The 10.34 Release is here! Discover the latest enhancements and features designed to improve your experience.
Top Highlights of 10.34
- Protect financial data with the newly introduced automated financial lockout (Close Out) that automatically processes a lockout for transactions after a set period of time.
- Practices can now add recurring breaks to a provider's schedule and manage schedules for specific dates directly from the Scheduler.
- Experience a completely revamped Patient Tracker designed to give you greater control and visibility into patient flow, with new features like the Upcoming Arrivals chip.
- Past procedures and conditions on extracted or missing teeth now stay hidden on the Chart for a clean and clutter-free view.
- Convert Google searches to confirmed appointments through your practice's Google Business Profile using the new Reserve with Google integration within CareStack.
- You can now set unique default Treatment Plan Agreements for each practice location.
- Easily track unscheduled and upcoming treatments with the new Treatment Tracker Report.
- New quick link options like Yesterday, Day Before Yesterday, and End of Previous Month have been added to the Aging Report, Credit Balance, and Production and Collection reports, with the Previous Month option made available across reports.
- Leverage the all-new Location Assignment Module to assign or restrict templates and production types across locations.
10.34 comes with even more improvements; read on to explore everything that's new!
1. Enhanced Patient Tracker for Better Appointment Status Management 
We have completely revamped the Patient Tracker to give you more control and visibility over your patient flow.
a. Use the brand-new Patient Tracker Compressed View to see a quick overview of patients under an appointment status displayed across the system. Appointment Status chips will be displayed at the top for easy access.
b. You can enable or disable the new Display Patient Tracker Compressed View toggle in User Settings.
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In the Tracker Settings tab under Practice Settings → Patient Tracker, you can now configure the Patient Tracker Compressed View by selecting the exact Statuses you want to display.
- The order of the status chips displayed at the top is determined by the order configured in Practice Settings → Scheduler → Appointment Status.
The Upcoming Arrivals chip helps you track expected patient arrivals by automatically grouping all appointments that have a configured Pre-Arrival Status.
Pre-Arrival Statuses can be grouped using the Appointment Status Group option under Practice Settings → Scheduler → General Settings.
Note: As part of this feature release, this configuration is automatically set up for your practice. No immediate action is required, but you can review and adjust them anytime if your workflow changes.
- Clicking a Status chip shows detailed appointment cards, organised by appointment time, along with Pending Actions.
- A visual indicator appears on the status chip when a threshold is exceeded, automatically prioritising these appointments at the top of your list.
Users can effortlessly change a patient's status by simply dragging and dropping their appointment card to the intended status.
On clicking an appointment card, you can take relevant actions, which upon selection will guide you to the relevant action page.
c. Clicking the Patient Tracker icon opens the Patient Tracker Expanded View, where you can view and filter appointments by ‘Upcoming Arrivals’, ‘In Practice’, and ‘Checked Out’, while retaining all functionalities available in the Patient Tracker Compressed View.
2. Add Breaks within Provider’s Schedules 
a. You can now add break times to a Provider’s Schedule directly from the Provider Availability setting, eliminating the need to block slots for breaks on the Scheduler.
- Break hours will appear as non-working hours in the Scheduler.
- It will be excluded from Find Slot and the Online Appointment Portal.
- It will be excluded from the Appointment Analysis Report.
3. Ability to Edit Provider’s Availability from the Scheduler
a. Front Office staff can now mark a provider as unavailable directly from the Scheduler, without heading into the Provider Availability setting. For a specific date, you can quickly edit a provider’s schedule by hovering over the operatory header to manage availability, breaks, start and end times in one place.
- Click the pencil icon next to the provider’s schedule to make edits.
- Making edits via this modal for a particular date will automatically create a date template for that provider against that date, which can be viewed in Production Calendar → Provider Availability.
4. Relocation of Working Hours and Holidays Settings
- The configuration for Working Hours and Holidays has been moved from Location settings and is now permanently accessible under Practice Settings → Scheduler.
5. Distinguish NEO Appointments in the Scheduler
- Easily identify appointments booked through NEO, our in-house AI Voice Bot, as they are now highlighted with a blue border on the Scheduler.
1. Past Conditions and Procedures Now Hidden for Extracted and Missing Teeth in the Chart
a. When a tooth is marked as Extracted or Missing, any previous procedures or conditions associated with it will now stay hidden, making the Chart clean and clutter-free.
- Past conditions or procedures on a tooth will be hidden only once the extraction procedure is complete.
2. Smart Code Logic Now Applies to Existing Treatments
Providers can now make use of CareStack’s Smart Code Logic, which automatically updates a treatment code based on the selected tooth, area or surface when adding an existing treatment code to a patient’s odontogram, enhancing the charting experience. Previously, this feature only applied to planned and completed treatments.
3. Default Treatment Plan Agreements by Location
a. Multi-location practices can now set a unique default Treatment Plan Agreement for each location, replacing the existing account-wide agreement. This eliminates the need to manually select templates, ensuring consistent documentation across all locations.
To set it up, navigate to Practice Settings → Locations → Print Settings and toggle the default from Account to Location. Simply select your preferred agreement from the list and click Save.
4. Mandatory Location Selection for Treatment Plans
a. When you create a new Treatment Plan, you will be asked to choose a Treatment Location. This helps ensure the plan is linked to the correct location where the treatment plan will be used. For convenience, the location automatically defaults to the one you are currently logged into for both new plans and predefined templates.
You can Edit the plan to update earlier treatments and select a Presented Location for accurate tracking.
5. Enhanced Visibility for Treatment Plans in the Chart
The Tx. Plans tab in the Chart is now optimised to accommodate and view more codes, providing an enhanced user experience.
6. Care Note and Addendum Attribution
a. Care Notes are now correctly attributed: when a note is finalised, the system shows the user who finalised it and the provider it was finalised for.
b. Similarly, an Addendum to a finalised note includes proper attribution, indicating who added it and for which provider. This ensures accurate tracking of note and addendum ownership.
1. ‘Mark as Unread’ Feature Added to Text Messages
Practices can now mark recent text messages from existing patients in the Communication Hub as unread using the ‘Mark as Unread’ option.
2. Search Phone Numbers with Zero
Previously, searching globally for phone numbers that began with ‘0’ returned no results, even when the contact existed in the system. This has now been improved. Users can search using phone numbers exactly as they appear, including those starting with ‘0’, and the system will return the correct results. This makes searching easier, as users often start searches with ‘0’. To align with this behaviour, we have introduced this feature.
3. Send Emails without a Configured Mailbox
You can now send emails even if the location has no configured mailbox, with clear visibility into which email ID is used, to avoid confusion or blocked workflows.
4. Enhanced Duplicate Patient Check
a. The Duplicate Patient Check feature has been improved to maintain accurate records and streamline patient creation workflows.
When adding a new patient or non-patient, you will instantly be alerted within the modal if a match is found based on the first name, last name and date of birth.
b. Click View to display similar records. From there, you can choose to:
- Skip the match and create a new patient.
- Book an appointment for the selected patient. For non patients, you can convert them to patients.
- Access the Patient Overview of the selected patient.
1. Enhancements to Online Appointment List
a. You can now click the Preferred Time on your Online Appointment to view its specific slot in the scheduler. This applies to both scheduled and requested appointments, and you can still use ‘View in Scheduler’ from the three-dot menu.
b. Patient names are now clickable for directly scheduled and requested online appointments, allowing quick access to patient details through the patient snapshot. For requested appointments, only existing patients are clickable, as new patients are created after booking.
c. The Online Appointment Messages section now makes managing requests easier. Users can filter messages by Received Time or Preferred Appointment Time (earliest or within a date range) to quickly prioritise follow-ups. Additionally, a new Patient Category column indicates whether the requester is a new or existing patient, eliminating the need for manual checks.
2. Quickly Navigate to the Relevant Treatment Plan from Notifications
Users can now click the Treatment Plan notification, which will redirect them directly to the specific treatment plan that was signed or rejected from the Patient Portal.
3. Enhanced Document Processing
a. We have upgraded the way Documents are saved to keep you moving faster. You can now continue working in the system while larger files process in the background.
- Smaller files will pop open in a new tab instantly for quick printing or downloading.
- If a document takes longer than 3 seconds, it will continue to process in a separate tab so you can navigate the system and finish other tasks immediately.
- When a large file is finished, a notification will pop up: ‘<Document_Name> of <Patient_Name> is now available.’
- On the Patient Documents page, you will see files marked as ‘Processing’ until they are completed.
4. Direct Appointment Booking via Your Practice’s Google Business Profile
a. Convert Google searches directly into confirmed appointments! CareStack’s brand new Reserve with Google integration allows customers to book an appointment straight from your practice location’s Google Business Profile (GBP), leading them right into your online appointment portal.
Appointments are booked securely within CareStack, ensuring no patient data is shared with Google.
Note: Reach out to support.aus@carestack.com to enable the Reserve with Google integration for your practice.
5. Control Sharing of Forms and Letters to the Patient Portal
a. You can now prevent incomplete forms and letters requiring patient signatures from being automatically shared to the Patient Portal by enabling the newly added Form setting. This gives you more control and ensures documents are not shared with patients before they are finalised.
When enabled, practices can manually share documents to the Patient Portal from the Patient Documents page.
6. Enhanced Print Consistency for Forms and Letters
- Print formatting for ‘Forms’ and ‘Letters’ has improved, ensuring styles and fonts applied to a form or letter remain intact during printing or extracting as a PDF file, making prints more reliable and consistent.
1. Automated Financial Lockout with Enhanced Permissions
a. Introducing Automated Financial Lockout (Close Out), to enhance financial data protection for practices by automatically processing a lockout for receipts and codes after a set period of time. This can be configured at the account level, and users with sufficient permissions can override it.
When overridden, users can manually finalise receipts and codes as usual.
b. Specific roles can edit or check out procedure codes during the close out by enabling permissions found under Practice Settings → Administration → Profiles → Manage Permissions.
c. The permission for Override Pending Close Out has been separated from the Finalise/Reject Close Out permission. This change enables users to take action on a close out without needing to finalise or reject it.
2. Apply Adjustment Amount Proportionally Across Codes
Previously, only percentage-based adjustments could be distributed evenly. Now, you can use the Distribute Proportionally option to apply amount-based adjustments across multiple treatment codes, ensuring they are evenly allocated even when treatments involve multiple providers.
3. Invoice Branding Now Reflects Treatment Location
Invoice Branding is now linked to the location where the treatment was originally performed, rather than the user’s checked-in location, ensuring clarity during printing.
4. Enhancements to Transaction Charges
a. You can now edit Transaction Charges directly on the Add New Payment/Adj. page.
b. Transaction Charges in the receipt will now be proportionally applied to selected procedure codes based on available unapplied credits, ensuring consistent allocation. Users also have the ability to edit these charges directly within the receipt.
c. A new Transaction Charges tab has been added to the receipt pop-up, allowing users actions such as View, Edit, and Reverse.
1. Explore the Treatment Tracker Report
Use the Treatment Tracker Report to view all treatments for patients who have checked out within a selected date range. It helps you follow up on unscheduled treatments and plan upcoming treatments more effectively.
2. New Quick Links Added to Reports
a. We have brought the Previous Month quick link across reports to enable easy selection of the last calendar month and for use in saved filters.
b. Quick link options such as Yesterday, Day Before Yesterday, and End of Previous Month have been added to the Aging, Credit Balance, and Production and Collection Reports, with saved filters automatically updating each time the report is generated.
3. Enhanced Hygiene Visit Tracking in Insights
The tracking of hygiene visits on the Performance dashboard has been improved. Users can now configure and choose whether hygiene visits are determined by codes or production types within the Insights Settings. Previously, hygiene visits could only be defined based on selected hygiene codes.
1. Location Assignment and Visibility Control
a. Enhance operational efficiency in your practice with the new ‘Location Assignment’ settings, accessible via Practice Settings → Locations.
- You can now assign specific Templates and Production Types to relevant locations, thereby reducing clutter.
- Users will only be able to view the assigned items from their allowed locations.
2. Enhanced Provider Dashboard for Better Performance Tracking
a. The Provider Dashboard now offers a more comprehensive view of provider performance with these key updates:
- Easily view essential metrics in the Provider Snapshot, like lab costs within a selected date range and production volume by production type at a glance.
- Gain insights into production opportunities and unscheduled productions and track monthly production goals (achieved vs. remaining) to aid in planning, all from the Forecast section.
- The Invoices and Payments section now includes invoice summaries and metrics displaying adjustments applied against a provider, helping practices track revenue effectively.
Check out the latest updates in 10.34 and share your feedback. We can’t wait to hear what you think!