. Contracts designated as open-ended can still have traditionally defined contract fees applied to them as well. Open-ended contract can be “closed” by using the ‘Edit Structure’ command to either disable the open-end fee creation or by defining an end date.

Added: Ability to filter pending Auto-Receipts by payment account. Added: If, when creating a new contract, a partial contract exists on

another phase of treatment the user will be given the option to merge the contracts together.

Added: Ability to merge existing partial contracts into another contract. When a partial contract is selected in the Financial section of the Patient Folder, a button labeled ‘Merge Contracts’ will appear in the RibbonBar.

Changed: The billing name for each payment on file is now visible.

General

Added: Additional multiple monitor support. Right-click on any of the tabs within the Patient Folder to open that section in a separate window. The new floating window will house the content of the specific Patient Folder tab for every patient that is accessed and its position will persist when opening Edge.

Added: Ability to remember which windows were open (such as specific patient records and the Scheduler) when logging out of Edge and have those windows open automatically during the next launch. Option can be found in 'User Options'=>'General'.

Added: The position and size of any floating window will be saved and used the next time that window is opened.

Added: Typing dates no longer requires manually typing separators as well. For example, entering ‘110713’ will now automatically format to the date 11/7/2013.

Added: All date picker controls now have a ‘Today’ button.

Added: Merge Queue column widths are now saved.

Changed: The Help system within Edge is now hosted entirely online.

Fixed: Formatting of the phone number within the Insurance Editor.

Fixed: Error when clicking 'Cancel' on the login screen.

Fixed: The Treatment Finding Editor now exits edit mode after saving.

Fixed: Error would occur when creating a Stack entry for an inactive operator through a Workflow.

Fixed: Could not add another Notepad Entry after saving unless the current record was refreshed first.

Fixed: Opening a Default Subgroup Widget will now allow for choosing between an Application Widget and a Dashboard Widget.

Imaging

Fixed: When cancelling an imaging edit, the images are properly restored to their original state.

Fixed: Comparison layouts no longer throw an error when using captions.

Fixed: Comparison layout printing and exporting now centers correctly.

Fixed: Comparison layout logo sizing now works correctly.

Fixed: Emailing an image to a referrer classified as ‘Other’ now records in patient correspondence history.

Fixed: Select-All no longer causes images to disappear when used in the Index View.

Fixed: Sharpen, Blur, and Smooth now work on gray scale images (x-rays).

Insurance

Added: Option to exclude miscellaneous charges without an insurance code assigned from appearing on the Miscellaneous Charge insurance form.

Added: There are now 3 options for determining which charges appear on the Miscellaneous Charge insurance form; all charges, charges appearing on the patient and selected insurance ledger, only charges on the selected insurance ledger.

Fixed: Insurance forms now pull total months of treatment from the amount shown in the insurance detail, not the amount shown in findings.

Fixed: Blank dates in the ‘Additional Services Provided’ section were displaying incorrectly on insurance forms.

Fixed: Procedure Date was not showing in line 24 of ADA 2012 Scheduled Forms when option to include was selected.

Integrations

Added: Vanco Transaction History window. This window will display all Vanco and corresponding Edge transaction over a given date range. The window is located in the ‘Tasks’ submenu in the ‘Financial’ section of the ‘Home’ RibbonTab.

Fixed: Element Acceptor ID longer than 9 characters were not supported.

Fixed: Error when creating a new OrthoBanc record if the responsible party's email address is longer than 30 characters.

Fixed: Mail merging images now works correctly with Dolphin integration.

Fixed: Patient information updates now work correctly with the Dolphin integration.

Fixed: Error when accessing the Invisalign integration.

Reporting

Added: Open-Ended Contract report.

Added: VIP Slip Appointment Card format.

Added: Ability to filter referral reports by exam date, start date or patient entry date.

Added: Deposits By Date report.

Added: Show Detail option to Doctor Time report, which shows doctor and procedure time for individual appointments.

Added: Patients with No Appointments report.

Changed: All miscellaneous charge adjustments not marked with the ‘Operator Error’ designation will now appear on Statements.

Changed: There is now an ‘Amount Due’ column in the AutoReceipt Review report.

Changed: The options selected when running the Revenue Analysis report now appear in the report header.

Fixed: Formatting of Miscellaneous Charge insurance form when the form contains 10 or more charges.

Fixed: Improved speed of generating Miscellaneous Charge insurance forms.

Fixed: The birthday value in the Appointment Day Sheet report was incorrect for Mountain and Pacific time zones.

Fixed: Last Working Day sections of the Morning Meeting report now use the last date with a kept non-recall appointment.

Fixed: Recall appointments where appearing in the ‘Next Appointment’ section of the Statement.

Fixed: The deposit total on the Daily Transaction Summary report was not including deposits taken for patients in other offices when finalizing by office.

Fixed: Statement Amount Due breakdown could calculate incorrectly. Fixed: The Ledger Report would show incorrect totals when the ‘Show

Future Charges’ option was selected.

Scheduling / Patient Tracking

Added: Scheduler Notes will now appear in the search results when using the SmartScheduler.

Added: Ability to set next appointment details for patients in the 'Patients w/o appt.' section of the Scheduler Bar. Right-clicking on a patient in the Scheduler Bar and selecting 'Set Next Appointment Details' will place a corresponding appointment item in the Pending section.

Added: Option in Scheduler to auto-navigate the Scheduler to the date of appointment when scheduling using the Smart Scheduler.

Added: Ability to open a patient’s appointment history directly from the Scheduler. The ‘Appointment History’ button appears in the Selected Patient section of the RibbonBar.

Added: The next appointment information for the Active Patient in the Scheduler is now visible in the RibbonBar.

Changed: The Selected Patient section of the RibbonBar is always visible, even when there is no active patient on the Scheduler.

Changed: The Scheduler only scrolls to the current time when current day is visible, otherwise the scroll position is unchanged when switching between days.

Fixed: After a fingerprint is scanned in the Sign-In, focus is returned to the login prompt.

Fixed: Error when using the ‘Doctor Here’ keyboard shortcut in the LightBar when the Selected Chair setting is not set.

Fixed: Keyboard shortcuts now work when the LightBar is used as a floating Widget.

Fixed: Sign-in prompt size is now expandable to allow larger fonts to be visible.

Fixed: Could not edit the appointment reminder for scheduled recall appointments.

Fixed: Could not change the default appointment length when creating a Scheduler Bar appointment.

SmartCeph

Added: ABO Case Submission is now enabled.

Treatment

Added: Higher resolution Tooth Chart images.

Added: The Tooth Chart can now be expanded to fill the entire page by clicking the expand button.

Changed: Delimiter from a comma to a semicolon when importing single line treatment findings into a Treatment Plan.

Fixed: The Save and Cancel buttons would still be visible when editing old Treatment Hub entries.

3.0.0.672 10/09/2013

Reporting

Fixed: Page size issue when printing a Third Height Appointment Card and School Excuse at the same time.

3.0.0.670 10/08/2013

Reporting

Fixed: When printing directly from a quick report, the Third Height Appointment Card would only print the first page.

3.0.0.669 10/07/2013

Reporting

Fixed: Appointment section of the Third Height Appointment card would display regardless if it was excluded from displaying.

3.0.0.668 10/04/2013

Financial

Fixed: Timeout error when trying to launch the Post Late Fee window.

Insurance

Fixed: Electronic miscellaneous charge insurance forms were not using the date of the charge as the service date.

Fixed: Pre-authorization numbers were not being submitted with electronic insurance claims.

Reporting

Fixed: Wording on Appointment Card Third Height Form when the appointment card was generated from an appointment processed as kept.

Scheduling / Patient Tracking

Fixed: Reports and forms printed from the right-click menu on a Scheduler Appointment were not retaining the printer settings.

3.0.0.667 09/27/2013

Edge Animations

Changed: Improved the speed of searching the video library.

Edge Portal

Added: Edge Portal password can be recovered by clicking the button in the RibbonBar for a responsible party or professional.

Added: All image types are now available for viewing by patients and responsible parties.

Financial

Added: Ability to change the total treatment fee of an existing contract. This feature can be accessed from the ‘Contract Structure’ button in the Financial Ribbon Tab.

Changed: When performing a receipt adjustment for an incorrect amount, the new transaction will automatically post once the wizard closes if the original receipt was not run through a payment processor.

Fixed: Deleted contract-based Auto-Receipts would re-activate when their associated contracts were modified.

Fixed: If a receipt was transferred to another contract and the transfer was reversed prior to finalizing transactions, the receipt would appear in the deposit total twice.

Fixed: Reversing a receipt after it was finalized that was excluded from the deposit total would cause the receipt to appear on the deposit total.

General

Added: Ability to choose which TWAIN driver to use when scanning. Changing the driver can fix compatibility issues with certain scanners. The setting can be accessed from the ‘Scanners’ section of the User Options.

Added: Correspondence can be copied to the clipboard by right-clicking and selecting copy.

Added: Printer selection within Mail Merge can now be set to empty, which will prompt the user for a printer when merged.

Added: Users can now post a note to subgroup of patients. This feature can be found in Tools -> Other Tools -> Post Patient Notes.

Added: Performance enhancements to reduce the amount of memory used by Edge.

Added: Ctrl+N shortcut to create a new record from anywhere in Edge.

Added: Option to set a delimiter other than a ‘.’ for searching for records using last name/first name.

Added: ‘Recalls Through This Month’ and ‘Recalls Through Next Month’ to the list of default Subgroups and default Subgroup Widgets.

Added: Sessions Widget. This widget will display all users currently logged into Edge.

Added: Calculator Widget.

Added: Quick Report Widget.

Added: Additional information in the ‘Detail’ section of a Mail Merge Queue document.

Changed: The Scanning Window can now be minimized and Edge can be accessed while scanning.

Changed: When creating a new professional record, the ‘Title’ field is defaulted to ‘Dr.’

Changed: Combined Application and Dashboard widgets in the RibbonBar. After selecting a new widget, the user will be prompted if it’s a Dashboard or Application widget.

Changed: In a Patient Folder Info Panel clicking on the name of a referrer categorized as a type of “Other” will open the Other Referral Editor.

Changed: Requesting time off is now part of "Time Clock Sign In/Out" security.

Fixed: Inactive operators no longer show up in Stacks.

Fixed: High priority instant messages automatically close when replying or forwarding.

Fixed: Error when adding four new items in the Alert Editor.

Fixed: Adding a note to the Patient Notepad the closing the Notepad Panel would lose the recently entered notes.

Fixed: Workflow Time Triggers no longer can be created without a name.

Fixed: Adding contact to patient no longer saves incorrect category when first category is inactive.

Fixed: Adding contact to patient now prompts to copy to other people.

Fixed: Documents are no longer removed from the Mail Merge Queue if they are printed while editing the document.

Fixed: Hang when scanning documents into Edge.

Fixed: Error when editing the tags of a patient link inserted into an instant message.

Fixed: ‘Key already exists’ error no longer occurs in the Practice Monitor Widget.

Fixed: The start date and end date for patient alerts would be off by one day for alerts created in Eastern time zones.

Fixed: Scanning window could stay open after Edge was closed.

Fixed: Error when using the ‘Assign User Options’ to copy settings from certain Widgets.

Imaging

Added: Copy image and copy timepoint now include the default timepoints in the timepoint list.

Added: Patient age to the index layout tool-tip and on the back of Card Flow images.

Added: Ability to view the properties of an image through the right-click menu when not in edit mode.

Added: Image captions displayed while viewing images now match the captions defined in the Imaging Settings.

Added: Import button to Auto-Import and Single Import.

Added: Prompt when deleting images in edit mode.

Changed: Wording on the "Capture Image" button to "Scan".

Changed: Size of Burn-In information for compatibility with customers converting from VP Imaging.

Fixed: Error when opening a patient folder or importing images if there is not an image type defined as ‘Default’.

Integrations

Fixed: Error when clicking the 'Inactive' checkbox in the OrthoBanc System Integrations editor.

Reporting

Added: Section to the Transaction, Transaction Summary and Adjustment Audit reports to track treatment fee edits.

Added: ‘Group by Assistant’ option to the Doctor Time report.

Added: Different Last Names report.

Added: ‘Last Month’ option to Contract Totals, Kept Procedures and Charge and Receipt Summary reports.

Added: Transaction Report Log report.

Added: Column for ‘Dentist Name’ to the Referral Report – Detail.

Added: Option to print all scheduled appointments on the Third Height Appointment Card form instead of just the first three.

Added: Patient name to the Deposit Slip.

Changed: Improved the speed of generating Statements.

Changed: Payment Schedules now capture to a patient’s correspondence history.

Fixed: Finalized Transaction Report could show an incorrect deposit total.

Fixed: Under certain conditions, medical alerts were not displaying on Tray Covers.

Fixed: The Appointment Day Sheet Financial report now calculates ‘Amount Due’ as of the appointment date instead of date on which the report was generated.

Fixed: The Status Count Comparison report would generate a missing default value error

Fixed: Not setting the period fee type would cause the ADA 2012 Scheduled Single Line Insurance Form to error.

Fixed: The ADA 2012 Actual Service and Pre-Treatment Insurance Forms now show expected months of treatment instead of remaining treatment on line 42.

Fixed: The ADA 2012 and 2006 All Scheduled Insurance Forms now calculate signature date and treatment months remaining.

Fixed: Clicking the "t" button to select todays date when submitting electronic insurance forms would selected the incorrect date on machines in the Eastern Time zone.

Fixed: Filtering by date on the Charge and Receipt Report could have missed certain contracts.

Fixed: Timesheet reports now correctly adhere to security settings.

Scheduling / Patient Tracking

Added: Can now change the assigned office/orthodontist/assistant for appointments regardless of their status when viewing the expanded Appointment panel in the Patient Folder.

Added: Ability to restrict the Sign-In to only allow patient or appointments assigned to a certain office to sign-in. The office can be selected in the Settings window within Sign-In.

Added: Light Bar settings now include patient nickname and last name visibility.

Added: A new state of ‘Dr. Was Here’ for a patient in the LightBar.

Added: Custom colors can now be used for LightBar patient states.

Changed: Improved text formatting and text wrapping for user prompts within Sign-In.

Changed: The Sign-In no longer requires a sign-in prompt to be present when using a fingerprint reader.

Fixed: Sign-In now works with spaces and periods in last name.

Fixed: LightBar right-click menu no longer acts on the incorrect item when data is refreshing.

Fixed: LightBar drag/drop to change queue order now works correctly.

SmartCeph

Added: Superimposition now generates an image as required by the ABO.

Added: Option when printing a Superimposition to print the ABO format or just the Craniofacial.

Added: Support for structures which are not continuous lines.

Added: Structures can now be reordered.

Added: Cranial Floor Structure.

Changed: Simplified the Internal Cortical Outline of the Symphysis structure.

Fixed: Line widths were not adjusting based on calibration.

Fixed: Shadow depths and font sizes were not scaling based on image size.

Fixed: Occasionally opening a saved SuperImposition would not display anything.

Fixed: Sizing when printing small images 1:1.

Fixed: Facial Lateral now scales better to window when calibrating.

Fixed: Moving/Scaling/Rotating works better when Positioning Lateral and Positioning Tracing in Superimposition.

Fixed: Ceph/Lateral Facial was showing when saving Superimpositions.

Fixed: Sometime labels would be turned on when going into Edit Points Mode.

Fixed: The Mandibular Canal is now drawn as two separate lines

Fixed: Simplified the Key Ridge Structure.

Fixed: Occasionally a drawing anomaly could appear at the end of a structure.

Fixed: A rotation landmark can now use an origin other than the first point.

Treatment

Fixed: The Treatment Plan section displayed in the Treatment Hub could be expanded to the point that the Treatment Hub entries could not be seen.

Fixed: When editing a custom Treatment Findings Response, the text cursor would appear at the beginning of the text instead of the end.

3.0.0.656 08/14/2013

Edge Mobile

Fixed: The home and cell phone numbers for a patient could be switched.

Financial

Fixed: When editing a contract proposal, a non-recurring fee could not be created for more than 24 months from the start of the contract.

Fixed: Running a receipt form from the patient folder no longer overrides the print option which is selected in the quick report.

Fixed: Error when creating a contract assigned to a Treatment that the patient has never been assigned to.

General

Added: Color Picker controls now has an eyedropper which can be used to get a custom color from anything on the screen.

Added: Ability to forward and reply to sent instant messages.

Added: Ability to right-click on an instant message and copy the text.

Fixed: Professional Links would not display on a Professionals Page.

Fixed: Inactive contact categories no longer show up when editing contact information.

Fixed: The eye-dropper in the Color Picker control was not picking the correct color under some circumstances.

Fixed: Operator photo now displays in the RibbonBar when the 'Show Operator Photo' setting is enabled and the operator has a photo on file.

Fixed: Queued merge documents categorized as patient-professional would fail to email if the patient record was edited prior to emailing the queued document.

Fixed: Under certain circumstances, searching for a professional could cause a timeout error.

Imaging

Added: Can now view patient frontal images using the Dolphin integration in the Sign-In and the Edge Forms Viewer.

Added: Support for additional TWAIN devices.

Reporting

Added: Contract Adjustment report.

Fixed: The subscriber gender box was not being filled in on the ADA 2012 insurance form if the subscriber was female.

Fixed: Alignment issue in the Additional Services section of the ADA 2012 insurance form.

Fixed: Error when the Deband Analysis report spanned multiple pages.

Fixed: The start date in the New Patient Exam report would display incorrectly for Pacific and Mountain time-zones.

Fixed: The conversion ratio in the Starts and Exams report was calculating incorrectly.

Scheduling / Patient Tracking

Added: Option to Patient Tracker settings called "Allow early patients to login" which then allows early patients to check-in.

Fixed: Count in Patient Tracker would not update if appointment processed from the Scheduler.

Fixed: The 'skip days without templates' option in the Scheduler was ignoring days with multiple templates applied.

Treatment

Added: The Treatment Plan section of the Treatment Hub can now be resized.

Fixed: Error when printing the Treatment Plan and excluding Treatment Sequencing.

3.0.0.652 07/18/2013

Edge Animations

Fixed: Could not publish a video if the description was blank.

Fixed: Error when publishing videos to Facebook.

Edge Portal

Added: Added option to restrict patients from canceling their appointments through Edge Portal.

Edge Reminders

Added: Ability to schedule patient reminders for automatic submission based on a user-defined schedule. The schedule and message details can be setup in the ‘Reminders’ section of the Editors.

Financial

Added: Ability to delete multiple electronic insurance claims at once.

General

Added: Clicking on the patient facial image in the Patient Folder will open the imaging tab.

Added: The Workflow Creation Wizard now checks for existing Workflows with the same name when creating new Workflows.

Added: Security for viewing and editing treatment start date.

Added: Search box to Employer Editor.

Added: Ability to trigger Workflows based of the time of the day. Allows for scheduling activities to automatically occur.

Added: Ability to schedule an appointment immediately after creating a new patient.

Changed: The Task Editor window can now be minimized and Edge can be accessed while the window is still opened.

Fixed: Launching Mail Merge from a patient record now correctly changes the selected patient.

Fixed: The Browser Widget no longer continues playing videos after being closed.

Fixed: Cannot remove required information from existing patients and responsible parties.

Fixed: Error when sending a message that did not have any content.

Fixed: Cannot save a patient if the primary or secondary code is changed to a code already assigned to another patient.

Fixed: An error would occur when making a new patient with contact information that was copied from a responsible party to the patient.

Fixed: Workflow Time Triggers could not be deleted.

Fixed: Create a merge letter Workflow using the Workflow Wizard was not correctly setting the document to merge.

Fixed: Subgroup date prompts were not working with different culture settings.

Fixed: Mail merge queue no longer adds the first record to selection when merge documents are added or deleted.

HR Manager

Added: HR Manager time-off requests now automatically send messages to notify requestors when requests are accepted or denied.

Imaging

Fixed: Could not email images to multiple email recipients.

Fixed: Application could hang if an image was maximized during the auto-import process.

Fixed: Logo controls now adhere to image shadows setting.

Reporting

Added: Option to Financial History report to include transaction notes.

Added: Status List Report.

Added: ‘Additional Services’ option to the ADA 2012 Pre-Treatment Insurance Form.

Added: Added ‘Last Date Printed’ to Scheduled Insurance Report.

Added: Dr. Time Report.

Added: Dynamic date options to the Treatment Summary report.

Changed: Financial History reports can now be emailed to responsible parties.

Fixed: The Treatment Efficiency report was including adjusted off contracts.

Fixed: The receipt page of the Business Card Appointment Card report would take up two pages with long billing names.

Fixed: The Timesheet Summary report was not including a new user’s first clock in.

Fixed: Under some conditions, the professional name would not show when exporting from the professional list.

Fixed: A made appointment with a patient having a leap year birthday would cause an error in the Morning Meeting report.

Fixed: The Patient Findings report would throw an error when exporting into excel.

Scheduling / Patient Tracking

Added: The listed procedure in the LightBar is now colored to match the procedure on the Scheduler.

Added: Ability to assign a patient’s doctor to ‘Any’ during the seating process. If the LightBar is being viewed in ‘Queue’ mode, a new section label ‘Any’ will appear and those patients can be treated by any orthodontist on a first come-first served basis.

Added: Appointment on the Scheduler Bar now display patient contact details and responsible party names in the hover window.

Added: Patient status now appears in the hover of an appointment in the Scheduler.

Added: Option to display next appointment information on the appointment hover only if the patient has future appointments scheduled.

Fixed: Right-clicking and selecting an action for a patient in the Patient Tracker could affect an incorrect patient if patients have been moved on another computer.

Fixed: Occasionally a patient could appear in multiple sections of the Patient Tracker at the same time.

Fixed: On certain themes, the patient and responsible party contact details in the hover of Scheduler Bar appointments were not visible.

Fixed: The time of scheduled family appointments in the SmartScheduler was incorrect for time zones other than central.

SmartCeph

Fixed: Could not access help items.

3.0.0.639 06/30/2013

General

Fixed: Under certain circumstances, received instant messages were appearing multiple times.

Reporting

Changed: When emailing a batch of forms (such as Statements), Edge can now be used for other tasks during the email process.

Treatment

Fixed: Error could happen when saving changes to treatment finding notes or start dates.

3.0.0.634 06/06/2013

General

Added: Identifiers for the current customer and database are displayed in the ‘Help’->’About’ window. The customer identifier can be emailed directly from the About window to assist in authenticating with Edge Mobile.

Imaging

1. Fixed: Depending on hardware, some machines could generate an error when deleting images after auto-importing.

2. Fixed: Source images were not saving correctly after a manual image import.

Reporting

1. Fixed: Date formatting issue in Canadian Insurance forms. 2. Fixed: Improved performance of the Timesheet Summary Report. 3. Fixed: Rounding error in the Timesheet Summary Report. 4. Fixed: Improved performance of the Practice Monitor Report. 5. Fixed: A long nick name could cause the Tray Cover report to print on

multiple pages. 6. Fixed: Insurance code in the ADA 2012 Custom Fee Insurance Form

was pulling from the insurance detail record instead of the report settings.

3.0.0.632 05/31/2013

Edge Animations

Added: Ability to post Edge Animation Videos to other Pages which you have access/rights to.

Fixed: Each filmstrip publish now prompts for a name and description.

Fixed: The publisher now closes automatically when last video is done publishing.

Fixed: The Edge Animations Manager would not close properly when closed via the System Tray icon.

Fixed: Progress Bar has information right away when publishing a video.

Edge Portal

1. Fixed: Patient searches could timeout before any results were retuned.

2. Fixed: Error when opening a patient with a large number of image timepoints.

Financial

1. Added: Can now set treatment start date, expected appliance removal date, contract class, late fee rule and statement date when creating a contract from a proposal.

2. Added: Office, orthodontist, Transaction Report number and deposit information to the transaction audit window.

3. Fixed: Contract proposals created from contract templates now correctly set the default late fee and contract class assigned to that template.

4. Fixed: The number of days past due for a patient could be incorrect if prior to the conversion to Edge the first charge for a patient was a $0 miscellaneous charge.

5. Fixed: If all late fees were selected for posting prior to a subgroup being applied, the late fees excluded by that subgroup were still being posted.

6. Fixed: When creating a new insurance contract from a contract proposal, an extra insurance detail is created if one already exists.

General

Added: Ability to define a default number of treatment months for each treatment in the Treatment editor. This number will automatically be used when setting the start date in a contract and will pull from the treatment currently assigned to a patient.

Added: Ability to set the culture format of Edge through the 'User Options' menu.

Added: Wildcards (‘%’) now work in subgroup prompts.

Added: Appliance tracker now has link to open patient.

Added: Appliance tracker now has editable notes.

Added: Option in Fast Find to directly match on patient primary code.

Added: When using Presenter Mode, the mouse cursor is now duplicated on each display.

Changed: To select multiple items in the Mail Merge Queue either hold down the Ctrl key while clicking on multiple items or click on one item, hold the Shift key and click on a second item to select both items and any others in-between.

Changed: When creating a new patient alert the ‘stop’ property is defaulted to ‘On’.

Changed: Enabling/disabling the auto-logout feature no longer requires a logout for the change to take effect.

Fixed: Chart widget now shows the correct legend when using office and orthodontist comparisons.

Fixed: Error in Upload Queue Widget when uploading certain items.

Fixed: Appliance Tracker will now always show today's received appliances.

Fixed: After emailing forms, the list of recipients with missing email addresses show the recipient’s name instead of an ID number.

Fixed: When emailing forms, the sent email will include the name of the recipient instead of an ID number.

Fixed: When emailing a form, a separate instance of Microsoft Word is no longer opened for each recipient.

Fixed: The Subgroup Widget now refreshes correctly when changing its subgroup or any subgroup prompt values.

Fixed: Using a subgroup that contains prompts to add patients to a Stack now works correctly.

Imaging

3. Added: Dynamic imaging layouts now have timepoint headers. 4. Fixed: On some computers running Windows XP, an error would occur

when importing images. 5. Fixed: Annotations are now reflected in layout images after making

annotation changes to maximized images. 6. Fixed: Annotations now work after maximizing an image from a card

flow layout.

Reporting

7. Added: Practice Monitor Report. 8. Fixed: Receipts excluded from appearing on the Deposit Slip were still

counting towards the deposit total 9. Fixed: Timesheet summary wasn't correctly calculating times. 10. Fixed: Increased the left margin on the ADA 2012 insurance forms. 11. Fixed: Incorrect information was appearing in a checkbox on the ADA

2006 insurance form. 12. Fixed: Deleted contract fees were adding to, instead of subtracting

from, the total in the New and Changed fees section of the Transaction Report.

13. Fixed: A long memo could cause a business sized Appointment Card to print on 2 forms.

Scheduler

1. Added: Next scheduled appointment information to appointment hover.

2. Added: Ability to reclassify the assigned office, doctor, assistant and chair group for applied templates to match the current values in the source template. This reclassification occurs without replacing the existing applied templates. This action can be performed from the 'Scheduler Templates' section of the Editors.

3. Added: Option for the previous and next date buttons in the Scheduler to skip dates without templates applied. This setting can be enabled in the Scheduler User Options window. Note: This option also takes the current filter values into account. For example, clicking the next button will advance the Scheduler to the next day that not only has a template applied but also a template that includes chairs which meet the current filter values.

4. Added: Ability to change the font size for appointments on the Scheduler. This option can be found in the Appointment section of the Scheduler User Options.

5. Fixed: Under certain circumstances, Scheduler cells that were marked with the 'Open Start' designation would show twice in the Smart Scheduler search results.

6. Fixed: All columns in the patient appointment history are now sortable.

SmartCeph

1. Fixed: Lookup values in McNamara Analysis.

Treatment

1. Fixed: Color Theme's would not display correctly in the Treatment

Chart Style Editor

2. Fixed: The Tooth Chart now allows other conditions with endontics.

3. Fixed: When a new Treatment Plan was created, the plan data could

appear above the plan header.

3.0.0.627 05/03/2013

Imaging

1. Fixed: Error when importing images from a bitmap source such as using the VaTech integration.

3.0.0.626 04/26/2013

General

2. Added: Workflow trigger when a new operator is created. 3. Added: Enhanced scrolling and drag-drop operations when using Edge

with a Windows 8 tablet. 4. Changed: Letters can be merged for insurance details prior to creating

contracts. 5. Changed: Patient primary and secondary codes can now be up to 16

characters long. 6. Fixed: History Categories could not be saved if a Workflow wasn't

selected. 7. Fixed: Editing the tags in a patient link within an instant message

would cause an application hang. 8. Fixed: The Send Message window did not word-wrap. 9. Fixed: Black small bar would show at bottom of the Edge main

window when maximized. 10. Fixed: When adding a referrer categorized as “Other Referrer” to a

patient, garbled text would show in name.

Financial

1. Added: Quantity to additional service record section of the insurance detail editor.

2. Fixed: Error when processing a bulk payment using a credit card.

Imaging

1. Added: Superimposition image type. 2. Fixed: Intermittent object reference error when importing images. 3. Fixed: Error when saving after performing auto-contrast. 4. Fixed: Error when importing from the VaTech integration or when

importing a bitmap.

Integrations

1. Added: Panda Perio integration. 2. Fixed: Error when using the Dolphin Imaging integration 3. Fixed: Changes to the 'Account Type' setting of an X-Web payment

account were not saving.

Edge Animations

1. Fixed: Exporting a Timepoint morph to Edge Animations will now have patient images available.

Reporting

1. Added: Timesheet Summary Report now displays by category and office.

2. Added: Option on the Credit Card Transaction Report to only display un-finalized transactions.

3. Added: Option to display doctor’s name instead of the static text ‘Signature on File’ on the ADA 2012 insurance form.

4. Fixed: The deposit total on the Transaction Report could be incorrect if certain adjustments were reversed.

5. Fixed: Filtering the Transaction Report by orthodontist or office could cause the New and Changed treatment fee section to be inconsistent.

6. Fixed: The Referral Report was not taking the final day in the selected date range into account.

Scheduling

1. Added: Option to SmartScheduler to only return search results that differ by the amount of time being searched for. For example, if a one hour long appointment is being searched for, the search results will differ in time by at least one hour.

2. Added: Option to allow multiple Schedulers to be open at once. 3. Fixed: Issue selecting single cells when creating a new Scheduler

template from scratch.

SmartCeph

1. Added: Clicking ‘Save’ when viewing a Superimposition will save the image back into Edge Imaging.

2. Added: Units are now displayed in the value column of analysis reports.

3. Fixed: The FMA measurement would sometimes report negative values.

4. Fixed: Issue launching SmartCeph when Windows User Access Controls was enabled.

Sign-In

1. Added: Textboxes in the Sign-In screen now support multiple lines of text as well as the use of tabs.

Treatment

1. Added: When creating a Treatment Hub entry, using text matching in a column will scroll the selected item to the top.

2. Added: Save and Cancel buttons when entering a Treatment Hub or Treatment Plan entry.

3. Fixed: High memory usage when printing multiple Treatment Charts.

2.0.0.609 04/05/2013

Financial

1. Added: Ability to sort in the pending auto-receipt window using date, balance, amount, billing name, etc.

2. Added: When creating a new insurance detail, financial information from any existing contract is copied into the new detail automatically.

3. Fixed: The 'Fee Interval' section of a new insurance detail did not have a default interval.

General

11. Added: Button in the upper-right corner of the RibbonBar next to the Help button to quickly show/hide the RibbonBar.

12. Added: Mail merge now has 'Capture' merge type. This is also an option for mail merge queue items.

13. Added: A warning message now appears when logging in if the 'Throttle Upload' option is not set.

14. Added: Family patient widget now shows patient status where applicable.

15. Added: Browser widget. 16. Changed: Past due tasks now show as well when displaying tasks that

are due today. 17. Changed: Non-numerical text can now be used when entering phone

numbers. 18. Fixed: Error when launching opening specific models using the

OrthoCad integration.

Imaging

1. Added: User option to exit image editing on save. The option defaults to true.

2. Added: Imaging now removes extraneous image metadata which can become quite large for certain cameras. The result is that images are smaller.

3. Added: Imaging annotations now have an undo button in the RibbonBar.

4. Changed: Timepoint morph structures can now be dragged as a whole unit.

5. Fixed: Double clicking ‘Save’ during the image import progress no longer will import/save twice.

Integrations

1. Changed: SureSmile integration is now located in the integration section of the Patient RibbonBar menu as well as the Imaging RibbonBar menu.

Reporting

7. Fixed: Dates in the AutoReceipt report would show a day early when running in time zones west of CST.

Scheduling

1. Added: If a patient has a nick name, it will now appear when hovering over an appointment in the Scheduler.

2. Added: Creating a quick report of any of the following types will result in that report being available from the right-click menu of an appointment on the Scheduler. Reports: Appointment Card, Tray Cover - Single Patient, Receipt, QL - Patient. Changed: Cells can now copied from within one Scheduler template and pasted within another template.

3. Changed: Grouping by status in the ‘Needs Appointment’ section of the Scheduler Bar is automatically disabled if there are more than 150 items in the list for performance reasons.

4. Fixed: When creating Scheduler Template structures custom text would not be included.

2.0.0.594 03/14/2013

Edge Portal

1. Fixed: Recent transactions for a patient would display for all responsible parties associated with that patient.

Financial

4. Added: Ability to provide a default amount for an insurance code. 5. Added: Ability to specifically define the services provided records on

Pre-Authorization and Statement of Actual Services Insurance forms.

Defining explicit services provided records will override the default contents for that section on the insurance form.

General

19. Added: Option to highlight the search text in the Fast Find search results.

20. Added: Option to include Fast Find search fields in the search results. 21. Added: Hyperlinks to open a patient or a specific piece of

correspondence can be included when creating new Tasks. These will be included automatically when creating a Task via a Workflow.

22. Added: Correspondence can now be scanned directly into a responsible party or professional record.

23. Changed: Dashes can now be included in social security numbers when searching in Fast Find.

24. Fixed: The User Options window was not opening to the correct section automatically.

25. Fixed: Error when opening the Edge Forms Viewer using certain themes.

26. Fixed: Double-clicking the save button in the Payment Account and Default Alert editors would cause data inconsistencies.

Human Resources

5. Fixed: Appointments in the Human Resources calendar were always displayed in central time.

6. Fixed: Any vacation hours taken during the current accrual period would not be taken into account when calculating remaining vacation hours.

Imaging

6. Changed: Imaging index view header is now a consistent size.

Integrations

2. Fixed: After unlinking a contract from OrthoBanc, the OrthoBanc icon still appeared on the contract.

3. Fixed: Could not change the designated payment account of an existing OrthoBanc contract.

Reporting

8. Fixed: Patients missing from status section of Practice Statistics report.

9. Fixed: The next appointment date in the Pre-Printed Statement could display an invalid date is certain circumstances.

10. Fixed: Adjustments were being counted towards the receipt by type total in the Daily Transaction Summary report.

11. Fixed: Margins on the ADA 2012 Insurance form. 12. Fixed: The New Patient Exam report was not including the last day of

the selected date range.

Scheduling

5. Changed: The option to display or hide appointment reminder icons in the Scheduler is now a persisted user setting.

6. Fixed: A space can now be used as a delimiter for displayed information on Scheduler Appointments.

SmartCeph

2. Added: After generating an analysis report and clicking ‘Save’, the report will be available as a saved image viewable from the patient’s imaging tab.

Treatment

1. Fixed: The listed responsible party to patient relationship on the

Treatment Hub was reversed.

2.0.0.585 03/01/2013

Imaging

2. Fixed: Could not drag-drop images or captions into a static layout

when editing imaging layouts.

2.0.0.584 02/20/2013

General

1. Fixed: Error when logging into Edge on machines with corrupt Visual

C++ runtimes installed.

2. Fixed: Error when saving a professional record.

3. Fixed: Error could occur when using Vanco Swipe to process one-time

credit card payments.

2.0.0.582 02/12/2013

Treatment

1. Fixed: An error would occur when a ‘next appointment time’ column in a Treatment Hub style was set to an RTF column.

Reporting

13. Added: Employee Birthday report. 14. Changed: Patients will no longer show on the Exceeds Expected

Treatment section of the morning meeting report if they have an actual appliance removal date.

15. Changed: The Morning Meeting report now has a records section. 16. Changed: The Exceeds Length of Treatment report now has options to

view nearing completion and filter by doctor and office. 17. Fixed: Error when capturing the Canadian Miscellaneous Charge

Insurance form to a patient’s correspondence history. 18. Fixed: The Tray Cover report was including recall appointments. 19. Fixed: The Practice Statistics report was pulling data for made

appointments instead of kept appointments.

Imaging

7. Added: Ability to morph between timepoints for those with Premiere Imaging. This allows the user to select an image type and seamlessly morph between timepoints. The technique used is feature based morphing. User can export a video or load directly into Edge Animations.

8. Changed: The primary code for a patient can longer be changed while

images for that patient are in the process of being uploaded.

9. Fixed: Re-enabled imaging comparison pan/zoom. 10. Fixed: Dynamic imaging layouts now work correctly with no images.

11. Fixed: Adding a new Imaging gridline no longer redraws the existing gridlines each time.

12. Fixed: Card flow and card flip imaging layouts now initially select the most recent image.

13. Fixed: When deleting images within the index layout, the large selected image no longer turns white.

14. Fixed: The index imaging layout now correctly shows empty timepoints.

15. Fixed: Imaging can now import GIF format. 16. Fixed: The Imaging Layout editor now longer removes items when

dragging to the same place on a dynamic layout. 17. Fixed: User is no longer allowed to copy an image or timepoint to the

same location, causing an error.

Integrations

4. Added: Mail merge integration with Dolphin imaging. Image type sizes must match Dolphin's before adding images to merge documents.

5. Added: OrthoCad integration. It can be setup in the ‘Integrations’ section of the ‘User Options’ menu.

6. Changed: The Dolphin Imaging integration now uploads patient information.

7. Fixed: Unable to link the deposits for an existing OrthoBanc account to a corresponding Edge payment account.

Edge Animations

3. Fixed: If original video wasn't 1280x720, you would get an error when publishing a WMV.

4. Fixed: Could not publish a video if a voice annotation was missing.

SmartCeph

1. Fixed: U1-SN measurement was incorrect in the ABO Analysis under a certain circumstance.

2. Fixed: During rotation of the Facial Lateral when repositioning the image might disappear.

General

4. Added: ‘Health History URLs’ button to the Help menu.

5. Added: Operator based correspondence history items can now be inactivated.

6. Added: The ability to trigger a Workflow once a piece of correspondence is captured. If an instant message is generated within the Workflow, a link to the correspondence item will be included.

7. Added: Ability to right-click on a piece of correspondence and generate a new instant message with a link to the correspondence.

8. Changed: Patient Fast Find search results now display the patient’s assigned orthodontist and office.

9. Fixed: Error in the Practice Monitor Widget when certain statistics were selected.

10. Fixed: Capturing, printing, or queueing merged documents no longer closes other open merged documents.

2.0.0.572 01/11/13

1. Fixed: The 'OrthoBanc - Link Patient' button in the RibbonBar was not functioning.

2.0.0.571 01/11/13

1. Added: If a patient does not have a future appointment scheduled but does have a next appointment defined in either the Scheduler Bar or though Treatment Sequencing, the next needed appointment information will appear in the Patient Folder instead of just the phrase "Needs Appointment".

2. Added: A search box to the Needs Appointment Scheduler Bar. The search will return all patients who have any per of the search text in their first or last names. Similar to Fast Find, a search can be performed on both the first and last names together by separating the last name search from the first name search with a period.

3. Added: If a patient is linked to an inactive professional or referrer, the word 'Inactive' will display in the Patient Folder next to the name of the inactivated record.

4. Added: Ability to process ACH transactions through X-Web. To setup the integration contact Accelerated Payments for account credentials and use the Payment Account editor to create an X-Web EFT account.

5. Added: Option to view all pending uploads from any computer in the Upload Widget (note: this screen does not automatically refresh).

6. Added: Captions can be added to imaging layouts with selectable font. Imaging layout items can now be assigned static sizes. Single image print layout can now be adjusted.

7. Added: Added ADA 2012 Insurance Form. 8. Added: Edge Animations can now export WMV files to disk or to YouTube. 9. Added: Right-clicking on any phone number or address now has a ‘Copy’

option. 10. Added: An audio icon will appear in Edge Animations to denote which

videos have an audio track. 11. Added: Template feature with Edge Animations. This feature can be

accessed by right-clicking on an image in the Filmstrip. 12. Added: Ability to copy settings between Edge users. This feature is

accessed from the RibbonBar and can be used to copy items such as dashboard layouts, imaging settings or Practice Monitor goals.

13. Added: IPR amount now shows when hovering in the Tooth Chart. 14. Added: The background color of the imaging window now changes when

in Edit Mode. 15. Added: Option on Statement Form to display a message if a patient who

requires a future appointment does not have one scheduled. 16. Added: The Procedure Length Summary report can now be grouped by

assistant. 17. Added: Integration with Sesame Communications. The integration can be

enabled through the System Integrations Editor. 18. Added: Patient primary code column and link to open patient folder to

Deband Analysis, Kept Procedures, Needs Appointment and Old Appointment reports.

19. Added: Exceeds length of treatment section to the morning meeting report.

20. Added: Ability to schedule all appointments on a single Scheduler Bar Group at once.

21. Added: Practice Statistics report.

22. Added: Patient Fast Find searches now take nick name into account when searching by last name and first name.

23. Changed: Reduced the time it takes to login into Edge. 24. Changed: The following Edge Animations videos now have a voice-over

audio track. If the videos will need to be downloaded again to enable the voice overs.

Proxy Brush

Pokey Wire

Wax Placement

Retainer Care

Sports Mouthguard

Orthodontic Parts

Oral Hygiene

Flossing 25. Fixed: Changes made to the structure of an existing Scheduler template

would not appear automatically on other machines and required a manual refresh of the Scheduler.

26. Fixed: Long descriptions are now supported in the Treatment Hub List Editor.

27. Fixed: If the final column in a Treatment Hub style was enabled for Rich Text Format, the information in that column would not be saved when using the Tab key.

28. Fixed: Could not drag an appointment from the Arriving section of the Patient Tracker to the Check-Out section.

29. Fixed: After autocompleting from a Treatment Hub list, if the first characters in the next item in the list match the current item, the next item is selected for auto-completion.

30. Fixed: If someone attempts to recover their Edge Web Portal password prior to being registered, they now receive an email prompting them to register.

31. Fixed: The Process Appointment Workflow Wizard now will let you set the appointment status.

32. Fixed: If a receipt was adjusted by a payment processor outside of Edge, it could not then be adjusted within Edge.

33. Fixed: The current procedure displayed in the Treatment Hub would disappear if the appointment was processed from within the Patient Tracker.

34. Fixed: When increasing the number of month calendars displayed in the Scheduler calendar drop-down, the additional calendars would display the incorrect month until the Scheduler was closed and re-opened.

35. Fixed: Pending online forms would show in the Online Forms list and cause an error if selected.

36. Fixed: Could not delete in an item from the Patient Custom List Editor if that item had been previously assigned to a patient.

37. Fixed: An error would occur in the Status Editor when saving a status that had an abbreviation that exceeded 10 characters in length.

38. Fixed: If a font was changed in the Sign-In screen it would not save. 39. Fixed: When selecting an item in a Treatment Hub list which would make

the cell word wrap to another line, an incorrect item would get selected. 40. Fixed: Could not generate a school excuse from a kept appointment. 41. Fixed: Improved rendering speed of imaging layouts. 42. Fixed: Pencil color and size did not save/load correctly in Edge Animations. 43. Fixed: In the Late Fee Editor, the floor amount would display the same as

the minimum fee amount even if the values differed in the system. 44. Fixed: Patient primary codes containing 3 digits could have affected mail

merge with images and SmartCeph.

45. Fixed: Mail Merge Quick List control now works correctly when changing the selected document to merge from a patient based letter to a professional or responsible party letter.

46. Fixed: The 'Contract Tx Fee Insurance' mail merge field could display an incorrect amount on contracts with multiple responsible parties and insurance details.

47. Fixed: The posting date for bulk payments for east coast offices could appear incorrect.

48. Fixed: Imaging import bug when importing multiple times and changing timepoints.

49. Fixed: Certain windows would not automatically close when changing logins within Edge.

50. Fixed: Error when running Emergency Tracking report. 51. Fixed: When changing only the letter casing of a time-point name, the first

image in that time-point was removed. 52. Fixed: Long Scheduler notes caused column headings to not line up. 53. Fixed: Findings editor no longer duplicates entries when dragging back and

forth. 54. Fixed: There is a maximum width for timepoint columns in the index view

to improve the layout for patients with only a few images. 55. Fixed: The report filters in the Patients by Status report were not working. 56. Fixed: A timeout error could occur when running a miscellaneous charge

insurance form for certain patients. 57. Fixed: An error could occur when entering extremely lengthy treatment

finding responses. 58. Fixed: The Morning Meeting report was producing an extra page. 59. Fixed: Error messages when opening the 'Review Pending ACH

Transactions' window when using an ACH payment processor other than Element.

2.0.0.557 12/14/12

1. Fixed: Error when publishing an animation video within Edge Animations.

2.0.0.548 12/7/12

1. Added: OrthoBanc integration. This integration can be setup from the ‘System Integrations’ section of the ‘Editors’ page. Refer to the help documentation or contact an Ortho2 Support Representative for further information.

2. Added: Ability to include a background WAV or MP3 file to be playing in the background of a published Edge Animations video. The voice-over and background music volumes can be set independently of each other.

3. Added: A stopwatch feature to the Clock Widget. The stopwatch can be accessed by selecting the ‘Stopwatch Mode’ setting in the Clock Widgets settings page.

4. Added: Treatment Efficiency Report. 5. Added: Emergency Tracking Report. 6. Added: Expiring Credit Cards Report. 7. Added: Clicking the print button from the Professional folder will allow for

printing either a list of patients assigned to that professional or a list of patients referred by that professional.

8. Added: Viewing the assistant assigned to a procedure can be toggled on and off in the LightBar.

9. Added: ‘Open Insurance Company’ to the Edge Application Menu located in the upper left-hand corner of Edge. This shortcut can also be optionally added to the Quick Access Toolbar.

10. Added: Ability to have internal notes for each patient insurance detail. 11. Added: Audit times can be viewed from a Timesheet Report.

12. Changed: The Daily Transaction Report now includes a breakdown of receipt types.

13. Changed: Electronic insurance submissions now contain additional patient financial contract information to expedite processing.

14. Changed: The Arrival Log Report now contains columns for office, assistant and orthodontist as well as groupings for procedure, office, assistant and orthodontist.

15. Changed: The referral reports can all now be grouped by referring practice.

16. Changed: Improved the speed of typing in the Notepad and in Treatment Hub entries.

17. Changed: Removed some visualizations form the Treatment Hub to improve loading speed.

18. Fixed: Timeout error when posting an XWeb transaction could occur if credit card input window was left open longer than 2 minutes or if the credit card transaction was cancelled.

19. Fixed: When opening a patient’s folder directly to the Finance or Treatment Hub tab, patient folder alerts were not displaying.

20. Fixed: The on-time sound clip was not playing when a patient signed-in. 21. Fixed: On pictures taken from certain cameras, an error could occur when

saving image annotations. 22. Fixed: Image comparisons now correctly leverage a user’s image cache if

configured. 23. Fixed: Receipt adjustments were not being calculated into the total

balance on the Transaction Report. 24. Fixed: Changing a tooth’s type to deciduous from an adult tooth with an

implant would cause an error in the Tooth Chart. 25. Fixed: On certain machines, an error would occur when trying to capture

an image from a scanner. 26. Fixed: Error when printing merge letters with multiple records on a page

such as postcard letters. 27. Fixed: Referrals were not showing up on the Morning Meeting Report new

patient sections. 28. Fixed: In some circumstances, the aspect ratio of image layouts included in

merge documents would display incorrectly. Removing and re-adding the image layout through the Merge Document editor will now fix this issue.

29. Fixed: In some circumstances, incorrect measurements would appear on measurements made from within the Image Viewer.

30. Fixed: Chart legends are now correct on Chart Widgets with multiple series and previous years selected.

31. Fixed: The ability to open a patient’s folder by clicking on a patient name in the EFT portion of the Deposit Slip report was not working.

32. Fixed: Timeout error when posting an XWeb transaction could occur if credit card input window was left open longer than 2 minutes or if the credit card transaction was cancelled.

33. Fixed: When opening a patient’s folder directly to the Finance or Treatment Hub tab, patient folder alerts were not displaying.

34. Fixed: The on-time sound clip was not playing when a patient signed-in. 35. Fixed: On pictures taken from certain cameras, an error could occur when

saving image annotations. 36. Fixed: Image comparisons now correctly leverage a user’s image cache if

configured. 37. Fixed: Receipt adjustments were not being calculated into the total

balance on the Transaction Report. 38. Fixed: Changing a tooth’s type to deciduous from an adult tooth with an

implant would cause an error in the Tooth Chart. 39. Fixed: On certain machines, an error would occur when trying to capture

an image from a scanner.

40. Fixed: Error when printing merge letters with multiple records on a page such as postcard letters.

41. Fixed: Referrals were not showing up on the Morning Meeting Report new patient sections.

42. Fixed: In some circumstances, the aspect ratio of image layouts included in merge documents would display incorrectly. Removing and re-adding the image layout through the Merge Document editor will now fix this issue.

43. Fixed: In some circumstances, incorrect measurements would appear on measurements made from within the Image Viewer.

44. Fixed: Chart legends are now correct on Chart Widgets with multiple series and previous years selected.

45. Fixed: The ability to open a patient’s folder by clicking on a patient name in the EFT portion of the Deposit Slip report was not working.

2.0.0.535 11/16/12

1. Added: Individual correspondence history items can be excluded from appearing in Edge Portal regardless of the assigned history category.

2. Added: Additional options to the Chart Widget to track future scheduled appointments.

3. Added: New Task Workflow activity now lets you set relative dates for Due Date and Reminder Date.

4. Added: Ability to classify patient statuses in the Status Editor. The classifications are used for reporting purposes.

5. Added: If the Key Ridge structure is included in the ABO analysis in SmartCeph, it will show up in Super Imposition and displayed when the Maxilla structures are visible.

6. Added: Comparison feature to the Chart Widget for comparing numbers for all offices and/or orthodontists side-by-side.

7. Added: Elastics on the patient's left or right can now be removed by clicking the appropriate button in the elastic panel on the ribbon bar.

8. Added: Tooth chart auto-charting in the Treatment Hub now has office wide setting to enable/disable. This option can be set from the Tooth Chart editor.

9. Added: Option to disable auto-complete for a Treatment Hub List. When auto-complete is turned off, matching text is no longer automatically inserted into a Treatment Hub column when editing.

10. Added: Clicking on the patient or responsible party name in the Transaction Summary Report and the Deposit Slip Report will open the respective record for that item.

11. Changed: Improved the speed of typing in the Notepad and in Treatment Hub entries.

12. Changed: Removed some visualizations form the Treatment Hub to improve loading speed.

13. Changed: When scheduling an appointment the selected procedure will now default to the first appointment tin the pending section of the Scheduler Bar if one exists instead of always defaulting to the patients last kept procedure.

14. Changed: The Recall Scheduler now list the procedure description as well as the procedure code.

15. Fixed: Clicking on a patients name in the Mail Merge Queue to open their record would de-select the patient.

16. Fixed: Error when posting a bulk payment using the Element credit card integration.

17. Fixed: Error when creating a new folder in Stacks under the shared stacks node.

18. Fixed: Double clicking on the New button in the Responsible Party Custom List Editor could generate an error

19. Fixed: When logging into multiple databases without closing Edge first, the Edge Reminders data would always display from the first database.

20. Fixed: Incorrect image dates when switching patients in imaging import. 21. Fixed: Long Treatment Findings now merge correctly. 22. Fixed: Incorrect ordering when sorting by date in the Appliance Tracker. 23. Fixed: When typing long Notepad entries the Add and Category buttons

would go off the screen. 24. Fixed: Double-clicking in a Treatment Hub list could occasionally not work. 25. Fixed: Occasional timeout errors when merging online form letters. 26. Fixed: The ‘Other type’ referrers list now does not show inactive items

when editing or creating a new patient. 27. Fixed: If a patient signed in with their fingerprint and it was not found, the

"fingerprint not found" message window was being cut off. 28. Fixed: Options button on search windows within the new patient window

is now working. 29. Fixed: Only two future appointments would show on appointment cards

when generating from a kept appointment on the Scheduler. 30. Fixed: Imaging logos are now correctly sized when a row or column span is

set within a static layout. 31. Fixed: Clicking 'Select All' when posting late fees against a subgroup of

contracts would select all contracts that were eligible for a late fee, not just the contracts that met the subgroup criteria.

32. Fixed: Inactive contract classes were appearing in the Contract Detail editor.

33. Fixed: Link to open patient on Scheduler was not working in the Needs Appointment report.

34. Fixed: An error could occur in SmartCeph if Sella was not the first structure placed.

35. Fixed: Improved the loading speed of the patient folder. 36. Fixed: If, prior to a contract being fully charged out, the sum of the late

fees paid against a contract was greater than the current amount due for that contract; any new late fees would not accrue.

37. Fixed: The selected documents in the Mail Merge Queue would reset if a document was edited or added to the queue from another machine.

38. Fixed: The Ledger would always display the Receipt report regardless of if the Receipt Quick Report was set to always print.

39. Fixed: Sizing issue with the New Contract Window that could cause the Add button to disappear when creating period fees.

40. Fixed: Error when shift-selecting across a logo and then emailing, copying, or exporting it.

41. Fixed: In certain situations the used doctor time could display incorrectly in the Scheduler.

42. Fixed: Alignment issue with the ‘brief description’ field of the Canadian Pre-Authorization insurance form.

43. Fixed: When editing existing manual mode auto-receipts, auto-receipt payments in the past would be reactivated.

44. Fixed: Dates in the Appliance Tracker were displaying incorrectly on machines set to Mountain or Pacific time zones.

45. Fixed: The number of "weeks away" displayed in the Scheduler calendar did not calculate properly for future years.

46. Fixed: Auto-receipts could be created for temporary contracts. 47. Fixed: Error when opening Edge Animations. 48. Fixed: Additional insurance coverage was not being submitted with

electronic claims. 49. Fixed: Mail merge treatment findings now list in the specified response

order. 50. Fixed: F1 key and Help icon in upper right hand corner of Edge was not

functioning. 51. Fixed: Error when importing a single image. 52. Fixed: Intermittent error when performing an Invisalign update.

53. Fixed: Legends are now correct on chart widget with multiple series and previous years selected.

54. Fixed: Error in Microsoft Word when printing merge letters with multiple records on a page.

2.0.0.532 10/31/12

1. Fixed: Error when running the Credit Card Transaction report. 2. Fixed: Unable to display the Patients Findings tab when a patient had a

photo marked as a logo type. 3. Fixed: If multiple insurance details were linked back to each other as

"additional coverage", then Edge would become unresponsive when opening the Electronic Claims window.

4. Fixed: Error when accessing a patient's record through the office portion of the Edge Portal mobile site.

2.0.0.527 10/25/12

1. Added: Option to delete images after importing. 2. Added: Phonetic name to tooltip when hovering on a patient’s nick name. 3. Added: Clicking on a patient name in insurance reports now open the

patient’s record. 4. Added: “Insurance Receipts - By Company” report. 5. Added: Clicking on the detail column in the Mail Merge queue will open

the record associated with that Mail Merge document. 6. Added: During the new patient creation process, the patient’s last name

and address will be auto-populated when creating a new family. 7. Added: Appointment tooltips now contain office and orthodontist

information. 8. Added: Option to place an appointment that has been processed as

missed or cancelled directly onto Scheduler Bar. 9. Added: In the Recall Procedure Editor a timeframe can be defined for each

procedure in which a recall will be auto-processed if another appointment is scheduled.

10. Added: Elastics on the patient's left or right can now be removed by clicking the appropriate button in the elastic panel on the ribbon bar.

11. Added: Tooth chart auto-charting in the Treatment Hub now has office wide setting to enable/disable. This option can be set from the Tooth Chart editor.

12. Added: Option to disable auto-complete for a Treatment Hub List. When auto-complete is turned off, matching text is no longer automatically inserted into a Treatment Hub column when editing.

13. Added: Clicking on the patient or responsible party name in the Transaction Summary Report and the Deposit Slip Report will open the respective record for that item.

14. Added: New Task Workflow activity now lets you set relative dates for Due Date and Reminder Date.

15. Added: Ability to classify patient statuses in the Status Editor. The classifications are used for reporting purposes.

16. Added: If the Key Ridge structure is included in the ABO analysis in SmartCeph, it will show up in Super Imposition and displayed when the Maxilla structures are visible.

17. Added: Comparison feature to the Chart Widget for comparing numbers for all offices and/or orthodontists side-by-side.

18. Changed: The Recall Scheduler now list the procedure description as well as the procedure code.

19. Changed: The Schedule Recall window now supports auto-scheduling up to 3 years in the future.

20. Changed: Increased the number of characters allowed in the pre-authorization fields of the ADA insurance forms.

21. Changed: The return address on statements is no longer printed in a bold font.

22. Changed: If multiple templates are displayed on a single day in the Scheduler, the templates are sorted and displayed first by the name of the assigned template office (if any) and then by the template name.

23. Fixed: If, prior to a contract being fully charged out, the sum of the late fees paid against a contract was greater than the current amount due for that contract, any new late fees would not accrue.

24. Fixed: The selected documents in the Mail Merge Queue would reset if a document was edited or added to the queue from another machine.

25. Fixed: The Ledger would always display the Receipt report regardless of if the Receipt Quick Report was set to always print.

26. Fixed: Sizing issue with the New Contract Window that could cause the Add button to disappear when creating period fees.

27. Fixed: Error when shift-selecting across a logo and then emailing, copying, or exporting it.

28. Fixed: In certain situations the used doctor time could display incorrectly in the Scheduler.

29. Fixed: Alignment issue with the ‘brief description’ field of the Canadian Pre-Authorization insurance form.

30. Fixed: When editing existing manual mode auto-receipts, auto-receipt payments in the past would be reactivated.

31. Fixed: Dates in the Appliance Tracker were displaying incorrectly on machines set to Mountain or Pacific time zones.

32. Fixed: The number of "weeks away" displayed in the Scheduler calendar did not calculate properly for future years.

33. Fixed: Auto-receipts could be created for temporary contracts. 34. Fixed: Error when opening Edge Animations. 35. Fixed: Additional insurance coverage was not being submitted with

electronic claims. 36. Fixed: Mail merge treatment findings now list in the specified response

order. 37. Fixed: F1 key and Help icon in upper right hand corner of Edge was not

functioning. 38. Fixed: Error when importing a single image. 39. Fixed: The ‘Dr. Needed’ and ‘Dr. Here’ times displayed incorrectly for

Mountain and Pacific time zones. 40. Fixed: Card flow image layouts in the Treatment Hub now default to

images from the patient’s current timepoint. 41. Fixed: Partially reversed bulk payments caused incorrect deposit totals in

the Transaction Report. 42. Fixed: Columns were running together in the Open Insurance report when

grouped by company. 43. Fixed: Too many alerts or family members could cause the Tray Cover to

print on multiple pages. 44. Fixed: The word "minutes" was being duplicated on the Full Sheet

Appointment Card. 45. Fixed: Temporary contracts no longer show in mail merge contract

selection. 46. Fixed: Background colors were displaying incorrectly in the Class and

Procedure List reports 47. Fixed: Could not process Element ACH payments against a savings

account. 48. Fixed: Recall appointments could appear on appointment cards. 49. Fixed: If a family member without a relationship was promoted, the new

patient would show up twice in family list. 50. Fixed: Error when creating an Invisalign video. 51. Fixed: Incomplete treatment lists when entering treatment findings.

52. Fixed: An error could occur in SmartCeph if Sella was not the first structure placed.

53. Fixed: Improved the loading speed of the patient folder.