What's New in Version 16.2

SoftDent, version 16.2, includes enhancements in the following areas:

CareCredit Integration

The software for CareCredit, the healthcare credit card, is now integrated with SoftDent, enabling you to accept a patient's CareCredit payment in the same manner as any other credit card payment. Now you can offer patients the opportunity to apply for a CareCredit account, present financing options to the patient, take CareCredit payments, or make refunds from inside SoftDent windows you use every day.

Changes to Reports

Two reports--Transactions for a Period and the Treatment Plan Detailed Report--now have customized CareCredit versions. In addition, the Daysheet now includes a separate page for CareCredit transactions, and the deposit slip also has a separate CareCredit page.

See Using CareCredit for more information.

One-Time-Use Credit Card Insurance Payments

You can now apply an insurance payment to a claim using a one-time-use credit card, which some insurance companies are providing for payments.

New Credit Card Insurance Payment Codes

The following codes have been added to the ADA/Transaction Code list for new offices (or offices who have not renamed codes):

• 11.93 MasterCard Insurance Payment

• 12.93 VISA Insurance Payment

• 13.93 Discover Insurance Payment

• 14.93 American Express Insurance Payment

These codes have also been added to the Default ADA tab on the Practice Information window.

For offices that are using renamed credit card codes, the first available extension, starting with .93, will be used. For example: If your office uses code 17 for VISA, and you are not using code 17.93, the system will assign code 17.93 as the VISA Insurance Payment code for your practice. If code 17.93 is already in use, the next available extension (.94) is used, and so on.

• If your office has used all of the reserved extensions for a particular credit card type, a message is displayed, stating that you must manually set up the code – first in the ADA/Transaction Code List window and then in the Practice Information window.

• Only codes entered in the Insurance Payment by section on the Default ADA tab of the Practice Information window are available for credit card processing and claim attachment.

• The bulk insurance payment process does not currently support credit card insurance payments.

Changes to Insurance and Accounting Reports

Insurance credit card payment amounts are now included in the following reports:

• Contractual Plan Analysis Report:Contractual Plan Analysis Report:Insurance payments by credit card are listed as separate entries with an amount in the Credit column.
  
  The Contractual Plan Analysis Summary page lists the new "Insurance Payments" amounts in the Collections section.

• Capitation Collections Summary Report:Capitation Collections Summary Report:Amounts posted for insurance payments by credit card are added to the Supplemental Insurance Payments line.

• Insurance Check Distribution Report (now renamed the Insurance Payment Distribution Report):Insurance Check Distribution Report (now renamed the Insurance Payment Distribution Report):Insurance payments by credit card are listed as separate entries.

• Deposit Slip:Deposit Slip:Insurance payments by credit card are displayed on the Credit Card Slips to Deposit page.

• Daysheet:Daysheet:Insurance payments by credit card are displayed on the first page, with an amount in the Credit column.
  
  Insurance payments by credit card are also displayed on the Credit Card Deposit Slips page.
   

• Account Billing Statement:Account Billing Statement:Insurance payments by credit card are displayed as separate entries and include the claim number, if a claim has been attached.

• Credit Card Receipt:Credit Card Receipt:Insurance payments by credit card are displayed as separate entries.

See Entering Practice Information, Adding ADA, CPT, and Transaction Codes, and Posting Credit Card Insurance Payments for more information.

Insurance Check Distribution Report Renamed Insurance Payment Distribution Report

Due to the fact that insurance payments can now be made with single-use credit cards, the Insurance Check Distribution Report has been renamed the Insurance Payment Distribution Report.

See Running the Insurance Payment Distribution Report for more information.

Year to Date Unused Benefits Merge Field in Letter Expert

A new merge field--YTD Unused Benefits--is now available from the category list in the Letter Expert.

See Inserting Merge Fields into Templates for more information.

Paper Billing Statement with Visa, M/C, and AMEX Options

A new paper billing statement that includes options for Visa, M/C, and AMEX is now available.

To use the new form, select System > Form Selection, and use the drop-down list in the Billing Statements field to select 16 # Laser Billing Stmt w/Credit Card (VISA/MC/Amex).

Updates to Delta 2012 Claim Form

The Delta 2012 Claim form has been updated to include the following information:

• If the treating doctor for the claim has a Delta ID entered in the Provider window, the ID is printed in box 58.

• If the treating doctor for the claim does not have a Delta ID entered in the Provider window, the practice's Delta ID is printed in box 58.

See Selecting Insurance Forms for more information.

Updates to Rhode Island Medicaid 2012 ADA Claim Form

The Rhode Island Medicaid 2012 form has been updated to include the following information:

• The group number has been added to box 50.

• The patient information in boxes 21-24 is printed on the form, even if Self has been selected.

See Selecting Insurance Forms for more information.

Configure NEA Option Added to System Menu for SoftDent Cloud Users

A Configure NEA option has been added to the System menu (System > Modules > NEA FastAttach > Configure NEA) to enable you to configure the NEA FastAttach software if you are using SoftDent Cloud.

• You need to configure the software only on one machine.  

See Using National Electronic Attachments, Inc. (NEA) Services for more information.