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Edge Release Notes 5.0.0.1053 07/01/2016 Edge Animations Fixed: Edge Animations produced a white thumbnail if an image was used first in the Timeline. Fixed: Edge Animation Tools no longer display in Presenter Mode. Edge Portal Added: Secured professional emails now contain a direct link to the emailed content. Added: Ability to allow professionals to message an entire Message Group through Edge Portal as well the ability to hide operators and Message Groups from being available to receive messages from professionals through Edge Portal. Added: Professionals can now associate messages sent through Edge Portal to specific patients. Added: Received Edge Portal messages are now saved in the Correspondence History. Financial Added: Ability to generate receipts after posting Auto-Receipts. If the Form Email feature is setup, responsible parties with a valid email address will have their receipts emailed to them, otherwise the receipts will display in Edge. This feature can be enabled by checking the 'Generate Receipts After Posting' option in the Auto-Receipt window. General Added: Ability to email appointment cards and receipts. Open ‘Form Email Setup’ from the Editors window to get started. Added: Ability to view text message correspondence from the Correspondence Panel in the Patient Folder. Added: Smart Values for 'First Day of This Month' and 'Last Day of This Month'. Added: Workflow activity for removing a patient from a Stack. Added: Ability to export subgroups and import them on another system. Changed: Increased the maximum file size for correspondence and external imaging files. Fixed: Treatment findings merge variable would cap appended responses at 30 characters. Fixed: Extraneous ‘winmail.dat’ attachment on Edge emails sent through Outlook. Fixed: Subgroups would stop evaluating criteria after the first occurrence of a ‘Not’ operator. Imaging Changed: The image placeholder for a missing frontal smiling image is now gender specific. Fixed: Exporting an external image always defaults to a JPG extension regardless of the original file extension. Insurance Added: Ability to customize information in the ‘Dentist Only’ section of the Canadian Insurance form for each patient in the Insurance Tab.
Transcript

Edge Release Notes

5.0.0.1053 07/01/2016

Edge Animations

Fixed: Edge Animations produced a white thumbnail if an image was used first in the Timeline.

Fixed: Edge Animation Tools no longer display in Presenter Mode.

Edge Portal

Added: Secured professional emails now contain a direct link to the emailed content.

Added: Ability to allow professionals to message an entire Message Group through Edge Portal as well the ability to hide operators and Message Groups from being available to receive messages from professionals through Edge Portal.

Added: Professionals can now associate messages sent through Edge Portal to specific patients.

Added: Received Edge Portal messages are now saved in the Correspondence History.

Financial

Added: Ability to generate receipts after posting Auto-Receipts. If the Form Email feature is setup, responsible parties with a valid email address will have their receipts emailed to them, otherwise the receipts will display in Edge. This feature can be enabled by checking the 'Generate Receipts After Posting' option in the Auto-Receipt window.

General

Added: Ability to email appointment cards and receipts. Open ‘Form Email Setup’ from the Editors window to get started.

Added: Ability to view text message correspondence from the Correspondence Panel in the Patient Folder.

Added: Smart Values for 'First Day of This Month' and 'Last Day of This Month'.

Added: Workflow activity for removing a patient from a Stack.

Added: Ability to export subgroups and import them on another system.

Changed: Increased the maximum file size for correspondence and external imaging files.

Fixed: Treatment findings merge variable would cap appended responses at 30 characters.

Fixed: Extraneous ‘winmail.dat’ attachment on Edge emails sent through Outlook.

Fixed: Subgroups would stop evaluating criteria after the first occurrence of a ‘Not’ operator.

Imaging

Changed: The image placeholder for a missing frontal smiling image is now gender specific.

Fixed: Exporting an external image always defaults to a JPG extension regardless of the original file extension.

Insurance

Added: Ability to customize information in the ‘Dentist Only’ section of the Canadian Insurance form for each patient in the Insurance Tab.

Added: Ability to provide different treatment and billing provider IDs on an ADA insurance form.

Fixed: Settings in the Insurance Setup editor could be lost if the save button was double-clicked.

Fixed: Operators with read-only access to the Insurance Editors could still modify certain entries.

Reporting

Added: Patient primary code to the Auto-Receipt Review report.

Added: The Transaction by Type report can now be filtered by transaction date.

Added: Transaction Adjustments List report.

Added: Options on the Deband Analysis report to include/exclude patients without contracts or without a kept debond appointment.

Added: Treatment List Report.

Fixed: Appointment card receipt now shows total amount due and balance the responsible party owes for the patient.

Fixed: The total amount of new charges on the Transaction Summary report could be incorrect if both the creation and editing of a contract happen within the report range.

Fixed: The ‘New Patient Starts Made’ and ‘New Patient Exams Made’ metrics were including kept appointments as well.

Scheduling / Patient Tracking

Added: Warning when processing a future appointment as kept.

Added: Ability to print the arrival log and appointment history from a patient folder.

Added: Ability to right-click on a Scheduler Group and print it.

Added: Ability to set the appointment confirmation status for an appointment from within the Appointment History.

Added: Doctor time is now viewable by Orthodontist in the Scheduler.

Added: Option to display remaining doctor time instead of used doctor time on the Scheduler.

Added: Ability to set the default values for the orthodontist, office and assistant search filters in the Smart Scheduler. These options can be found in the ‘Smart Scheduler’ section of the Scheduler Options window.

Fixed: If 'Use Doctor Time' was selected when using the Smart Scheduler to search for appointment times and the selected procedure did not require any doctor time, no search results would be returned.

Fixed: It was possible to overbook an orthodontist when using Smart Scheduler if an orthodontist filter of 'Any' was used in conjunction with the 'Use Doctor Time' option.

Treatment

Fixed: Delay under certain circumstances when adding a new Treatment Hub entry.

5.0.0.1040 06/03/2016

Edge Broadcast

Added: Edge Broadcast allows you to design and create newsletters to send to your patients, responsible parties, and professionals. To learn

more click here.

Insurance

Fixed: Zip code validation was failing for third party electronic insurance billing addresses.

5.0.0.1032 05/13/2016

Integration

Fixed: Error when processing a credit card swipe transaction using Vanco.

Fixed: An ‘Index Out of Range’ error would occur under certain circumstances when launching Dolphin Imaging from within Edge.

General

Fixed: Under certain circumstances the entries in the legend of the Chart Widget would not display in the same order as the chart data.

5.0.0.1023 04/19/2016

Reporting

Fixed: Error when running an AR Aging Quick Report.

Fixed: Selecting 'Receipt' from the Patient Forms dropdown would cause the receipt to view on the screen when set to automatically print.

Fixed: Multiple appointment cards could be created through the right-click menu of an appointment on the Scheduler.

Scheduling / Patient Tracking

Fixed: Printing the Scheduler with grey scale or partial shading would result in a black background.

SmartCeph

Fixed: Could not edit points for an existing trace.

Fixed: Workspace will not display measurements with new Traces.

Fixed: Clicking a structure to retrace, Left Control to edit points would not work.

5.0.0.1018 04/15/2016

Edge Portal

Added: Option to capture any outgoing emails or attachments sent to a professional and store them in Web Portal. Instead of receiving an email with sensitive patient information the professional receives a notification to log into Web Portal to retrieve the message and any attachments. This option can be enabled in the Options page of the Office Web Portal.

Financial

Added: Ability to classify adjustments into custom groups.

Fixed: Under certain circumstances duplicate contract members would appear for inclusion when creating a new contract.

Fixed: The next upcoming payment would be automatically skipped after editing an existing Amount-Due AutoReceipt.

Fixed: Open-ended manual Auto-Receipts would only process on the first payment date.

Fixed: Un-applied Contract Proposals were not being removed after a applying a Contract Proposal.

General

Added: The list of recipients is now visible when receiving an instant message targeting multiple recipients.

Added: Ability to create a new patient record from an existing responsible party using the ‘Promote’ button in the Patient Family Panel.

Added: Accessing the HR Manager now requires an additional security check.

Added: Ability to open a patient by searching with their birthdate.

Added: Option to hide operators from showing in the instant message recipient list.

Added: Additional tabs in the Patient Correspondence History panel to display a history of all Edge Reminder communications for a patient as well as a history of all emailed appointment cards and receipts.

Added: Ability to track a customizable start origin for each patient phase.

Added: The next appointment for a patient now displays when searching for patients.

Added: Ability to audit the entry date and entry operator of an alert through a right-click menu.

Changed: Company name now appears in the search results for Office Contacts.

Changed: Deleting an instant message from the Message Center or Message Widget will also remove the message from the Ribbon Bar.

Changed: It is now possible to cancel when changing the treatment assigned to a patient.

Fixed: Inactive items could still display in the Correspondence Widget under certain circumstances.

Fixed: Occasionally the 'Online' status of an operator would be incorrect when sending an instant message.

Fixed: A placeholder document was being displayed when marking a Correspondence History item as inactive.

Fixed: Custom Treatment Findings were limited to 30 characters when merging into a letter.

Fixed: Error when viewing future scheduled Edge Reminder jobs with South African regional settings.

Fixed: Inactive Correspondence items can show in the Correspondence Widget under certain circumstances.

Fixed: If multiple custom responses exist for a single Treatment Finding Category, only the last response could be merged into a letter.

Imaging

Added: A warning icon when auto-importing images if the importing images are going to replace existing images. Hovering on the icon will display the current image.

Added: Ability to export, email, and copy image comparisons.

Fixed: Error could occur when zooming in on a missing image.

Insurance

Added: Ability to define a treatment location separate from the billing location when creating an electronic insurance claim.

Changed: Insurance payer ID's over 10 characters are now supported.

Fixed: Duplicate insurance details could be created when creating a contract for a Treatment other than the one currently assigned to a

patient.

Fixed: Error when creating an insurance contract proposal for a treatment phase that already contained a written-off contract.

Fixed: Electronic insurance claims with a total months of treatment value of 0 could not be processed.

Integration

Fixed: Error when creating a new record in Dolphin Imaging.

Fixed: The 'Validate Credentials' button in the Vanco Payment Account editor would return an invalid credentials error for credit card accounts.

Reporting

Added: Options on the A/R Aging report to filter by orthodontist and/or office and to exclude contracts without a balance.

Fixed: The Patient Bio report could print a blank first page.

Fixed: The top portion of the Charge and Receipt Summary did not include adjustments entered for insurance contracts.

Fixed: The Patient Finding report could print findings out of order

Fixed: The Conversion Ratio by Month chart displayed the ratio incorrectly.

Scheduling / Patient Tracking

Added: Ability to display responsible party names in the Patient Tracker.

Added: Ability to change the procedure and length of items in the Scheduler Bar.

Fixed: Smart Scheduler could potentially overbook appointments that belong to multiple classifications.

Fixed: Error under certain circumstances when scheduling a new appointment for a patient that had multiple scheduled appointments and multiple pending future appointments.

Treatment

Added: Ability to fire a Workflow based on a selected item in a Treatment Hub entry. Workflows can be associated with Treatment Hub entries in the Treatment Detail List Editor.

Added: Selecting ‘Bond All’ while creating a Treatment Hub entry will now insert procedure text into the entry.

Added: Ability to select and apply a Treatment Sequence automatically when filling out Treatment Findings. This functionality can be enabled for a Findings Category in the Treatment Findings editor.

Changed: SmartCeph will automatically run an analysis every time it is opened.

Fixed: Formatting issues when printing a Treatment Hub that contained a large number of entries.

5.0.0.1006 03/11/2016

General

Fixed: Instant messages left open on the screen were getting marked as read when changing logins.

Fixed: Under certain circumstances duplicate instant messages and Scheduler Bar appointments would appear in Edge.

Insurance

Fixed: Electronic insurance claims with a total months of treatment value of 0 could not be processed.

Fixed: An error could occur when submitting electronic insurance claims if a 3rd party billing address was not defined in the Insurance Setup editor.

Reporting

Fixed: Not all records were being generated when running the Full Sheet receipt with a Subgroup.

5.0.0.995 02/12/2016

Edge Animations

Changed: A Microsoft Encoder license is no longer required to create and publish animation videos.

Fixed: Could not record audio using certain microphones.

Edge Portal

Fixed: Landscape office reports were being displayed in portrait layout.

Fixed: The background color for appointments would only display when clicking on the appointment.

Edge Reminders

Added: Ability to set the date format and culture for reminder messages.

Financial

Added: The details for custom contract proposals are now visible for historical purposes after being applied.

Fixed: Insurance and subscriber names when not displaying in the Recent Transactions section of the Patient Folder.

General

Added: Ability to apply a ‘Not’ operator when creating subgroups. This operator can be used to easily subgroup for records that are not in a specified date range.

Added: Extended Notepad functionality to Insurance Companies.

Added: Multiple message can be selected in the Message Center to allow for deleting or marking as read at once. ‘Ctrl + Left Mouse’ on each item to select multiple or ‘Ctrl + A’ to select all.

Added: Ability to merge data from the ‘Misc. Information’ section of the Treatment Findings editor into a Mail Merge document.

Added: Mail Merge variables will take the region settings of the local machine into account when formatting dates and currency.

Fixed: Error when using the ‘Copy from Current RP’ or ‘Copy form Patient’ links in the New Patient window.

Fixed: Double-clicking the save button on certain editors would cause duplicate records to be created.

Fixed: It was not possible to add operator/employee based letters to the Mail Merge Queue.

Fixed: Snoozing an instance of a recurring To-Do task would affect the future recurrences of the task.

Fixed: Error when right-clicking on a receipt in a correspondence history.

Fixed: Duplicate Family Labels were being printed for each member in a family.

Fixed: Error when adding a file to a correspondence history using drag-drop on a 32-bit version of Windows 10.

Fixed: Inactive correspondence items were still being displayed.

Imaging

Fixed: After an Edge update, SmartCeph settings would be reset.

Fixed: imaging layouts using ‘Image with Caption’ would cause images to resize after editing.

Fixed: The tooltip from hovering over an image would disappear after a couple of seconds.

Fixed: Swapping images between timepoints was not functioning.

Insurance

Added: Ability to setup a third party billing address in the Insurance Setup editor. This address can be used in place of the practice address or patient office address when submitting insurance forms.

Changed: Insurance payer ID's over 10 characters are now supported.

Fixed: Patient relationship of "Dependent" was not checking box 18 on ADA forms.

Integrations

Fixed: Double-clicking on the OrthoBanc 'Get Deposit' button could result in deposits being downloaded multiple times.

Reporting

Added: Operator Log report. This report will show audit information for various functions within Edge including patient folder access, login history and reporting access.

Added: Average Wait Time column to the Arrival Log Report.

Changed: The Exceed Treatment report only takes the month into consideration instead of the day of the month when determining who has exceeded treatment.

Fixed: Error in Kept Procedure Summary - By Year report if no appointments existing for the specified parameters.

Fixed: Financial History no longer hides non user error adjustments.

Fixed: Under certain circumstances the Practice Monitor report would error for customers who converted to Edge from a 3rd party software.

Fixed: Alignment issues with the phone number field on various patient forms.

Fixed: The last receipt would not appear on an Appointment Card if the receipt was excluded from a deposit slip.

Fixed: In the Financial History report a credit amount due over $1,000 would cause a line wrap.

Fixed: Long patient names were being cut off on Payment Coupons.

Fixed: The section showing receipts applied to other offices was not displaying on the Transaction Report

Fixed: Deposited receipts could show up on a Preliminary Transaction Report.

Fixed: Inactive professionals where displaying in the Professional List Report.

Scheduling / Patient Tracking

Added: Warning message when attempting to schedule an overbooked appointment.

Added: The Scheduler filters for office/orthodontist/assistant now apply to the entries in the Needs Appointment list.

Fixed: Under certain circumstances no results would be returned when searching for appointment openings by available doctor time.

Fixed: Neither the default appointment card reminder or default internal reminder designated to a procedure were being assigned when scheduling a new appointment.

Fixed: If multiple templates are applied to a single date, the chairs for each template will be available when seating a patient instead of just the chairs for the associated template.

Fixed: Patients were able to sign-in at their home office location regardless of their appointment location.

Treatment

Added: A prompt will now warn if findings already exist when changing the treatment for a patient and choosing to import findings.

Fixed: An error would occur when entering additional test in a RTF list-only Treatment Hub column.

Fixed: An elastic type with a name over 24 characters could not be used in an elastic library.

Fixed: Under certain circumstances changes to the treatment finding notes or appliance removal/placement dates would not save.

5.0.0.981 01/20/2016

General

Fixed: Under certain circumstances changes to the treatment finding notes or appliance removal/placement dates would not save.

Fixed: Error when adjusting the column width for a Treatment Hub Style.

Fixed: Error when launching SmartCeph when using regional settings outside of the United States.

5.0.0.965 12/23/2015

General

Fixed: In certain situations a scanner may behave differently on Windows 10.

Fixed: Full sheet receipts were displaying overlapping information.

Fixed: Could not edit the fee schedule for an existing contract when using South African regional settings.

Fixed: Error when creating a new Edge Reminder Message set when using South African regional settings.

5.0.0.959 12/18/2015

Edge Animations

Fixed: After a recent update to Facebook it was no longer possible to publish Edge Animations videos directly to Facebook.

Edge Mobile

Added: Icon in Edge Mobile to denote Edge Animation videos that have sound.

General

Added: Unread high importance messages are displayed when logging into Edge.

Added: Ability to define which day of the week is the start day for the week in TimeClock.

Added: Ability to choose which stops are checked by default when creating a patient alert.

Added: Security setting that can be used to control whether or not a user can add/delete an entry to/from another user’s Stack.

Added: Links in the Help Window to launch a chat support window to communicate with Ortho2 Software Support, Network Engineering or New Customer Care.

Changed: The sender is no longer included as an instant message recipient when replying to all.

Fixed: Errors could occur when posting transactions, opening the Scheduler and accessing Edge Animations on a machine configured with South Africa regional settings.

Fixed: Loading a Notepad or a Treatment Hub chart was extremely slow due to a Windows update on some Windows 8.1 and Windows 10 machines.

Fixed: Error when generating a new primary code for an existing patient if the primary code contains a hyphen.

Fixed: Adding a new contact detail no longer requires double-clicking in the description box before the information can be entered.

Fixed: Double-clicking the save button while using certain system editors would cause information to be duplicated.

Fixed: Error when sending an already merged letter to the Mail Merge Queue using the Word Add-Ins menu.

Fixed: Could not edit a task from the Task Reminder window.

Fixed: The number of unread instant messages could display incorrectly.

Imaging

Added: Users can now delete external imaging files.

Changed: It is no longer possible to swap external files between time points.

Changed: The file extension no longer has to be manually entered when exporting images.

Fixed: Under certain circumstances an error would occur when clicking Undo after using the Imaging Eraser tool.

Fixed: SmartCeph would lose its user settings after an Edge update.

Insurance

Changed: In order to be consistent with the behavior of scheduled paper insurance forms, the day of the month for the first scheduled electronic form is no longer taken into consideration. For example, when generating scheduled electronic forms for the current month all forms with a form date within the current month will be included even if the first form date is in the future.

Changed: Reduced the amount of information required for a secondary insurance when submitting electronic insurance claims.

Fixed: If 2 insurance details were linked together in a circular manner insurance company information was duplicated on electronic insurance claims.

Reporting

Added: Additional column to the Late Fees report to display only the portion of the total amount due that is late.

Added: Ability to select multiple professional types in the Professional List report.

Added: Ability to display a blank signature line on credit card receipts.

Added: Ability to use Secondary Code instead of Primary Code on a custom label.

Fixed: The Appointment Day Sheet – Addendum report could print a blank leading page.

Fixed: The Timesheet Daily Overtime report could show clock-ins past the specified end date.

Fixed: Error in the Patients by School report when filtering by patient status.

Fixed: An error would occur when filtering the Kept Procedure Summary by Year report by either office or orthodontist.

Fixed: Reversed miscellaneous charges were appearing on the Financial History report.

Scheduling / Patient Tracking

Added: The Make Appointment Workflow can now be used to schedule recall appointments.

Fixed: Workflows triggered by processing an appointment were not firing if the appointment was processed outside of the Scheduler.

Fixed: The color designations for wait times in the Patient Tracker were calculating off of arrival time instead of appointment time.

Fixed: Under certain circumstances, no results were returned when performing a doctor time search in the Smart Scheduler.

Fixed: Patients signing in exactly at the early minute threshold were not receiving Patient Reward points.

Fixed: The ‘Early/Late minutes’ column of the Arrival Log would display an incorrect value when viewing in time zones other than the one used when scheduling.

Treatment

Added: The note icon in the Tooth Chart will change color if a note is present.

Added: The dental visit and progress update reminder window now displays in the Treatment Hub as well as the Scheduler.

Added: Ability to copy treatment start date and expected appliance removal date from a previous treatment phase when changing the treatment phase.

Added: Clicking on a patient alert in the Treatment Hub will allow the alert to be edited.

Added: Right-clicking on appointments in the Treatment Hub header now allows the same appointment editing functionality as in other parts of Edge.

Fixed: Error when adding multiple elastics in the Tooth Chart editor.

Fixed: Applying an Elastic Library to a Multi-Chart Tooth Chart wouldn't apply Elastics to deciduous teeth.

Fixed: Under certain circumstances, double-clicking the last visible procedure in a Treatment Hub list would select the incorrect procedure.

Fixed: The Style list in the Treatment Hub RibbonBar was not changing when logging out of one database and into a different one.

5.0.0.947 11/13/2015

Integrations

Fixed: Invisalign video creation was not working due to recent Invisalign web site changes.

Fixed: Error when updating an Invisalign patient record.

Scheduling

Fixed: It was possible to set the search end time for a procedure equal to or prior than the search start time.

5.0.0.935

General

Fixed: A newly entered phone number for a responsible party was not available for use in Practice Connect or Edge Reminders.

Imaging

Fixed: Error opening the Imaging tab of the Patient Folder if the patient has images with differing X and Y DPI values.

Reporting

Fixed: The AR Aging report in build 5.0.0.930 was displaying 31-60 days past due amounts in the 61-90 day column.

Scheduling / Patient Tracking

Fixed: A security warning preventing scheduling an appointment in a mis-classified location could still appear for users with full access to Scheduler security.

Fixed: The Quick Schedule list could allow for overbooking with certain procedures.

5.0.0.930 09/25/2015

Financial

Added: Ability to choose the date when entering contract adjustments. The 'Modify Adjustment Dates' security setting can be used to grant/deny access to this feature.

Added: Ability to subgroup on contracts that end after the expected/actual treatment completion date.

Fixed: The last changed date displayed when auditing a transaction was always displaying in central time.

Fixed: When creating a new insurance contract the billing name did not display the name of the insurance subscriber.

Fixed: Remaining contract allocations could be incorrect when reducing the total treatment fee of a contract below the amount allocated to the responsible party.

Imaging

Added: Exported images and layouts now include the patient full name, primary code, timepoint name, timepoint date and image type in the file information.

Added: Ability to choose the background color for the Imaging tab of the Patient Folder.

Added: A list of existing images will be displayed when attempting to auto-import over existing images.

Added: Added export original images option to export ribbon bar drop down.

Fixed: Display issue when importing an image using Planmeca Digimax scanners.

Fixed: Error when opening a Patient Folder if the Image Cache setting was invalid.

Fixed: When emailing an image without a signature, the last line of the corresponding email could be cut off.

Insurance

Added: Ability to use a subgroup when submitting electronic insurance claims.

Fixed: Potential rounding error when submitting quarterly scheduled electronic insurance forms for contracts that are also billed quarterly.

Fixed: An error would occur when generating correspondence from electronic insurance submissions if the assigned History Category was inactivated.

Integrations

Fixed: Error when submitting a large number of Invisalign emails.

General

Added: Phone number formatting for regions other than North America.

Added: Ability to set a default upload throttle for all users.

Added: Ability to drag and reorder patients in a Stack.

Added: Ability to assign a color to an office in the Office Editor. The corresponding office color will then display in the header of the Patient folder.

Added: Informational pop-up when hovering over a patient listed in a Stack.

Added: Subgroup variable for the miscellaneous charge balance of a contract.

Added: Ability to generate a new primary code for an existing patient.

Added: Ability to define a library of custom elastics. This functionality can be setup in the Tooth Chart editor.

Added: Currency, percentages and numbers displayed on the Chart Widget are now formatted properly.

Added: ‘All Operators’ view to Stacks Widget to allow for creating a new Stack for an operator who currently does not have any.

Added: Can now remove upload queue items via right-click menu.

Added: Can now filter Tasks by ‘Tasks Created by Me’ using a checkbox in the Tasks Widget Settings.

Fixed: Using the “<>” operator with a subgroup could not be used to return records that are missing information.

Fixed: An incorrect TimeClock Category could be displayed if the operator had time clock entries in the future.

Fixed: The headers and footers of an emailed Mail Merge Document would be missing from the copy of the correspondence in the Correspondence History.

Fixed: Only one Office Contact can be edited at a time.

Fixed: The ‘Shared’ Stacks Folder would disappear once it was empty.

Fixed: If multiple instances of the New Patient Window were open simultaneously, the list of responsible parties to create would be shared amongst each window.

Fixed: Send appliance Workflow manager no longer lists inactive destinations

Reporting

Added: Referrer Type filter to the Referral Analysis report.

Added: Timesheets - Daily Overtime report.

Added: The Open Insurance Report will display ‘E’ next to the date for if the insurance was submitted electronically.

Added: Insurance phone number to Insurance A/R report.

Changed: Exporting Statements will capture the exported data to each patient’s Correspondence History.

Changed: Appointment reports now display procedure code instead of description.

Fixed: Error loading the Practice Statistics report after inactivating an office.

Fixed: Under certain circumstances the content of the Late Fee report could differ from the list of pending late fees.

Fixed: Bulk Payment Transactions were not showing on the Credit Card Transactions report.

Fixed: Error when clicking on a report number link within the Daily Transaction Summary report.

Fixed: The Comprehensive Financial History report was displaying an insurance company name on non-insurance transactions.

Scheduling / Patient Tracking

Added: Option to set a default page layout when printing the Scheduler. The option can be set from the 'Printing' section of the 'User Options' menu in the Scheduler Ribbon Bar.

Added: Security setting that can be used to keep an operator from scheduling an appointment in a location that is not classified for that appointment.

Added: Patients can be added to a Stack by right-clicking on an appointment in the Scheduler.

Added: The assistant assigned to a patient now appears when hovering over an appointment in the Scheduler.

Changed: Late/Early color designations in the Operatory are now based on appointment time instead of arrival time.

Fixed: The search feature of the Scheduler Bar was not including patients in the Today’s Patients section.

Fixed: Under certain circumstances patients could appear in the 'Needs Appointment' status within the Patient Folder and not be included in the 'Patients w/o appt.' section of the Scheduler Bar.

Treatment

Added: Ability to click on an appointment in the Treatment Hub to open the appointment on the Scheduler and the ability to right-click on the appointment to edit it.

Added: A reminder popup will appear when opening the Treatment Chart for a patient if the patient is past due for a dental visit or progress records.

Added: Button in the Tooth Chart to allow for adding/editing notes about a specific tooth. Hovering over a tooth in the Tooth Chart will display any notes for that tooth.

Fixed: Treatment Plans with now print on more than one page if needed.

Fixed: It was possible to select an incorrect item when double-clicking on a list in the Treatment Hub.

Fixed: The extraction request merge variable was not working properly for patients using the multi-chart Tooth Chart.

5.0.0.905 06/19/2015

Edge Reminders

*Fixed: If an error occurred when submitting a new Edge Reminder Message Set, the mouse cursor would stay busy.

General

*Fixed: When multiple high importance messages are received, deleting, replying, or forwarding would execute on the first message instead of the visible message.

*Fixed: The Send Appliance workflow activity now prompts for office if property is set to ‘None’.

*Fixed: Merge document names with a space at the end would cause an error.

*Fixed: Error when running a custom label for a patient.

Imaging

Added: Imaging single import now has a search and a wizard button to quickly search by last name.

Added: Imaging import paths are now cached and can easily be selected using the drop down menu. These paths are saved per machine.

Added: The icon associated with external file types can now be changed in the Image Type editor

Changed: The import file list now displays modified time instead of created time.

Changed: Edge now warns users when closing the patient folder if an external imaging file is open for edit.

Changed: External imaging files now have a lower upload priority and are only uploaded after hours if Upload Throttle window is set in User Options.

Changed: Consecutive edits to the same image are replaced in the Upload Queue if they are not currently being uploaded.

Changed: Saving an image will cancel and replace any current upload.

Insurance

*Changed: Electronic scheduled insurance forms can no longer be generated for months that do not follow the defined form schedule.

*Fixed: Claim amounts were incorrect for scheduled electronic forms where the period fee interval and the form interval were not equal.

Scheduling/Patient tracking

*Fixed: The manual appointment section of the Scheduler Bar could get cutoff when there are more than 15 appointments in the ‘Today’s Patients’ and ‘Tx. Chart’ sections combined.

*Fixed: Patients with cancelled or deleted appointments no longer show in the ‘Today’s Appointments’ of the Scheduler Bar.

Treatment

*Fixed: Using the Multi-Chart toggle would not change the numbering system for the deciduous teeth until the Treatment Hub was refreshed.


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