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

Before updating, we advise double-checking our Software Requirements page to confirm your computers meet the necessary system specifications.

And as always, if you notice any ongoing issues or feedback with statements and other facets of the software, don't hesitate to reach out!

You should always ensure you have a fresh backup available when updating MacPractice. However, the process of updating to MacPractice 10.6.1+ will generate a separate backup as there are extensive database updates in MacPractice 10.

Build 11.17.17-24

Dental - Restorative Charting

Resolved an issue when using Supercodes with no default provider set, where a database error could occur.

Ledger

Resolved an issue where the provider column in the Ledger was mismatching what Provider was selected in the Charge window for a given charge.

Managers - Code Manager

Added ADA Codes for 2021.

Miscellaneous

Updated the Ticket Submission window.
Addressed an issue with the Update MacPractice menu item not working as intended when at the login window.
Resolved an issue with some CVX codes in the RefCon database.

Patients

Addressed an issue in the Patient tab where if you double click on a referrer, if there are charges attached to this referrer, you'll see an error about not being able to replace the referral due to it being tied to a charge/incident.
Adjusted the behavior when setting a Referrer's Associated Provider to None, an alert will no longer appear advising the user to set an Associated Provider.

Reports - Clinical Quality Measures

Added a column in the sidebar for the Clinical Quality Measure reports for CMS ID to better identify particular Clinical Quality Measures.

Rx

IL PDMP added to the Rx Sidebar.

Software Update

Resolved some issues when updating from 7.3 to 11.17 on particularly large databases.

Build 11.17.16-47

New Enhancement - Patient Selector

We've made some changes to the Patient Selector which you can read about in this HelpDesk article. We've also added a new Preference Category that relates to these changes.

Clinical

Addressed a display issue with the Included Sections button.

Database Update

Addressed an issue where in some cases when updating from 7.3 to 12.1+, where the "Migrating EHR Form billing data to new database schema" would take an exorbitant amount of time.
Resolved a potential stability issue when updating the database.

ePrescribe

Addressed an issue where the face sheet would not be printable when using a particular workflow.

Labs

Adjusted how embedded pdfs are duplicated to attachments, so they should now include the Procedure Date and Description as intended.
Addressed some slowness when switching between patients and creating online lab orders.

Ledger

Addressed an issue when double clicking a Locked EMR Form in the Ledger, where you would not be taken to the form in question in error.

Miscellaneous

Addressed an issue where a database error could occur periodically occur seemingly at random.
Resolved an issue where a "File Not Found On Server" error would occur when uploading images via Digital Radiography.

Patients

Updated the first and last name fields to allow for larger field lengths for the first name (35 characters), and last name (50 characters)

Reports - Management

Updated the History Report so that it now tracks when patients accessed their patient portal and what items they interacted with there.

Reports - Measure Calculation

Addressed an issue with the HIE (Summary of Care) report where if you send from a bad email, the Recorded Electronic Transmission of Document is marked a No when it should be Yes as per ICSA standards.
Made some adjustments to how Referral and Provider ties were handled in the HIE (Summary of Care) report.

Build 11.17.15-4

Clipboard App

Addressed some display issues with text blocks in new patient forms.

ePrescribe

Resolved an issue where if you create and transmit a prescription, then click out of the ePrescribe window to another area of MacPractice, a database error could occur.

iEHR App

Addressed an issue that could occur when opening a Past EMR Form where the Narrative would not appear in error.

Build 11.17.14-10

EHR

Addressed an issue where if, in an EHR patient form with a billing section, you create a Careslip order for a patient with at least two incidents, the incident at the top of the Charge Window would be incorrect in error.

Labs

Resolved an issue where online lab orders were not saving properly.

Managers - Claim Manager

Resolved an issue with MIPS codes not sending properly via Claims Manager.

References

Added a new default Place of Service for Telehealth (2) that can be used in the new charge window in the Ledger.

Reports - Measure Calculation

Adjusted how patients with multiple providers were handled for the purposes of the Patient Electronic Access numerator and denominator counts per provider for a given time period.
Updated the footer information for the Patient Electronic Access report for Stage 3 and MIPS programs.

Build 11.17.13-10

Labs

Added a Host field in the Labs Preferences for Shiel Orders.
Adjusted the timeout interval to 45 seconds when creating an Online Lab Order.
Added a new "LabCorp Inbox" to the Services and Products Ability, located in the sidebar.
Added a new Labs Preference "Duplicate Embedded Documents to Attachments", that will duplicate attachments received from an imported lab.
Per LabCorp request, the Results tab does not appear in the Orders/Labs Ability for LabCorp.
Adjusted the behavior when receiving Lab results, where if the Lab Result file does not include the Patient ID, Patient Name, or DOB, it should still tie to the patient by using the Lab OrderID.

Miscellaneous

Updated the standard Reference Concept Database included in MacPractice installers to the 200324 version.

Patients - Orders

When creating Online Lab Orders via LabCare, an XML text file will be generated on the desktop.
Addressed an issue when creating an online lab order where if there is a timeout when generating a PDF, MacPractice could unexpectedly quit.

Preferences

Adjusted the Shiel Orders Preference name to "Online Lab Orders".

Build 11.17.12-5

EHR

Addressed an issue with entering data into the sampler template, where application errors would occur.

ePrescribe

Addressed an issue when in ePrescribe Preferences, the Access Server is set to Pre-Production, where the website for the pre-production environment was not accessible in error.

Reports - Measure Calculation

Adjusted how patients with multiple providers were handled for the purposes of the Patient Electronic Access numerator and denominator counts per provider for a given time period.

Build 11.17.11-23

Clinical

Adjusted the CCDA export when exporting the Vitals widget to ensure all necessary data is pulled as required.
Made a change to ensure that the Preferred Language is represented by human language and not a Language Code as required by ICSA.
Adjusted the behavior of the CCDA Assessment section and how it pulls information to better comply with ICSA standards.

EHR

Resolved an issue when printing EHR Form Narratives, where in the PDF preview, headers and page numbers were not present in error.
Addressed a memory leak in EHR when creating new patient forms. It is important to note that while the process of creating a new form does cause a new process in the Activity Monitor to appear, but now the memory usage is handled properly.

Ledger

Resolved a display issue with Ledger General Preferences "Show Archived Incidents in Account Ledger" and "Sort Account Transactions by Date Entered", where the patient's Account Ledger would display the incorrect running balance. Actual data was not impacted by this display issue.

Miscellaneous

Resolved an issue with the Help Menu > Share Screen option not functioning as expected.

Reports

Updated the History Report so that it logs when a patient accesses their clinical records via the Health Records tab in the Patient Portal.

Reports - Clinical Quality Measures

Updated the CMS 153 "Chlamydia Screening for Women" report to meet 2019 reporting standards.
Updated the CMS 138 "Preventive Care and Screening: Tobacco Use" report to meet 2019 reporting standards.
Updated the CMS 2 "Preventive Care and Screening for Clinical Depression & Follow-Up Plan" to meet 2019 reporting standards.
Updated the CMS 82 "Maternal Depression Screening" to meet 2019 reporting standards.
Addressed an issue with the Controlling Blood Pressure report.

Reports - Measure Calculation

Adjusted some backend pieces for the HIE (Summary of Care) report to better calculate the numerator.
Updated the View Download Transmit report to track when a patient accesses the Clinical sections of the Patient Portal.
Added a column to the Patient Electronic Access report "CCDA Generated Date", which tracks when CCDA records are generated.
Updated Measure Calculation reports to ensure when no providers are selected, the reports display properly.
Updated the Patient Electronic Access report to track if Clinical information has been exported to the Patient Portal.
Resolved a potential SQL error that could occur when running the VDT report.

Build 11.17.10-17

Ledger

Addressed an issue where if you move a transaction to a treatment plan, the patient portion for the procedures dip into the negative once a predetermination is received.

Notes

Corrected an issue that could occur when creating a new Note using an existing Template, then using Command-P to save and export the note, then moving the note to a locked folder. In this situation, the newly created note would appear blank in the locked folder in error.

Reports

Resolved an issue where the Patient by Insurance Carrier report would not pull the primary insurance subscriber number in error.
Addressed an issue with write off amounts not displaying properly in certain circumstances in the Posted/Procedure Date Day Sheet reports.
Addressed some issues with the Date By Month reports, where write offs would not always show when filtering for particular providers.
Addressed an issue with the Insurance Claims Outstanding report, where in some circumstances claims would mistakenly pull into the report in error.

Scheduling

Addressed an issue when working within the Advanced View in the Schedule for patients with billing orders in EMR, where MacPractice could unexpectedly quit in certain circumstances.

Timeclock

Resolved an issue where if a user does not clock out from a shift on the last day of a month, and remains clocked in for multiple days, they would disappear from the time clock schedule.

Build 11.17.9-28

Contract Billing

Addressed an issue in Contract Billing where if you set the option to post a late fee automatically if the contract charge has not been paid off by the end of a grace period, where the late fees could be posted even if the original charge already has a payment tied to it or not.

EMR/EDR

Resolved an issue where Careslip Orders, when posted, were posting to the incorrect incident in cases where a patient has at least two incidents.

ePrescribe

Adjusted behavior where if the height and weight fields are not populated, the user will be alerted that this information is now required for all patients under 19 years of age.
Corrected an issue with the height and weight fields not properly passing through to NewCrop correctly.

Scheduling

Resolved an issue where working with a transparency (creating, editing, moving, or deleting), MacPractice could unexpectedly quit in certain circumstances.

Build 11.17.8-9

Managers - Bulk Insurance

Addressed an issue in particular builds of earlier 11.17 where unapplying bulk insurance payments on a single patient would unapply all write offs in error.

Reports - Daily

Addressed an issue with how Contract Billing charges are displayed in the Posted/Procedure Date Day Sheet report.

Reports - Measure Calculation

Resolved an issue where Patient Education resources would be counted for multiple providers despite only one having a patient education resource associated with them.
Made some adjustments to the Receive and Incorporate report.
Addressed an issue with the Patient Education Report, where the column denoting whether a patient had access to the Patient Portal was displaying "No" in error.

Video Capture

Addressed an issue that could cause MacPractice to unexpectedly quit when clicking on the camera button in the lower left corner with no camera attached.

Build 11.17.7-36

EHR

Addressed an issue where if you add an Encounter Diagnosis that has been used previously, the prompt asking whether a user wanted to add a new diagnosis or pull from the previous usage would not appear as expected.
Resolved an issue with right clicking patient forms to access the right click menu.
Resolved an issue where a user would be unable to select allergy types when reconciling allergies in a EHR Form with an Allergies codified section added to it.

Ledger

Addressed an issue where if a user adds a prescription to a new charge in the Rx Tab of the Charge Window, they would see a "All Patient Medications Restricted" warning in error.

Patients - Orders

Addressed an issue where if you attempt to post care slip charges from the Orders Tab, the charges would post but the patient would not be selected as expected.

Reports - Measure Calculation

Addressed an issue where incorrect encounters were being included on the Receive and Reconcile report.
Added a "Verify Opioid Treatment Agreement" Report for MIPS.
Addressed an issue where certain patients would not pull into the numerator for the "Health Exchange Reconciliation" report.

Reputation Marketing

As Reputation Loop has been acquired by http://Grade.Us , we have updated our software to accommodate changes to ensure http://Grade.Us works properly with MacPractice. Reputation Marketing customers will need to update to this build for this feature to work properly.

TSYS

Resolved an issue where generating a Transaction Log in the Accounting Ability would time out in error.

Build 11.17.6-83

Clinical

Adjusted the Export Incident window to remember the user's choice regarding whether to print or not print the exported Clinical Summary.
Addressed a potential CCDA validation issue.
Resolved an issue with the CCDA Export alert not triggering as expected.
Adjusted the sidebar loading in the Clinical Ability. Now not all patients are automatically loaded into the sidebar by default.
Resolved an issue where if a patient requires a CCDA export after making a change, you would need to refresh the patient before initiating the export.
Addressed an issue where if the Incident filter is set to all in the Clinical Ability, the CCDA export alert wouldn't appear as expected.

EHR

Added a duplicate code warning in the Encounter Diagnoses section.
Corrected an issue where a forward slash in the section name was causing buttons and the gear icon from working as intended.
Resolved an issue where if you have certain symbols in the EHR Section/Template name, gear and pull icons would not work as intended.
Resolved an issue where if a custom section has the same name as a codified section, a new window would appear when clicking the codified section's links in error.
Adjusted a query to improve performance when loading EHR forms.
Addressed an issue in Medications, Allergies, and Problem List elements, where clicking the Active/All toggle would cause MacPractice to unexpectedly quit.
Corrected an issue where a forward slash in the section name was causing buttons and the gear icon from working as intended.

Labs

Corrected an issue when receiving and importing lab results from Portneuf where MacPractice would unexpectedly quit.

Ledger

Addressed an issue that could occur after moving a patient to their own account where in special circumstances balances could be stuck on patient portion in error.
Addressed an issue when generating CDA Dental claims.
Corrected an issue when after creating a negative adjustment from an insurance payment window, where if you use the Unapply Selected Charge option, the unapplied negative adjustment is not properly accounted for in the Accounting Ability in error.

Managers - Codes Manager

Added the ADA codes for 2020.

Managers - Database Utilities

Resolved an issue if you have an account with two patients, post a charge on the patient who is not the primary, and then use the Move Patient To Another Account database utility to separate that patient to a different account, and then increase the payment amount so there's an unapplied balance, that payment and unapplied amount would also be present in the original account in error.
Addressed an issue when moving a patient to another account using the corresponding database utility, where in some cases paid finance charges were preventing the completion of the move in error.

Notes

Resolved an issue where if you add an imagine to a Note template, and then select "Move to background" for the image, where the selected image would shift to a different location in error.

Patients

Added "Spanish" and "Latin American Spanish" as an option under the Preferred Language drop down selector in the Patient Tab.

Reports - Clinical Quality Measures

Addressed an issue with numerator requirements not being met with several CQM reports.
Adjusted the help link for the Controlling High Blood Pressure report.

Reports - Measure Calculation

Adjusted the default list of EP Procedure Codes tracked by MIPS/Medicaid Measure Calculation Reports.
Addressed an issue with Patient Education Resources Report not always identifying whether a resource was added to a patient account in error.
Updated the "Colorectal Cancer Screening" report to 2019 MIPS/Medicaid reporting standards.
Re-added several CMS reports for the 2019 reporting period.
- CMS 52 HIV/AIDS: Pneumocystis Jiroveci Pneumonia (PCP) Prophylaxis
  CMS 124 Cervical Cancer Screening
  CMS 130 Colorectal Cancer Screening
  CMS 133 Cataracts: 20/40 to Better Visual Acuity within 90 Days Following Cataract Surgery
  CMS 149 Dementia: Cognitive Assessment
  CMS 155 Weight Assessment and Counseling for Nutrition and Physical Activity for Children and Adolescents
  CMS 165 Controlling High Blood Pressure
Addressed some functionality issues with the HIE (Receive and Incorporate) Report.

Scheduling

Addressed an issue that was causing issues printing a schedule when "Row Background" was checked.

Build 11.17.5-16

License

Locked the CCDA Export patient alerts behind the license option "MU - CCDA and Portal Alerts". Clients wishing to see these patient alerts to remind you which patients are in need of a CCDA Export after updating to this build should contact MacPractice Support.

Client/Server

Implemented some performance updates.

Build 11.17.4-14

Clinical

Resolved an issue where previewing a Patient Form in the Patient Forms widget would cause MacPractice to unexpectedly quit.
Corrected a privilege issue where if a user does not have the Clinical user privilege to Create CCDA Documents, that user could still export a CCDA in error.

Database

Made some improvements to some back-end database processes.

Reports - Measure Calculation

Resolved an issue with the Summary of Care Measure report, where if two referrals were listed on the same patient, they would only be listed once on the report in error.

Rx

Added a function to prevent all patient medication records from being viewed unless a specific patient is selected with the patient selector. An alert will appear the first time you navigate to the Rx Ability with no patient selected.

Build 11.17.3-3

Database

Corrected a query to the database that was causing slowness in MacPractice.

Build 11.17.2-89

This build when installed makes some changes to the database structure to address an issue causing database size to grow. Consequently, this update may take longer than normal. However, we strongly encourage you to please update at your earliest opportunity.

Clinical

Added the ability to de-select all in the CCDA Export Manager.
Resolved an issue where offices not attesting for MIPS would see the CCDA Export alerts on patient records in error.
Addressed some slowness when loading Clinical records.
Addressed some slowness that could occur with large data sets when printing or exporting CCDA records.

Dental - Restorative Charting

Addressed a display issue when editing an existing clinical note, where the window would appear and disappear with every keystroke, causing significant difficulty in entering data.

EHR

Resolved an issue where CCR documents would not appear in EHR.

Forms

Added the new 2019 ADA Claim Form. It is important to note here that the Veterans' Administration is now requiring all dental claims to be filed with this form.

HL7

Adjusted the Syndromic Surveillance Report to better comply with guidelines for reporting age.
Resolved an issue when sending HL7 messages under very specific circumstances.
Resolved an issue where in certain circumstances, SIU HL7 messages would cause MacPractice to unexpectedly quit when updating patient demographics.

Installer

Updated notices on the client install packages to more accurately state compatibility with particular macOS builds.
Updated the installer message for MP 11.17 to accurately state the version number as a variant of MacPractice 11.

Ledger

Resolved an issue where in the circumstances of a primary insurance that was configured to not cover any portion for a given fee in their Insurance Company references, and a secondary insurance is set to cover portions, the fee would not be able to be saved to a patient's ledger in error.
Addressed an issue regarding incorrect write off amount when multiple payments are involved in certain circumstances.
Resolved a potential issue when attempting to print from the Ledger with no items selected.
Addressed some potential slowness on the backend of the database when posting charges.

Miscellaneous

Resolved an issue where CCDA Export alerts for MIPS offices were slowing down MacPractice when loading the alert.
Addressed several backend issues in relation to some database queries causing slowdowns.

Patients

Addressed an issue when printing information from the Patient Tab of the Patients Ability.

References - Referrals

Added the ability to identify "Use on Claim" referrals from the Charge Window.

Reports - Accounting/Financial

Addressed an issue where write off amounts could double in particular workflows on the Day Month Year Report.

Reports - Measure Calculation

Addressed an issue where the BMI and Blood Pressure report would spin endlessly when trying to generate the report.
Addressed an issue with the Patient Electronic Access report, where running the report for lengths of time shorter than a year would result in MacPractice unexpectedly quitting.

Sidebar

Addressed an issue where if a client computer has issues communicating with the server computer, the sidebar's currently loaded patients would all read as deceased. We have revived the incorrectly dead patients just in time for Halloween.

Timeclock

Resolved an issue where in certain circumstances, Timesheet Reports would cause MacPractice to unexpectedly quit.

Build 11.17.1-23

Major Change: The Clinical Tab is now the Clinical Ability

In MacPractice 11.16, we've separated out the Clinical Tab into its own Ability. Functionally, the Clinical Ability works exactly like the Clinical Tab. You can read an overview of the Clinical Ability here.
In addition to this change, several references have been moved from the References Ability to the Clinical Ability. The moved References are:
- Immunization
- Info Button Resources
- Patient Education Resources
- Preventive Routine Cares
- Smoking Status
You can read a list of Clinical widgets here.

Clinical

Resolved some display issues with multiple allergies and CCDA records appear in the patient alerts pop up when selecting a patient.
Resolved an issue when using the "More" button in the Immunizations widget and using it to print off an Immunization record, where patient-identifying information was left off in error.

EHR

Corrected an issue where a user could get caught in a looping error in the EHR Sampler Template in the EHR Ability when using a particular workflow.
Addressed an issue after reconciling the Problem List/Medications/Allergies element, where you would be taken to the top of the form in error.
Resolved an issue in larger forms when you add an annotation to the first few sections, where the form will automatically scroll to the middle in error.
Addressed an issue when changing routes on a previously saved Immunization, where the user could be caught in an error loop when using a particular workflow.

Insurance

Resolved an issue where database errors could occur in rare circumstances when posting an insurance payment after re-opening a claim.

Build 11.17.0-206

Clinical

Resolved an issue where CCDA exports were pulling in a mailing address and not the physical address for the office.
Added a default keyboard shortcut (Command-7 by default) to access the Clinical Ability.
Added an "Unknown" option when setting a family relationship in the Family History widget.
Addressed an issue where an entered diagnosis that was marked resolved or inactive, where if you exported a CCDA record to the Patient Portal, that resolved/inactive diagnosis would not export properly.
Removed an extraneous CQM box from the Problem List widget that was no longer being used.
Adjusted the Procedures widget to be able to display procedure code modifiers.
Resolved an issue when exporting a CCDA with Lab Orders included, where the Units field was pulling into the Normal Range fields on the CCDA document in error.
The CCDA Export Manager no longer displays if the office does not have Meaningful Use enabled on their license.
Adjusted the behavior when exporting CCDAs and using the "Associate to Existing Tranisition To" option. There is now an opportunity to select a Confidentiality Code, which will include information regarding disclosure of confidential information when selected.
Updated the Immunizations widget in the Clinical Ability to be certification-ready.
Added a new HIE Manager in the Clinical Sidebar. You can read about it in the Clinical Ability documentation here.
Added functionality in the Immunizations widget to add additional Vaccine Groupings.
Resolved an issue where if a patient has multiple smoking status records, only the latest would display on the CCDA Export.
Updated how the Immunizations widget communicates information to immunization registries.
Added the ability to filter Immunizations so any downloaded records from an immunization registry don't show up.
Resolved an issue where if you search for a patient name that has a special character in the Clinical Ability, MacPractice would either quit unexpectedly or a database error would occur.
Added a comma in between the last name and first name in the Referrals widget.
Addressed an issue that could cause MacPractice to unexpectedly quit when adding a brand new referral in certain cases.

Dental

Resolved an issue where MacPractice would unexpectedly quit when annotating a tooth then cancelling the annotation in some workflows.
Corrected an issue with MacPractice unexpectedly quitting when charting procedures on teeth from the Completed Procedures node using a particular workflow.

Digital Radiography

Resolved an issue that could cause an error when attempting to drag a DR image before it has fully loaded.

EHR

Addressed an issue when adding fields to a section, or sections to a template where the preview does not update until you leave the section/template and return to it.
Corrected an issue when clicking the "Pull" button of an EHR element, the element would not be greyed out in error.
Addressed an issue when adding a new form and clicking the pull data icon to pull data in from a prior EHR form, where the preview window would not display the data to be pulled forward in error.

iEHR

Resolved an issue that could cause the iEHR app to unexpectedly quit when first opening an Imaging visit, closing that visit, then attempting to open a second one.

EMR/EDR

Addressed an issue where demographic information submitted via a Kiosk form was not properly transmitting over to MacPractice.
Resolved an issue that was causing Kiosk forms to not refresh and to not receive forms properly.

Ledger

Resolved an issue when creating a refund from an insurance payment, if the payment in question is a cross over payment, the refund amount wouldn't deduct from the payment in the payment window in error.
Addressed an issue when toggling the Use EOB checkbox in an insurance payment, where MacPractice could quit unexpectedly when using a particular workflow.
Addressed an issue when adjusting procedure dates on charges where a database error could occur randomly.

Managers - Bulk Insurance

Resolved an issue where MacPractice would unexpectedly quit when creating a new record using a particular workflow.

Managers - ERA Manager

Resolved an issue where MacPractice would unexpectedly quit when adjusting applied amounts in an ERA Payment, then enabling provider adjustments.

Notes

Addressed an issue with printing Notes not appearing in the history log.

Patients

Resolved an issue when selecting a race/ethnicity to a patient, where the list of available ethnicities to pick were doubled in error.

References

Relocated the "Additional Office Visits" and "Additional Seen Codes" reference nodes to the Reports Ability, as these two references are exclusively used to add codes to particular MIPS reports.
Addressed an issue when you adjust a value in References > Insurance Companies, where MacPractice will ask if you want to apply address changes to all plans under the reference, regardless of what the change is. This has been resolved.

References - Clinical Decision Rule

Added a new default configuration for newly created Clinical Decision Rules. You can adjust the "Available to User Groups" setting, the Type, and the Status in this default record.
Added an option to set rules impacting medications to only trigger if they are active medications.
Resolved an issue when adding new Clinical Decision Rules, where the Rule would be set as enabled or disabled depending on the workflow.
Resolved an issue where a problem list item could be added to a Clinical Decision Rule even if you could not ordinarily add it to a patient record in error.
Resolved an issue with Clinical Decision Rules not firing immediately in certain situations when it should.
Addressed an issue where modifiers were not recognized by Clinical Decision Rules targeting Procedures.
Resolved an issue where the User Group column was cut off in error.

Reports - Insurance

Addressed some inconsistencies with the Insurance Write Offs pulling in patients who do not appear to be related to the filtered procedure date in some cases involving bulk insurance payments.

Reports - Management

Resolved an issue in the User Activity Report where $0 insurance payments weren't being included in the results in error.

Reports - Measure Calculation

Corrected an issue when running the View, Download, Transmit report, where if you have a patient that qualifies in the numerator, then you add/remove a note in the Patients Tab > Notes Sub Tab for this patient, the numerator qualification no longer counts in error.
Removed the Send Message Created column in the HIE Summary of Care report.
Adjusted the Automate Measure Calculation report to generate results by provider in alphabetical order.
Added a new report "Health Information Exchange (Receive and Incorporate)" in the Measure Calculations node of the Reports Ability.
Addressed an issue with the View Download Transmit report.

Rx

Corrected an issue with the Incident drop down menu.

Scheduling

Addressed a potential memory leak in the Scheduling Ability.

Software

Changed the Version number to Gen 11.
Resolved an issue that could potentially cause an unexpected quit when attempting to log in.

Build 11.16.1-21

Clinical

Added a default keyboard shortcut (Command-7 by default) to access the Clinical Ability.

Digital Radiography

Resolved an issue that could cause an error when attempting to drag a DR image before it has fully loaded.

EHR

Corrected an issue when clicking the "Pull" button of an EHR element, the element would not be greyed out in error.

iEHR

Resolved an issue when setting an order status where an error could occur.
Addressed an issue where if you access a patient with several EMR forms filled out, then attempt to open one, it may open a blank preview in error.

Patients

Addressed an issue with printing a patient's demographic information, where in certain circumstances MacPractice would unexpectedly quit.

Reference Concept Database

Updated the default Reference Concept Database included with a fresh install to the 8/28/2019 version.

Reports - Insurance

Addressed some inconsistencies with the Insurance Write Offs pulling in patients who do not appear to be related to the filtered procedure date in some cases involving bulk insurance payments.

Scheduling

Addressed a potential memory leak in the Scheduling Ability.

Build 11.16.0-223

Major Change: The Clinical Tab is now the Clinical Ability

In MacPractice 11.16, we've separated out the Clinical Tab into its own Ability. Functionally, the Clinical Ability works exactly like the Clinical Tab. You can read an overview of the Clinical Ability here.
In addition to this change, several references have been moved from the References Ability to the Clinical Ability. The moved References are:
- Immunization
- Info Button Resources
- Patient Education Resources
- Preventive Routine Cares
- Smoking Status
You can read a list of Clinical widgets here.

Clinical Ability

Adjusted the Clinical Sidebar so when a user refreshes the view, the patient list will populate much like the Patients Ability.
Added the CCDA Export Manager.
Updated the Immunization widget for fresh, empty databases to remove outdated default immunizations.
Addressed an issue where an allergy when exported on a CCDA record was incorrectly pulling a database ID instead of the allergy name in some particular cases.
Made a change to the Clinical Ability, where if there is a change made to the patient's chart that would require a patient's C-CDA record to be exported to the Patient Portal, MacPractice will automatically generate a patient alert to remind the user.
Addressed an issue when previewing an EDR/EMR form, where the narrative side of the form is not formatted correctly.
Changed the name of the preventative widget to "preventive".

eClaims

Sextants options are now able to be utilized on eClaims, underneath "Procedure Level details".

EHR

Adjusted the behavior of the header section. Instead of an edit button, there will be clickable links that will allow you to edit what you need.
Resolved an issue when entering data into elements that are not codified, where MacPractice would not detect changes made and thus would not allow the user to save in error.
Resolved an issue where newly created EHR forms would be prompted to save even with no changes made.
Addressed an issue when editing a header, where the information would not change on the form when closing the popover, only when you save.
Addressed an issue with custom text fields allowing any entry regardless of the type of data that the field is intended to allow.
Resolved an issue where list elements would not retain selected options when clicked.
Corrected an issue with the Vitals element after saving where Head Circumference is showing for patients 3 years and older in error.
Resolved an issue where CCDAs would not show up properly under the Clinical Summary section of the Incident Node.
Addressed an issue where if you check "No Significant Family History" in the Family History element of a form, that form does not recognize the change and will not save in error.
Resolved an issue where if you generate EHR forms without auto-committing the data, the resulting forms would be blank in error.
Addressed an issue where Attachment Type and Status would not appear in the Attachment popover window after saving.
Resolved an issue when opening ePrescribe in EHR, where the "clicking through to eRX" message would not appear in error.

EDR/EMR

Addressed a formatting issue with the Vitals element's narrative side.
Corrected an issue with printing EDR/EMR forms where the formatting would cause more pages to be printed in error.

iEHR

Resolved an issue that could cause the iEHR app to unexpectedly quit when first opening an Imaging visit, closing that visit, then attempting to open a second one.

Ledger

Corrected an issue when entering diagnosis codes in the New Charge window, where normal tabbing behavior wasn't behaving as expected.
Resolved an issue where if you make a provider adjustment in an insurance payment that is a crossover payment, a "Insurance Credit to Provider" would be created for each provider in the office, even if that amount is 0.
Addressed an issue where secondary write offs could cause treatments in the treatment plan to not save successfully when using a particular workflow.

Managers - Bulk Insurance Payments

Corrected an issue where write-offs would not properly display in the Bulk Insurance Payment window, but would display accurately in the normal Payment Window in error.
Resolved an issue where if a user posts a bulk insurance payment, and saves the payment without fully applying the payment, if you re-open the payment, the write off that would have ordinarily been automatically adjusted is not present.

Patients

Resolved an issue where if you add a race to a patient record, some race options were duplicated in error.

References - Clinical Decision Rule

Resolved an issue that with custom allergies not pulling for clinical decision rules with allergy qualifications.
Adjusted the Clinical Decision Rule Type to be a drop down menu.
Addressed some issues with Clinical Decision Rules firing off improperly.
Resolved an issue with Clinical Decision Rules not firing immediately in certain situations when it should.

References - Patient Portal User

Addressed some display issues when adding or removing a patient from the "Patients This Account Can Access" table, where the name in the sidebar for the edited user is incorrectly formatted.

References - Fee Schedules

Resolved an issue where if you would add a diagnosis code to a fee schedule code, save, then add another diagnosis code, you would be unable to add more than two diagnosis codes to a given fee schedule code using this workflow.

Reports - Accounting/Financial

Adjusted the behavior of the Day Month Year report to use the payment date when calculating write offs.

Reports - Additional

Removed some extraneous reports that are no longer used for MIPS certification.

Reports - Clinical

Addressed an issue with the Patient by Procedure and Diagnosis report, where if you filter by a diagnosis code and did not have the Filter Procedures checkbox checked, the diagnosis filter would not work in error.

Reports - Insurance

Resolved an issue where write off amounts in the Insurance Receipts by Procedure report where if two payments from the same insurance are posted and applied to a single charge, the report would display the write off amount as double what would be expected.
Addressed an issue when running the Insurance Receipts by Plan Type report, where if your date range is not set, you could experience a database error.

Reports - Daily

Adjusted the Procedure/Posted Date Day Sheet reports so that procedure code modifiers would now display where applicable.

Reports - Measure Calculation

Corrected an issue when running the View, Download, Transmit report, where if you have a patient that qualifies in the numerator, then you add/remove a note in the Patients Tab > Notes Sub Tab for this patient, the numerator qualification no longer counts in error.
Adjusted the Measure Calculation reports to be filterable by TIN and NPI.

Reports - Monthly

Resolved an issue with the Posted/Procedure Date by Month report where write off totals were being calculated based on the charges within the date range, rather than the payment date in error.

Schedule - Online Scheduling

Addressed an issue when scheduling an appointment via the Patient Portal and selecting the "I am not the patient" option, where information would not properly port over to MacPractice as expected.

Schedule - Transparencies

Addressed an issue where a transparency block would not appear when created in certain circumstances.

Build 11.15.0-135

EHR

Addressed an issue in the Prescriptions element where the ePrescribe button was non responsive.
Resolved an issue where the interaction checker would not show when adding a new prescription in certain situations.
Addressed an issue where the Attachment section link would not show a pop-up when clicked.
Corrected an issue where if you save an EHR form, you would be taken to the top of the form in error.
Resolved an issue where clicking on an annotation in a patient form would not strike out the annotation.

HL7

Resolved some HL7 issues when submitting immunizations to ImmTrac (Texas).

Jive Integration

Updated our integration to match Jive's API update, which changed how phone numbers were presented. This was causing MacPractice to be unable to match incoming numbers to numbers in the patient list. Incoming phone numbers should now be matched properly against patient records to provide a patient name appropriately.

Ledger

Addressed an issue where if an office isn't using the "Deduct Write offs from Open Balance" preference, in some workflows write-off amounts would count against the remaining coverage after a claim is created.

Managers - Claim Manager

Resolved an issue when in the Outstanding Claims manager, where if you apply filters and generate a list of claims then check the claims to be reprinted, then sort the Insurance Carrier alphabetically when you print the selected reprints, the sort order would not be honored in error.

Patients - Clinical

Addressed an issue where if you adjust a checkbox in the Family History widget, then navigate away from the patient, you are not prompted to save in error.
Resolved an issue when exporting a clinical summary to a recently added Transition To Referral, where the newly added referral would not appear as an option.
Adjusted the behavior when selecting an alert in the Patient Tab of the Patients Ability that would prompt you to save when nothing has changed in error.

Preferences

Addressed an issue in Attachments Preferences, where if you change the Patient Attachment Maximum File Size to a smaller amount, then attempt to upload a image that exceeds that size, MacPractice will crop the image in error.

References - Fee Schedules

Resolved some issues with editing Fee Schedule fields in certain circumstances.

References - Insurance

Updated the column "% Insurance Pays" located in References > Insurance Companies > Plans > Coverage Tab. The new name is now "Covered/Not Covered".

Reports - Insurance

Resolved an issue with the Insurance Receipts by Plan Type/Insurance Receipts by Procedure reports, where if there is a secondary insurance with a payment or write off, the write off will pull from the secondary payment even if that payment is outside of the date range in error.

Reports - Measure Calculation

Addressed an issue when manually reconciling a medication, problem, or allergy in EMR, where a transition of care document would not be generated in some cases.
Corrected an issue when running the View, Download, Transmit report, where if you have a patient that qualifies in the numerator, then you add/remove a note in the Patients Tab > Notes Sub Tab for this patient, the numerator qualification no longer counts in error.

Update

Resolved an issue that would prevent some offices from updating under certain circumstances.

Build 11.14.0-110

Dental

Addressed an issue that could cause MacPractice to unexpectedly quit when clicking the "Chart Without Tooth" button under certain circumstances.

iEHR

Resolved an issue where the application would unexpectedly quit when adding a problem to the problem list, then using the "Move All" option.

Ledger

Addressed an issue that would prevent printing a TSYS Credit Card Receipt after using a Careslip Order to post charges to a ledger.

Managers

Resolved an issue when in the Time Clock Batch Record Creator, where a user could create a record with invalid times such as 03:65 in certain circumstances, which would not be shown in the Time Clock and could cause instability in MacPractice.

Managers - Statements

Resolved an issue where deleted claims could still be seen as an open claim in Statement Manager in certain circumstances when Preferences > Insurance > "Don't Send Statements To Accounts with Outstanding Claims" is enabled. This would prevent the patient from being selected in Statement Manager.

Notes

Addressed an issue when selecting a DR Image to add to a Note Template, where the selection window would not properly display the available images to select.

Reports - Insurance

Added the ability to filter the Insurance Write-Off report by Charge or Payment Dates, with options for Procedure and Posted Dates for both types.

Patients - Clinical

Addressed an issue when opening an Immunization record and then entering a Given Date, where the Given Date would not always be retained in error.

Scheduling

Addressed an issue that would be present with the "Include Archived Patients when searching for patients in a new appointment" Preference is enabled, where search results for patients would not easily be able to identify which patients are archived. We've moved the "Archived" column to be the first column visible on the left, which should aid in identifying archived patients.
Addressed an issue when opening an existing recall appointment and adjusting the appointment type or status or start time, where you'd be prompted to tie the new recall, despite the recall not being new in error.
Resolved an issue when printing Resources, checkboxes for availability were not printing on some specific 11.12 builds.
Addressed a display issue with an option in Scheduling Preferences, under the Ledger Tab. The "Treatment Plan Associated with Appointment" option has the last "t" cut off at the end.
Resolved a workflow issue when you create a new appointment with no patient selected, then search for a patient but do not select anyone, then click OK. In this situation, both the patient selector and the appointment detail window would close in error.

Reports - Daily

Resolved a minor discrepancy between the initial results of the Posted/Procedure Date Day Sheet and the detailed results in regards to write-off results.

Reports - Production Analysis

Addressed a display issue where the Posted Date Day Sheet's Primary Allowed Amount column would cut off the last three digits if the amount is over 1,000.

Build 11.13.7-4

Insurance

Resolved an issue where database errors could occur in rare circumstances when posting an insurance payment after re-opening a claim.

Notes

Addressed an issue with printing Notes not appearing in the history log.

References

Addressed an issue when you adjust a value in References > Insurance Companies, where MacPractice will ask if you want to apply address changes to all plans under the reference, regardless of what the change is. This has been resolved.

Rx

Corrected an issue with the Incident drop down menu.

Build 11.13.6-10

Dental

Resolved an issue where MacPractice would unexpectedly quit when annotating a tooth then cancelling the annotation in some workflows.
Corrected an issue with MacPractice unexpectedly quitting when charting procedures on teeth from the Completed Procedures node using a particular workflow.

Digital Radiography

Resolved an issue that could cause an error when attempting to drag a DR image before it has fully loaded.

EMR/EDR

Addressed several kiosk issues.

Managers - Bulk Insurance

Resolved an issue where MacPractice would unexpectedly quit when creating a new record using a particular workflow.

Patients

Addressed an issue with printing a patient's demographic information, where in certain circumstances MacPractice would unexpectedly quit.

Reference Concept Database

Updated the default Reference Concept Database included with a fresh install to the 8/28/2019 version.

Update

Resolved an issue that would prevent some offices from updating under certain circumstances.

Build 11.13.5-4

Reports - Insurance

Addressed some inconsistencies with the Insurance Write Offs pulling in patients who do not appear to be related to the filtered procedure date in some cases involving bulk insurance payments.

Scheduling

Addressed a potential memory leak in the Scheduling Ability.

Build 11.13.4-17

eClaims

Sextants options are now able to be utilized on eClaims, underneath "Procedure Level details".

iEHR App

Fixed an issue that would causing the iEHR app to unexpectedly close when trying to view a patient note in some circumstances.

Ledger

Corrected an issue when entering diagnosis codes in the New Charge window, where normal tabbing behavior wasn't behaving as expected.
Addressed an issue where secondary write offs could cause treatments in the treatment plan to not save successfully when using a particular workflow.

Managers - Bulk Insurance Payments

Corrected an issue where write-offs would not properly display in the Bulk Insurance Payment window, but would display accurately in the normal Payment Window in error.

Online Scheduling

Addressed an issue when selecting "I am not the patient" when scheduling a new appointment for a new patient that could cause an error and generate null data in some fields in MacPractice in certain circumstances.

Reports - Daily

Adjusted the Procedure/Posted Date Day Sheet reports so that procedure code modifiers would now display where applicable.

Reports - Insurance

Resolved an issue with the Insurance Receipts by Plan Type/Insurance Receipts by Procedure reports, where if there is a secondary insurance with a payment or write off, the write off will pull from the secondary payment even if that payment is outside of the date range in error.
Resolved an issue where write off amounts in the Insurance Receipts by Procedure report where if two payments from the same insurance are posted and applied to a single charge, the report would display the write off amount as double what would be expected.
Addressed an issue when running the Insurance Receipts by Plan Type report, where if your date range is not set, you could experience a database error.

Reports - Monthly

Resolved an issue with the Posted/Procedure Date by Month report where write off totals were being calculated based on the charges within the date range, rather than the payment date in error.

Schedule - Transparencies

Addressed an issue where a transparency block would not appear when created in certain circumstances.

Build 11.13.3-1

Jive Integration

Updated our integration to match Jive's API update, which changed how phone numbers were presented. This was causing MacPractice to be unable to match incoming numbers to numbers in the patient list. Incoming phone numbers should now be matched properly against patient records to provide a patient name appropriately.

Build 11.13.2-3

Ledger

Addressed an issue where if an office isn't using the "Deduct Write offs from Open Balance" preference, in some workflows write-off amounts would count against the remaining coverage after a claim is created.

Managers - Claim Manager

Resolved an issue when in the Outstanding Claims manager, where if you apply filters and generate a list of claims then check the claims to be reprinted, then sort the Insurance Carrier alphabetically when you print the selected reprints, the sort order would not be honored in error.

Preferences

Addressed an issue in Attachments Preferences, where if you change the Patient Attachment Maximum File Size to a smaller amount, then attempt to upload a image that exceeds that size, MacPractice will crop the image in error.

Build 11.13.1-6

Ledger

Addressed an issue that would prevent printing a TSYS Credit Card Receipt after using a Careslip Order to post charges to a ledger.

Notes

Addressed an issue when selecting a DR Image to add to a Note Template, where the selection window would not properly display the available images to select.

Reports - Daily

Resolved a minor discrepancy between the initial results of the Posted/Procedure Date Day Sheet and the detailed results in regards to write-off results.
Addressed an issue where if a day had no write offs, you could not double click on that day to bring up the details window for that day in error.

Reports - Insurance

Added the ability to filter the Insurance Write-Off report by Charge or Payment Dates, with options for Procedure and Posted Dates for both types.

Reports - Production Analysis

Addressed a display issue where the Posted Date Day Sheet's Primary Allowed Amount column would cut off the last three digits if the amount is over 1,000.

Scheduling

Resolved a workflow issue when you create a new appointment with no patient selected, then search for a patient but do not select anyone, then click OK. In this situation, both the patient selector and the appointment detail window would close in error.
Addressed an issue when opening an existing recall appointment and adjusting the appointment type or status or start time, where you'd be prompted to tie the new recall, despite the recall not being new in error.

Build 11.13.0-138

Dental - Restorative Charting

Resolved a display issue when right clicking to chart a procedure on a given tooth in the Dental Tab, where the tooth number field in the charting menu would not display the correct tooth, despite that tooth being selected.

Dental

Addressed an issue that could cause MacPractice to unexpectedly quit when clicking the "Chart Without Tooth" button under certain circumstances.

EHR

Corrected an issue where an archiver user could be assigned orders via the EHR Orders element.
Resolved an issue where the application would unexpectedly quit when adding a problem to the problem list, then using the "Move All" option.

iEHR

Resolved an issue where the application would unexpectedly quit when adding a problem to the problem list, then using the "Move All" option.

Ledger

Fixed an issue that would cause MacPractice to unexpectedly quit when deleting a finance charge that was generated via Statement Manager with the preference disabled to save statements to the ledger.
Made some adjustments to how the payment descriptions are displayed in the Ledger.
Addressed a display issue when in the Code Mapping window, where the drop down arrow was not displaying properly.
Resolved an issue when you open an insurance payment, where the keyboard shortcuts to copy, paste, and select all do not work in the check number or reference number fields.
Fixed a few minor display issues in the columns of the Contract Billing payment schedule.

Managers - Bulk Insurance

Addressed an issue with how write offs are handled when posting bulk insurance payments for situations where a patient has two insurance plans and cross over claims are used.

Managers - Database Utilities

Resolved an issue that would cause MacPractice to unexpectedly quit when selecting a Database Utility and then refreshing the view.

Patients - Clinical

Addressed an issue when opening an Immunization record and then entering a Given Date, where the Given Date would not always be retained in error.

Scheduling

Addressed an issue that would be present with the "Include Archived Patients when searching for patients in a new appointment" Preference is enabled, where search results for patients would not easily be able to identify which patients are archived. We've moved the "Archived" column to be the first column visible on the left, which should aid in identifying archived patients.
Addressed an issue that could occur if a Recall appointment is deleted, triggering an On-Call replacement. If you schedule this On-Call appointment from this workflow, the Schedule would presume that the Recall is now tied to this On-Call record instead of the original patient in error.
Addressed an issue when using the Print button in the Resources node of the Schedule Ability, where MacPractice could unexpectedly quit when you use the "Open in Preview" option.
Addressed an issue that would be present with the "Include Archived Patients when searching for patients in a new appointment" Preference is enabled, where search results for patients would not easily be able to identify which patients are archived. We've moved the "Archived" column to be the first column visible on the left, which should aid in identifying archived patients.

Timeclock

Addressed an issue when creating a new time clock record, you would be able to save the record with an end time earlier than the start time.

TSYS

Resolved an issue that would prevent a user from printing the Transaction Log in the Accounting Ability.
Reorganized the TSYS Preferences window.

Build 11.12.2-18

Managers - Bulk Insurance

Addressed an issue with how write offs are handled when posting bulk insurance payments for situations where a patient has two insurance plans and cross over claims are used.

Patients - Clinical

Addressed an issue when opening an Immunization record and then entering a Given Date, where the Given Date would not always be retained in error.

Build 11.12.1-4

Server

Addressed an issue when logging out where you could be prompted to authenticate in error.

Build 11.12.0-188

Digital Radiography

Resolved an issue with Suni devices on macOS Mojave, where an "Error Reattach Device" message would occur, necessitating quitting and re-opening MacPractice.

eClaims - NEA

Resolved an issue where an attachment description would not display when using the fast Attach window.

EHR

Resolved a display issue with Family History options having "squished" checkboxes. Checkboxes have 50% less squish now.
Addressed a display issue where you could resize the prescription element window in EHR to be practically invisible.

Installer

Fixed an issue that would cause an erroneous compatibility message to appear after restoring a database.

Ledger

Addressed an issue when saving a charge with a FDB medication tie, where a database error could occur in certain situations.
Corrected an issue that was causing the "Show Ticket Window", located in the Help Menu, to not display as intended.
Addressed a display issue when creating a Positive Adjustment, where column width could cut off some numbers by default.
Addressed an issue that would cause MacPractice to unexpectedly quit when printing a custom claim form with artwork.
Addressed an issue where an Appeal Payment alert could potentially cause the insurance payment window to "detach" and appear in the corner of the screen in error.
Added a Claim Number column to the ledger, indicating whether they are Paper or Electronic Claims with a P or a E tailing the end of the Claim Number.
Adjusted the "Procedure Date" column in Payments and Charges to indicate whether whether the Procedure Date is for a Charge or a Payment.
Resolved some insurance estimating issues that could occur in certain circumstances.

Managers - ERA Manager

Resolved a workflow issue where if you double click to open an ERA to post, then press enter with "Save/Next" highlighted, the ERA will save but you will not be taken to the next ERA.

Menu

Resolved an issue in the Online Users Window, where the "Record ID" column was showing the User ID Number in error.

Notes

Resolved an issue where MacPractice would freeze on occasion when attempting to add a new note to a patient.
Resolved an issue where Notes images would be flipped in error.

Patients

Resolved an issue on the Patient Tab, where if a weight is entered into the patient's vitals on the Clinical Tab, that weight would not display on the Patient Tab properly.

Patients - Orders

Corrected an issue when making a change to an order, then selecting "Don't Save" when navigating away, the Save prompt would reappear, catching the user in a loop.

Reference Concept Database

Addressed an issue where searching for some medications, where some codes were not searchable and causing a database error to occur.

Reports - Daily

Capitalized some columns in the Posted/Procedure Date Day Sheets.
Addressed an issue where you wouldn't be allowed to export the Posted/Procedure Date Day Sheet without a bank account and allocation amount assigned in Preferences > Financial > > Banking.
Adjusted the Posted/Procedure Date Day Sheet's Daily Report window to be more consistent in how it displays Providers and Offices throughout sections.
Resolved an issue with deposit slips in Daily Reports includes a bulk insurance payment, MacPractice would unexpectedly quit when selecting Deposit Slip from the View Options.

Reports - Insurance

Adjusted Insurance Reports to use "Timely Filing Status" in replacement of the term "Threshold Claim Type" for more consistency throughout the software.

Scheduling

Addressed an issue with Transparency blocks with apostrophes in the name, where if you reschedule one of these blocks that have been set to repeat, MacPractice could unexpectedly quit.
Adjusted the Appointment Detail window so that the labels at the top are easier to read.
Addressed an issue that could occur if a Recall appointment is deleted, triggering an On-Call replacement. If you schedule this On-Call appointment from this workflow, the Schedule would presume that the Recall is now tied to this On-Call record instead of the original patient in error.

Build 11.11.0-88

Accounting

Addressed an issue where MacPractice would unexpectedly quit in the Provider node when double clicking a record, then returning to the Provider node and double clicking another record.

Dental - Restorative Charting

Posted and Procedure Date fields are now included in the Clinical Notes Table, and both carry into the Patient's Clinical Tab.

EHR

Addressed a display issue with the Family History window size.

Forms

Resolved an issue with printing labels with MacPractice, where you aren't able to select the appropriate paper size when printing from MacPractice in error.

iEHR

Corrected an issue where if you select an item with a List Element, you could not de-select the item unless you did it from the MacPractice software.

Insurance

Resolved a display issue with the Primary and Secondary tab insurance fields that would cut off dates using hyphens (-) as opposed to slashes (/)

Inventory

Addressed an issue where MacPractice would unexpectedly quit when trying to print off barcodes for inventory items.

Ledger

Addressed an issue with the "Deduct Estimated Write-Off from Open Balance" preference and how it syncs with other computers on the network.
Resolved some insurance estimating issues that could occur in certain circumstances.
Resolved an issue where pressing Command S with an Insurance Payment open would not actually save the payment.

Managers - Database Utilities

Resolved an issue where MacPractice would unexpectedly quit when running the "Revert Write-Off" database utility.

Managers - ERA Manager

Resolved an issue where ERAs processed as secondary would not automatically update connected claims as "Paid/Closed".

Menu

Resolved an issue where MacPractice would unexpectedly quit when accessing the Help Menu > MacPractice HelpDesk on macOS Mojave.

Miscellaneous

Addressed an issue in various places in the software such as when popping the bubble to open a live chat or in Updox Faxing, where if you attempt to upload a file and then cancel before finishing the transaction or saving, MacPractice would unexpectedly quit.

Notes

Corrected an issue when selecting the data to be pulled into a note template, where the selection table would be empty.
Resolved an issue that would cause MacPractice to unexpectedly quit when exporting a Note to PDF.

Patients - Clinical

Resolved an issue where if you click the Preview button on a Clinical Note in the Clinical Tab of the Patient ability, in certain circumstances MacPractice could unexpectedly quit.

Patients - Order

Addressed some display issues when creating Lab Orders for a patient.

Preferences

Resolved a display issue when editing Labs Preferences and switching between Quest Diagnostics and other labs.

Build 11.10.11-2

Schedule - Online Scheduling

Addressed an issue when scheduling an appointment via the Patient Portal and selecting the "I am not the patient" option, where information would not properly port over to MacPractice as expected.

Schedule - Transparencies

Addressed an issue where a transparency block would not appear when created in certain circumstances.

Build 11.10.10-8

eClaims

Sextant options are now able to be utilized on eClaims, underneath "Procedure Level details".

Ledger

Corrected an issue when entering diagnosis codes in the New Charge window, where normal tabbing behavior wasn't behaving as expected.
Addressed an issue where secondary write offs could cause treatments in the treatment plan to not save successfully when using a particular workflow.

Reports - Daily

Adjusted the Procedure/Posted Date Day Sheet reports so that procedure code modifiers would now display where applicable.

Reports - Insurance

Resolved an issue where write off amounts in the Insurance Receipts by Procedure report where if two payments from the same insurance are posted and applied to a single charge, the report would display the write off amount as double what would be expected.
Addressed an issue when running the Insurance Receipts by Plan Type report, where if your date range is not set, you could experience a database error.

Reports - Monthly

Resolved an issue with the Posted/Procedure Date by Month report where write off totals were being calculated based on the charges within the date range, rather than the payment date in error.

Build 11.10.9-3

Managers - Bulk Insurance Payments

Corrected an issue where write-offs would not properly display in the Bulk Insurance Payment window, but would display accurately in the normal Payment Window in error.

Reports - Insurance

Resolved an issue with the Insurance Receipts by Plan Type/Insurance Receipts by Procedure reports, where if there is a secondary insurance with a payment or write off, the write off will pull from the secondary payment even if that payment is outside of the date range in error.

Build 11.10.8-1

Jive Integration

Updated our integration to match Jive's API update, which changed how phone numbers were presented. This was causing MacPractice to be unable to match incoming numbers to numbers in the patient list. Incoming phone numbers should now be matched properly against patient records to provide a patient name appropriately.

Build 11.10.7-3

Ledger

Addressed an issue where if an office isn't using the "Deduct Write offs from Open Balance" preference, in some workflows write-off amounts would count against the remaining coverage after a claim is created.

Managers - Claim Manager

Resolved an issue when in the Outstanding Claims manager, where if you apply filters and generate a list of claims then check the claims to be reprinted, then sort the Insurance Carrier alphabetically when you print the selected reprints, the sort order would not be honored in error.

Preferences

Addressed an issue in Attachments Preferences, where if you change the Patient Attachment Maximum File Size to a smaller amount, then attempt to upload a image that exceeds that size, MacPractice will crop the image in error.

Build 11.10.6-1

Timeclock

Addressed an issue when creating a new time clock record, you would be able to save the record with an end time earlier than the start time.

Build 11.10.5-8

Ledger

Resolved an issue where keyboard shortcuts would not behave as expected in the insurance payment window after creating a claim and then adding an insurance payment with a reference/check number.
Addressed an issue that would prevent printing a TSYS Credit Card Receipt after using a Careslip Order to post charges to a ledger.

Notes

Addressed an issue when selecting a DR Image to add to a Note Template, where the selection window would not properly display the available images to select.

Reports - Daily

Resolved a minor discrepancy between the initial results of the Posted/Procedure Date Day Sheet and the detailed results in regards to write-off results.
Addressed an issue where if a day had no write offs, you could not double click on that day to bring up the details window for that day in error.

Reports - Insurance

Added the ability to filter the Insurance Write-Off report by Charge or Payment Dates, with options for Procedure and Posted Dates for both types.

Reports - Production Analysis

Addressed a display issue where the Posted Date Day Sheet's Primary Allowed Amount column would cut off the last three digits if the amount is over 1,000.

Scheduling

Addressed an issue when opening an existing recall appointment and adjusting the appointment type or status or start time, where you'd be prompted to tie the new recall, despite the recall not being new in error.
Resolved a workflow issue when you create a new appointment with no patient selected, then search for a patient but do not select anyone, then click OK. In this situation, both the patient selector and the appointment detail window would close in error.

Build 11.10.4-8

Managers - Bulk Insurance

Addressed an issue with how write offs are handled when posting bulk insurance payments for situations where a patient has two insurance plans and cross over claims are used.

Patients - Clinical

Addressed an issue when opening an Immunization record and then entering a Given Date, where the Given Date would not always be retained in error.

Scheduling

Addressed an issue that could occur if a Recall appointment is deleted, triggering an On-Call replacement. If you schedule this On-Call appointment from this workflow, the Schedule would presume that the Recall is now tied to this On-Call record instead of the original patient in error.

Server

Addressed an issue when logging out where you could be prompted to authenticate in error.

Build 11.10.3-1

Digital Radiography

Resolved an issue with Suni devices on macOS Mojave, where an "Error Reattach Device" message would occur, necessitating quitting and re-opening MacPractice.

Build 11.10.2-12

eClaims - NEA

Resolved an issue where an attachment description would not display when using the fast Attach window.

Ledger

Resolved an issue when insurance estimating is enabled, where in certain circumstances the primary and secondary write off would be calculated before the primary payment is entered.
Added a Claim Number column to the ledger, indicating whether they are Paper or Electronic Claims with a P or a E tailing the end of the Claim Number.
Corrected an issue that would prevent a user from using the "Command-S" keyboard shortcut to save when an Insurance Payment is open.

Managers - ERA Manager

Resolved a workflow issue where if you double click to open an ERA to post, then press enter with "Save/Next" highlighted, the ERA will save but you will not be taken to the next ERA.

Notes

Resolved an issue where MacPractice would freeze on occasion when attempting to add a new note to a patient.
Corrected an issue when selecting the data to be pulled into a note template, where the selection table would be empty.
Resolved an issue where Notes images would be flipped in error.

Build 11.10.1-1

Ledger

Addressed an issue where an Appeal Payment alert could potentially cause the insurance payment window to "detach" and appear in the corner of the screen in error.

Build 11.10.0-118

Accounting

Addressed an issue where if you double click a payment line item in the Bank Accounts node, you would not be taken to that payment in the Ledger in error.

Dental

Addressed a potential memory leak when displaying dental charts.
Posted and Procedure Date fields are now included in the Clinical Notes Table, and both carry into the Patient's Clinical Tab.

Digital Radiography

Resolved a display issue where the values for the filter "Image Histogram Equalization" and subsequent fields are slightly smaller than the other filters.

eClaims

Addressed an issue that was causing HSA/HRA/FSA ERAs from posting properly.

EMR/EDR

Resolved an issue when printing the form side of patient forms, where if you use the "Print Multiple Patient Forms" option, it prints in the reversed intended order.
Resolved an issue when printing multiple Patient Forms where the date printed would not be handled consistently.

EHR

Resolved an issue when printing EHR patient narratives, where MacPractice would unexpectedly quit in certain circumstances.

Forms

Addressed an issue where if you delete a paper form then switch to an ability that isn't refreshed that still shows the form, clicking on that form would cause MacPractice to unexpectedly quit.
Resolved an issue with printing labels with MacPractice, where you aren't able to select the appropriate paper size when printing from MacPractice in error.

Installer

Adjusted the default sparse bundle that stores the database information to better facilitate databases larger than 500 GB when installing MacPractice.

Ledger

Addressed an issue in the charge window, where after entering a code a user might experience issues tabbing between fields.
Resolved an issue that would occur with Insurance Estimating enabled, where the open balance for a closed claim would still fall under insurance portion in error in certain configurations.
Corrected an issue where if you had an image that was 267 or less pixels tall, an uploaded image for NEA would display as an "Image not Found" placeholder in error.
Added Dark Mode support for the Charge Window.

Managers - Collections

Resolved an issue when adding a payment to a charge for a patient who's in Collections, where in certain circumstances TransWorld would not receive the notification of a paid amount in error.

Managers - ERA Manager

Resolved an issue where ERAs were not moving to the completed bin when posting and saving payments.
Addressed an issue where if you click on a secondary payment and then select a secondary claim from the outstanding claims dropdown, the ERA Manager would move the previous coinsurance amount from the primary payment into the write-off amount in error.
Resolved an issue where ERAs processed as secondary would not automatically update connected claims as "Paid/Closed".

Preferences

Resolved a minor display issue in Forms Preferences.
Added a Backups Preference "Restart Database Server After Backup Completes".

References - Fee Schedules

Corrected an issue when saving a fee schedule that could result in MacPractice unexpectedly quitting.

References - Forms

Resolved an issue when test printing any inventory label form from References > Forms, where MacPractice would unexpectedly quit.

Scheduling

Resolved an issue that would cause MacPractice to unexpectedly quit when tying a recall to an appointment without a recall in certain circumstances.

Software Update

Addressed an issue that would cause the _macpractice OS user to be removed on updating the macOS version in some circumstances, causing issues within MacPractice.

Build 11.9.0-98

Dental - Perio

Addressed an issue where MacPractice could unexpectedly quit when accessing the Notation Points window.
Addressed an issue in Perio Charting where, if Attached Gingiva is set to "Desc" in Notation Points, you aren't able to delete any letters entered into an Attached Gingiva pocket.

Digital Radiography

Resolved an issue where images would not export with "Include Patient Name" selected.

Forms

Addressed an issue where if you delete a paper form then switch to an ability that isn't refreshed that still shows the form, clicking on that form would cause MacPractice to unexpectedly quit.
Resolved an issue where labels weren't printing as expected.

eClaims

Addressed an issue that was causing HSA/HRA/FSA ERAs from posting properly.

Insurance

Adjusted the Insurance Tab in the Patients ability so the first insurance will be selected by default.

Ledger

Corrected a display issue when creating a negative adjustment, where the total at the bottom of the Adjustment column wouldn't reflect the total adjustment amount until the user saves and re-opens the negative adjustment.
Resolved an issue when entering a new charge and "Enter Payments After Saving Charges" is checked, where if you enter a payment amount that is greater than the unpaid amount then tab out of the field, you would be given an Overpaid error.
Addressed an issue that would occur after adding an insurance record to a patient that already has a treatment in a Treatment Plan, where rebuilding the Treatment Plan would not pull write offs properly.
Addressed an issue where you could enter a particular charge and delete the procedure description from the charge in question.
Corrected an issue when applying a crash payment to a patient's open balance, where if you run a statement under the print menu for today's transactions, where a line item would be created that indicates the previous balance is larger than it should be in error.
Addressed an issue where if you use the Incident Drop Down Menu to select a particular Incident in the Insurance Payment window, not all appropriate claims would appear in Outstanding Claims in error.
Resolved an issue that was causing printed insurance claims to not pull information properly under certain circumstances.

Managers - Bulk Insurance

Addressed an issue when entering a bulk insurance payment that could occur, which would cause an "over write-off" error that would loop and could not be closed.

Menu

Addressed an issue with the Online Users window, where if you have double digit number of users logged in, the Online Users field would not display properly.

Notes

Resolved an issue that would cause MacPractice to unexpectedly quit when exporting a Note to PDF.
Corrected an issue that would cause MacPractice to unexpectedly quit on macOS Mojave when manipulating Note pull fields in certain circumstances.

Patients

Added Dark Mode compatibility to the follow up/recall table.

Patients - Clinical

Addressed an issue when adding a diagnosis code to a patient's problem list, where the CQM Value field is too small to see any entry.
Resolved an issue that would cause MacPractice to unexpectedly quit when interacting in the Immunizations widget in certain circumstances.

Patients - Orders

Added the ability to see primary and secondary insurance information in a created patient order.

Preferences

Adjusted the phrasing of some patient preferences to more clearly state the intent behind the preference.
Addressed a display issue with some Scheduling Preferences being cut off in the Calendar Tab.

Reports - Daily

Resolved an issue where the credit card reference number would not pull properly into the deposit slip on the Posted Date Day Sheet report.
Resolved an issue where the patient's name and ID would not show up in the Daily View All report after adding an insurance payment to the patient's ledger.
Corrected an issue where negative adjustments that were unapplied then reapplied would not update a Procedure Date Day sheet to display the newly applied date for adjustments.
Adjusted the Posted/Procedure Date Day Sheet sorting category "View User" to "View by Updated User".

Scheduling

Resolved an issue that would cause MacPractice to unexpectedly quit when dragging an appointment to a Form in the sidebar.
Corrected an issue where using a certain workflow, you are unable to add a new record in the schedule with the New Patients or Pending Patients node selected in the sidebar.
Addressed an issue that could cause MacPractice to unexpectedly quit when creating new transparency blocks in certain situations.
Addressed an issue that could cause MacPractice to unexpectedly quit when creating new transparencies in certain situations.

Scheduling - AutoRemind

Addressed an issue with sending recall reminders via SMS Message.

Scheduling - Recalls

Resolved an issue where if you add a 30 day recall for a patient, then schedule an appointment and tie the recall to the appointment, if you attempt to move that appointment to a time after the recall date but before the appointment date, you'd see a warning about scheduling before the recall date in error.

Server

Adjusted the MacPractice Apache server to utilize ports 26691 and26692 in place of ports 80 and 443 respectively.

Services and Products

Added a new Domain Registration link in the Services and Products ability, located only on the Server.

Dental - Perio

Adjusted Perio Charting so that you can now use the right click menu when selecting multiple teeth.

Digital Radiography

Resolved an issue that would cause the tooltip when you hover over an image to display a patient name of null.
Addressed an issue where some filters do not apply correctly to images in some circumstances.
Adjusted the full screen view so that when you switch MacPractice or application windows, when you return to MacPractice it will retain the full screen view.

eClaims

Addressed an issue that could cause the open balance for an account was larger than the actual charges if a particular workflow was used.

EMR/EDR

Resolved an issue that would cause the "Print All Patient Forms" option from not formatting the printed date properly.
Addressed a High Sierra-specific issue where printing all EMR Patient Forms would result in blank pages.
Resolved an issue when printing multiple Patient Forms where the date printed would not be handled consistently.

Forms

Addressed an issue where the patient name would not populate next to the payment on an Account Statement form.

Ledger

Addressed an issue when creating a new negative adjustment, where the drop down selector for Adjustment Type is cut off at the end in error.

Ledger - Treatment Plan

Resolved an issue where the "Scheduled Units" field in the New Treatment window was not displaying on the Treatment Plan table in error.

Managers - Bulk Insurance

Addressed an issue where bulk insurance payments could duplicate when updating to 10.7 in certain circumstances.

Managers - Database Utilities

Resolved an issue with the Move Patient to Another Account Database Utility, where in some circumstances the database utility could fail due to an unpaid finance charge from a deleted statement in error.

Managers - ERA Manager

Corrected a display issue when opening an ERA payment that has already been posted and applied, the payment field for the associated charges will appear blank in error.

Menu

Updated the MacPractice Business Services "Request a Quote" tool in the Help Menu to more accurately pull information to be used in building a quote for MPBS services.

References

Corrected an issue when duplicating a paper form template, that would cause an error to occur warning the user that the form in question is read only in error.

References - Referrals

Addressed an issue with the Inspector/Drawer's reports when selecting a referral record in References > Referrers.

Reports

Added the User Transaction Type filter to the Report Filter Defaults.
Resolved an issue with the User Activity report incorrectly reporting the total number of charges posted and charges updated in error.

Scheduling

Resolved an issue where if you add a new appointment type on the fly, in some circumstances right clicking on an appointment will show every option, even those typically greyed out in error.
Addressed an issue when creating rules for Transparencies, where if you set a rule involving a procedure, you can see procedure codes for archived Fee Schedules in error.
Resolved an issue when tying multiple treatments to an appointment in the advanced view that could cause errors to occur.

Timeclock

Resolved an issue where the Accounting Summary Report does not calculate standard and overtime hours as intended.

TSYS

Adjusted the payment window when handling credit card payments with the TSYS integration so that the payment automatically attempts to save when receiving a partial/full approval.
Addressed an issue where the card reader's response to a transaction would be cut off in error.
Addressed an issue that would occur when attempting to perform a card transaction for $1,000.00, where the PAX device would ask the user to re-enter the amount into the device, and the amount listed is $1.00 on the PAX device in error.
Added the ability to print card receipts for insurance credit card payments.
Resolved an issue where IP addresses supplied from devices that would add in leading zeroes would be parsed incorrectly by MacPractice.

Build 11.7.0-135

Autoremind

Resolved some issues with Autoremind synching appointments after appointments have been confirmed.

Attachments

Corrected an issue when attachments are imported when using a Retina display, where the imported attachments would be resized to 200% of the original in error.

Bridges

Resolved some issues with the XDR bridge not sending information over in the correct way in some circumstances.

Dental - Perio

Resolved an issue when comparing dental charts when localization preferences are set to use CDA fields, where the tooth numbers would revert back to US tooth numbers in error.
Addressed an issue here you could still create per charts by using the "New Perio Record from Most Recent" options with the user only having the "View Perio Charts" privilege enabled.
Addressed an issue when right clicking a tooth would not always allow you to toggle missing/primary/permanent in error.
Resolved an issue where missing or extracted teeth would not print on perio charts if the date of the perio record was before the missing or extracted date.

Dental - Restorative Charting

Corrected an issue where using a supercode when posting a charge in the Completed Procedures or Treatment Plans node in Restorative Charting would not include the tooth number in error.
Addressed some display issues with marking a tooth previously marked as unerupted in 7.3, as erupted after updating to 10.7.x.
Resolved a display issue where in the Charting Window in the Dental Tab, the patient portion for a given procedure is cut off in error.
Made an adjustment to the keyboard shortcut to cycle through the Dental Timeline. You can now cycle by using Command-Option-Left Arrow or Right Arrow.
Adjusted the behavior of the clinical ledger visible in the Dental tab, so Contract Billing charges are no longer displayed.
Resolved an issue when charting a supernumerary tooth onto a primary tooth, the permanent supernumerary tooth number is used instead.
Corrected an issue where if you chart a bridge over a tooth marked as extracted in Completed or Existing Procedures, the extracted tooth's missing X marker would be red indicating that the removal is only planned.
Addressed an issue when attempting to chart an Implant Service in the Charting Window of the Dental tab, where the Implant Service window would not fully display in error.
Resolved an issue where the color coding for Charting Material Colors in References was not being honored appropriately when charting decay on a dental chart.

Digital Radiography

Addressed an issue with a DR Import Folder not pulling all images into a visit until refreshing the patient.
Addressed an issue on Mojave when adding an Auto Levels filter and setting the value to 2.00, where MacPractice would unexpectedly quit.
Resolved a display issue with the filter slider bars disappearing intermittently in a non-consistent fashion. This would only occur on Mojave.
Addressed some display issues with the fullscreen view when toggling from one ability back to the Digital Radiography ability.
Resolved an issue where removing a filter does not visually reflect the filter change until you re-load the image.
Addressed a display issue when using the next/previous buttons to cycle between images, where the radio button backgrounds would appear to grow and shrink in error.
Resolved an issue where DR images that were saved in MacPractice on OS High Sierra, where the images would appear lighter than intended when opening them in another app, such as Preview.

eClaims

Addressed an issue that could occur in rare circumstances where charge data would not populate any payment information on secondary eClaims.
Corrected an issue when saving a claim that was moved to Invalid would move the claim to Ready to be sent in error.
Addressed an issue where MacPractice could unexpectedly quit in the eClaims Ability in certain circumstances.

EHR

Addressed an issue where the PRN, First Order of Record, and May Substitute on medications could be edited in EHR after the medications were printed.

EMR

Resolved an issue where under certain circumstances, posting charges from a care slip order would add an additional diagnosis code onto the charge in error.

ePrescribe

Addressed some issues with links not being responsive in ePrescribe.

Export

Addressed an issue with using export presets in the Patients by Insurance Carrier report, where if you are attempting to use the "Renewal Date Year Checked" field, the year will default to 2008 regardless of the list data exported.

Faxing

Resolved an issue where an attachment added from the Faxing Ability and attached to a patient chart would not be visible when no patient is selected.

Forms

Resolved an issue that would prevent care slips from printing in certain circumstances.

Jive

Resolved an issue where the Jive call button would not function in the third phone number field in Schedule's Appointment Detail window.

Ledger

Resolved an issue that when printing statements from the ledger, where MacPractice could unexpectedly quit under certain circumstances.
Resolved an issue where separated accounts could cause the balance column to not correctly report the running balance in certain circumstances.
Addressed an issue where the user is prompted twice if there are no patient payments within the selected date range when printing patient payments from the ledger.
Corrected an issue where if a user refunds an unapplied insurance payment and credits the patient, and then deletes the subsequently created negative adjustment, the credit is not returned to the insurance payment.
Resolved an issue when using the Print Patient Payment option in the Print Menu, where an error would occur if the Account Statement Preference is set to Print Past Month.
Addressed an issue where the insurance payment window would not retain the column sorting when switching between claims.
Resolved an issue that would prevent a user from saving a patient payment if the user did not have AuthPayX or TSYS enabled on their MacPractice license.
Addressed an issue that would cause MacPractice to unexpectedly quit when creating a patient card payment.
Resolved an issue where patient payments would not display open charges in certain circumstances.
Addressed an issue where the open balances table was not matching open, balance, and patient portion columns in the Ledger under certain circumstances.
Addressed an issue where the "Adjust Insurance/Patient Portion" option in the Other Menu would not be available to select on certain 10.x builds.
Resolved an issue when posting an insurance payment and tabbing into the write off/negative adjustment columns, where the Save button would grey out, preventing saving.
Corrected an issue when using a supercode with three fees with no provider defaults where the incorrect provider is being associated with the codes in certain circumstances.
Resolved a printing issue on High Sierra that would cause issues when printing paper claims with more than six charges.

Managers - Bulk Insurance

Corrected an issue where in the Bulk Insurance payment window, you're unable to sort columns.

Managers - ERA Manager

Addressed an issue where if you post a payment from the ERA Manager, save the payment with all appropriate information filled out, and then re-open the payment, payment information will be stripped despite that payment still being present.

Managers - Statements

Adjusted the Batch Statement Window where the cancel button was changed to "close"

Patients - Orders

Corrected an issue where a user could create and save a blank form with the name Default, causing MacPractice to unexpectedly quit in certain circumstances.

Preferences

Adjusted a Ledger Preference in the General Tab "Schedule a Follow Up Appointment After Charge" to read "Recall" instead of Follow-Up on DDS licenses.

References

Corrected an issue when duplicating a paper form template, that would cause an error to occur warning the user that the form in question is read only in error.

References - Forms

Resolved an issue where certain custom forms could revert from a paper size to a full page when importing forms from 10.7.14 to 11.6.2.

Reports - Accounting

Addressed some issues when exporting the Accounts Receivable report to an .xls Excel file.

Reports - Clinical Quality Measures

Updated the alert when attempting to access Clinical Quality Measures with an outdated Refcon Database.
Adjusted the Cataracts report so it only pulls from the 2018 year as it is configured to do by default.

Reports - Daily

Resolved an issue where bulk insurance payments with estimated write offs with no payment tied to them will cause these estimated write offs to appear as real write offs in several reports.

Rx

Adjusted the Incident and Office fields so they are no longer red, thus indicating they are not required.
Addressed some issues with links not responding appropriately in the ePrescribe node.

Scheduling

Corrected an issue where a user without privileges to delete appointments could potentially delete them if they created a recall, tied that recall to an appointment, and then deleted the recall.
Addressed an issue where a newly created appointment cannot be associated to a treatment plan without first saving the new appointment.
Addressed an issue when creating a new appointment for a new patient, where demographic information entered via the Appointment Detail window would not populate into the Primary tab of the Patient ability.
Addressed an issue when scheduling an appointment for a patient with a treatment plan, where in the Advanced View of the Appointment Window, you are unable to tie a treatment plan charge to this appointment.
Resolved an issue when tying multiple treatments to an appointment in the advanced view that could cause errors to occur.

Scheduling - Online Scheduling

Resolved an issue where an error could occur when merging a portal patient with an existing MacPractice patient.

Server

Addressed an issue where if you use the Server Settings option to relocate local data storage without making a backup, an inaccurate error would occur upon completing this process.

Timeclock

Corrected an issue in 7.3 and 10.x builds where you would be unable to enter decimal values when entering creating new time records.

TSYS

Resolved an issue where an insurance card payment, if resulting in a partial approval, would not be able to be kept, resulting in an error.
Added the ability to print card receipts for insurance credit card payments.

Build 11.6.12-9

Digital Radiography

Resolved an issue with Suni devices on macOS Mojave, where an "Error Reattach Device" message would occur, necessitating quitting and re-opening MacPractice.

eClaims - NEA

Resolved an issue where an attachment description would not display when using the fast Attach window.

Forms

Resolved an issue with printing labels with MacPractice, where you aren't able to select the appropriate paper size when printing from MacPractice in error.

Ledger

Corrected an issue that would prevent a user from using the "Command-S" keyboard shortcut to save when an Insurance Payment is open.
Resolved an issue where pressing Command S with an Insurance Payment open would not actually save the payment.

Build 11.6.11-5

Digital Radiography

Resolved an issue where images would not export with "Include Patient Name" selected.

Ledger

Resolved an issue when insurance estimating is enabled, where in certain circumstances the primary and secondary write off would be calculated before the primary payment is entered.
Added a Claim Number column to the ledger, indicating whether they are Paper or Electronic Claims with a P or a E tailing the end of the Claim Number.
Resolved some insurance estimating issues that could occur in certain circumstances.

Reports - Daily

Resolved an issue where if in the Procedure or Posted Date Day Sheet reports, if the production numbers exceed 1000 in the Charges section, the value would be cut down to a single whole number in error.

Build 11.6.10-1

Notes

Resolved an issue when adding a new note to a patient that includes a ledger table pull field, MacPractice would unexpectedly quit.

Build 11.6.9-2

Dental - Restorative Charting

Posted and Procedure Date fields are now included in the Clinical Notes Table, and both can carry into the Patient's Clinical Tab.

Managers - ERA Manager

Resolved an issue where ERAs processed as secondary would not automatically update connected claims as "Paid/Closed".

Build 11.6.8-4

Ledger

Resolved an issue where separated accounts could cause the balance column to not correctly report the running balance in certain circumstances.

Managers - Bulk Insurance

Addressed an issue when entering a bulk insurance payment that could occur, which would cause an "over write-off" error that would loop and could not be closed.

Menu

Resolved an issue where MacPractice would unexpectedly quit when accessing the Help Menu > MacPractice HelpDesk on macOS Mojave.

Miscellaneous

Addressed an issue in various places in the software such as when popping the bubble to open a live chat or in Updox Faxing, where if you attempt to upload a file and then cancel before finishing the transaction or saving, MacPractice would unexpectedly quit.

Build 11.6.7-9

Autoremind

Corrected an issue where the Recall report was not sending SMS reminders in certain circumstances.

Installer

Adjusted the default sparse bundle that stores the database information to better facilitate databases larger than 500 GB when installing MacPractice.

Managers - Bulk Insurance

Addressed an issue where you could not sort a column by clicking on the header.

Managers - ERA Manager

Corrected a display issue when opening an ERA payment that has already been posted and applied, the payment field for the associated charges will appear blank in error.
Resolved an issue where ERAs were not moving to the completed bin when posting and saving payments.
Addressed an issue where if you click on a secondary payment and then select a secondary claim from the outstanding claims dropdown, the ERA Manager would move the previous coinsurance amount from the primary payment into the write-off amount in error.

Scheduling

Resolved an issue that would cause MacPractice to unexpectedly quit when tying a recall to an appointment without a recall in certain circumstances.

Software Update

Addressed an issue that would cause the _macpractice OS user to be removed on updating the macOS version in some circumstances, causing issues within MacPractice.

Build 11.6.6-7

eClaims

Addressed an issue that was causing HSA/HRA/FSA ERAs from posting properly.

Ledger

Addressed an issue in the charge window, where after entering a code a user might experience issues tabbing between fields.

Managers - Collections

Resolved an issue when adding a payment to a charge for a patient who's in Collections, where in certain circumstances TransWorld would not receive the notification of a paid amount in error.

Patients - Orders

Added the ability to see primary and secondary insurance information in a created patient order.

Build 11.6.5-31

Digital Radiography

Addressed an issue when removing image editing filters, where the filter won't be removed immediately until you refresh or save the image.

eClaims - NEA

Addressed an issue where MacPractice would unexpectedly quit when adding an attachment for NEA.

Ledger

Resolved an issue when entering a new charge and "Enter Payments After Saving Charges" is checked, where if you enter a payment amount that is greater than the unpaid amount then tab out of the field, you would be given an Overpaid error.
Resolved an issue that was causing printed insurance claims to not pull information properly under certain circumstances.

Patients - Orders

Corrected an issue where a user could create and save a blank form with the name Default, causing MacPractice to unexpectedly quit in certain circumstances.

Preferences

Added a Backups Preference "Restart Database Server After Backup Completes".

Scheduling

Resolved an issue that would cause MacPractice to unexpectedly quit when dragging an appointment to a Form in the sidebar.
Corrected an issue where using a certain workflow, you are unable to add a new record in the schedule with the New Patients or Pending Patients node selected in the sidebar.
Addressed an issue that could cause MacPractice to unexpectedly quit when creating new transparencies in certain situations.

Scheduling - Recalls

Resolved an issue where if you add a 30 day recall for a patient, then schedule an appointment and tie the recall to the appointment, if you attempt to move that appointment to a time after the recall date but before the appointment date, you'd see a warning about scheduling before the recall date in error.

Build 11.6.4-20

Digital Radiography

Addressed a display issue where the slider bars for some image editing filters will vanish intermittently whenever a filter is deleted.
Adjusted the full screen view so that when you switch MacPractice or application windows, when you return to MacPractice it will retain the full screen view.

Faxing

Resolved an issue where any attachments added to the MacPractice database from a fax received would not always be visible with no patient selected.

Preferences

Adjusted the "Patients Automatically Load in Sidebar" preference, located in Patients Preferences. This option is now disabled by default for all offices. This will toggle the Preference off when you update to this build of MacPractice.

Patient Portal

Addressed an issue when merging a portal patient with an already existing MacPractice patient, that would cause a SQL error.

TSYS

Resolved an issue where IP addresses supplied from devices that would add in leading zeroes would be parsed correctly by MacPractice.

Build 11.6.3-7

eClaims

Addressed an issue that could cause the open balance for an account was larger than the actual charges if a particular workflow was used.

Ledger - Print Menu

Addressed a High Sierra issue where if you print a paper claim that includes more than six charges, the first page of the claim would be blank in error.

Managers - Bulk Insurance Payments

Addressed an issue where bulk insurance payments could duplicate when updating to 10.7 in certain circumstances.

References

Corrected an issue when duplicating a paper form template, that would cause an error to occur warning the user that the form in question is read only in error.

Reports - Daily

Resolved an issue where bulk insurance payments with estimated write offs with no payment tied to them will cause these estimated write offs to appear as real write offs in several reports.

TSYS

Addressed an issue that would occur when attempting to perform a card transaction for $1,000.00, where the PAX device would ask the user to re-enter the amount into the device, and the amount listed is $1.00 on the PAX device in error.

Build 11.6.2-44

Bridges

Resolved some issues with the XDR bridge not sending information over in the correct way in some circumstances.

Dental - Perio

Addressed an issue when right clicking a tooth would not always allow you to toggle missing/primary/permanent in error.

Dental - Restorative Charting

Addressed some display issues with marking a tooth previously marked as unerupted in 7.3, as erupted after updating to 10.7.x.
Corrected an issue where using a supercode when posting a charge in the Completed Procedures or Treatment Plans node in Restorative Charting would not include the tooth number in error.
Adjusted the behavior of the clinical ledger visible in the Dental tab, so Contract Billing charges are no longer displayed.
Resolved an issue where the color coding for Charting Material Colors in References was not being honored appropriately when charting decay on a dental chart.

Digital Radiography

Addressed some display issues with the fullscreen view when toggling from one ability back to the Digital Radiography ability.
Addressed an issue on Mojave when adding an Auto Levels filter and setting the value to 2.00, where MacPractice would unexpectedly quit.
Addressed an issue where some filters do not apply correctly to images in some circumstances.

eClaims

Addressed an issue where MacPractice could unexpectedly quit in the eClaims Ability in certain circumstances.
Corrected an issue when saving a claim that was moved to Invalid would move the claim to Ready to be sent in error.
Addressed an issue that could occur in rare circumstances where charge data would not populate any payment information on secondary eClaims.

EMR

Resolved an issue where under certain circumstances, posting charges from a care slip order would add an additional diagnosis code onto the charge in error.
Resolved an issue that would cause the "Print All Patient Forms" option from not formatting the printed date properly.
Addressed a High Sierra-specific issue where printing all EMR Patient Forms would result in blank pages.

Installer

Added the new RefCon database (190125) to the 11.6.2 build installer.

Ledger

Addressed an issue where the open balances table was not matching open, balance, and patient portion columns in the Ledger under certain circumstances.
Addressed an issue where the "Adjust Insurance/Patient Portion" option in the Other Menu would not be available to select on certain 10.x builds.
Resolved an issue where patient payments would not display open charges in certain circumstances.

Ledger - Other Menu

Corrected an issue where if a user refunds an unapplied insurance payment and credits the patient, and then deletes the subsequently created negative adjustment, the credit is not returned to the insurance payment.

Managers - ERA Manager

Resolved an issue when posting a payment from the ERA Manager and save it with payment, write off, deductible fields filled out with a zero balance, where if you re-open it, information is left blank in error.

References - Forms

Resolved an issue where certain custom forms could revert from a paper size to a full page when importing forms from 10.7.14 to 11.6.2.

Reports - Clinical Quality Measures

Made some improvements to CQM Reports and how they're handled internally.
Updated the alert when attempting to access Clinical Quality Measures with an outdated Refcon Database.
Adjusted the Cataracts report so it only pulls from the 2018 year as it is configured to do by default.

Rx

Addressed some issues with links not responding appropriately in the ePrescribe node.

Scheduling - Autoremind

Resolved some issues with Autoremind synching appointments after appointments have been confirmed.

Server

Resolved an issue that would cause the MacPracticeServer process to use large amounts of the system's memory.

Build 11.6.1-27

Ledger

Resolved an issue that would prevent a user from saving a patient payment if the user did not have AuthPayX or TSYS enabled on their MacPractice license.

Build 11.6.0-88

New Feature - TSYS Integration

We're thrilled to announce our new MacPractice integration with TSYS, formerly known as TransFirst. Now you'll be able to process credit and debit cards and issue credit card refunds directly from the MacPractice payment window.
With this new feature, we've also added two new nodes to the Accounting Ability sidebar to be used in conjunction with TSYS; the Batch Management node, and the Transaction Log node.
TSYS integration is an additional feature on your license. If you're interested in this feature, please contact MacPractice Sales and they'll get you started.

New Payment Type - Insurance Credit Card

We've also added a new Payment Type for Insurance Credit Cards. This is enabled for all offices by default. You can create custom Insurance Credit Card payment types in the References Ability > Payment Types node.

Dental - Restorative Charting

Resolved an issue when adjusting a zoom slider when viewing DR Images by right clicking a tooth with an associated DR Image, where the zoom slider wasn't working as intended.

Digital Radiography

Resolved an issue where if you archived an image from a layout box with multiple images, then attempted to archive multiple images in the same box, you would be unable to, and would need to refresh to resolve the issue.
Addressed a privilege issue where you would be unable to create or save Images By Type without having the "Edit Images By Type" privilege.
Resolved an issue with the full screen view in Digital Radiography, where the escape button would not exit the full screen view in error.
Corrected an issue when closing the full screen view in Image Editing, and then re-opening the image editing window, where the filter toolbars would not be displayed.
Resolved an issue where if you capture images and then switch layouts, the next several images will use the same numbering scheme as the old layout in error.
Addressed an issue where images could be moved to another visit with only viewing privileges enabled on the current user.
Addressed an issue in the image editor when entering incorrect info into a field, where the alert that warns you of the invalid entry would not clear the offending entry.
Addressed an issue with exporting vertical images, where the top edges of the images could get cut off in certain circumstances.
Corrected an issue that would cause a slowdown when applying a preset to an image that already has a lot of filters applied.
Addressed an issue with a DR Import Folder not pulling all images into a visit until refreshing the patient.

EDR/EMR

Addressed a display issue where the Problem List menu would cut off the descriptions instead of wrapping around as intended.

Forms

Resolved a display issue with printing care slips where treatment plans would not appropriately insert enough space between charges.
Resolved an issue that would prevent care slips from printing in certain circumstances.

Jive

Addressed an issue where if you log in to MacPractice and then switch focus to another application, the Jive window will behave not as expected and will not be able to be closed, necessitating a restart of MacPractice.

Ledger

Adjusted the layout of the Payment Window to help facilitate the TSYS integration, and to improve workflow.
Addressed an issue when posting an insurance payment, where if you change the claim in the Payment Window, the Payment Window doesn't allow you to sort columns anymore in error.
Resolved an issue that when printing statements from the ledger, where MacPractice could unexpectedly quit under certain circumstances.

Patients

Adjusted the Default patient record in a new database to use "Unknown" for Employment and Marital Status fields.

References - Fee Schedules

Resolved an issue when setting a procedure type or category to a code in a fee schedule, where MacPractice would unexpectedly quit.

Reports - Daily

Addressed an issue where running the Day View All Report could cause MacPractice to unexpectedly quit in certain circumstances.

Reports - Management

Made some improvements to the Backups Report to more accurately report potential failures when running backups.
Resolved an issue with the User Activity Report's Charges Posted and Charges Updated links, where the links would take you to the incorrect patient account in error.

Reports - Marketing

Addressed an issue where MacPractice could unexpectedly quit when running the Patients by Status report after creating an appointment for a patient on the Portal.

Reports - Measure Calculation

Addressed an issue where the VDT Report wasn't catching all patients created from the Patient Portal in error.

Rx

Made some minor display adjustments to the Print Queue Window.
Addressed a display issue where if you add a prescription into the Rx tab of the Charge Window in the ledger, a long package description of the NDC would cause the Dose Calc and Unit Qualifier selectors to not be available.
Resolved an issue where the Rx Discount Card node would not print when the Print button was clicked.

Scheduling

Addressed an issue with the Default Patient Profile not honoring the "Unknown" gender option, defaulting new patients to Male instead in error when Unknown is set.
Resolved an issue that could cause MacPractice to unexpectedly quit when trying to create an appointment in the On Call node under certain circumstances.
Corrected an issue when creating an appointment without a patient selected, where the find patient search tool would only search for the last name in error.

Build 11 Release Notes

Build 11.17.17-24

Build 11.17.16-47

Build 11.17.15-4

Build 11.17.14-10

Build 11.17.13-10

Build 11.17.12-5

Build 11.17.11-23

Build 11.17.10-17

Build 11.17.9-28

Build 11.17.8-9

Build 11.17.7-36

Build 11.17.6-83

Build 11.17.5-16

Build 11.17.4-14

Build 11.17.3-3

Build 11.17.2-89

Build 11.17.1-23

Build 11.17.0-206

Build 11.16.1-21

Build 11.16.0-223

Build 11.15.0-135

Build 11.14.0-110

Build 11.13.7-4

Build 11.13.6-10

Build 11.13.5-4

Build 11.13.4-17

Build 11.13.3-1

Build 11.13.2-3

Build 11.13.1-6

Build 11.13.0-138

Build 11.12.2-18

Build 11.12.1-4

Build 11.12.0-188

Build 11.11.0-88

Build 11.10.11-2

Build 11.10.10-8

Build 11.10.9-3

Build 11.10.8-1

Build 11.10.7-3

Build 11.10.6-1

Build 11.10.5-8

Build 11.10.4-8

Build 11.10.3-1

Build 11.10.2-12

Build 11.10.1-1

Build 11.10.0-118

Build 11.9.0-98

Build 11.7.0-135

Build 11.6.12-9

Build 11.6.11-5

Build 11.6.10-1

Build 11.6.9-2

Build 11.6.8-4

Build 11.6.7-9

Build 11.6.6-7

Build 11.6.5-31

Build 11.6.4-20

Build 11.6.3-7

Build 11.6.2-44

Build 11.6.1-27

Build 11.6.0-88