The 10.36 Release is here! Discover the latest enhancements and features designed to improve your experience.
Top Highlights of 10.36
- Introducing the CS Mobile App, designed to help providers stay connected and informed anytime, anywhere.
- Practices can now automatically track Google Ads performance through conversions from Online Appointments, helping maximise reach and return on every dollar spent.
- You can now tag providers to receipts for all Payments to ensure accurate income allocation and collection based reporting.
- Map your practice’s custom procedure codes to standard ADA codes to streamline claims submissions via HICAPS.
- Introducing Internal Referrals to refer a patient to an in-house provider, helping track revenue from the referral with ease.
- Easily track how early or late a patient arrives for their appointment using the new 'Early' and 'Late' indicators on the Appointment tile, Dashboard, and Patient Tracker.
- Payment Plans now offer more flexibility, allowing multiple split payments for an instalment, linking multiple receipts to it, or paying multiple instalments with a single receipt.
- Filtering by Appointment Flag is now supported in the Appointments By User and Appointments By Provider Reports, as well as in the Opportunity Miner.
- Front Office staff can now quickly see the last performed date for exams, imaging, and hygiene services in the Clinical Summary.
10.36 comes with even more improvements; read on to explore everything that's new!
With the all-new CS Mobile App, providers can now easily manage daily schedules, access patient information, manage availability by blocking slots, and communicate with patients, all from their mobile devices.
- Gain instant visibility into daily appointments and easy access to patient information.
- Enjoy efficient management with both List and Calendar views in the Scheduler.
- Providers can now easily block slots directly from the Calendar View.
- Access critical patient details, medical alerts, and treatment history directly from the Patient Overview.
- Providers can initiate communications (Call, Email, or Chat) right from the patient details page.
- Stay connected with patients using IRIS, which aggregates all patient conversations and helps start new chats directly for faster communication.
Get the app and start your journey! Now available on the App Store and Google Play Store.
1. Easily Track Early or Late Patient Arrivals 
a. Practices can now track early or late arrivals of a patient using the ‘Early’ and ‘Late’ indicators, which show the duration of how early or late a patient was for their appointment.
- The Early Indicator shows the duration when the patient’s appointment status changes from a Pre-arrival status to an In Practice status before their appointment time.
- The Late Indicator shows the duration when the patient’s appointment status changes from a Pre-arrival status to an In Practice status after their appointment time.
b. Early and Late indicators can be added to the appointment tile and also be viewed on the Dashboard and both the Expanded and Compressed views of the Patient Tracker.
1. Map Procedure Codes to Standard ADA Codes
You can now map your practice’s custom procedure codes to standard ADA codes (e.g., 012.A can be mapped to 012) using the new ‘Code in Claims’ field for smoother HICAPS claim submissions.
2. Patient DOB Now Included on PBS Prescriptions
The PBS Print now includes the patient’s Date of Birth (DOB) to meet pharmacy requirements and avoid rejections from pharmacies that mandate DOB on prescriptions.
3. Extraction Draw Types Are Now Unified
a. The Draw Type for all Extractions (planned, existing, or completed treatment, as well as extracted condition) now displays an X over the tooth.
Once an extraction is completed, the tooth will be hidden from the Odontogram.
4. Easily Identify When Key Clinical Services Were Last Performed
a. Front Office staff can now easily see the last performed date for exams, imaging and hygiene services in the Clinical Summary.
Use the 'View Codes' option next to a clinical service to view the codes mapped to it.
5. Improved Representation for Supernumerary Tooth Extractions
a. Supernumerary tooth extractions are now shown with a smaller extraction draw type next to the main tooth, ensuring the main tooth remains visible on the Odontogram.
Planned supernumerary tooth extractions are shown on a smaller tooth adjacent to the main tooth.
6. New Filling Material: Glass Ionomer Cement (GIC)
Users can now select (GIC) Glass Ionomer Cement as a material for Filling Procedure Codes.
Note: When charted, GIC fillings will be shown using a cross-hatch draw type by default. This can be changed in Practice Settings → Clinical → Materials.
7. Easily Drag and Drop Treatments within a Treatment Plan Template
Easily move treatments between phases in a Treatment Plan Template using drag and drop, so you no longer need to delete and re-add them.
8. Phase Duration Retained When Booking Appointments for Treatment Phases
When booking appointments for Treatment Plan Phases with assigned times from the Treatment Plan Board or while adding them to the Clipboard, the appointment duration will be pre-populated based on the phase duration.
1. Google Analytics Integration for Online Appointment Portal
We have launched the Google Analytics and Google Ads integration for your online appointment portal, giving you full visibility into how patients find and book online appointments.
Step 1: Set Up Google Analytics
Step 2: Integrate Google Analytics into Your Online Appointment Portal
Step 3: Add Tracking Parameters (UTM Tags)
Step 4: Monitor Events and Mark Key Conversions
Step 5: Link Google Ads for Optimisation
With this update, you can:
- Track where bookings originate utilising the UTM parameters (Google Ads, social, email, etc.).
- Measure which campaigns drive real appointments.
- Automatically optimise Google Ads using conversion data.
Less guesswork. More booked appointments!
1. Multiple and Split Receipt Linking in Payment Plans
a. Payment Plan instalments no longer need to match the exact receipt amount. Multiple receipts can be linked to a single instalment, even if the individual amounts do not match the instalment total.
b. Users can now link existing receipts with a remaining balance to a Payment Plan instalment.
c. If a linked receipt’s amount exceeds the instalment total, the remaining balance can be linked to future instalments.
2. Tag Providers to Receipts
a. You can now tag providers to receipts for all Payments, Payment Plans, and Text-to-Pay requests. This ensures accurate income allocation and enables detailed, collection based reporting.
Provider Tagging can be enabled under Practice Settings → Payments & Billing → General → Others in the new ‘Provider Tagging to Receipts’ section.
Note: This feature will not be enabled by default.
b. If the provider tagged to the selected receipt does not match the provider tagged to the selected codes, a warning will appear that informs users of the available actions.
This feature can be enabled by setting the Enable warning while making a provider transfer of receipt for advanced payments setting to Yes.
c. A new Provider column has been added across the Payments and the Unapplied Credit Receipts grids, allowing you to view and filter receipts by provider.
3. Map HICAPS Merchant IDs to Providers
a. You can now map HICAPS Merchant IDs to Providers so payments made to them are automatically reflected in their accounts.
This can be configured under Payments & Billing → Services → Payment Services → HICAPS.
Note: This feature is available only when Provider Tagging to Receipts is enabled.
1. Refer Patients Within Your Practice Using Internal Referrals
a. You can now refer patients internally using the new ‘Internal Referral’ option in the Refer Out slide-out.
- Send internal referrals instantly using Quick Send Referral, with no extra steps.
b. The Referral Tracker and Referral Hub now include a ‘Referral Type’ column to distinguish between Internal and External Referrals.
c. You can also generate the ‘Refer Out (Internal Referrals)’ reports in Operational Reports.
1. Introducing the Refer Out (Internal Referrals) Report
Users can generate Summary or Detail View reports for Internal Referrals, which you can filter by provider, location, and date range, and also view Patient Referrals with Accepted, Proposed, and Presented Production values.
2. Filter Reports By Appointment Flags
A new Appointment Flag filter is now available in the Appointments By User and Appointments By Provider Reports and in the Opportunity Miner when the Appointments category is selected.
3. Impacts of Provider Tagging to Receipts Across Reports
With the introduction of the Provider Tagging to Receipts feature, collection based reports will include the following updates:
a. A Receipt Provider filter and column have been added to the Income Allocation and Payment Log Reports.
b. The Income Allocation View of the Income Allocation Report has been enhanced with two new columns: 'Payments' and 'Allocated Payments.' These display the total payments and allocated payments, respectively, that are associated with the provider.
c. The Advance Payments and Allocated Advance Payments Views of the Income Allocation Report have now been amended to Payments and Allocated Payments Views respectively, allowing you to drill down into all payments tagged against a provider.
You can also filter these views by Payment Category, Payment Type and Payment Method.
4. Enhancements to the Production and Collection Report
a. Introduced two new columns in the Production and Collection Report: Refunds and Membership Credits.
b. Net Collection is calculated as: Gross Collection + Collection Adjustments − Refunds − Membership Credits.
Check out the latest updates in 10.36 and share your feedback. We can’t wait to hear what you think!