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CMP Weekly Release

Care Management Platform (CMP)

Weekly Release

Build  | April 6th, 2020

This week’s CMP updates continue to expand core application functionality and deliver on recent customer requests.

Revenue Capture - Unposted Work

Another new To-Do list improves your ability to capture revenue that has yet to be realized in patient accounts. The new ‘Unposted Procedures’ worklist enables you to review and manage procedures that were previously completed, but not yet posted to patient ledgers.  This capability already existed in CMP, but was only available on an individual patient basis (accessible via the Patient Ledger). This new worklist UI provides access to all unposted work, for all patients, for a given location.

The ‘Financial Activity’ widget on the Location Homepage has been updated to provide an accounting of the location’s unposted work and a navigational link to the new worklist. Alternatively, you can access the list directly from the Location Tab, selecting ‘To Do’ and then ‘Unposted Procedures’. The list of patients with unposted work is displayed, along with some summary statistics for the location’s unposted work. Filters are also available to help refine the list, allowing for filtering by patients, associated service provider, service date(s), or even related revenue value.



You can click on a patient to view additional details about the patient’s unposted work associated with the location. This includes summary information about the unposted work and the patient’s account balance. From here, you can review the patient’s ledger or post these transactions. Clicking on ‘Post Charges’ will display the list of unposted work, providing workflow support for selecting and posting these new charges to the patient ledger. This can also tie into the creation of insurance claims, as applicable, to avoid adding new items to the ‘Unbilled Procedures’ worklist.



We hope that this new functionality will assist you with your revenue capture tasks. Possible enhancements include the ability to remove (uncomplete) incorrect procedure entries and add adjustments or write-offs related to these items.

Schedule DayView Enhancements

A number of enhancements have been made to the Schedule DayView, improving support for your various scheduling workflows. Popover dialogs, displayed when hovering over the Appointment Tile or its indicators (appointment notes and medical alerts), no longer obscure one another. The appointment tile itself has also been enhanced, making it easier to read at a glance. The labels displaying the patient name and the scheduled procedures (or appointment type) have been optimized, increasing the font size and implementing intelligent display behavior. Additionally, whenever scheduled procedures involve specific anatomy, such as a crown-based restoration, these anatomy details are displayed on the Appointment Tile. 


Some key appointment information has also been added to the popover dialog triggered when hovering over an Appointment Tile. This now includes the patient’s name, appointment start time, appointment duration, initials of the allocated provider(s), text of the latest appointment notes, and any associated anatomy details - such as tooth number and surfaces - for any scheduled procedures. This makes it easier for you to get core information for an appointment in a crowded schedule without ever having to make a single click.


Similar information has been added to the Appointment Summary popover, triggered when clicking on an Appointment Tile. The details include any associated anatomy details for scheduled procedures, the appointment start time and duration, the initials of the allocated providers, and the patient’s current account balance. These additional details make it easier to view all of the key appointment information in a single click, without having to refer back to the underlying schedule dayview.


Production information is also now available via the Schedule Dayview, displaying the scheduled production value for both the day and each chair / operatory. From the Administration Tab, select Scheduler > Schedule Settings to turn on the display of Schedule Production Data for a given location. You can now selectively show or hide this data in the Schedule Dayview by adjusting your schedule view (Manage Schedule View Cog > Display Schedule Production Data). When enabled, the dynamically calculated production value, based on scheduled procedures, will be displayed. These values will be automatically recalculated as new appointments are booked, existing appointments get cancelled or modified, procedure fees get adjusted, and so on.




Lastly, it should also be noted that some of the optimizations made to the Appointment Tile display in the Schedule Dayview have also been applied to the Schedule DayView printout. The printed dayview now also includes the enhanced display of key appointment details - such as patient name and scheduled work - as well as any associated anatomy details of the scheduled procedures. The initials of the associated providers are also displayed on the printout.

We hope that these various design and usability enhancements will make your scheduling and appointment management workflows even easier. 

Third Party Imaging Support - Digora

CMP is starting to expand support for the use of third party imaging tools with this update. If you use the Digora for Windows (Soredex) imaging client, CMP now supports a one-way imaging bridge integration. You can now select ‘Digora’ as the Imaging Software used in your location (via Administration > Imaging). From the Patient Tab (select Clinical > Images), you can now follow the standard instructions for installing the Imaging Bridge, if necessary. Clicking on ‘Acquire New Image’ will then open the Digora software on your computer and pass the current patient context - name and Patient ID - from CMP to Digora.




It should be noted that this is a one-way imaging bridge, with any images acquired through Digora will not be uploaded to the cloud or become accessible directly via CMP. However, the patient’s name and/or Patient ID will serve as a logical connection between the two systems when reviewing images in Digora. 

We hope that this new integration with the Digora imaging client will provide some flexibility for those users who are not currently using CSI as their imaging solution. Planned enhancements include support for several other popular third party imaging solutions, such as the Apteryx Imaging clients.

Expanded Clinical Event Notes Panel

You can now expand the side panel of the Hard Tissue Chart, providing more space to review and enter clinical event notes. Simply click on the new expand button to open the enlarged side panel, which overlays the chart. This enlarged notes view is also available in the patient’s Treatment Plan screen as well. You can click on the contract button, or anywhere outside of the Clinical Notes pane, to return to the default view.



 We hope that this enhancement, along with the previous improvements to the clinical event notes from last week, will help make the documentation and review of clinical care faster and easier. We are also planning to implement a search function in the clinical notes, making it faster and easier to locate specific clinical events in a patient’s history.

Archive Bulk Statement Reports

Whenever you generate a set of billing statements from the Accounts Receivable UI, these .pdf-based reports are now stored in CMP and are easily accessible for future use or re-printing. From the Location Tab, select Financial > Archived Bulk Statement Reports to access this new repository of generated billing statements. Now, you never have to worry about missing the notification that your billing statements are available for download / printinge, while the batch of statements is being generated. Simply visit the new ‘Archived Bulk Statement Reports’ list to find the .pdf file containing all of the new billing statements.


This new list contains basic details about when (and by whom) the billing statements were generated, as well as the associated due date and the total amount being billed by the batch of statements. Clicking on the report item will download the .pdf file, so that the statements can be reviewed and/or printed. Note that any previously generated bulk billing statements - prior to this update - will also be available in this list, although the Due Date and Total Amount details will not be displayed. This new functionality should help you to better keep track of the billing statements that have been generated for patients, as well as providing the ability to easily reprint a batch of statements in case of printer malfunction or other, related issues.

General Usability Enhancements

You can now more quickly and easily create new insurance plans. With this update, the annual coverage period for an insurance plan is automatically defaulted to the calendar year (January to December) when creating a new insurance plan. Additionally, any associated anatomy details - such as tooth numbers and/or surfaces - are now displayed in the ‘Description’ field of the Patient Ledger, when applicable. This should help you more quickly review Patient Ledger history, without having to unnecessarily dig into the transaction details to find this information.

We are continuously looking to improve the user experience and workflow support provided by CMP. We appreciate you letting us know what works well for you and what we can improve. Additionally upcoming enhancements include:

  • Hiding inactive patient records from search results by default;
  • Visually distinguishing tab types (e.g., Location vs. Patient vs. Administration);
  • Implementing column-based sorting in the Patient Ledger table; and
  • Improving the usability and behavior of the Amount field / control.

Optimizations and Fixes

The following fixes and optimizations have been added to CMP this week.

  1. Addressed a defect in which the fee values and total displayed on pre-authorization claims were not reflecting manually modified procedure fee values.
  2. Disable the “Run ePayments Report” action link in the Financial Daysheet UI for customers that are not configured for the ePayments service.
  3. Resolved a UI defect in which the order of the procedure list in the procedure search is not ascending alphanumeric following an update to the CDT code base.
  4. Expanded the workflow when completing procedures from a treatment plan in the absence of an associated appointment, requiring the association of a provider for the completed work.
  5. Fixed a defect in which the coloration of appointment tiles by associated provider or appointment type would not correctly display under certain conditions.
  6. Resolved a visual defect in the Schedule DayView UI in which some Appointment Tile widths were adjusted when a block booking template was applied to the date.
  7. Fixed a defect in the Appointment Types configuration UI in which the field validation was failing when creating a new appointment type, creating an API call failure.
  8. Addressed a bug in which the current context within a Location Tab was not being maintained when navigating between tabs.
  9. Fixed a defect which prevented users from printing ADA claim forms for existing insurance claims.
  10. Resolved a bug in the Financial Daysheet UI in which the Last Closed date was being incorrectly calculated / displayed.
  11. Fixed a defect in which the creation date was sometimes being incorrectly assigned when creating new treatment plans.
  12. Enhanced the UI and interaction behavior for SMS Opt Out for appointment reminders, so that the current state in the Patient Record is clearer.


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