Version 7.24.x - 02/12/2026

• Enhancements
• [BETA] Benefit Injection - Full list of ADA codes available for procedure selection
• [BETA] NEW global navigation
• Defects Fixed
• Minor Insights defects fixed

Version 7.22.x - 01/22/2026

• Enhancements
• Marital status on advanced forms can now be linked to conditional logic
• Defects Fixed
• Duplicating form elements will copy over all conditional logic fields
• The nitrous fee text & line item on treatment plans will pull from the first fee schedule in the Open Dental list
• Cloned patients can now check in on the kiosk without issue
• Linked consent forms will only be presented after signing a treatment plan when they have not been signed previously

Version 7.21.4 - 01/07/2026

• Minor bug fix

Version 7.21.3 - 12/16/2025

• Minor bug fix

Version 7.21.2 - 12/11/2025

• Enhancements:
• NEW! Procedure based messaging now generally available Click here to learn more in our Help Center!
• NEW! Automated Consents now generally available Click here to learn more in our Help Center!

Version 7.21.x - 11/07/25

• Enhancements
• Ability to remove previously hardcoded referral sources (Other, None, etc.)
• [BETA] User facing alerts
• Ability to add FlexSchedule handles in all text & email templates
• [BETA] Benefit Injection - Maximum & deductible usage
• [BETA] Benefit Injection - Procedure code selection
• Defects Fixed
• APL will display the expected patient in results when multiple patients share a phone number
• FlexVerification - Corrected payer ID on PDF

Version 7.20.x - 11/07/25

• Enhancements
• FlexSchedule - Jump to calendar setting added
• [BETA] Automated Consents
• Benefit Injection - Procedure code percentages are not added if a category for that code is injected
• Benefit Injection - Injection indicator added to patient profiles
• Defects Fixed
• Flex Communicator - Active threads move to the top
• Missed text auto-reply will no longer exclude messages it shouldn't

Version 7.19.x - 10/09/25

• Enhancements
• APL texts will not send to patients where textOK = No
• Benefit Injection - Injection will not be attempted when a benefit level is not available
• Benefit Injection - Limitations are now added as separate line items
• Defects Fixed
• Benefit Injection - Benefits will be injected as calendar year OR service year
• Nested form elements can now be duplicated

Version 7.18.x - 09/24/25

• Enhancements
• New Insights Graph - Days in AR
• [BETA] Procedure based messaging (Pre-Op/Post-Op Messages)
• Universal email accent color selector now in server settings
• Defects Fixed
• Blocked numbers will no longer trigger FlexMobile push notifications
• Last four digits of cards attached to recurring payments will now visually update as expected in list view

Version 7.17.x - 08/26/25

• Enhancements
• FlexCommunicator | If a patient's status is anything other than "patient" (i.e. archived, deceased, etc.), that status will display in parenthesis under the patient's name for easy reference.
• A new setting is added in the "Extras" tab in Flex Settings to allow the user to disable the display of the Insights carousel. If a user has the carousel enabled at the user level but wants to disable it from view temporarily, this toggle can be used.
• A new icon has been added to the Navigation bar to highlight release note changes to make it easy to see when new features and functionality are added to Flex!
• Defects Fixed
• Modify results displayed data when navigating from the Insights graph into the Advanced Patient List.
• Long operatory names are fully visible on the Flex home page.
• Adjust logic for Production Insight graph to properly account for writeoff adjustments.
• Preferred names display on new home page to match legacy functionality.
• Adjust logic for waiting room functionality when the kiosk is in use to ensure correct updating in the Open Dental waiting room.

Version 7.16.x - 08/4/25

• Enhancements
• FlexPay | Statements sent via "Send Selected" or "Send All" will now update the "Statement Sent" date in the Patients With Balances tab without requiring a page refresh.
• FlexPay | Statements sent via "Send Selected" or "Send All" will now default statements to only balances with procedure codes with balances.
• [In Beta] Clinic support added to the Insights dashboard for users of Open Dental Clinics.
• [In Beta] Clinic support added to the Advanced Patient List for users of Open Dental Clinics.
• Advanced Patient List | Users can now select multiple communication types at once (manual, rapid fill, review, etc.).
• Changes made to goals between the huddle and the Insights page will now update the other to maintain consistency.
• Defects Fixed
• Open Dental API | Resolved issue with invalid procedure codes on payments received
• Advanced Forms | The prompt requesting permission to text on appointment reminders will only display when the field is "wireless" and the format is "phone".
• Self Check-In Kiosk | Patients will be added to the OD waiting room when the "check in started" status in Flex matches the waiting room trigger in Open Dental.
• On the new landing page, when a user clicks on a patient's profile and then navigates back, they are now taken back to the day they came from rather than the current date.

Version 7.15.x - 07/21/25

• Enhancements
• [In Beta] Additional option added to inform patients of declined recurring payment method.
• [In Beta] FlexVerification Benefit Injection - Insurance details are automatially added to the patient profile in Open Dental.
• [In Beta] Advanced Forms Policy Updates - More than four policies will be able to utilized with advanced forms.
• [In Beta] Goal setting in the Insights tab.
• Trend arrows added to Insights carousel on Flex landing page to compare the current 30 day period to the same 30 day period in the previous year.
• Update schedule navigation on Flex landing page.
• Defects Fixed
• Secondary insurance claims are excluded when the "Exclude patients with Open Claims" toggle is in use in the Patients with Balances tab.
• AR Graph percentages are now more legible when the segments are very small.
• Hidden providers have been removed from the provider filter in the Advanced Patient List.
• The correct time stamp will now be displayed in FlexMobile for automated messages.
• The landing page no longer intermittently flickers when navigating to future dates.
• Expected functionality restored to patient profile text and photo buttons.

Version 7.14.x - 07/02/25

• Enhancements
• Insights Carousel: Practice health can now be viewed at a glance on the Flex landing screen! Users can rotate between two groups of data - Practice Financial and Patient Activity.
• Improve graph readability on Insights Dashboard.
• Add goal lines to applicable graphs on Insights Dashbard.
• Image upload element can now be required on Advanced Forms.
• The snipping tool is now generally available on the treatment plan!
• Defects Fixed
• Trash can icon removed from treatment plan PDFs when the snipping tool was utilized.
• Correct back button functionality when navigating from the Insights page to the Advanced Patient List.
• FlexMobile | New patients created with FM are now properly identified as new patients to ensure the correct form type is sent to the patient.

Version 7.13.x - 5/29/25

• Enhancements
• FlexSchedule URL Validation: Users will now see a pop-up warning if they try to remove their OS URL in FlexSchedule settings, helping clarify that the URL cannot be left blank.
• Custom Question Setup Update: FlexSchedule now allows just one answer option for radio and checkbox questions—making it easier to create acknowledgment-style questions, such as policy agreements.
• [In Beta!] Saved Searches in APL: Users can now save, update, pin, and delete frequent filter combinations in the Advanced Patient List. This streamlines repeat searches—like finding ASAP recare or treatment patients—especially when filling open schedule spots with Rapid Fill.
• [In Beta!] Snipping tool in Treatment Plan: A new screen capture tool makes it easier to add images—like x-rays and intraoral photos—from outside of Open Dental directly into the treatment plan (Present tab). It can be used alongside existing uploaded images functionality. Images are viewable on the tablet and in saved PDFs.
• Defects Fixed
• Billing Type Sync with Open Dental: FlexSchedule now correctly applies the default billing type set in Open Dental when creating new patients during appointment booking.
• Confirmation Status Exclusions Fixed: Settings to exclude specific confirmation statuses from reminders will now be saved correctly and no longer revert to an empty selection on fresh installs or updates.
• Refined Recare Filter in APL: The APL recare filter now only shows patients overdue for the specific recall types selected in the user’s recall settings, rather than all overdue recall types.

Version 7.12.x - 5/12/25

• Enhancements
• [In Beta!] Missed Text Auto Reply: When a patient sends a text message outside of standard office hours, an automatic, customizable reply can now be sent in response.
• The Daily Status email now includes the practice name, making it easier to identify locations within multi-practice groups.
• A new "Potential Production" column has been added to the Advanced Patient List to help teams identify production opportunities when filling open appointments.
• To ensure a consistent experience when presenting treatment, recent updates that allow notes and itemized treatment to display by default in the Treatment Plan view have now been applied to the Consent view as well.
• Defects Fixed
• The ASAP filter in the Advanced Patient List no longer includes completed planned appointments, ensuring consistency with Open Dental’s ASAP list.
• The filter count badge in the Advanced Patient List now accurately updates when filters are manually removed in the advanced filter drawer.
• Recurring payment plans now accurately reflect any changes made to procedure code fees in Open Dental, ensuring correct totals in Flex.

Version 7.11.x - 4/16/25

• Enhancements
• [IN BETA] New filters added to the Advanced Patient List to expand mass texting capability.
• Defects Fixed
• Modified logic when reviews are sent x number of minutes after appointment completion.
• When building a Spanish-language form, NPF and HHU elements now display correctly in Spanish when dragged into the form builder.
• Changes made in the payment override drawer no longer mistakenly affect global settings; overrides now apply only to the selected treatment plan.
• Recurring payment plans in Flex now properly reflect insurance write-offs from Dynamic Payment Plans created in Open Dental.

Version 7.10.x - 3/26/25

• Enhancements
• Enhanced form logic for appointment reminders: An additional check ensures new and existing patients automatically receive the correct type of form.
• New setting for treatment plans which allows them to default to the itemized view instead of the simplified view. Toggle located in Treatment Plan tab of Flex settings.
• New setting for treatment plans which allows them to default with the treatment plan note if desired. Toggle located in Treatment Plan tab of Flex settings.
• Improved APL messaging for families: When multiple family members qualify, each will now receive their own message with complete details—even if they share a phone number.
• Defects Fixed
• FlexSchedule | Appointment types now display to patients in the same order they are displayed in settings.

Version 7.9.x - 3/20/25

• Enhancements
• Customize informed consent titles
• APL - Filter by patients without insurance
• APL - Filter by appointment status
• APL - Filter by procedure category on appointments
• Defects Fixed
• Insurance verification date will now update as expected on patient profile
• Corrected medication behavior - medications will now import if it was previously taken and then discontinued
• Post-op forms will now send correctly by both text and email when both options are enabled

Version 7.8.x - 2/19/25

• Enhancements
• Statements that are automatically resent via email can now use a customizable template. Edit the template in Settings > FlexPay > Edit Re-sent statement email.
• The Flex landing page schedule view now has a date picker on the top right to make selecting dates further from the current day easier.
• Appointments can now be sent to the unscheduled list from the FlexMobile app.
• In both FlexMobile and Flex in the browser, missing and invalid phone numbers are now clearly distinguished. When a phone number is missing, "No Mobile" will be displayed. If a phone number is invalid, "Invalid Mobile" will appear instead.
• Self Check-In Kiosk | Appointment times now display next to the patient's name if they have multiple appointments on the current date. This addition allows the patient to check themselves in for the correct appointment.
• Defects Fixed
• Correction to logic used when displaying patient and family balances on treatment plans.

Version 7.7.x - 1/17/25

• Enhancements
• Patient information can now be automatically added to text messages sent via the Advanced Patient List through handle bar tags like {firstname}. See additional options in our Help Center!
• When configuring custom questions in FlexSchedule, if a custom question is connected to the 'Do you have insurance?' logic, and the insurance question is set to be hidden, the system will now notify the user that the custom question won't be displayed to the patient with this configuration.
• Defects Fixed
• Standardize {prefname} handlebar throughout Flex so that anytime it is in use, it will default to the first name if no prefname is available.
• Mango missed call text messages will send as expected to Canadian phone numbers.
• FlexMobile now ensures that patient phone numbers display correctly in the app, regardless of formatting, such as periods or parentheses.
• Declined Wisetack applications no longer trigger an error when retrieved.

Version 7.6.x - 12/13/24

• Enhancements
• Users that are hidden in Open Dental no longer display in the User Setup window in Flex to reduce unnecessary user clutter.
• A default subject line has been added to Birthday emails.
• A message was added to the Self Check-In Kiosk informing users on Legacy Forms that they will need to upgrade to Advanced Forms to use the kiosk.
• An additional frequency option of every other week was added to recurring payment plans for users of FlexPay.
• Defects Fixed
• Case Acceptance Insight once again correctly attributes completed appointments to the calculated rate.
• AM/PM designations are enforced when time restrictions are in use in FlexSchedule configuration.
• To maintain consistency within templates, the patient's preferred name will default to their first name if there is no preferred name on manually sent form email templates.

Version 7.5.5 - 12/05/24

• Minor defect fix

Version 7.5.0 - 11/25/24

• Enhancements
• A language filter added to FlexBlast filters to allow emails to only be sent to patients with a selected language in their Open Dental patient information module.
• The "Do you have dental insurance?" question is now optional to display in FlexSchedule.
• The last 4 digits of the credit card number are added to relevant FlexPay tabs to assist in transaction matching between Open Dental and Flex.
• Self Check-In Kiosk - Patients checked in on the kiosk will be added to the Open Dental Waiting Room, assuming the appointment statuses selected are a match.
• Mango details added to the phone tab of the FlexCommunicator.
• Defects Fixed
• Advanced Forms | Selecting "Other" in the allergies module now imports the freely typed value to the Open Dental chart
• FlexSchedule | Modification to appointment clustering logic to include the first available appointment offering.
• Modification to the logic used when sending Health History Updates after an New Patient Form has been sent and submitted to ensure patients receive forms as expected.

Version 7.4.6 - 11/20/24

• Minor backend enhancement

Version 7.4.5 - 11/18/24

• Minor defect fix

Version 7.4.4 - 11/14/24

• Minor defect fix

Mobile App Update - 11/12/24

• Enhancements
• Mango click-to-call functionality extended to include the phone number displaying in the patient search section of the app. This allows a user to initiate the Mango click-to-call functionality even if the patient does not have an existing text thread or appointment scheduled.
• Mango click-to-call gestures enhanced to allow a single tap to initiate a call in the Mango app and a long-press to copy the phone number.
• Defects Fixed
• Remove occasional duplicate date/time stamps in text threads.
• Editing appointments will no longer cause an intermittent gray screen.

Version 7.4.3 - 11/11/24

• Minor defect fix

Version 7.4.2 - 11/07/24

• Minor defect fix

Version 7.4.1 - 11/04/24

• Minor defect fix

Version 7.4.0 - 11/01/2024

• Enhancements:
• Phone numbers can now be blocked from receiving incoming text messages to prevent spam and other unwanted incoming messages. You can find this setting in the Extras tab of Flex settings.
• [Beta Only] Automation restriction expanded from Saturday/Sunday to all days of the week
• Bug Fixes:
• Linking procedure codes functions as expected with consent forms
• FlexPay | "Filter to clinic" now removes patients belonging to other clinics even when the "Use Family Statements" toggle is enabled.
• Disabled Open Dental users are now removed from the FlexCommunicator login and no longer display as Undefined users.
• Patient Attrition Insight and Drilldown do not include paients who have a future appointment on the schedule.

Version 7.3.0 - 10/21/2024

• Enhancements:
• Advanced filters in patient list are now generally available Click here to learn more in our Help Center!
• Advanced Filters in Patient List | Checkbox added to exclude patients with future recare appointments
• Self Check-In Kiosk is now generally available for all users! Click here to learn more in our Help Center!
• Bug Fixes:
• Patient search in recurring payment set up will display more than 10 results
• Disabling huddle permission will now only hide the huddle report instead of the reports button
• Patient names with apostrophes now display correctly in post op texts
• Advanced Filters in Patient List | Corrected behavior when insights, insurance carrier, and treatment filters are used together
• Restored functionality for “has not received a FlexBlast in…” filter

FlexMobile App - 10/09/2024

• Enhancements:
• Blockouts viewed on the FlexMobile app now use the Blockout Type as selected in Open Dental to increase identification of blockouts in the mobile app (Requires Flex version 7.2.0 on the in-office server)
• Users can now long press on a patient's phone number (in a text thread or on the schedule) and, if Mango is integrated and the mobile app is downloaded on the same device, the Mango app will be automatically opened with the number pasted and ready to call
• Bug Fixes:
• The single badge icon is no longer present when no notifications need to be reviewed
• When viewing texts in a text thread, the user no longer needs to exit the thread and come back in when a new text is received
• When a blockout overlaps with an appointment and the blockout is opened to view, the blockout now opens on top of the appointment as expected

Version 7.2.0 - 10/08/2024

• Enhancements:
• Blockouts viewed on the FlexMobile app now use the Blockout Type as selected in Open Dental to increase identification of blockouts in the mobile app.
• [In Beta] Advanced Filters in Patient List | Checkbox added to exclude patients with appointments containing specified treatment planned procedure codes.
• Add Insights icon as a standalone icon on the landing page to make it easier to access the analytics platform in Flex.

Version 7.1.6 - 09/28/2024

• Javascript memory issue addressed

Version 7.1.0 - 09/16/2024

• Enhancements:
• Preferred name now displays on landing page if a preferred name is present in the field in Open Dental
• Bug Fixes:
• Special characters in treatment plan heading in Open Dental no longer prohibit PDF generation when the heading is used as the file name when saved
• FlexCommunicator - high memory usage no longer impedes banner notifications

Version 7.0.1 - 09/04/2024

• Minor defect fix

Version 7.0.0 - 09/04/2024

• Flex updates prohibited for servers running Server 2012 or below.

Version 6.22.0 - 08/30/2024

• Enhancements:
• ASAP Checkbox added to Advanced Patient List filters [Beta Only]
• Bug Fixes:
• FlexSchedule report updates New Patient count and Cash Patient count in relation to the selected date range
• FlexVerification report accurately displays Next Appointment date

Version 6.21.3 - 08/23/2024

• Minor defect fix

Version 6.21.2 - 08/22/2024

• Backend fix to handle recent Chrome update which impacted form submission and PDF generation in Flex

Version 6.21.1 - 08/19/2024

• Minor defect fix

Version 6.21.0 - 08/19/2024

• Enhancements:
• Patient Status filter added to Statement Automation preferences
• Advanced Filters added to patient list [Beta Only]
• Fluoride report added to Insights [Beta Only]
• Bug Fixes:
• Circular icon no longer displays along left side of Flex treatment plan PDFs
• Confirmation messages now honor CommLogging preferences as expected

Version 6.20.4 - 08/22/2024

• Backend fix to handle recent Chrome update which impacted form submission and PDF generation in Flex

Version 6.20.3 - 08/12/2024

• Itemized treatment plans with the discount finance option selected no longer load indefinitely

Version 6.20.2 - 08/08/2024

• Minor defect fix

Version 6.20.1 - 08/07/2024

• Minor defect fix

Version 6.20.0 - 08/06/2024

• Enhancements:
• Signed treatment plan PDFs can be sent within the Flex treatment plan page now!
• Default times for appointment reminders have been changed from late in the evening to mid-morning. Existing installed clients are not impacted as defaults will change only for new installations.
• In-app banner added for users who are still on the Server 2012 operating system as updates will be prevented moving forward.
• Dynamic payment plans are now fully supported, including when created via Flex treatment plan
• Integrated patient financing with Wisetack goes into beta!
• Bug Fixes:
• Image upload no longer duplicates on OD import when submitted as part of a nested form

Version 6.19.0 - 07/30/2024

• Enhancements:
• To minimize patient confusion, an "X" is now added in the Insurance Rate column of a treatment plan when a procedure code is marked "Do Not Bill" in Open Dental
• Reminder timeline dot color fully unified to blue when enabled/red when disabled
• Bug Fixes:
• Clicking the back button in Flex from the treatment plan no longer loads a white screen
• Resent statements to a non-guarantor patient now use the guarantor template
• Incoming text messages upadate immediately in the active text thread when viewed in FlexCommunicator (requires communicator update)

Version 6.18.0 - 07/19/2024

• Enhancements:
• Treatment Plan Header in Open Dental saved treatment plan can now be used as the file name when the PDF is imported to assist with easy identification at a glance.
• FlexVerification Report separates "Automation" and the logged in user making Verification attempts.
• First, Prefered and Last names are combined into a single column to reduce real estate on the screen.
• Increase visibility of Insights Button menu to toggle easily between the dashboard and the individual graphs.
• Bug Fixes:
• Patient portion displaying in the Discount finance option, before the option is selected, now accurately displays the total as expected.
• Blockouts in FlexSchedule prohibit available times in merged operatories.
• To avoid duplicate representation of collection rates, the "Total" line has been removed.

Version 6.17.1 - 07/12/2024

• Minor defect fix

Version 6.17.0 - 07/11/2024

• FlexCommunicator update to correct emoji labels
• Backend enhancements

Version 6.16.2 - 07/04/2024

• Provides support for Dynamic Payment Plans in Open Dental to be linked to Recurring Payment Plans in Flex

Version 6.16.1 - 07/03/2024

• Minor defect fix

Version 6.16.0 - 07/01/2024

• Enhancements:
• Cialis and Boniva removed as example medications when "Other Medication" is selected on NPF/HHU forms
• Mass Statement Automation is now generally available for all FlexPay users! Click here to learn more in our Help Center!
• Mango Voice users now have expanded options for missed call text templates. Click here to learn more in our Help Center!
• Advanced forms can now be nested within themselves to make separated PDFs easier in form packets.
• Bug Fixes:
• The billing type filter in the Patients with Balances tab does not prematurely close after a single selection

Version 6.15.1 - 06/28/2024

• Resolved issue which prohibited legacy forms from being sent via text/email

Version 6.15.0 - 06/26/2024

• Enhancements:
• The FlexVerification report is now available to all FlexVerification users! Click here to learn more in our Help Center!
• Minor verbiage update in Manually sent statement email template
• Bug Fixes:
• The Advanced Patient List will no longer display appointments scheduled in the past
• Patients who are part of a family will no longer be split by pagination in the Patients with Balances report

Version 6.14.3 - 06/21/2024

• Recurring payment plans in earlier versions of 6.14 did not always complete the charge on the due date. This behavior is corrected in this release and the charge will be completed if the due date is equal to today or a previous date and was not charged.

Version 6.14.2 - 06/19/2024

• Minor defect fixes

Version 6.14.1 - 06/13/2024

• Minor defect fixes

Version 6.14.0 - 06/10/2024

• Enhancements:
• Treatment plans can now have a displayed title with the header provided in Open Dental. The toggle can be enabled in the treatment plan tab of Flex settings.
• The FlexCommunicator can now be downloaded outside of the Flex settings tab to allow non-admin users access to download. It can be found by clicking the Flex logo in the upper right corner of the landing page.
• Flex will now send updated appointment messages to patients when their appointment time or date changes after the initial booking. This change aims to reduce confusion and missed appointments.
• FlexVerification status has been added as a column in the Advanced Patient List. Of note, this column is only visible to users of FlexVerification.
• FlexVerification error messages modified for easier readability.
• Appointments booked in Spanish on FlexSchedule will now add a note in the appointment to inform the practice that the appointment was booked in Spanish.
• Bug Fixes:
• Forms sent as a packet now update the date signed only for completed forms if the packet is left partially incomplete.
• Medications marked inactive no longer update stop dates of other inactive medications.
• Procedure codes added via FlexSchedule now have Date Entry values allowing for deletion based on user permissions
• Email templates, when accessed in quick succession, no longer display erronously
• The patient profile now immediately reflects consent forms as signed when "Hold for Provider Signature" is in use.
• Conditional logic has been corrected on the default New Patient Form (existing forms were not impacted).
• FlexSchedule appointment types that were copy/pasted can now receive edits to the selected icon.
• Alternate language labels in the advanced form editor have been corrected to reflect the English equivalent of the label.

Version 6.13.2 - 05/28/2024

• Minor backend change

Version 6.13.1 - 05/20/2024

• Minor backend change

Version 6.13.0 - 05/17/2024

• Enhancements:
• Notification sent to Flex Support when a datapath is changed in Open Dental to ensure forms are handled appropriately
• Multiple image paths in Open Dental are now a supported configuration for Flex
• [In Beta] Nested Forms - More info to come!
• [In Beta] Additional filters added to Advanced Patient List: Overdue Recare, Insurance Carrier
• Reports icon on homepage now displays list of reports in dropdown for easy access
• Navigation moved from horizontally across the Insights dashboard to vertically along the left to allow for additional graphs to be added with ease
• Bug Fixes:
• Signature label and customized subline save as expected on PDF
• Elements in the form builder now initially load conditional logic as expected
• Automation failures from third parties are now handled gracefully to prevent crashing
• Production Per Provider graph handles appointment count appropriately to prevent duplication

Version 6.12.2 - 04/30/2024

• Specialized release including backend database changes

Version 6.12.1 - 04/25/2024

• Specialized release to address RingCentral desyncing issues

Version 6.12.0 - 04/24/2024

• Enhancements:
• FlexSchedule in Spanish is now available! Click here to learn more in our Help Center!
• Automated appointment reminders set to go to patients between 10pm-7am will be held until the following morning and sent at 7am to reduce evening disruption
• [In Beta] Added support for Moolah with FlexPay for Canadian clients
• Bug Fixes:
• Blockout list in FlexSchedule Appointment Type Setup can be refreshed by clicking the refresh button in the browser
• Thumbnail images in the FlexCommunicator display as expected
• Improved logic on the Patient with Balances page to better handle families with credits
• FlexBlast Insurance Carrier filter now looks at the patient number instead of the patient guarantor to deteremine insurance carrier

Version 6.11.2 - 04/13/2024

• Backend change to build process

Version 6.11.1 - 04/11/2024

• Defect fix for multi-clinic installs utilizing sms

Version 6.11.0 - 04/05/2024

• Enhancements:
• Add ability to copy and paste an appointment type in FlexSchedule for expedited set up
• FlexSchedule holds/deposits will reject appointment if credit card provided is invalid or declines
• Health History Updates are now sent with reminder messages if the patient is due for forms on the day of the appointment instead of the day the message is sent, preventing patients from receiving HHU prematurely when booking appointments several months in advance
• Bug Fixes:
• If a custom text template is used when sending treatment plans, the default template is never used and the custom text is always used
• Restore Apple Store icon in the Flex Mobile settings tab
• Remove consent form verbiage related to teeth/surfaces when there are no teeth/surfaces linked to the consent
• Primary and secondary providers do not need to match on an appointment to accurately display in the Production Per Visit by Provider Insight Report
• Insurance Carrier filter displays even if a carrier's electronic ID is empty
• Bulk statements will now send even if attached to a payment plan with an empty description

Version 6.10.3 - 04/13/2024

• Defect fix for multi-clinic installs utilizing sms

Version 6.10.2 - 03/20/2024

• Database modification with necessary default values

Version 6.10.1 - 03/19/2024

• Unscheduled treatment reminders honor "Send New Reminder X Days AFter The Last Reminder" setting after updating to 6.10.x

Version 6.10.0 - 03/15/2024

• Enhancements:
• "Coming Soon" icons in FlexBlast removed until functionality becomes available
• Mango and RingCentral settings moved from the Server tab in settings to the new Integrations tab
• Practice office hours and open days moved into the Practice Info section to decouple the settings from "Enable Email Notification for After Hours Text Message"
• Refreshing in the Settings tab will now retain your location in the sub tabs
• "Reply STOP to unsubscribe" is now appended to the first text message sent to a phone number from Flex
• Bug Fixes:
• Seldomly, unscheduled treatment reminders would not send apprpriately and the logic was adjusted to accommodate edge cases
• Consent forms linked to treatment plans would only display US tooth numbers and will now display both US and international tooth numbers for attachment
• Consent forms signed via text and/or email will display the correct year in the "Last Signed Date" field

Version 6.9.2 - 03/08/2024

• Fixed defect in which, in specific scenarios, FlexMobile data would not display after updating to 6.9.1

Version 6.9.1 - 03/06/2024

• Enhancements:
• FlexSchedule - Buffer utilized with same day scheduling will round up to nearest hour or half hour when appointment is scheduled
• FlexSchedule - Enhancement to logic used when merged operatories and blockouts are in use concurrently
• Bug Fixes:
• Unassociated phone numbers will display the phone number instead of "unknown" in both the FlexCommunicator and browser texting
• For patients with images stored in the Patient Photo folder of OD, the image will display in the left menu of the texting module in both the FlexCommunicator and browser texting
• Updating to this version will not revert treatment plan payment options to default as was seen in 6.9.0

Version 6.9.0 - 02/29/2024

• Enhancements:
• [In Beta] Patients with Balances tab has added pagination for result sets greater than 200 rows
• [In Beta] FlexSchedule Spanish Translation
• Timeline emails will no send between 10pm and 7am, in parity with timeline text messages
• Bug Fixes:
• Treatment plan payment options edited on the fly no longer override default values in settings
• "Send review requests via email only when a patient does not have a mobile number" setting can no longer be zero, eliminating extraneous email review requests from being sent
• Intermittently, statements payments would not display in Flex and OD

Version 6.8.1 - 2/9/2024

• More time is given at startup to accommodate machines that have abnormally long startup times to prevent crashing while the Flex process begins
• Patient display name is now standardized when a shared phone number is in use

Version 6.8.0 - 02/7/2024

• Enhancements:
• Additional Family Member element added to default New Patient Form provided on install
• FlexVerification - Add Primary/Secondary distinguisher on PDF file name in OD Images module
• [In Beta Only] Mass Statement Automation - Configure settings to automatically send staements who meet filter requirements on a weekly cadence
• Add FlexVerification tab to settings module to allow non-users to learn more about the functionality of FlexVerification
• Improved loading time on Insights dashboard for clients with larger than standard data sets
• Bug Fixes:
• Practice image and practice logo upload will no longer run into an issue with saving file, assuming size restrictions are met
• Custom alternate language forms no longer break the address element into separate sections
• FlexPay - "Include family credits" toggle functionas as expected when used in conjunction with the "Haven't received a statement in" filter
• Scrolling to the bottom of the landing page will no longer return a user to the top of the list when the appointment list is lengthy
• FlexSchedule - Appointment deposit is not taken if appointment fails to create
• When a Linux server is in use, form PDFs will be saved to the specified folder in OD instead of the top folder in the list

Version 6.6.1 - 12/20/2023

• Date/Time stamp no longer uses previous date/time on identical forms completed in sequence

Version 6.7.2 - 1/26/2024

• Minor backend enhancements

Version 6.7.1 - 1/24/2024

• Minor backend enhancements

Version 6.7.0 - 01/19/2024

• Enhancements:
• Minor UI updates to Insights charts for better data visualization
• "Add Additional Family Member" element added to form builder to allow patients to easily add more family members who may not be scheduled when completing forms
• FlexVerification - Alert icon changed from red to orange
• Bug Fixes:
• Spaces at the end of a phone number no longer prevent text messages from commlogging
• Call pop NULL resolved
• Deleted patients no longer display in the Advanced Patient List

Version 6.6.1 - 12/20/2023

• Date/Time stamp no longer uses previous date/time on identical forms completed in sequence

Version 6.6.0 - 12/18/2023

• Enhancements:
• Treatment plan settings now have dropdown for Flat Fee vs Percentage on discounts and down payments
• FlexVerification - Shield indicating verification is due now changes to yellow if verification was attempted and was unsuccessful
• Set Time automated reviews via email will now go out as long as the appointment was completed at least 60 seconds before the set time
• Bug Fixes:
• Electronically Signed On and Document Created date logic updated for consent forms which can be signed multiple times
• Identical forms signed on the same day no longer overwrite themselves
• Statements tab defaults to All instead of Unpaid
• Improved error handling for patients without first names found on the schedule

Version 6.5.3 - 12/15/2023

• FlexSchedule defect fix for clients using Open Dental clinics functionality

Version 6.5.2 - 12/14/2023

• FlexVerification - modification to allow functionality for clients with abnormally long PatNum identifiers

Version 6.5.1 - 12/06/2023

• Enhancements:
• Support added in the address field on forms for US territories
• FlexVerification - Support added for Open Dental Clinics users
• Bug Fixes:
• Image upload translation defect fix for alternate language forms with multiple impage uploads displaying on the same page

Version 6.5.0 - 12/04/2023

• Enhancements:
• Insights Drill Downs from Analytics Dashboard to Patient List [Feature in Beta]
• Patients with Balance page - filters condensed to provide more space on the screen for results
• FlexVerification
  1. Improved responsiveness in Open Dental when changes are made in FlexVerification settings
  1. Verification automation skipped if "Don't Verify" option is selected on insurance plan in Open Dental

• RingCentral intermittently de-syncing from Flex addressed

Version 6.4.3 - 11/30/2023

• Treatment plan downpayment defect fix when rounding integers are in use

Version 6.4.2 - 11/28/2023

• FlexVerification enhancements:
• Inactive plans do not add verified dates in OD
• UI changes to patient profile for continuity

Version 6.4.1 - 11/22/2023

• FlexVerification backend enhancements

Version 6.4.0 - 11/20/2023

• Enhancements:
• Added functionality for patient matching for clients using OD Clinics and FlexSchedule
• Input field added to treatment plan to allow typing of figure in addition to arrow use
• FlexCommunicator will load additional messages for enhanced sorting capability with unread messages

• Treatment plan rounding when payment plans are used and imported to OD
• Huddle report will pull in data from selected clinic in settings for clients using OD clinics feature

Version 6.3.0 - 11/1/2023

• Enhancements:
• Flat fees can be added to treatment plan finance options in addition to percentages
• Statements can be split into paid, unpaid, and both instead of only paid and all
• Unread alerts will be deleted after two weeks to keep data clean
• Credit cards stored via statement add an entry in the credit card logs
• AR Graph calculation enhancement

• Insurance note on sent treatment plans no longer displays for non-insured patients
• Payment plan downpayment entry in OD is capped at two decimals

Version 6.2.3 - 11/1/23

• Update to referral commlog entries based on OD database change

Version 6.2.2 - 10/30/23

• Patient name correction in newly added signature context

Version 6.2.1 - 10/12/23

• Defect fix for consents held for provider signature submission

Version 6.2.0 - 10/12/2023

• Enhancements:
• The last four digits of a credit card number paid via statement now display in the Open Dental ledger
• Insurance carrier added as a filter option to FlexBlast email
• Additional context added to signature boxes with date/time stamp and note of use of a digital signature
• [In Beta] SMS sent via the Advanced Patient List mimic existing patient commlogging

• Referral functionality for "Someone I know is a patient" and "A doctor referred me" restored to match appropriately in Open Dental
• FlexCommunicator displays all unread messages at the top of page one (up to a count of 20) regardless of when the message was recevied
• [In Beta] Balance correction to balances displayed in the Advanced Patient List
• Visual toggling of settings in the Settings tab no longer is impacted when an error is triggered

Version 6.1.0 - 09/27/2023

• Enhancements:
• Clone patients now receive form imports and commlog entries
• Bulk Statements Generally Available - click HERE to learn more!
• Foundational enhancements to Insurance Verification (coming soon!)

Version 6.0.0 - 09/12/2023

• Enhancements:
• [In Alpha] Insurance Verfication - more information to come!
• [In Beta] Advanced Patient List - more information to come!
• [In Beta] Bulk Statements - more information to come!
• Visual updates to Insights by Flex module
• Default NPF/HHU provided on install updated to reflect all questions required
• Bug Fixes:
• Forms can be saved without a value for "Is Filled" conditional logic in the form builder
• Tooth numbers on consent forms display as expected when added via click & drag
• Graph names corrected on Insights by Flex module
• Improvements to fuzzy matching of names in Unmatched Documents section
• Proper error handling for FlexSchedule appointment times

8/25/23 - Enhancements made to FlexSchedule for users booking for someone else - now enabled for any client 5.19.0 and above. Visit our Help Center article HERE to learn more!

Version 5.20.0 - 08/18/2023

• Enhancements:
• Unread text messages in FlexCommunicator now display at the top of the list
• Charts in the Analytics Module can now be expanded full screen, exported in multiple file types and zoomed in to smaller date ranges within the last 12 months
• Improvement to Patients with Balances results when multiple family members are on a statement and the result set is larger than 100 patients
• Treatment plans containing membership plan fees have a changed column name from "New Price" to "Updated Fee"
• Patients without first names no longer suspend appointment reminder automation
• Bug Fixes:
• Blockouts covering unavailable time in Open Dental can now be scheduled as expected in FlexSchedule as well as attached to appropriate appointment types in FS setup
• Patients without phone numbers are now searchable in FlexMobile. Text messages cannot be sent as there is no mobile number; however, patient information is displayed as expected
• Pre-authorizations no longer duplicate insurance estimates in the huddle report
• FlexCommunicator no longer requires a save on sign in once Flex has been signed out for an extended period of time
• Operatory filtering on landing page functionality extended beyond 5 days
• Treatment Plan note functionality restored to allow a user to edit on the fly in the Flex treatment plan
• Emoji usage in text messages no longer impede CommLog entries

Version 5.19.0 - 07/26/2023

• Enhancements:
• FlexSchedule redirect - new field added in FlexSchedule settings which allows a patient to be directed to a different URL upon scheduling completion
• [IN BETA] Minor scheduling with FlexSchedule - allows for gathering of parent/guardian details and proper importing to PMS when appropriate
• FlexSchedule appointment type selection improved when adding appointment types to credit card holds + deposits
• Bug Fixes:
• Statements honor commlog type preference designated in settings
• Unread Message badge properly responds when a message is opened in the browser

Version 5.18.1 - 07/28/2023

• Enhancements:
• Feature flag added to determine alerts behavior

Version 5.18.0 - 07/26/2023

• Enhancements:
• Patient balances in the Flex profile consider manually added insurance write-offs
• Credit Cards can be stored with the same number and differing expiration dates
• Additional emphasis added in SMS registration process around legal business name
• Bug Fixes:
• Image upload form element text now aligns with forms translated into alternate languages

Version 5.17.0 - 07/17/2023

• Enhancements:
• [FlexPay] Family credit toggle added to Patients with Balances tab to enhance family balances when family members have a blend of credits and balances
• [Only in Beta] New graph added to analytics dashboard
• Proper handling of null insurance verification date
• Backend update process enhancements
• Screen share link added in-application for expedited support connection
• Logging added for partial PDF troubleshooting
• Bug Fixes:
• CDT codes honor display setting when sent via text/email as well as in-office
• RingCentral text messages no longer duplicating in CommLog entries
• FlexSchedule typo corrected when expanding appointment type details

Version 5.16.0 - 07/5/2023

• Enhancements:
• [Only in Beta] New graphs added to analytics dashboard
• Text registration in-app announcement for unregistered clients
• Eligibility Last Verified date added to patient profile
• Backend foundational enhancements

Version 5.15.0 - 06/26/2023

• Enhancements:
• Same day reminder now looks at appointments booked on the same date rather than within a 24 hour period
• Total balance of AR in Analytics Dashboard displayed as a static figure inside the AR donut chart
• Statement resend failure triangle now includes tool tip with explanation as to why resend failed
• Backend logging enhancements for expedited trouble shooting
• Flexblast sending edgecases handled + improved logging
• Bug Fixes:
• PracticeName handle functionality restored with manual forms for multi-clinic installations
• Advanced Forms: Custom patient fields in OD now prepopulate if prepop box checked in form builder

Version 5.14.1 - 06/12/2023

• Bug Fixes:
• Correct amount charged to patient when using FlexSchedule + Credit Card and CardConnect/Apex
• Remove PMS Ledger Entry when card does not successfully tokenize or charge

Version 5.14.0 - 06/09/2023

• Enhancement:
• FlexPay statement search using first and/or last name now overrides 30 day default parameter
• Bug Fixes:
• Multi select fields in settings tab can now be left empty
• "Home" text on hover of Flex logo restored
• Patients with no first name in PMS no longer cause Flex to hang

Version 5.13.0 - 06/05/2023

• Enhancement:
• FlexSchedule + Credit Card expanded from beta for general availability

Version 5.12.0 - 05/30/2023

• Enhancement:
• Statement resend logic now includes payments made outside of the statement (i.e. in person or via phone)
• Flex retry attempt duration and frequency extended when the service is down
• Bug Fixes:
• Text fields on membership plans now import to PDF
• FlexSchedule available appointment logic improved with large operatory count
• FlexSchedule logic improvement for practices with no appointments on the schedule yet and also when booked out 6+ months in the future
• Appointment type selection no longer required when using FlexSchedule + Credit Cards

Version 5.11.0 - 05/23/2023

• Enhancement:
• [IN BETA] Credit Card Holds + Deposits with FlexSchedule
• Bug Fixes:
• Legacy forms no longer matching to deleted patient profile
• Home button reliably displays when accessing Flex on a tablet
• Statements opened in Outlook now display a link as expected

Version 5.10.0 - 05/16/2023

• Enhancement:
• Added support for Canadian prophy codes for hygiene reappointment rate in Huddle report
• Removed abbreviations in Aging Claims section of Huddle report
• Warn a user when the subject line is empty in FlexBlast emails
• Bug Fixes:
• Blockouts touching schedule start time impact availble offerings in FlexSchedule
• Flat discount option no longer applies twice to patients with insurance on treatment plans

Version Independent - 05/08/2023

• Enhancement:
• Treatment plans sent via text and/or email now show priority subtotals
• Bug Fixes:
• FlexSchedule accepts 2023 birth year
• Phone number formatting corrected on insert to PMS from patient forms

Version 5.9.0 - 05/07/2023

• Bug Fixes:
• Provider group in reappointment rate individual graph

Version 5.8.0 - 05/01/2023

• Enhancement:
• Informative tool tip added to Analytics Dashboard
• Enhancements to queries on Analytics Dashboard
• Bug Fixes:
• Default NPF file name corrected when PDF imports

Version 5.7.0 - 04/28/2023 - Phased rollout of 5.0.0 continuing

• Enhancement:
• Huddle collection MTD donut graph changed to include a static goal
• Bug Fixes:
• FlexCommunicator: Recall due date corrected
• First of the month huddle report calculation corrected
• Arrows restored to huddle date picker calendar