2/1/2022
This update provides the following new features and enhancements:
835 Auto Import (EOB) - Dentrix Enterprise can now receive and parse ERA files from insurance payers automatically. This saves time and reduces mistakes compared to the manual downloading and importing of ERA files. Additionally, insurance billing coordinators can now manage ERAs from a central location by using the new Insurance Collection Manager, which is available from the Ledger module. This functionality is available if you install a Windows service and link your eTrans (eClaims) or Data Services account to that service in Dentrix Enterprise.
Security Rights:
The following security rights were removed:
Ins Payments, EOB, View EOB (to view patient eEOBs)
Ins Payments, EOB, View ins EOB (to view carrier eEOBs)
The following security rights have been added:
Insurance Collection Manager, Open - Allows a user to open the Insurance Collection Manager window.
Insurance Collection Manager, Manual Matching - Allows a user to work with claims that have been received with an error. In the Insurance Collection Manager window, the user can select the Claim Not Found option to search for unmatched claims and open any ERA files with an Error Occurred or Requires User Action status.
Independent Modules - Having the Office Manager open is no longer required for the following modules:
Ledger
More Information
Appointment Book
Chart
Family File
DXOne Reporting
Note: Opening a module other than these independent modules opens the Office Manager, even if the dependent module is opened from one of the independent modules.
Closing Modules:
Exit/Close (independent modules) – Using the File menu’s Exit option or the Close button (X) closes the module but does not close any other modules.
Exit/Close (Office Manager) – Using the File menu’s Exit option or the Close button (X) causes a message to appear for you to confirm that you want to close all modules except the independent modules. Click OK. The Office Manager and all dependent modules close. Independent modules stay open.
Log Off (Office Manager or independent modules) – Using the File menu’s Log Off option causes a message to appear for you to confirm that you want to close all modules. Click OK. All modules close.
DXOne Reporting Toolbar Button – A DXOne Reporting button now appears on the toolbar of the Ledger, Chart, Family File, and Appointment Book modules.
Licensing Check:
Old – When the Office Manager (Office.exe) is opened, the number of available licenses and the number of unique connected users are compared. A similar check occurs when the DXOne Reporting module (Dtx.Reporting.exe) is opened.
New – When the Office Manager (Office.exe), Appointment Book (Apptbook.exe), Ledger (Ledger.exe), Chart (chart.exe), Family File (Famfile.exe), or DXOne Reporting (Dtx.Reporting.exe) is opened, the number of available licenses and the number of unique connected users are compared.
Sorting Progress Notes by Tooth – When you sort the progress notes in the Patient Chart by the Tooth column, procedures are now sorted by the treatment area instead of alphabetically:
Ascending order: Empty values, permanent teeth (1-32), primary teeth (A-T), arches (UA-LA), sextants (S1-S6), and then quadrants (UR-UL-LL-LR).
Descending order: Quadrants (LR-LL-UL-UR), sextants (S6-S1), arches (LA-UA), primary teeth (T-A), permanent teeth (32-1), and then empty values.
Compression Type for Images – In the Document Center Preferences dialog box, you can now select the type of compression Dentrix Enterprise uses when you import images into the Document Center.
Resizable Notes – The Notes box on the Progress Notes panel now resizes automatically when you resize the Patient Chart window. You can now manually adjust the width of the Notes box. Also, you can now show or hide the Notes box (right-click a column header, and then click Notes).
Note: The size and visibility of the Notes box is saved per user.
Unlinking Conditions from Rejected Treatment Plans – When you mark a treatment plan case as Rejected, the associated conditions are unlinked from those procedures. A message appears and asks you to confirm that you want to reject the procedures and unlink all conditions that are associated with those procedures.
Clinic Information – The options in the Clinic Information dialog box have been reorganized.
Invalidating Conditions – The Invalidate Upon Completing TxPlan check box in the Clinic Information dialog box is now an organization-level setting. You can change it only if you are logged in to the Central (organization-level) clinic.
Recording the Overriding user for Perio Chart, Setup – With or without the "Verify User Before Access" functionality enabled for Perio Chart, Setup, when a user attempts to access the setup options for the Perio Chart but does not have permission, and then another user enters their credentials to grant temporary access, Dentrix Enterprise now records the overriding user’s ID and the security right’s ID.
SQL Data-in-Transit Encryption – Dentrix Enterprise (DXE) allows for the implementation of industry-standard, certificate-based encryption by an organization’s security team to comply with existing software security policies or increase the amount of security during client-server communication within DXE. Encryption requires the following configuration:
Install and configure a security certificate and enable certificate-based authentication on the SQL server.
Enable client-side data encryption in the Windows Registry. Navigate to HKEY_CURRENT_USER > Software > Dentrix Dental Systems, Inc. > Enterprise Dentrix > Setup > DBMS, and set Encrypt Data and Trust Server Certificate to 1.
Document Center Audit Documents Utility – If your office uses the Document Center Audit Documents utility, there are several enhancements:
The Refresh button now has a label.
The Review Documents Audited tab includes five new boxes to display the following information:
The total number of documents audited.
The total number of documents that were reviewed and had no errors.
The percentage of documents that were reviewed and had no errors.
The total number of documents that were reviewed and had errors.
The percentage of document that were reviewed and had errors.
You no longer have to complete an audit before being able to resize or move the scan window.
Performance/Scalability – For military facilities, a new global setting controls the number of database connections:
Off (default) - Keep open database connections to maximize performance.
On - Reduce database connections to improve scalability for large organizations. The following modules have been optimized:
Appointment Book – Reduce from 3 to 2 connections per user
Office Manager – Reduce from 2 to 1 connection per user
DXOne Reporting – Reduce from 3 to 0-3 connections per user; 6 maximum total connections
Family File
Ledger
Chart
Treatment Planer
More Information
Document Center
Problems, Allergies, and Medications (PAM) – For military facilities using FHIR, Dentrix Enterprise (DXE) can now read a patient’s PAM data from Cerner and save it to the DXE database.
FHIR Server – For military facilities using FHIR, a user can now log in to the FHIR server.
Patient Data – For military facilities using FHIR, if access has been granted, Dentrix Enterprise can now receive patient data to maintain a link between local and external records.
PreViser Integration – If your organization has purchased the PreViser integration with Dentrix Enterprise (DXE), PreViser can pull patient information from the DXE database for reminders, surveys, and so forth. This feature requires access to two new stored procedures (SPs) through the DXE API:
SP to get data - PreViser can get data from DXE. PreViser can search the appointments in all DXE clinics, find patients who have a scheduled appointment within a specified date range and who have an assigned Patient ID and Patient DB (new-patient appointments are skipped), and then gather the following information for each patient found:
IDs: Patient ID and Patient DB
Demographics: First name, Last name, Date of birth, and Gender
Insurance (up to six plans): Group number, Subscriber number, and Relationship to subscriber
SP to send data – PreViser can send data to DXE and put files in a dedicated folder on a certain computer. DXE can then save the information automatically in the corresponding patients' Document Center records as .pdf files. The automatic importing of files into the Document Center requires the installation of a service on a computer that monitors a folder for received files.
Clinical Note Signatures – For military facilities that use Common Access Cards (CAC) or SMART Cards for authorization, while you are logged in to the Central (organization-level) clinic, you can change a setting that controls whether the Sign Clinical Note dialog box, which contains a signature box where you can sign with a mouse, appears.
Dental Patient Medical History - If your office uses the Patient Health History Wizard, and a global setting is configured correctly, a new health history assessment is available. In the Dental Patient Medical Assessment window, you can record a patient’s medical history using an electronic form. The form consists of several sections that a provider goes through with the patient. All required questions on the form must be answered. Then, a provider or staff member and, if required, a patient or guardian must sign the form. Also, you can save a copy of the completed form as a .pdf file in a folder and/or in the patient’s Document Center record.
Medical History Review - In the Patient Chart or Family File, with a patient selected, if you click the Medical History Review button on the toolbar, the Medical History Review dialog box now opens without Dentrix Enterprise prompting you to select a patient. However, if a patient is not selected when you attempt to open the Medical History Review dialog box, Dentrix Enterprise still prompts you to select a patient.
Partial Bidirectional Support for HL7 SIU Messages - In the SIU Setting dialog box, there is now a Manage time reservation check box to manage appointment resources. With this check box selected, the HL7 Interface deletes appointment resources when S13 (rescheduled), S15 (canceled) and S17 (deleted) inbound messages are processed. With this check box clear, the HL7 Interface functions as in previous versions with regards to the messages mentioned.
Copying Appointment Book Views - When you are copying a given user's Appointment Book views to other users, in the Copy Appointment Views From User [Provider/Staff] to Selected Users dialog box, the Users whose Default Clinic is one of the Selected Clinic(s) option is now selected by default instead of All Users as in previous versions.
This update resolves the following issues:
Office Manager Crashes When Edit Electronic Claim Submission – When you are attempting to send a claim electronically, if you edit it from the eClaims Pre-submission Summary dialog box, the Office Manager crashes. (183179)
Pre-Submission Summary Report (Cancelled) Is Not Generated – When you are attempting to send claims electronically, if you cancel the eClaims Pre-submission Summary dialog box without sending the claims, the Pre-Submission Summary Report (Cancelled) does not appear in the Batch Processor. (193966)
Pre-submission Report Does Not Print – When you are attempting to send claims electronically, if you click Print Report in the eClaims Pre-submission Summary dialog box, nothing happens, or the eClaims process crashes (causing the dialog box to close). (197778)
Missing Database Table – The Audit_DDB_Insurance_Base table is not present. (254949)
Truth in Lending Document Has Misaligned Text – While you are previewing the Truth in Lending document, lines of text are misaligned causing them to overlap. However, the document prints fine. (268976)
Billing Statements Does Not Show in More Information Window – If you preview a billing statement and then print it from the preview, it does not appear on the Billing tab of the More Information window. (280098)
Patient's Phone Number Causes Appointment Book to Crash – If a patient has a phone number that contains a plus (+) and is at least 15 characters long, when you attempt to open the Appointment Book from that patient's Family File, the Appointment Book crashes. (280100)
Note: Phone numbers in patient records that are populated from a third party (through HL7) may contain additional characters.
Adding a Family Member Crashes Family File – Sometimes when you add a family member to an existing family or add a new family, the Family File crashes. (280460)
Please Pay Portion on Walkout Is Incorrect – If the maximum allowed benefit for a patient is reached, when you create a claim initially and then generate a Walkout, the Please Pay portion is incorrect on that Walkout. (282366)
Cannot View Scheduled Report Jobs for All Users – The List Jobs for All Users check box is not available in the Manage Scheduled Jobs dialog box even though the user has the "Scheduled Jobs - Manage All Users" security right enabled in DXOne Reporting. (282799)
Date of Birth Is Missing from Appointment – After you create a new family in the Family File from a new-patient appointment, entering the patient's date of birth, the birthdate is missing on the patient's appointment in the Appointment Book. (285412)
RVU and Amount for Procedure Do Not Update – If you open the Edit or Delete Procedure dialog for a procedure that is not attached to a claim and then select a different procedure code, the RVU and Amount do not change but should. (286786)
Insurance Amounts Are Inconsistent – When you are entering a payment for an insurance claim with multiple procedures with the same ADA code and that have an entry in the payment table of the patient's insurance plan, the Ins Amt values for the procedure are sometimes switched around. (287357)
Death Date Is Not Being Cleared – When an ADT A28 or A31 inbound message is received through the HL7 Interface, if the PID-29 field is blank or null, the death date in the corresponding patient's record is not cleared. (288002)
Note: If the PID-30 field is “N” (and the PID-29 field does not have a date), the death date should be cleared.
Scheduled Reports Run Inconsistently – In DXOne Reporting, scheduled report jobs run at random instead of at the specified times. (289031)
UTC for Signed Clinical Notes – After you sign a clinical note, in the signature line that is added to the text, the UTC time appears instead of the local time of the clinical that you were logged in to when you signed the note. (291314)
Medical Alerts Review Is Not Copied to Clinical Notes – If medical alert reviews are being copied to clinical notes automatically, after you perform a medical alerts review, a clinical note is not created if the text being copied would cause the clinical note to contain 8000 or more characters. If the text contains 7701 to 7999 characters, the clinical note is created but includes only the first 7700 characters (and a message that notifies the user of this appears). (292188)
Provider Is Missing from Referral – After you mark a treatment plan case as Referred and select the provider to whom you are referring the procedures in the Treatment Planner, when you open the Referred To referral from the Family File, the Provider box is blank. (293546)
Doctor/Other Name Is Missing on Referred By Doctor/Other Report – On the Referred By Doctor/Other Report, if a referral source's Title is Null, the name of the provider does not appear. (294616)
Note: Titles and names of referral sources that are populated from a third party (through HL7) may be Null.
Inactive Medical Alerts Appear on Patient Note Report – Inactive Medical Alerts (problems, allergies, and medications) appear on the Patient Notes Report, but the report should not include inactive items. (294621)
Note: This issue also affects the Patient Route Slip.
UTC for Scheduled Reports – When you are scheduling a report in DXOne Reporting, the default time is UTC instead of the local time of the clinic that you are logged in to. (294938)
Providers showing duplicated in search – A provider is listed twice when you are searching for a provider (such as when you are attaching a primary provider to a patient’s Family File record). One provider has the correct Clinic ID, but the other has the RSCID of the provider. (295373)
Note: It is assumed that this issue arises when a converted database has a provider and a clinic that share the same URSCID but have different RSCDBs.
Error Setting Up Patient Portal – An Unhandled Exception occurs when you attempt to activate the Patient Portal (a service provided by Updox) and agree to the EULA. (296513)
Error Processing Inbound ADT Message – An inbound mapping error occurs when the HL7 Interface attempts to process an inbound ADT message file for a new patient if the guarantor already exists in Dentrix Enterprise. (296964)
User's Super Admin Privileges Are Removed – If Dentrix Enterprise is set up for Active Directory authentication, when you mark a user as a Super Admin and then add the user to a user group or remove the user from a user group, the user no longer has Super Admin privileges. (297762)
Progress Notes with Chart Prints Misaligned – The progress notes on the Progress Notes with Chart Report are misaligned. (300278)
UTC for DXOne Reports – In the DXOne Reporting module, reports are using UTC instead of the local date of the clinic that you are logged in to. (301286)
Place of Service and Type of Service Labels Switch Positions – After creating a claim for a cross-coded procedure and then opening the procedure, the labels for the Place of Service and Type of Service are switched. (301309)
Cannot Access Patient Finances Window – The Family File or Leger crashes when you attempt to open the Patient Finances window. (301316)
Error Processing Credit Card – If the Store CC check box is selected when you attempt to post a credit card payment through AxiaMed, the error "Payment Method is not saved. Sequence contains no matching element." appears, and the credit card is not saved in the database. (301415)
Procedures From an Active Payment Plan Appear in Enter Payment Dialog Box – With the Payment Agreement option selected while you are entering a payment, procedures from an active payment plan appear in the procedure list but should not, and the Charges for list is available but should not be. (303778)
Error Running Patient List Report – The error "Procedure DXE_rpt_LIST_PatientDataSp SQL Line#: 107 Message: String or binary data would be truncated. Transaction count after EXECUTE indicates a mismatching number of BEGIN and COMMIT statements. Previous count = 0, current count =1." appears when you attempt to run a Patient List Report. (304262)
Family Member’s Procedures Missing in Ledger – While viewing the Ledger with the All (with running balance) option selected, after you open and close the Patient Finances window, procedures for a family member disappear. (306106)
UTC for Signed Clinical Notes – After you sign a clinical note, in the signature line that is added to the text, the UTC time appears instead of the local time of the clinical that you were logged in to when you signed the note. (307865)
UTC for DRC Status Updates – In the Update DRC Status dialog box that appears when you initiate the process to sign a clinical note, the default date and time in the date picker is the UTC date and time instead of the local date and time of the clinical that you are logged in to. (307866)
UTC for Prescriptions – In the Prescriptions module, after you create a prescription, the date of the prescription is the based on UTC instead of the local date of the clinical that you are logged in to. (309244)
HL7 SIU Message Has Incorrect Appointment ID - The Appointment ID might not have the correct format in the SCH-2 segment of an outbound SIU message (for a new appointment) that is sent using HL7. (320029 / 317426)
To address this issue, in the HL7 Interface settings, you can now specify the format of the Appointment ID that will be sent in the SCH-2 segment of any outbound SIU message. In the SIU Setting window, a Send ApptID+DBID check box has been added and is selected by default.
With the check box selected, the Appointment ID has the [ApptID+DBIDText+DBID] format (current functionality).
With the check box clear, the Appointment ID has the [ApptID] format.
Note: With this hotfix applied, to store the state of the check box, a new column has been added to the DDB_HL7_SYSTEM_BASE table of the database.
Incorrect Aging on Aging/Credit Balance Report – The amount in the 121-150 aging bracket on the Aging/Credit Balance Report is incorrect. (309244)
DXOne Reporting Security Responds Slowly - In the DXOne Reporting module, when you attempt to select a user in the Copy User Security section of the Report Security dialog box, it takes several seconds to select the check box. (216555)
Error Processing HL7 ADT Messages – For military facilities, a file for an inbound ADT message might not be processed. (297189)
Example error log excerpt:
2021-06-29 15:53:37,625 - The parameter is incorrect.
2021-06-29 15:53:37,625 - Field cursor should be within the range of existing fields and be non-negative.
Separate Encounters for a Patient on the Same Day Incorrectly Use the Same Clinical Note - If encounter numbers are required for clinical notes, from some areas of Dentrix Enterprise where performing an action causes clinical notes to be created or updated automatically, notes from other providers or clinics are being appended to a patient's clinical note instead of a new note page being created. (298945)
Incorrect Phone Number on Appointment - The phone number on a patient's appointment in the Appointment Book does not match the phone number in the patient's Family File record. (299452)
Report Scheduling Service Causes Error - If your instance of Dentrix Enterprise is configured for Active Directory authentication, in DXOne Reporting, when a scheduled report runs and then attempt to check the report scheduling service's log file, several errors appear. The verbiage of the messages may vary. (299695)
Error Accessing Meaningful Use - The error "There was an error reflecting type dtx.shared.meaningfulusemeasurecalculation.measureclaculationssettings" appears when you attempt to open the Meaningful Use Measure Calculations dialog box. (303317)
HL7 P03 Messages Sent to Ensemble Use Incorrect Character Set - The receiving interface (Ensemble) reads an outbound P03 message using the wrong character set. Now, the character set for the MSH-18 field can be set manually for each HL7 site. (304526)
UTC Instead of Local Time - In some areas of Dentrix Enterprise, UTC is being used instead of the local date and time of the clinic that you are logged in to. (307864)
Procedure Button Text Is Incorrect - After changing the image for a procedure button in the Patient Chart, the text in the tooltip is not correct. (309281)
Incorrect Name on Billing Statements - When you are verifying billing statements to send, if a statement has multiple pages, the guarantor name at the top is incorrect sometimes. (309705)
HL7 ORM, PPR Messages Fail - ORM and PPR messages with multiple IDs at PID segment that are sent through HL7 cause the "Patient doesn't exist!" error. (313436)
Clinical Note Review Report Is Incorrect - When you generate the Clinical Note Review Report with the default filters, patients with visits are included on the report, but only patients without visits should be included. (316481)
Note: This is a custom report that is not available to every office.
Unable to Print PDFs - If Adobe Acrobat DC is installed, you cannot print .pdf files from the Document Center. (318000)
Note: Adobe Acrobat is no longer required for printing .pdf files.
Patient Finance Window Crashes - When you attempt to create a payment plan, the Patient Finance window crashes. No error is displayed. (318002)
DXOne Reporting to Crashes When Exporting - If you export a report to the same location and with the same name as the file you have open, DXOne Reporting crashes without an error instead of displaying a warning message that the file is in use. (205568)
Cannot Post Guarantor Payments - When you attempt to post a guarantor payment a "changed by another user" message appears, and you cannot continue. (279654)
Telephone Number Displays Incorrectly on Printed Prescription - A printed prescription has incorrect formatting or extra characters, such as "((12)3)4-7890." (286431)
Dental Encounter Service Stops Unexpectedly - The Dental Encounter service crashes randomly, but the Event Viewer does not log that the service crashed. (288344)
Home Phone Numbers Are Missing After Receiving Inbound HL7 Messages - If the option for repeatable PID-13s selected for PID settings in the HL7 Interface, the Home Phone does not appear in the Family File when a message with multiple numbers is received, but the Mobile and Other numbers do appear in the Family File. (290171)
Incorrect "Previous Week" Date Range for DXOne Reports - When you run a report on Sunday, the date range for "Previous Week" is incorrect. (290867)
Error Adding Global Alert with Graves' Disease - When set up a global alert that includes Graves' Disease in the Diagnostic and Therapeutic Reference Resources area, the DtxDBAdo Error "No value for one or more required parameters." appears. (291091)
Applied Amount Is Incorrect for Claims - For some claims, the Edit Ins Payment Amount For Procedure dialog box displays incorrect applied amounts for paid procedures. (294954)
Home Phone Number Missing on Clinical Notes Report - On the Clinical Notes Report, a home phone number does not appear for patients but should. (298582)
Emails Are Missing After Receiving Inbound HL7 Messages - If the option for repeatable PID-13s selected for PID settings in the HL7 Interface, the email address and phone number do not appear in the Family File when a message is received. (304511)
Extra Error Message Selecting Secondary Provider as a Prov1 - If you attempt to attach a secondary provider to a patient's record in the Family File as the Prov1 (the preferred/primary provider), the error "The patient's prov1 must be a primary provider!" appears as expected. But then, when you click OK, the error "The Primary Provider () is Invalid." appears" but should not. (304527)
Patients Missing on Referred to Doctor Report - Patients do not appear on the Referred to Doctor Report even though a referral has been added in the Family File. (306208)
Cannot Find Patient by Birth Date - In the Select Patient dialog box, when you search for a patient by birth date, the patient is not found. (309509)
Locked Suspended Credits Increase Each Month - Suspended credits on a patient's account may be added for insurance payments and insurance credit adjustments, causing procedures in History to have allocations that exceed their amounts. (309736)
Error Updating Treatment Plan Fees - When you attempt to use the utility for updating treatment plan fees from the Treatment Planner, the error "You Do Not Have Permission For No_Clinic." appears. (310519)
Please Pay Amount Is Incorrect - On billing statements, the "Please Pay" amount does not match the guarantor portions in those accounts' Ledger records. (319273)
Unsuccessful Patient Merging with HL7 A18 Messages - The merging of patient records does not complete when Dentrix Enterprise receives an A18 message through the HL7 Interface. (319502)
Inbound HL7 ADT Messages Causes HL7 to Stop - When the HL7 Interface receives an ADT message, the HL7 Interface and service stop, and the Error Log shows displays "Recordset is read-only Database update error while updating a patient!". (320939)
Inbound HL7 Messages Are Processed Slowly - Inbound HL7 messages are not being processed quickly enough. (321893 and 324533)
Users Are Missing from the Database User List - Some users do not appear in the Database User List but should. (324528)
Procedures Delete Slowly - It takes too long to delete a procedure. (324715)
Rendering Providers for Claims Are Incorrect - The rendering provider for a claim may not follow the logic for the practice defaults. (324730)
Error Generating Patient List - When you attempt to generate the Patient List, the error "Message: Cannot find the object 'DDB_PAT_LIST_SELECTION_RESULTS_TABLE' because it does not exist or you do not have permissions." appears. (324743)
Insurance Benefits Are Incorrect - Updating an individual's benefits causes the subscriber's benefits to be incorrect. (324937)
Phone Number Formatting Is Not Being Removed from HL7 Messages - Any formatting that is applied to phone numbers on HL7 messages is not being removed. (325748; related to 286431)
Progress Notes Sorting Incorrectly - In the progress notes of the Patient Chart, procedures for a range of primary teeth that starts with N are sorted incorrectly. (327750)
Incorrect Color for Cross-Coded Procedures - The symbol for a procedure that has been cross-coded with medical codes is filled with the wrong color. (332271)