Denturist

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

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

Appointment Book

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

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

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

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

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

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

Management Screens

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

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

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

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

Patient Ledger and Accounting Operations

Insurance Tab
• Patient Ledger > Insurance tab – added a memo field specific to the patient and
for each policy on the patient’s profile. The button is visible from the Insurance tab on the Patient Ledger, in the Patient Management window and from Pa-
tient’s Insurance Coverage in MaxiChart.

• Maxident > Insurance Tab > Add new Policy – when moving from searching for
the policy in existing policies to adding a new policy based on Policy Number
searched, we changed the Insurance Manager to bring the policy
number searched for into the new policy automatically, instead of requiring
it to be reentered.

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

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

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

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

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

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

Reports and Printouts

Administrative Reports

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

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

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

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

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

Bulk Payment Operation
• Added the ability to write an Invoice Note during the Bulk Payment Operation.
You can now click on the Invoice Note field for any invoice on the patient’s
ledger to add a note. Also, at the start of a Bulk Payment Operation, a note can
be entered to save on all invoices where a payment is applied.
• Maxident > Bulk Payment – added the ability to perform a Charge Redistribution
during a Bulk Payment operation. While completing a Bulk Payment entry, if a
Charge Redistribution is required on an invoice, simply press and hold CTRL
then left-click anywhere on that Invoice line to perform a Charge Redistribution
while your Bulk Payment is still in progress. Once the Charge Redistribution is
complete, continue with your Bulk Payment operation.

Confirmation Labels

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

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

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

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

Close Day/Close Month/Close Year

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

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

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

Miscellaneous

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

 

Booking Over a Cancelled Appointment
• MaxiPlanner > booking over a Cancelled Appointment – found that if the
Program Option to Allow booking over “soft” appointments was not selected,
could still book over and it created an Overlapping Appointment. Fixed to allow
booking over a soft appointment only when the option is selected and the
Appointment Status is “soft”.

Unscheduled Appointments
• MaxiPlanner > Unscheduled Appointment window > Date sort is incorrect –
fixed the date sort to read the date properly no matter the order format. The
date was read properly in a MM-DD-YYYY format but not in a DD-MM-YYYY
format or others.

Provider View
• In the Provider View, the user was not able to book an appointment on top of a
Cancelled Appointment, when clicked, it opened to edit the existing Cancelled Appointment. Fixed to open a new Appointment when the existing Appoint-
ment is Cancelled.

Management Screens

Insurance Manager
• Insurance Manager > Insurance Company Phone numbers – was unable to
delete. Fixed to allow deletion of phone number from the Insurance Company.
Insurance Companies and Policies
• Manage > Insurance Companies and Policies > Insurance Company > Add New
Insurance Company – found an error adding new insurance company. Issue
affected specific Postgres database offices and was fixed via application of a
script. If required for your office please reach out to your Account Manager/ Support Tech for assistance.

Patient Ledger and Accounting Operations

Find Patient
• Searching patient by phone number in Standard Find – fixed the error message
to include information on functional search criteria while still allowing the
creation of a new patient.

Account or Treatment History
• Patient Ledger > History > Account History or Treatment History – printout was
found to have the incorrect name for the patient’s information being printed.
Corrected to print the proper name for each patient for each history entry.

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

Treatment Plan Manager

• PreAuthorization tab was listing primary insurance policy companies as “Unde-
fined” instead of by name and missing second company information complete-
ly when the Treatment Plan was created from MaxiChart. Fixed to show proper insurance company names and both insurance policies for patients.
• Maxident > Treatment Plan Manager > Show Deleted Treatment Plans – fixed a
defect that caused any deleted Treatment Plans for the patient to not appear
when “Show Deleted Treatment Plans” was selected.

Scanner
• Patient Ledger > Document Manager > Scanner > “Add PDF from Scanner” –
fixed to work again as it stopped working properly to add a PDF directly from
the Scanner.

Payment History
• Patient Ledger > History > Payment History – found a concern with the display.
Fixed to properly display the selected patient/family Payment History.

Referral Form for Current Patient
• Patient Ledger > Reports > Referral Form for Current Patient – found that the Referral Form was not correctly creating a second page when there was addi-
tional text in Condition or Treatment. Updated to properly create a second page when additional text is entered on these or the Relevant History fields.

Receipt History
• Maxident > Patient Ledger > Receipt History – found that on occasion there
were duplicate records produced which caused errors in printing the Receipt
History for some patients. Fixed errors that caused the duplication. There was
no corruption of the data, merely a duplication.

Reports and Printouts

Patient Listing Report
• Reports > General Reports > Listings > Patient Listing Report – fixed Next
Appointment Date in the Settings > Patient Information > Next Appt Date, to
work properly. Also improved MaxiPlanner indexing of Appointments to be
more efficient.

Claim Forms
• Claim Forms > Nova Scotia Claim Form was printing with wrong provider’s
unique ID when an alternate provider was listed as Billing Provider for that day.
Fixed to pull correct provider’s unique ID regardless of which provider is listed as Billing provider for current day’s treatment.

Email Statements
• Operations > Email Statements > “Preview Patient List/Edit Footnotes” >
updates to notes were not saving. Fixed to update the patient Statement
Footnotes from this window to save on the Administrative Tab > Statement
Footnote section as it did previously.

Procedures Itemized by Billing Provider or by Treatment Provider
• General Reports > Production > Procedures Itemized by Billing Provider or by
Treatment Provider – lab codes were not being reported properly for count
and amount. Fixed to display lab and procedure codes properly for count and
amount charged.

User Defined Recalls
• Maxident > Reports > General Reports > Recalls > User Defined Recalls – report
was showing Last Appointment Date even when last appointment was marked
with status Cancelled. Fixed to display Last Appointment Date as the actual
last appointment and not count Cancelled Appointments.

MaxiForms
• Maxident > Operations > MaxiForms Manager AND Patient > MaxiForms – when
creating a MaxiForm in the MaxiForms Manager, it is essential to use only
unicode characters for items like boxes and regular text. MaxiForms does
not support the use of Wingdings in printouts and that would cause text to be
missing on printout.

Miscellaneous

Maxident operating on a Touch Screen Tablet

• On-Screen keyboard was not coming up when it should’ve been for text win-
dows. Fixed to open the keyboard on-screen with a double tap of the free-form field space if it does not appear immediately. Spaces include Medical Alert on
the Medical Tab, text boxes in the Medical Info, entering Chart Notes, etc.

User Preferences

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

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

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

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

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

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

Notes Overview

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

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

Insert Image into Email
• Increased the max image size to 1MB.

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

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

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

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

Recall Email Reminders

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

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

MaxiMessenger
• Added flashing to the desktop tray icon when a new message is received.

SMS Monitor

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

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

Reminders Tab

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

Receptionist

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

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

Appointment Book

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

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

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

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

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

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

Management Screens

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

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

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

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

Patient Ledger and Accounting Operations

Insurance Tab
• Patient Ledger > Insurance tab – added a memo field specific to the patient and
for each policy on the patient’s profile. The button is visible from the Insurance tab on the Patient Ledger, in the Patient Management window and from Pa-
tient’s Insurance Coverage in MaxiChart.

• Maxident > Insurance Tab > Add new Policy – when moving from searching for
the policy in existing policies to adding a new policy based on Policy Number
searched, we changed the Insurance Manager to bring the policy
number searched for into the new policy automatically, instead of requiring
it to be reentered.

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

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

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

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

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

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

Reports and Printouts

Administrative Reports

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

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

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

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

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

Bulk Payment Operation
• Added the ability to write an Invoice Note during the Bulk Payment Operation.
You can now click on the Invoice Note field for any invoice on the patient’s
ledger to add a note. Also, at the start of a Bulk Payment Operation, a note can
be entered to save on all invoices where a payment is applied.
• Maxident > Bulk Payment – added the ability to perform a Charge Redistribution
during a Bulk Payment operation. While completing a Bulk Payment entry, if a
Charge Redistribution is required on an invoice, simply press and hold CTRL
then left-click anywhere on that Invoice line to perform a Charge Redistribution
while your Bulk Payment is still in progress. Once the Charge Redistribution is
complete, continue with your Bulk Payment operation.

Confirmation Labels

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

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

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

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

Close Day/Close Month/Close Year

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

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

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

Miscellaneous

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

 

Booking Over a Cancelled Appointment
• MaxiPlanner > booking over a Cancelled Appointment – found that if the
Program Option to Allow booking over “soft” appointments was not selected,
could still book over and it created an Overlapping Appointment. Fixed to allow
booking over a soft appointment only when the option is selected and the
Appointment Status is “soft”.

Unscheduled Appointments
• MaxiPlanner > Unscheduled Appointment window > Date sort is incorrect –
fixed the date sort to read the date properly no matter the order format. The
date was read properly in a MM-DD-YYYY format but not in a DD-MM-YYYY
format or others.

Provider View
• In the Provider View, the user was not able to book an appointment on top of a
Cancelled Appointment, when clicked, it opened to edit the existing Cancelled Appointment. Fixed to open a new Appointment when the existing Appoint-
ment is Cancelled.

Management Screens

Insurance Manager
• Insurance Manager > Insurance Company Phone numbers – was unable to
delete. Fixed to allow deletion of phone number from the Insurance Company.
Insurance Companies and Policies
• Manage > Insurance Companies and Policies > Insurance Company > Add New
Insurance Company – found an error adding new insurance company. Issue
affected specific Postgres database offices and was fixed via application of a
script. If required for your office please reach out to your Account Manager/ Support Tech for assistance.

Patient Ledger and Accounting Operations

Find Patient
• Searching patient by phone number in Standard Find – fixed the error message
to include information on functional search criteria while still allowing the
creation of a new patient.

Account or Treatment History
• Patient Ledger > History > Account History or Treatment History – printout was
found to have the incorrect name for the patient’s information being printed.
Corrected to print the proper name for each patient for each history entry.

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

Treatment Plan Manager

• PreAuthorization tab was listing primary insurance policy companies as “Unde-
fined” instead of by name and missing second company information complete-
ly when the Treatment Plan was created from MaxiChart. Fixed to show proper insurance company names and both insurance policies for patients.
• Maxident > Treatment Plan Manager > Show Deleted Treatment Plans – fixed a
defect that caused any deleted Treatment Plans for the patient to not appear
when “Show Deleted Treatment Plans” was selected.

Scanner
• Patient Ledger > Document Manager > Scanner > “Add PDF from Scanner” –
fixed to work again as it stopped working properly to add a PDF directly from
the Scanner.

Payment History
• Patient Ledger > History > Payment History – found a concern with the display.
Fixed to properly display the selected patient/family Payment History.

Referral Form for Current Patient
• Patient Ledger > Reports > Referral Form for Current Patient – found that the Referral Form was not correctly creating a second page when there was addi-
tional text in Condition or Treatment. Updated to properly create a second page when additional text is entered on these or the Relevant History fields.

Receipt History
• Maxident > Patient Ledger > Receipt History – found that on occasion there
were duplicate records produced which caused errors in printing the Receipt
History for some patients. Fixed errors that caused the duplication. There was
no corruption of the data, merely a duplication.

Reports and Printouts

Patient Listing Report
• Reports > General Reports > Listings > Patient Listing Report – fixed Next
Appointment Date in the Settings > Patient Information > Next Appt Date, to
work properly. Also improved MaxiPlanner indexing of Appointments to be
more efficient.

Claim Forms
• Claim Forms > Nova Scotia Claim Form was printing with wrong provider’s
unique ID when an alternate provider was listed as Billing Provider for that day.
Fixed to pull correct provider’s unique ID regardless of which provider is listed as Billing provider for current day’s treatment.

Email Statements
• Operations > Email Statements > “Preview Patient List/Edit Footnotes” >
updates to notes were not saving. Fixed to update the patient Statement
Footnotes from this window to save on the Administrative Tab > Statement
Footnote section as it did previously.

Procedures Itemized by Billing Provider or by Treatment Provider
• General Reports > Production > Procedures Itemized by Billing Provider or by
Treatment Provider – lab codes were not being reported properly for count
and amount. Fixed to display lab and procedure codes properly for count and
amount charged.

User Defined Recalls
• Maxident > Reports > General Reports > Recalls > User Defined Recalls – report
was showing Last Appointment Date even when last appointment was marked
with status Cancelled. Fixed to display Last Appointment Date as the actual
last appointment and not count Cancelled Appointments.

MaxiForms
• Maxident > Operations > MaxiForms Manager AND Patient > MaxiForms – when
creating a MaxiForm in the MaxiForms Manager, it is essential to use only
unicode characters for items like boxes and regular text. MaxiForms does
not support the use of Wingdings in printouts and that would cause text to be
missing on printout.

Miscellaneous

Maxident operating on a Touch Screen Tablet

• On-Screen keyboard was not coming up when it should’ve been for text win-
dows. Fixed to open the keyboard on-screen with a double tap of the free-form field space if it does not appear immediately. Spaces include Medical Alert on
the Medical Tab, text boxes in the Medical Info, entering Chart Notes, etc.

Insert Image into Email
• Increased the max image size to 1MB.

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

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

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

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

Recall Email Reminders

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

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

MaxiMessenger
• Added flashing to the desktop tray icon when a new message is received.

SMS Monitor

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

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

Reminders Tab

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

Office Manager

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

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

Appointment Book

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

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

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

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

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

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

Management Screens

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

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

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

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

Patient Ledger and Accounting Operations

Insurance Tab
• Patient Ledger > Insurance tab – added a memo field specific to the patient and
for each policy on the patient’s profile. The button is visible from the Insurance tab on the Patient Ledger, in the Patient Management window and from Pa-
tient’s Insurance Coverage in MaxiChart.

• Maxident > Insurance Tab > Add new Policy – when moving from searching for
the policy in existing policies to adding a new policy based on Policy Number
searched, we changed the Insurance Manager to bring the policy
number searched for into the new policy automatically, instead of requiring
it to be reentered.

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

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

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

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

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

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

Reports and Printouts

Administrative Reports

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

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

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

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

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

Bulk Payment Operation
• Added the ability to write an Invoice Note during the Bulk Payment Operation.
You can now click on the Invoice Note field for any invoice on the patient’s
ledger to add a note. Also, at the start of a Bulk Payment Operation, a note can
be entered to save on all invoices where a payment is applied.
• Maxident > Bulk Payment – added the ability to perform a Charge Redistribution
during a Bulk Payment operation. While completing a Bulk Payment entry, if a
Charge Redistribution is required on an invoice, simply press and hold CTRL
then left-click anywhere on that Invoice line to perform a Charge Redistribution
while your Bulk Payment is still in progress. Once the Charge Redistribution is
complete, continue with your Bulk Payment operation.

Confirmation Labels

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

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

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

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

Close Day/Close Month/Close Year

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

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

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

Miscellaneous

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

 

Booking Over a Cancelled Appointment
• MaxiPlanner > booking over a Cancelled Appointment – found that if the
Program Option to Allow booking over “soft” appointments was not selected,
could still book over and it created an Overlapping Appointment. Fixed to allow
booking over a soft appointment only when the option is selected and the
Appointment Status is “soft”.

Unscheduled Appointments
• MaxiPlanner > Unscheduled Appointment window > Date sort is incorrect –
fixed the date sort to read the date properly no matter the order format. The
date was read properly in a MM-DD-YYYY format but not in a DD-MM-YYYY
format or others.

Provider View
• In the Provider View, the user was not able to book an appointment on top of a
Cancelled Appointment, when clicked, it opened to edit the existing Cancelled Appointment. Fixed to open a new Appointment when the existing Appoint-
ment is Cancelled.

Management Screens

Insurance Manager
• Insurance Manager > Insurance Company Phone numbers – was unable to
delete. Fixed to allow deletion of phone number from the Insurance Company.
Insurance Companies and Policies
• Manage > Insurance Companies and Policies > Insurance Company > Add New
Insurance Company – found an error adding new insurance company. Issue
affected specific Postgres database offices and was fixed via application of a
script. If required for your office please reach out to your Account Manager/ Support Tech for assistance.

Patient Ledger and Accounting Operations

Find Patient
• Searching patient by phone number in Standard Find – fixed the error message
to include information on functional search criteria while still allowing the
creation of a new patient.

Account or Treatment History
• Patient Ledger > History > Account History or Treatment History – printout was
found to have the incorrect name for the patient’s information being printed.
Corrected to print the proper name for each patient for each history entry.

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

Treatment Plan Manager

• PreAuthorization tab was listing primary insurance policy companies as “Unde-
fined” instead of by name and missing second company information complete-
ly when the Treatment Plan was created from MaxiChart. Fixed to show proper insurance company names and both insurance policies for patients.
• Maxident > Treatment Plan Manager > Show Deleted Treatment Plans – fixed a
defect that caused any deleted Treatment Plans for the patient to not appear
when “Show Deleted Treatment Plans” was selected.

Scanner
• Patient Ledger > Document Manager > Scanner > “Add PDF from Scanner” –
fixed to work again as it stopped working properly to add a PDF directly from
the Scanner.

Payment History
• Patient Ledger > History > Payment History – found a concern with the display.
Fixed to properly display the selected patient/family Payment History.

Referral Form for Current Patient
• Patient Ledger > Reports > Referral Form for Current Patient – found that the Referral Form was not correctly creating a second page when there was addi-
tional text in Condition or Treatment. Updated to properly create a second page when additional text is entered on these or the Relevant History fields.

Receipt History
• Maxident > Patient Ledger > Receipt History – found that on occasion there
were duplicate records produced which caused errors in printing the Receipt
History for some patients. Fixed errors that caused the duplication. There was
no corruption of the data, merely a duplication.

Reports and Printouts

Patient Listing Report
• Reports > General Reports > Listings > Patient Listing Report – fixed Next
Appointment Date in the Settings > Patient Information > Next Appt Date, to
work properly. Also improved MaxiPlanner indexing of Appointments to be
more efficient.

Claim Forms
• Claim Forms > Nova Scotia Claim Form was printing with wrong provider’s
unique ID when an alternate provider was listed as Billing Provider for that day.
Fixed to pull correct provider’s unique ID regardless of which provider is listed as Billing provider for current day’s treatment.

Email Statements
• Operations > Email Statements > “Preview Patient List/Edit Footnotes” >
updates to notes were not saving. Fixed to update the patient Statement
Footnotes from this window to save on the Administrative Tab > Statement
Footnote section as it did previously.

Procedures Itemized by Billing Provider or by Treatment Provider
• General Reports > Production > Procedures Itemized by Billing Provider or by
Treatment Provider – lab codes were not being reported properly for count
and amount. Fixed to display lab and procedure codes properly for count and
amount charged.

User Defined Recalls
• Maxident > Reports > General Reports > Recalls > User Defined Recalls – report
was showing Last Appointment Date even when last appointment was marked
with status Cancelled. Fixed to display Last Appointment Date as the actual
last appointment and not count Cancelled Appointments.

MaxiForms
• Maxident > Operations > MaxiForms Manager AND Patient > MaxiForms – when
creating a MaxiForm in the MaxiForms Manager, it is essential to use only
unicode characters for items like boxes and regular text. MaxiForms does
not support the use of Wingdings in printouts and that would cause text to be
missing on printout.

Miscellaneous

Maxident operating on a Touch Screen Tablet

• On-Screen keyboard was not coming up when it should’ve been for text win-
dows. Fixed to open the keyboard on-screen with a double tap of the free-form field space if it does not appear immediately. Spaces include Medical Alert on
the Medical Tab, text boxes in the Medical Info, entering Chart Notes, etc.

User Preferences

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

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

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

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

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

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

Notes Overview

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

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

Insert Image into Email
• Increased the max image size to 1MB.

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

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

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

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

Recall Email Reminders

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

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

MaxiMessenger
• Added flashing to the desktop tray icon when a new message is received.

SMS Monitor

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

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

Reminders Tab

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

Combined

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

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

Appointment Book

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

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

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

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

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

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

Management Screens

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

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

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

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

Patient Ledger and Accounting Operations

Insurance Tab
• Patient Ledger > Insurance tab – added a memo field specific to the patient and
for each policy on the patient’s profile. The button is visible from the Insurance tab on the Patient Ledger, in the Patient Management window and from Pa-
tient’s Insurance Coverage in MaxiChart.

• Maxident > Insurance Tab > Add new Policy – when moving from searching for
the policy in existing policies to adding a new policy based on Policy Number
searched, we changed the Insurance Manager to bring the policy
number searched for into the new policy automatically, instead of requiring
it to be reentered.

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

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

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

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

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

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

Reports and Printouts

Administrative Reports

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

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

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

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

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

Bulk Payment Operation
• Added the ability to write an Invoice Note during the Bulk Payment Operation.
You can now click on the Invoice Note field for any invoice on the patient’s
ledger to add a note. Also, at the start of a Bulk Payment Operation, a note can
be entered to save on all invoices where a payment is applied.
• Maxident > Bulk Payment – added the ability to perform a Charge Redistribution
during a Bulk Payment operation. While completing a Bulk Payment entry, if a
Charge Redistribution is required on an invoice, simply press and hold CTRL
then left-click anywhere on that Invoice line to perform a Charge Redistribution
while your Bulk Payment is still in progress. Once the Charge Redistribution is
complete, continue with your Bulk Payment operation.

Confirmation Labels

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

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

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

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

Close Day/Close Month/Close Year

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

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

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

Miscellaneous

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

 

Booking Over a Cancelled Appointment
• MaxiPlanner > booking over a Cancelled Appointment – found that if the
Program Option to Allow booking over “soft” appointments was not selected,
could still book over and it created an Overlapping Appointment. Fixed to allow
booking over a soft appointment only when the option is selected and the
Appointment Status is “soft”.

Unscheduled Appointments
• MaxiPlanner > Unscheduled Appointment window > Date sort is incorrect –
fixed the date sort to read the date properly no matter the order format. The
date was read properly in a MM-DD-YYYY format but not in a DD-MM-YYYY
format or others.

Provider View
• In the Provider View, the user was not able to book an appointment on top of a
Cancelled Appointment, when clicked, it opened to edit the existing Cancelled Appointment. Fixed to open a new Appointment when the existing Appoint-
ment is Cancelled.

Management Screens

Insurance Manager
• Insurance Manager > Insurance Company Phone numbers – was unable to
delete. Fixed to allow deletion of phone number from the Insurance Company.
Insurance Companies and Policies
• Manage > Insurance Companies and Policies > Insurance Company > Add New
Insurance Company – found an error adding new insurance company. Issue
affected specific Postgres database offices and was fixed via application of a
script. If required for your office please reach out to your Account Manager/ Support Tech for assistance.

Patient Ledger and Accounting Operations

Find Patient
• Searching patient by phone number in Standard Find – fixed the error message
to include information on functional search criteria while still allowing the
creation of a new patient.

Account or Treatment History
• Patient Ledger > History > Account History or Treatment History – printout was
found to have the incorrect name for the patient’s information being printed.
Corrected to print the proper name for each patient for each history entry.

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

Treatment Plan Manager

• PreAuthorization tab was listing primary insurance policy companies as “Unde-
fined” instead of by name and missing second company information complete-
ly when the Treatment Plan was created from MaxiChart. Fixed to show proper insurance company names and both insurance policies for patients.
• Maxident > Treatment Plan Manager > Show Deleted Treatment Plans – fixed a
defect that caused any deleted Treatment Plans for the patient to not appear
when “Show Deleted Treatment Plans” was selected.

Scanner
• Patient Ledger > Document Manager > Scanner > “Add PDF from Scanner” –
fixed to work again as it stopped working properly to add a PDF directly from
the Scanner.

Payment History
• Patient Ledger > History > Payment History – found a concern with the display.
Fixed to properly display the selected patient/family Payment History.

Referral Form for Current Patient
• Patient Ledger > Reports > Referral Form for Current Patient – found that the Referral Form was not correctly creating a second page when there was addi-
tional text in Condition or Treatment. Updated to properly create a second page when additional text is entered on these or the Relevant History fields.

Receipt History
• Maxident > Patient Ledger > Receipt History – found that on occasion there
were duplicate records produced which caused errors in printing the Receipt
History for some patients. Fixed errors that caused the duplication. There was
no corruption of the data, merely a duplication.

Reports and Printouts

Patient Listing Report
• Reports > General Reports > Listings > Patient Listing Report – fixed Next
Appointment Date in the Settings > Patient Information > Next Appt Date, to
work properly. Also improved MaxiPlanner indexing of Appointments to be
more efficient.

Claim Forms
• Claim Forms > Nova Scotia Claim Form was printing with wrong provider’s
unique ID when an alternate provider was listed as Billing Provider for that day.
Fixed to pull correct provider’s unique ID regardless of which provider is listed as Billing provider for current day’s treatment.

Email Statements
• Operations > Email Statements > “Preview Patient List/Edit Footnotes” >
updates to notes were not saving. Fixed to update the patient Statement
Footnotes from this window to save on the Administrative Tab > Statement
Footnote section as it did previously.

Procedures Itemized by Billing Provider or by Treatment Provider
• General Reports > Production > Procedures Itemized by Billing Provider or by
Treatment Provider – lab codes were not being reported properly for count
and amount. Fixed to display lab and procedure codes properly for count and
amount charged.

User Defined Recalls
• Maxident > Reports > General Reports > Recalls > User Defined Recalls – report
was showing Last Appointment Date even when last appointment was marked
with status Cancelled. Fixed to display Last Appointment Date as the actual
last appointment and not count Cancelled Appointments.

MaxiForms
• Maxident > Operations > MaxiForms Manager AND Patient > MaxiForms – when
creating a MaxiForm in the MaxiForms Manager, it is essential to use only
unicode characters for items like boxes and regular text. MaxiForms does
not support the use of Wingdings in printouts and that would cause text to be
missing on printout.

Miscellaneous

Maxident operating on a Touch Screen Tablet

• On-Screen keyboard was not coming up when it should’ve been for text win-
dows. Fixed to open the keyboard on-screen with a double tap of the free-form field space if it does not appear immediately. Spaces include Medical Alert on
the Medical Tab, text boxes in the Medical Info, entering Chart Notes, etc.

User Preferences

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

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

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

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

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

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

Notes Overview

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

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

Insert Image into Email
• Increased the max image size to 1MB.

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

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

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

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

Recall Email Reminders

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

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

MaxiMessenger
• Added flashing to the desktop tray icon when a new message is received.

SMS Monitor

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

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

Reminders Tab

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