Hygienist

MAXICALLER
This integrated phone system connects to our patient management software to pull
up patient data right out of the database when a patient calls in.
For more information about this new add-on, please contact your Maxident Team

MAXIREMINDER – NEW FEATURES

MaxiMessenger
This new, highly anticipated feature allows for 2-way texting with your patients.
Note: This only works if you are currently a MaxiReminder subscriber.

Patient Ledger and Accounting Operations

Treatment Plan

Treatment Plan Indicator is not showing when it should be in a specific circumstance. If a Future Treatment is entered on the patient’s chart in MaxiChart and sent to a Treatment Plan but that Plan is later deleted from Maxident and the Future Treatment added to a new Treatment Plan within MaxiChart, the Treatment Plan icon was not appearing/updating properly. Fixed to appear/update properly as a new Treatment Plan is created.

User Preferences

  • Preferences > User Preferences > “The default time state for adding new treatments” was updated to identify separation of Resto and Perio controls. Two options now exist: “The default time state for adding new resto treatment” and “The default time state for adding new perio treatment”.

Notes Overview

  • MaxiChart > File > Notes Overview – updated the column size to be adjustable via left-click + hold and drag to resize from the column headers.  This allows for flexibility in reading the notes.

Recall and Appointment Window

  • Recall and Appointments window during Relay in MaxiChart had a typo in the header. Fixed typo of “Recalls and Apointments” to proper “Recalls and Appointments”.

Resto Chart

  • MaxiChart > Resto Chart > Patient information – updated to show the patient’s “Preferred Name” with their First and Last Name in the patient information.
  • MaxiChart > Resto Chart > Patient information – updated to show longer patient names without cutting off the display.

New Perio Path 

  • MaxiChart > Perio Chart > New Perio Path added. Requested Path is: 48B to 44B; 38L to 34L; 34B to 38B; 44L to 48L; 33L to 43L; 43B to 33B; 18B to 14B; 28L to 24L; 23L to 13L; 13B to 23B; 24B to 28B; 14L to 18L – path #132. Paths #133, 134 and 135 were added as mirrors and reversals of this path.
  • MaxiChart > Perio Path additions – added two new perio paths along with mirror and reversed versions: 48 L- 41 L; 38 B – 31 B; 28 B – 21 B; 18 L – 11 L; 28 L – 21 L; 18 B – 11 B; 38 L – 31 L; 48 B – 41 B – this is path #124 with others added #125, 126, and 127. Added as path #128 is: 48B – 41B; 38B – 31B; 38L – 31L; 48L – 41L; 18B – 11B; 28B – 21B; 28L – 21L; 18L – 11L – additional paths added are #129, 130 and 131.
  • Perio Chart – adding Perio Path options. Added a set of Perio Paths to start with: 48B – 41B; 38L – 31L; 38B- 31B; 48L – 41L; 18B – 11B; 28L – 21L; 28B – 21B; 18L – 11L – Path #120. Additional paths to mirror and reverse this path were added as paths # 121, 122 and 123.
  • Perio Path added – path #136 was added – 18B–11B, 28B–21B, 18L–11L, 28L–21L, 48B-41B, 38B–31B, 48L–41L, 38L–31L. Mirror and reverse paths added as paths #137, 138 & 139.

Perio Chart

  • Added a “Paint Mode” to Perio Conditions. This will allow you to free-hand draw the Perio Conditions for your patients by selecting the condition, then either left-clicking on the tooth you want the condition to appear or, for Conditions like Pockets, FGM and MGJ, you can left-click and hold to drag the mouse and enter values for your patient. Simply single left-click on a Condition in the Paint Mode section to turn on/off the Paint Mode for that Condition.

Deadlock between Maxident/MaxiChart/MaxiPlanner

Found concerns with a deadlock between Maxident, MaxiChart and / or MaxiPlanner when performing multiple queries on the database in the course of normal office work. Implemented a solution to reduce deadlock situations in the Maxident database.

Uncommitted Chart Notes

Notes were found to be duplicating on occasion when the Auto Save option for the patient’s chart was turned on. Identified and resolved the concern with the save and refresh writing to the database causing the duplications.

Perio Data Entry

MaxiChart > Perio Chart > Perio Data Entry – found that if you click on Lingual of a tooth, the system was opening to the Buccal side in the Perio Data Entry window. Fixed to open properly on the Buccal or Lingual as selected by the user.

Notes Overview

MaxiChart > File > Notes Overview > Edit Note screen – added ability to maximize this window for larger display to work with the note; we fixed the title at the top to be “Edit Note” and added “Chart” with note date to the header listing when editing a note.

Resto Chart

MaxiChart > Resto Chart – when charting Resto Treatments, the Resto Chart was automatically switching to the Chart Note section between treatments instead of staying on the Resto Treatments or Conditions. Fixed to keep the window on Resto Treatments or Conditions, depending on where the user is working at the moment.

Receptionist

MaxiCaller

  • This integrated phone system connects to our patient management software to pull up patient data right out of the database when a patient calls in.

MaxiMessenger

This new, highly anticipated feature allows for 2-way texting with your patients. Note: This only works if you are currently a MaxiReminder subscriber.

MaxiPlanner – Scheduler Enhancements

Appointment Book

Add/Edit Appointment Window

MaxiPlanner > Add / Edit Appointment window – turned off the “Is Recalled” field as it was causing confusion with users.
Waiting List

Added patient’s Mobile phone and an Urgency ranking to each Waiting List entry. Urgency allows an entry to be ranked from 0-9 with 0 being least urgent and 9 requiring more immediate booking. By single left-clicking on the header for any column, you can sort the list so that from the Urgency column you can see your most to least Urgent entries in order.
Waiting List Icon – updated, making it easier to identify in MaxiPlanner.

SMS Message

Enhanced option from a right-click on an Appointment to send SMS message directly to the patient regarding that appointment. Content for the message is set under System > Preferences > Location Preferences > Reports > Default subject and message for calendar appointment email. Tokens are available here for populating the message customized to each patient.

Add New Blockout

MaxiPlanner > Add New Blockout – Provider/Chair is now blank and Provider(s) or Chair(s) options must be selected to create the Blockout.

Appointment Status

Appointment Status reset prompt should only come up when the date/time of the appointment is changed. Updated to only prompt for Status change when the date and/or time of the Appointment is changed. If the Appointment is moved between providers and/or chairs, the prompt will not appear.

Unscheduled Appointment

MaxiPlanner > Unscheduled Appointment – added new filter for “Date Modified” of the Unscheduled Appointment. In the Filter options, we have added From and To filters for Date Modified on the Unscheduled Appointment so you can sort by a date range for when the Unscheduled Appointment was last updated, in addition to Date Created.
Management Screens

Never-Lose-a-Patient Recall and Appointment System (NLAPRAS)

Operations > Never Lose a Patient Recall and Appointment System – expanded the date fields to accommodate more date format options including DD/MM/YYYY.

Never-Lose-a-Treatment-Plan

Operations > Never Lose a Treatment Plan – added hidden filter to exclude Inactive patients as Deleted patients were previously removed through hidden filter option.

Reminders

Manage > Reminders – when creating a new Reminder, the system was updated to select no Users by default. All Users to display the Reminder must now be manually selected.
Insurance Companies and Policies

Manage > Insurance Companies and Policies > Insurance Company > General Tab – updated the Phone Number to allow re-prioritizing of the listed phone numbers.
Patient Ledger and Accounting Operations

Prescription Writer

Maxident > Medical Tab > Prescription Writer OR Patient > Write Prescription – Prescriptions fixed to print in French for the patients who are set to French language on their Administrative Tab.

Insurance Tab

Patient Ledger > Insurance tab – added a memo field specific to the patient and for each policy on the patient’s profile. The button is visible from the Insurance tab on the Patient Ledger, in the Patient Management window and from Patient’s Insurance Coverage in MaxiChart.
Maxident > Insurance Tab > Add new Policy – when moving from searching for the policy in existing policies to adding a new policy based on Policy Number searched, we changed the Insurance Manager to bring the policy number searched for into the new policy automatically, instead of requiring it to be reentered.

Receipt History

History > Receipt History > Invoice Date – updated to include an information tool tip for Invoice Dates appearing as ranges to notify the user that more than one Invoice was paid with that payment entry.

Treatment Plan Manager

Patient Ledger > Treatment Plan Manager > Preauthorizations tab – added a new checkbox to indicate whether the preauthorization response was sent to the patient or the office once the Plan is marked “The insurer has approved this Treatment Plan”. Until that option is checked, the options for “Preauthorization sent to office” and “Preauthorization sent to patient” will remain hidden.

Printed Insurance Claim Form

Patient Ledger > Treatment Ticket > Printed Insurance Claim form – added an answer to Part 3 Question A of the form “Are any dental benefits or services provided under any other group insurance or dental plan, W.C.B, Government Plan, or if a result of an accident, a motor vehicle or accident insurance plan?” System will select No if the patient has only one insurance policy, Yes if patient has more than one. This only affects NIHB claim forms.

Profile Tab

Ledger > Profile tab – added a new button for “Send SMS” under phone number section to launch MaxiMessenger for that patient. This allows for 2-way texting with patients. This only works if you are currently a MaxiReminder subscriber.

Posted Note

Maxident > Patient Ledger > Posted Note – Stamp function previously used the Windows User Account. It has now been changed to use the Maxident User Account to track which user made the change.

Bank Deposit Review by Treatment Provider Detail/Summary

Reports > General Reports > Review > Bank Deposit Review by Treatment Provider Detail / Summary – updated to not include Adjustments in the transactions listed. The reason is that Adjustments should not be part of a Bank Deposit Report as they are not monies received.

Reports and Printouts

Administrative Reports

Reports > Administrative Reports > User Activity Audit Trail – “Payment Reversal from Voiding an Invoice” was not showing. It now does.

Accounts Receivable

Maxident > Reports > General Reports > Accounts Receivable – AR reports were not filtering properly to show only invoices with a balance greater than .01. Updated to filter properly when selected.

Referral Form for Current Patient Printout

Reports > Referral Form for Current Patient Printout – increased the font size on the printout for the Consultation, Treatment, and Relevant History notes to make it more readable.

Ortho Contract

Fixed printout to print in French for the patients who are set to French language on their Administrative Tab.

Detailed Receipts

Maxident > Payments > Detailed Receipts – fixed to print in French for the patients who are set to French language on their Administrative Tab.

Practice Summary Report

Reports > General Reports > Review > Practice Summary Report corrected to show correct Payment Totals for Billing and Treatment Provider on both Fiscal and Posting Date versions of the report.

Bulk Payment Operation

Added the ability to write an Invoice Note during the Bulk Payment Operation. You can now click on the Invoice Note field for any invoice on the patient’s ledger to add a note. Also, at the start of a Bulk Payment Operation, a note can be entered to save on all invoices where a payment is applied.

Maxident > Bulk Payment – added the ability to perform a Charge Redistribution during a Bulk Payment operation. While completing a Bulk Payment entry, if a Charge Redistribution is required on an invoice, simply press and hold CTRL then left-click anywhere on that Invoice line to perform a Charge Redistribution while your Bulk Payment is still in progress. Once the Charge Redistribution is complete, continue with your Bulk Payment operation.

Confirmation Labels

Reports > General Reports > Appointment > Confirmation Labels – added criteria to exclude patients that had an SMS Reminder sent as well as those with an Email Reminder sent. Filters work for either SMS or Email or both depending on selected options.

Family Account Summary

Reports > General Reports > Review > “Family Account Summary” – found an issue with the Date Range selector. Fixed to run properly with Date Range set to All, or to separate From and To dates.

Charted Future Treatment

Reports > General Reports > Listings > “Charted Future Treatment Report” – added sort options for “Date Created” and “Patient Name” to go with existing options of “Patient Number” and “City Name”.

MCP Claims

MCP claims were updated to include the Provider Comment field in transmitted information.

Adjustment Amount

Maxident > Adjustments > Adjustment amount – found the Adjustment amount was off by $0.01 from what the user entered. Updated the code to properly redistribute amounts between the payments.

Close Day/Close Month/Close Year

Operations > Close Day/Close Month/Close Year – added a new option to “Preview Reports” before performing the Close Operation. All selected reports will show in the Preview window when selected.

Referral Summary

Maxident > Reports > General Reports > Referral Summary – report was taking a long time to run so we improved the queries that generate the report to speed up the report production.

Fee Guides and Procedures

Fee Guides and Procedures > System default fee guide – added date tracking for default Fee Guide Changes to record in the database when the Fee Guide is changed/updated. This was done to provide additional tracking in the database for when Fee Guide updates were completed.

Ram Q v4 Feature

Ram Q v4 Feature to validate fields as was present in RamQ v3. Added validations.

Miscellaneous

Practice and Locations

System > Practice and Locations > Location > Profile tab > Email – updated the email field to allow for longer office email addresses.

Insert Image into Email

Increased the max image size to 1MB.

SMS Monitor

Fixed to display the correct error message when the send limit is reached. Message displayed will now read: “SMS Send Rate Limit Exceeded”.

SMS Reminders

SMS Reminders Auto-confirm logic enhanced to confirm next appointment for patient with the corresponding mobile number only. NOTE: if the patient responds “Yes” or with a letter “Y”, with the default system settings, more than once, future appointments will be updated to a “Confirmed” status per the office’s settings for Appointments Confirmed by SMS.

Appointment SMS

MaxiReminder Appointment SMS was updated to not send the same day if the appointment time has passed.

Appointment Emails

MaxiReminder Appointment Emails were updated to not send the same day if the appointment time has passed.

Recall Email Reminders

MaxiReminder > Appointment / Recall Email Reminders – message appearing in English only. We can update your MaxiReminder account to have both languages, simply reach out to your Account Manager or Support Tech for assistance.

Automatic Mode

MaxiReminder > Automatic Mode – enhanced the settings to send for each day of the week when the system is left open and running.

MaxiMessenger

added flashing to the desktop tray icon when a new message is received.

SMS Monitor

• MaxiReminder > SMS Monitor – Is Confirmed was not being updated for Manual (user clicked) Confirms. Fixed to properly read both the automated confirmations and the user clicked confirmations to update appointment statuses in MaxiPlanner accordingly.

SMS Only Mode

• MaxiReminder > SMS Only mode – fixed a concern with the Email tab still showing in the MaxiReminder window under Operations when it was not functional. Email tab will no longer appear when not activated.

Reminders Tab
• Maxident > Reminders Tab > Patient Email is blank – caused an error in MaxiReminder when sending patient an SMS only message that the “Patient’s Email Is Invalid”. Fixed to not cause an error message in MaxiReminder when the patient’s email is blank in the Reminders Tab and Email option is not checked.

SMS Monitor

  • MaxiReminder > SMS Monitor – Is Confirmed was not being updated for Manual (user clicked) Confirms. Fixed to properly read both the automated confirmations and the user clicked confirmations to update appointment statuses in MaxiPlanner accordingly.

SMS Only Mode

  • MaxiReminder > SMS Only mode – fixed a concern with the Email tab still showing in the MaxiReminder window under Operations when it was not functional. Email tab will no longer appear when not activated.

Reminders Tab

  • Maxident > Reminders Tab > Patient Email is blank – caused an error in MaxiReminder when sending patient an SMS only message that the “Patient’s Email Is Invalid”. Fixed to not cause an error message in MaxiReminder when the patient’s email is blank in the Reminders Tab and Email option is not checked.

Office Manager

MaxiCaller

  • This integrated phone system connects to our patient management software to pull up patient data right out of the database when a patient calls in.

MaxiMessenger

This new, highly anticipated feature allows for 2-way texting with your patients. Note: This only works if you are currently a MaxiReminder subscriber.

MaxiPlanner – Scheduler Enhancements

Appointment Book

Add/Edit Appointment Window

MaxiPlanner > Add / Edit Appointment window – turned off the “Is Recalled” field as it was causing confusion with users.
Waiting List

Added patient’s Mobile phone and an Urgency ranking to each Waiting List entry. Urgency allows an entry to be ranked from 0-9 with 0 being least urgent and 9 requiring more immediate booking. By single left-clicking on the header for any column, you can sort the list so that from the Urgency column you can see your most to least Urgent entries in order.
Waiting List Icon – updated, making it easier to identify in MaxiPlanner.

SMS Message

Enhanced option from a right-click on an Appointment to send SMS message directly to the patient regarding that appointment. Content for the message is set under System > Preferences > Location Preferences > Reports > Default subject and message for calendar appointment email. Tokens are available here for populating the message customized to each patient.

Add New Blockout

MaxiPlanner > Add New Blockout – Provider/Chair is now blank and Provider(s) or Chair(s) options must be selected to create the Blockout.

Appointment Status

Appointment Status reset prompt should only come up when the date/time of the appointment is changed. Updated to only prompt for Status change when the date and/or time of the Appointment is changed. If the Appointment is moved between providers and/or chairs, the prompt will not appear.

Unscheduled Appointment

MaxiPlanner > Unscheduled Appointment – added new filter for “Date Modified” of the Unscheduled Appointment. In the Filter options, we have added From and To filters for Date Modified on the Unscheduled Appointment so you can sort by a date range for when the Unscheduled Appointment was last updated, in addition to Date Created.
Management Screens

Never-Lose-a-Patient Recall and Appointment System (NLAPRAS)

Operations > Never Lose a Patient Recall and Appointment System – expanded the date fields to accommodate more date format options including DD/MM/YYYY.

Never-Lose-a-Treatment-Plan

Operations > Never Lose a Treatment Plan – added hidden filter to exclude Inactive patients as Deleted patients were previously removed through hidden filter option.

Reminders

Manage > Reminders – when creating a new Reminder, the system was updated to select no Users by default. All Users to display the Reminder must now be manually selected.
Insurance Companies and Policies

Manage > Insurance Companies and Policies > Insurance Company > General Tab – updated the Phone Number to allow re-prioritizing of the listed phone numbers.
Patient Ledger and Accounting Operations

Prescription Writer

Maxident > Medical Tab > Prescription Writer OR Patient > Write Prescription – Prescriptions fixed to print in French for the patients who are set to French language on their Administrative Tab.

Insurance Tab

Patient Ledger > Insurance tab – added a memo field specific to the patient and for each policy on the patient’s profile. The button is visible from the Insurance tab on the Patient Ledger, in the Patient Management window and from Patient’s Insurance Coverage in MaxiChart.
Maxident > Insurance Tab > Add new Policy – when moving from searching for the policy in existing policies to adding a new policy based on Policy Number searched, we changed the Insurance Manager to bring the policy number searched for into the new policy automatically, instead of requiring it to be reentered.

Receipt History

History > Receipt History > Invoice Date – updated to include an information tool tip for Invoice Dates appearing as ranges to notify the user that more than one Invoice was paid with that payment entry.

Treatment Plan Manager

Patient Ledger > Treatment Plan Manager > Preauthorizations tab – added a new checkbox to indicate whether the preauthorization response was sent to the patient or the office once the Plan is marked “The insurer has approved this Treatment Plan”. Until that option is checked, the options for “Preauthorization sent to office” and “Preauthorization sent to patient” will remain hidden.

Printed Insurance Claim Form

Patient Ledger > Treatment Ticket > Printed Insurance Claim form – added an answer to Part 3 Question A of the form “Are any dental benefits or services provided under any other group insurance or dental plan, W.C.B, Government Plan, or if a result of an accident, a motor vehicle or accident insurance plan?” System will select No if the patient has only one insurance policy, Yes if patient has more than one. This only affects NIHB claim forms.

Profile Tab

Ledger > Profile tab – added a new button for “Send SMS” under phone number section to launch MaxiMessenger for that patient. This allows for 2-way texting with patients. This only works if you are currently a MaxiReminder subscriber.

Posted Note

Maxident > Patient Ledger > Posted Note – Stamp function previously used the Windows User Account. It has now been changed to use the Maxident User Account to track which user made the change.

Bank Deposit Review by Treatment Provider Detail/Summary

Reports > General Reports > Review > Bank Deposit Review by Treatment Provider Detail / Summary – updated to not include Adjustments in the transactions listed. The reason is that Adjustments should not be part of a Bank Deposit Report as they are not monies received.

Reports and Printouts

Administrative Reports

Reports > Administrative Reports > User Activity Audit Trail – “Payment Reversal from Voiding an Invoice” was not showing. It now does.

Accounts Receivable

Maxident > Reports > General Reports > Accounts Receivable – AR reports were not filtering properly to show only invoices with a balance greater than .01. Updated to filter properly when selected.

Referral Form for Current Patient Printout

Reports > Referral Form for Current Patient Printout – increased the font size on the printout for the Consultation, Treatment, and Relevant History notes to make it more readable.

Ortho Contract

Fixed printout to print in French for the patients who are set to French language on their Administrative Tab.

Detailed Receipts

Maxident > Payments > Detailed Receipts – fixed to print in French for the patients who are set to French language on their Administrative Tab.

Practice Summary Report

Reports > General Reports > Review > Practice Summary Report corrected to show correct Payment Totals for Billing and Treatment Provider on both Fiscal and Posting Date versions of the report.

Bulk Payment Operation

Added the ability to write an Invoice Note during the Bulk Payment Operation. You can now click on the Invoice Note field for any invoice on the patient’s ledger to add a note. Also, at the start of a Bulk Payment Operation, a note can be entered to save on all invoices where a payment is applied.

Maxident > Bulk Payment – added the ability to perform a Charge Redistribution during a Bulk Payment operation. While completing a Bulk Payment entry, if a Charge Redistribution is required on an invoice, simply press and hold CTRL then left-click anywhere on that Invoice line to perform a Charge Redistribution while your Bulk Payment is still in progress. Once the Charge Redistribution is complete, continue with your Bulk Payment operation.

Confirmation Labels

Reports > General Reports > Appointment > Confirmation Labels – added criteria to exclude patients that had an SMS Reminder sent as well as those with an Email Reminder sent. Filters work for either SMS or Email or both depending on selected options.

Family Account Summary

Reports > General Reports > Review > “Family Account Summary” – found an issue with the Date Range selector. Fixed to run properly with Date Range set to All, or to separate From and To dates.

Charted Future Treatment

Reports > General Reports > Listings > “Charted Future Treatment Report” – added sort options for “Date Created” and “Patient Name” to go with existing options of “Patient Number” and “City Name”.

MCP Claims

MCP claims were updated to include the Provider Comment field in transmitted information.

Adjustment Amount

Maxident > Adjustments > Adjustment amount – found the Adjustment amount was off by $0.01 from what the user entered. Updated the code to properly redistribute amounts between the payments.

Close Day/Close Month/Close Year

Operations > Close Day/Close Month/Close Year – added a new option to “Preview Reports” before performing the Close Operation. All selected reports will show in the Preview window when selected.

Referral Summary

Maxident > Reports > General Reports > Referral Summary – report was taking a long time to run so we improved the queries that generate the report to speed up the report production.

Fee Guides and Procedures

Fee Guides and Procedures > System default fee guide – added date tracking for default Fee Guide Changes to record in the database when the Fee Guide is changed/updated. This was done to provide additional tracking in the database for when Fee Guide updates were completed.

Ram Q v4 Feature

Ram Q v4 Feature to validate fields as was present in RamQ v3. Added validations.

Miscellaneous

Practice and Locations

System > Practice and Locations > Location > Profile tab > Email – updated the email field to allow for longer office email addresses.

Insert Image into Email

Increased the max image size to 1MB.

SMS Monitor

Fixed to display the correct error message when the send limit is reached. Message displayed will now read: “SMS Send Rate Limit Exceeded”.

SMS Reminders

SMS Reminders Auto-confirm logic enhanced to confirm next appointment for patient with the corresponding mobile number only. NOTE: if the patient responds “Yes” or with a letter “Y”, with the default system settings, more than once, future appointments will be updated to a “Confirmed” status per the office’s settings for Appointments Confirmed by SMS.

Appointment SMS

MaxiReminder Appointment SMS was updated to not send the same day if the appointment time has passed.

Appointment Emails

MaxiReminder Appointment Emails were updated to not send the same day if the appointment time has passed.

Recall Email Reminders

MaxiReminder > Appointment / Recall Email Reminders – message appearing in English only. We can update your MaxiReminder account to have both languages, simply reach out to your Account Manager or Support Tech for assistance.

Automatic Mode

MaxiReminder > Automatic Mode – enhanced the settings to send for each day of the week when the system is left open and running.

MaxiMessenger

added flashing to the desktop tray icon when a new message is received.

SMS Monitor

• MaxiReminder > SMS Monitor – Is Confirmed was not being updated for Manual (user clicked) Confirms. Fixed to properly read both the automated confirmations and the user clicked confirmations to update appointment statuses in MaxiPlanner accordingly.

User Preferences

  • Preferences > User Preferences > “The default time state for adding new treatments” was updated to identify separation of Resto and Perio controls. Two options now exist: “The default time state for adding new resto treatment” and “The default time state for adding new perio treatment”.

Notes Overview

  • MaxiChart > File > Notes Overview – updated the column size to be adjustable via left-click + hold and drag to resize from the column headers.  This allows for flexibility in reading the notes.

Recall and Appointment Window

  • Recall and Appointments window during Relay in MaxiChart had a typo in the header. Fixed typo of “Recalls and Apointments” to proper “Recalls and Appointments”.

Resto Chart

  • MaxiChart > Resto Chart > Patient information – updated to show the patient’s “Preferred Name” with their First and Last Name in the patient information.
  • MaxiChart > Resto Chart > Patient information – updated to show longer patient names without cutting off the display.

New Perio Path 

  • MaxiChart > Perio Chart > New Perio Path added. Requested Path is: 48B to 44B; 38L to 34L; 34B to 38B; 44L to 48L; 33L to 43L; 43B to 33B; 18B to 14B; 28L to 24L; 23L to 13L; 13B to 23B; 24B to 28B; 14L to 18L – path #132. Paths #133, 134 and 135 were added as mirrors and reversals of this path.
  • MaxiChart > Perio Path additions – added two new perio paths along with mirror and reversed versions: 48 L- 41 L; 38 B – 31 B; 28 B – 21 B; 18 L – 11 L; 28 L – 21 L; 18 B – 11 B; 38 L – 31 L; 48 B – 41 B – this is path #124 with others added #125, 126, and 127. Added as path #128 is: 48B – 41B; 38B – 31B; 38L – 31L; 48L – 41L; 18B – 11B; 28B – 21B; 28L – 21L; 18L – 11L – additional paths added are #129, 130 and 131.
  • Perio Chart – adding Perio Path options. Added a set of Perio Paths to start with: 48B – 41B; 38L – 31L; 38B- 31B; 48L – 41L; 18B – 11B; 28L – 21L; 28B – 21B; 18L – 11L – Path #120. Additional paths to mirror and reverse this path were added as paths # 121, 122 and 123.
  • Perio Path added – path #136 was added – 18B–11B, 28B–21B, 18L–11L, 28L–21L, 48B-41B, 38B–31B, 48L–41L, 38L–31L. Mirror and reverse paths added as paths #137, 138 & 139.

Perio Chart

  • Added a “Paint Mode” to Perio Conditions. This will allow you to free-hand draw the Perio Conditions for your patients by selecting the condition, then either left-clicking on the tooth you want the condition to appear or, for Conditions like Pockets, FGM and MGJ, you can left-click and hold to drag the mouse and enter values for your patient. Simply single left-click on a Condition in the Paint Mode section to turn on/off the Paint Mode for that Condition.

SMS Monitor

• MaxiReminder > SMS Monitor – Is Confirmed was not being updated for Manual (user clicked) Confirms. Fixed to properly read both the automated confirmations and the user clicked confirmations to update appointment statuses in MaxiPlanner accordingly.

SMS Only Mode

• MaxiReminder > SMS Only mode – fixed a concern with the Email tab still showing in the MaxiReminder window under Operations when it was not functional. Email tab will no longer appear when not activated.

Reminders Tab
• Maxident > Reminders Tab > Patient Email is blank – caused an error in MaxiReminder when sending patient an SMS only message that the “Patient’s Email Is Invalid”. Fixed to not cause an error message in MaxiReminder when the patient’s email is blank in the Reminders Tab and Email option is not checked.

SMS Monitor

  • MaxiReminder > SMS Monitor – Is Confirmed was not being updated for Manual (user clicked) Confirms. Fixed to properly read both the automated confirmations and the user clicked confirmations to update appointment statuses in MaxiPlanner accordingly.

SMS Only Mode

  • MaxiReminder > SMS Only mode – fixed a concern with the Email tab still showing in the MaxiReminder window under Operations when it was not functional. Email tab will no longer appear when not activated.

Reminders Tab

  • Maxident > Reminders Tab > Patient Email is blank – caused an error in MaxiReminder when sending patient an SMS only message that the “Patient’s Email Is Invalid”. Fixed to not cause an error message in MaxiReminder when the patient’s email is blank in the Reminders Tab and Email option is not checked.

Deadlock between Maxident/MaxiChart/MaxiPlanner

  • Found concerns with a deadlock between Maxident, MaxiChart and / or MaxiPlanner when performing multiple queries on the database in the course of normal office work. Implemented a solution to reduce deadlock situations in the Maxident database.

Uncommitted Chart Notes

  • Notes were found to be duplicating on occasion when the Auto Save option for the patient’s chart was turned on. Identified and resolved the concern with the save and refresh writing to the database causing the duplications.

Perio Data Entry

  • MaxiChart > Perio Chart > Perio Data Entry – found that if you click on Lingual of a tooth, the system was opening to the Buccal side in the Perio Data Entry window. Fixed to open properly on the Buccal or Lingual as selected by the user.

Notes Overview

  • MaxiChart > File > Notes Overview > Edit Note screen – added ability to maximize this window for larger display to work with the note; we fixed the title at the top to be “Edit Note” and added “Chart” with note date to the header listing when editing a note.

Resto Chart

  • MaxiChart > Resto Chart – when charting Resto Treatments, the Resto Chart was automatically switching to the Chart Note section between treatments instead of staying on the Resto Treatments or Conditions. Fixed to keep the window on Resto Treatments or Conditions, depending on where the user is working at the moment.

Combined

MaxiCaller

  • This integrated phone system connects to our patient management software to pull up patient data right out of the database when a patient calls in.

MaxiMessenger

This new, highly anticipated feature allows for 2-way texting with your patients. Note: This only works if you are currently a MaxiReminder subscriber.

MaxiPlanner – Scheduler Enhancements

Appointment Book

Add/Edit Appointment Window

MaxiPlanner > Add / Edit Appointment window – turned off the “Is Recalled” field as it was causing confusion with users.
Waiting List

Added patient’s Mobile phone and an Urgency ranking to each Waiting List entry. Urgency allows an entry to be ranked from 0-9 with 0 being least urgent and 9 requiring more immediate booking. By single left-clicking on the header for any column, you can sort the list so that from the Urgency column you can see your most to least Urgent entries in order.
Waiting List Icon – updated, making it easier to identify in MaxiPlanner.

SMS Message

Enhanced option from a right-click on an Appointment to send SMS message directly to the patient regarding that appointment. Content for the message is set under System > Preferences > Location Preferences > Reports > Default subject and message for calendar appointment email. Tokens are available here for populating the message customized to each patient.

Add New Blockout

MaxiPlanner > Add New Blockout – Provider/Chair is now blank and Provider(s) or Chair(s) options must be selected to create the Blockout.

Appointment Status

Appointment Status reset prompt should only come up when the date/time of the appointment is changed. Updated to only prompt for Status change when the date and/or time of the Appointment is changed. If the Appointment is moved between providers and/or chairs, the prompt will not appear.

Unscheduled Appointment

MaxiPlanner > Unscheduled Appointment – added new filter for “Date Modified” of the Unscheduled Appointment. In the Filter options, we have added From and To filters for Date Modified on the Unscheduled Appointment so you can sort by a date range for when the Unscheduled Appointment was last updated, in addition to Date Created.
Management Screens

Never-Lose-a-Patient Recall and Appointment System (NLAPRAS)

Operations > Never Lose a Patient Recall and Appointment System – expanded the date fields to accommodate more date format options including DD/MM/YYYY.

Never-Lose-a-Treatment-Plan

Operations > Never Lose a Treatment Plan – added hidden filter to exclude Inactive patients as Deleted patients were previously removed through hidden filter option.

Reminders

Manage > Reminders – when creating a new Reminder, the system was updated to select no Users by default. All Users to display the Reminder must now be manually selected.
Insurance Companies and Policies

Manage > Insurance Companies and Policies > Insurance Company > General Tab – updated the Phone Number to allow re-prioritizing of the listed phone numbers.
Patient Ledger and Accounting Operations

Prescription Writer

Maxident > Medical Tab > Prescription Writer OR Patient > Write Prescription – Prescriptions fixed to print in French for the patients who are set to French language on their Administrative Tab.

Insurance Tab

Patient Ledger > Insurance tab – added a memo field specific to the patient and for each policy on the patient’s profile. The button is visible from the Insurance tab on the Patient Ledger, in the Patient Management window and from Patient’s Insurance Coverage in MaxiChart.
Maxident > Insurance Tab > Add new Policy – when moving from searching for the policy in existing policies to adding a new policy based on Policy Number searched, we changed the Insurance Manager to bring the policy number searched for into the new policy automatically, instead of requiring it to be reentered.

Receipt History

History > Receipt History > Invoice Date – updated to include an information tool tip for Invoice Dates appearing as ranges to notify the user that more than one Invoice was paid with that payment entry.

Treatment Plan Manager

Patient Ledger > Treatment Plan Manager > Preauthorizations tab – added a new checkbox to indicate whether the preauthorization response was sent to the patient or the office once the Plan is marked “The insurer has approved this Treatment Plan”. Until that option is checked, the options for “Preauthorization sent to office” and “Preauthorization sent to patient” will remain hidden.

Printed Insurance Claim Form

Patient Ledger > Treatment Ticket > Printed Insurance Claim form – added an answer to Part 3 Question A of the form “Are any dental benefits or services provided under any other group insurance or dental plan, W.C.B, Government Plan, or if a result of an accident, a motor vehicle or accident insurance plan?” System will select No if the patient has only one insurance policy, Yes if patient has more than one. This only affects NIHB claim forms.

Profile Tab

Ledger > Profile tab – added a new button for “Send SMS” under phone number section to launch MaxiMessenger for that patient. This allows for 2-way texting with patients. This only works if you are currently a MaxiReminder subscriber.

Posted Note

Maxident > Patient Ledger > Posted Note – Stamp function previously used the Windows User Account. It has now been changed to use the Maxident User Account to track which user made the change.

Bank Deposit Review by Treatment Provider Detail/Summary

Reports > General Reports > Review > Bank Deposit Review by Treatment Provider Detail / Summary – updated to not include Adjustments in the transactions listed. The reason is that Adjustments should not be part of a Bank Deposit Report as they are not monies received.

Reports and Printouts

Administrative Reports

Reports > Administrative Reports > User Activity Audit Trail – “Payment Reversal from Voiding an Invoice” was not showing. It now does.

Accounts Receivable

Maxident > Reports > General Reports > Accounts Receivable – AR reports were not filtering properly to show only invoices with a balance greater than .01. Updated to filter properly when selected.

Referral Form for Current Patient Printout

Reports > Referral Form for Current Patient Printout – increased the font size on the printout for the Consultation, Treatment, and Relevant History notes to make it more readable.

Ortho Contract

Fixed printout to print in French for the patients who are set to French language on their Administrative Tab.

Detailed Receipts

Maxident > Payments > Detailed Receipts – fixed to print in French for the patients who are set to French language on their Administrative Tab.

Practice Summary Report

Reports > General Reports > Review > Practice Summary Report corrected to show correct Payment Totals for Billing and Treatment Provider on both Fiscal and Posting Date versions of the report.

Bulk Payment Operation

Added the ability to write an Invoice Note during the Bulk Payment Operation. You can now click on the Invoice Note field for any invoice on the patient’s ledger to add a note. Also, at the start of a Bulk Payment Operation, a note can be entered to save on all invoices where a payment is applied.

Maxident > Bulk Payment – added the ability to perform a Charge Redistribution during a Bulk Payment operation. While completing a Bulk Payment entry, if a Charge Redistribution is required on an invoice, simply press and hold CTRL then left-click anywhere on that Invoice line to perform a Charge Redistribution while your Bulk Payment is still in progress. Once the Charge Redistribution is complete, continue with your Bulk Payment operation.

Confirmation Labels

Reports > General Reports > Appointment > Confirmation Labels – added criteria to exclude patients that had an SMS Reminder sent as well as those with an Email Reminder sent. Filters work for either SMS or Email or both depending on selected options.

Family Account Summary

Reports > General Reports > Review > “Family Account Summary” – found an issue with the Date Range selector. Fixed to run properly with Date Range set to All, or to separate From and To dates.

Charted Future Treatment

Reports > General Reports > Listings > “Charted Future Treatment Report” – added sort options for “Date Created” and “Patient Name” to go with existing options of “Patient Number” and “City Name”.

MCP Claims

MCP claims were updated to include the Provider Comment field in transmitted information.

Adjustment Amount

Maxident > Adjustments > Adjustment amount – found the Adjustment amount was off by $0.01 from what the user entered. Updated the code to properly redistribute amounts between the payments.

Close Day/Close Month/Close Year

Operations > Close Day/Close Month/Close Year – added a new option to “Preview Reports” before performing the Close Operation. All selected reports will show in the Preview window when selected.

Referral Summary

Maxident > Reports > General Reports > Referral Summary – report was taking a long time to run so we improved the queries that generate the report to speed up the report production.

Fee Guides and Procedures

Fee Guides and Procedures > System default fee guide – added date tracking for default Fee Guide Changes to record in the database when the Fee Guide is changed/updated. This was done to provide additional tracking in the database for when Fee Guide updates were completed.

Ram Q v4 Feature

Ram Q v4 Feature to validate fields as was present in RamQ v3. Added validations.

Miscellaneous

Practice and Locations

System > Practice and Locations > Location > Profile tab > Email – updated the email field to allow for longer office email addresses.

Insert Image into Email

Increased the max image size to 1MB.

SMS Monitor

Fixed to display the correct error message when the send limit is reached. Message displayed will now read: “SMS Send Rate Limit Exceeded”.

SMS Reminders

SMS Reminders Auto-confirm logic enhanced to confirm next appointment for patient with the corresponding mobile number only. NOTE: if the patient responds “Yes” or with a letter “Y”, with the default system settings, more than once, future appointments will be updated to a “Confirmed” status per the office’s settings for Appointments Confirmed by SMS.

Appointment SMS

MaxiReminder Appointment SMS was updated to not send the same day if the appointment time has passed.

Appointment Emails

MaxiReminder Appointment Emails were updated to not send the same day if the appointment time has passed.

Recall Email Reminders

MaxiReminder > Appointment / Recall Email Reminders – message appearing in English only. We can update your MaxiReminder account to have both languages, simply reach out to your Account Manager or Support Tech for assistance.

Automatic Mode

MaxiReminder > Automatic Mode – enhanced the settings to send for each day of the week when the system is left open and running.

MaxiMessenger

added flashing to the desktop tray icon when a new message is received.

SMS Monitor

• MaxiReminder > SMS Monitor – Is Confirmed was not being updated for Manual (user clicked) Confirms. Fixed to properly read both the automated confirmations and the user clicked confirmations to update appointment statuses in MaxiPlanner accordingly.

User Preferences

  • Preferences > User Preferences > “The default time state for adding new treatments” was updated to identify separation of Resto and Perio controls. Two options now exist: “The default time state for adding new resto treatment” and “The default time state for adding new perio treatment”.

Notes Overview

  • MaxiChart > File > Notes Overview – updated the column size to be adjustable via left-click + hold and drag to resize from the column headers.  This allows for flexibility in reading the notes.

Recall and Appointment Window

  • Recall and Appointments window during Relay in MaxiChart had a typo in the header. Fixed typo of “Recalls and Apointments” to proper “Recalls and Appointments”.

Resto Chart

  • MaxiChart > Resto Chart > Patient information – updated to show the patient’s “Preferred Name” with their First and Last Name in the patient information.
  • MaxiChart > Resto Chart > Patient information – updated to show longer patient names without cutting off the display.

New Perio Path 

  • MaxiChart > Perio Chart > New Perio Path added. Requested Path is: 48B to 44B; 38L to 34L; 34B to 38B; 44L to 48L; 33L to 43L; 43B to 33B; 18B to 14B; 28L to 24L; 23L to 13L; 13B to 23B; 24B to 28B; 14L to 18L – path #132. Paths #133, 134 and 135 were added as mirrors and reversals of this path.
  • MaxiChart > Perio Path additions – added two new perio paths along with mirror and reversed versions: 48 L- 41 L; 38 B – 31 B; 28 B – 21 B; 18 L – 11 L; 28 L – 21 L; 18 B – 11 B; 38 L – 31 L; 48 B – 41 B – this is path #124 with others added #125, 126, and 127. Added as path #128 is: 48B – 41B; 38B – 31B; 38L – 31L; 48L – 41L; 18B – 11B; 28B – 21B; 28L – 21L; 18L – 11L – additional paths added are #129, 130 and 131.
  • Perio Chart – adding Perio Path options. Added a set of Perio Paths to start with: 48B – 41B; 38L – 31L; 38B- 31B; 48L – 41L; 18B – 11B; 28L – 21L; 28B – 21B; 18L – 11L – Path #120. Additional paths to mirror and reverse this path were added as paths # 121, 122 and 123.
  • Perio Path added – path #136 was added – 18B–11B, 28B–21B, 18L–11L, 28L–21L, 48B-41B, 38B–31B, 48L–41L, 38L–31L. Mirror and reverse paths added as paths #137, 138 & 139.

Perio Chart

  • Added a “Paint Mode” to Perio Conditions. This will allow you to free-hand draw the Perio Conditions for your patients by selecting the condition, then either left-clicking on the tooth you want the condition to appear or, for Conditions like Pockets, FGM and MGJ, you can left-click and hold to drag the mouse and enter values for your patient. Simply single left-click on a Condition in the Paint Mode section to turn on/off the Paint Mode for that Condition.

SMS Monitor

• MaxiReminder > SMS Monitor – Is Confirmed was not being updated for Manual (user clicked) Confirms. Fixed to properly read both the automated confirmations and the user clicked confirmations to update appointment statuses in MaxiPlanner accordingly.

SMS Only Mode

• MaxiReminder > SMS Only mode – fixed a concern with the Email tab still showing in the MaxiReminder window under Operations when it was not functional. Email tab will no longer appear when not activated.

Reminders Tab
• Maxident > Reminders Tab > Patient Email is blank – caused an error in MaxiReminder when sending patient an SMS only message that the “Patient’s Email Is Invalid”. Fixed to not cause an error message in MaxiReminder when the patient’s email is blank in the Reminders Tab and Email option is not checked.

SMS Monitor

  • MaxiReminder > SMS Monitor – Is Confirmed was not being updated for Manual (user clicked) Confirms. Fixed to properly read both the automated confirmations and the user clicked confirmations to update appointment statuses in MaxiPlanner accordingly.

SMS Only Mode

  • MaxiReminder > SMS Only mode – fixed a concern with the Email tab still showing in the MaxiReminder window under Operations when it was not functional. Email tab will no longer appear when not activated.

Reminders Tab

  • Maxident > Reminders Tab > Patient Email is blank – caused an error in MaxiReminder when sending patient an SMS only message that the “Patient’s Email Is Invalid”. Fixed to not cause an error message in MaxiReminder when the patient’s email is blank in the Reminders Tab and Email option is not checked.

Deadlock between Maxident/MaxiChart/MaxiPlanner

  • Found concerns with a deadlock between Maxident, MaxiChart and / or MaxiPlanner when performing multiple queries on the database in the course of normal office work. Implemented a solution to reduce deadlock situations in the Maxident database.

Uncommitted Chart Notes

  • Notes were found to be duplicating on occasion when the Auto Save option for the patient’s chart was turned on. Identified and resolved the concern with the save and refresh writing to the database causing the duplications.

Perio Data Entry

  • MaxiChart > Perio Chart > Perio Data Entry – found that if you click on Lingual of a tooth, the system was opening to the Buccal side in the Perio Data Entry window. Fixed to open properly on the Buccal or Lingual as selected by the user.

Notes Overview

  • MaxiChart > File > Notes Overview > Edit Note screen – added ability to maximize this window for larger display to work with the note; we fixed the title at the top to be “Edit Note” and added “Chart” with note date to the header listing when editing a note.

Resto Chart

  • MaxiChart > Resto Chart – when charting Resto Treatments, the Resto Chart was automatically switching to the Chart Note section between treatments instead of staying on the Resto Treatments or Conditions. Fixed to keep the window on Resto Treatments or Conditions, depending on where the user is working at the moment.