10.21 Release Features – CareStack

CareStack is excited to announce the release of 10.21, packed with new features and enhancements designed to make your practice more efficient and user-friendly. This release delivers significant enhancements across Front-Office, Clinical, Revenue Cycle Management, Reporting, and Patient Services & Engagement.

You can now customise how patient names appear in the Scheduler for a more tailored experience. The Production Type settings have been refined for a sleeker design, reducing scrolling and providing a more compact, user-friendly view. Additionally, the Treatment Planner now supports special characters in naming phases, offering more flexibility.

Introducing the all-new Sterilisation feature, a vital tool for dental practices, allowing seamless management of sterilisation records, serial number tracking, and custom barcode generation, among other key benefits, to enhance efficiency.

To top it off, the Treatment Section now ensures consistency between Office Mode and the Patient Portal, so users can easily access, sign off, or reject treatment plans. Other exciting updates include the ability to print medication details quickly with the Global Print feature, a smoother Manage Permissions layout for quicker navigation, and an easier way to filter and view completed and incomplete documents.

What’s more, we’re rolling out Membership Plans to offer flexible payment options for patients. Plus, the all-new Patient Time Tracker report lets you monitor patient status with detailed time logs and easy report generation.

10.21 is here to supercharge your practice, elevate efficiency, and enhance the user experience like never before.

Front Office

1. Appointment Tile

Easily customise how patient names appear in the Scheduler. Users can choose to display the patient's First Name, First & Last Name with Patient ID, or Full Name with Patient ID (including Middle Name, Suffix, and Prefix). This update also applies to the scheduler printout.

2. Appointments/Block Slot

To improve clarity, inactive providers now appear at the bottom of the provider list in the Appointment Details section, labelled as Inactive and will be unselectable. This also applies to Block Slots during provider selection.

3. Production Calendar

When you ‘Mark as Unavailable’ a provider in the Production Calendar, the operatory will be automatically set to unavailable, regardless of existing appointments.
A warning modal will alert users that selecting ‘Mark as Unavailable’ impacts scheduled appointments and prompts them to reschedule.

4. Production Types

The slimmer layout for Production Types in practice settings reduces scrolling while showcasing more types.

Clinical

1. Sterilisation

The all-new Sterilisation feature ensures that all items intended for patient use are sterilised in cycles, providing full traceability by tracking via a serial number.

Watch this tutorial to learn all about sterilisation cycles.

Maintain a log of items used against each individual patient.
Track the usage across all patients within an account.
Add and manage records of preferred sterilisation devices at the location level.
Generate and print barcodes.

Watch this tutorial to learn how to track item usage against all patients.

2. Treatment Planner

Renaming a Treatment Phase can now include a mix of alphanumeric and special characters.

3. Perio Chart

The selected toggle option for Show Lingual Teeth remains preserved even during login or logout, ensuring your preference is retained seamlessly.

Watch this tutorial for a detailed overview.

RCM

1. CS Membership

Introducing the CS Membership Portal, designed to help practices offer patients alternative payment options and loyalty incentives, particularly for those without dental insurance. These plans aim to improve patient retention, boost case acceptance, and ensure a steady cash flow for the practice.

Key benefits include:

Automated plan management and discount automation to eliminate manual tasks associated with in-house membership plans.
Comprehensive workflows to create and manage subscriber plans efficiently.
Graphical data representation for actionable insights, facilitating deeper exploration for outreach marketing.
Simplified analysis and monitoring of practice-wide subscriber plans over time based on detailed data insights.

2. Payment Plan

The auto-debit option now displays the last four digits of the card used, making it easier to track payments in case of failure or patient inquiries. This update applies only to new Payment Plans.

Watch the tutorials on Create or Edit Payment Plans.

Patient Services

1. Medical Alerts

The Medical Alerts pop-up enables users to edit current medications.
With its dual filter tabs: Current and Past managing medications have never been easier. Just change the date to a past one, and you can end a medication right from the pop-up, and no detour to the Medical Alert tab is required.

2. Medical History Form

When adding a new Medical History, users can view existing medications, add new ones, and edit or end current medications.

3. Patient Connect

In Patient Connect, under Treatments, patients can review, reject or sign the treatment plan in the Presented Treatments tab.

4. Patient Portal / Kiosk

The enhanced Medical History Form and Current Medication features are now available in the patient portal and the kiosk. These updates allow for adding and adjusting start and end dates, as well as adding or ending medications. Please note that previously added current medications cannot be deleted.

Patient Engagement

1. Patient Documents

The ‘All’ tab for Documents displays both Incomplete and Completed, with separate tabs for each available alongside for quick filtering.

2. Global Print

Users can print medications using the Global Print feature.

Reporting & Analytics

1. Patient Time Tracker Report

The Patient Time Tracker Report allows you to monitor the duration spent in each status, such as when the patient arrives or is moved to the operatory, providing detailed insights into each phase.

2. Scorecards

The definitions of metrics in Scorecards, such as New Patient % and New Patient Production, have been updated. Previously, only the gross production from the first completed code was considered; now, it includes the gross production from all completed codes.

3. Refer-In Report

New columns such as Age, DOB, and Gross Production have been included to capture key patient information in the detailed view of the Refer-In report.

General

1. Manage Permissions

Search for Permissions using keywords; all matching permissions will be displayed, regardless of profiles.
Users can select all permissions and subheadings under a main heading with a single click and filter results regardless of category.
Copying permissions from one profile at a time allows you to tailor them to specific roles. For example, if a Dental Assistant also takes on Front Office responsibilities, you can copy the Front Office profile and add the relevant Clinical permissions.