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CMP Weekly Release 0.1.4916

Care Management Platform (CMP)

Weekly Release

Build 0.1.4916  |  June 2nd, 2020

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

Managing Team Member Access

CMP enables you to designate which Team Members (employees) can log into CMP, without limiting which Team Members can be assigned to patients, appointments, and production. A new Team Member setting specified whether an employee can log into CMP and access practice data [Administration > Team > Team Members]. The new ‘User Access’ setting determines whether an Active-Status Team Member can login to CMP. The existing 'Status' setting indicates whether the person is an active employee of the practice. The 'User Access' setting indicates whether the employee can log in to CMP, and requires a user license. An Active-Status Team Member with an Inactive User-Access setting can still be assigned to patients, appointments, and production (but cannot log into CMP). NOTE: By default, Team Members with an Inactive Status cannot be assigned as resources or log in to CMP.




This distinction is useful if you have active Team Members who do not use CMP. For example, if your practice does not use CMP to document clinical care, or if you don’t have computers in your operatories, then not all team members need to be active users. This setting allows team members with provider-based roles - such as doctors, hygienists, or assistants -  to continue to be assigned to patients, appointments, production, or claims without the expense of a user license. These users would have active ‘Status’ but inactive ‘User Access’ settings. A Team Member with inactive ‘Status’, is no longer an assignable [clinical] resource and can also no longer access CMP. However, any existing records including the inactive team member - such as appointments, posted charges, or notes - are maintained.




For practices with clinical staff not actively using CMP to document patient care, this provides some desired flexibility in managing the number of required user licenses. In the short term, customers can reduce service subscription costs for CMP, while also providing a seamless pathway to making these team members active users whenever the practice evolves to paperless clinical documentation.

Group Procedures Enhancement

Based on customer feedback, you can now add multiple instances of the same procedure to a group procedure. This enhancement makes the group procedure functionality much more effective in supporting use cases such as the common ‘four-thirds extraction’. You can now add a specific procedure code to the group procedure (e.g., D7140) multiple times, which will automatically add multiple instances of the procedure to an appointment, treatment plan, or ledger whenever the group procedure is used. It should be noted that any anatomy requirements of the procedure, such as the definition of a tooth number, will still apply and will need to be defined when the procedure is used.





We hope that this enhancement helps you more efficiently schedule, plan, or post work in those cases where an individual procedure is performed multiple times. We look forward to your feedback on what works well and what we can continue to improve.

Optimizations and Fixes

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

  1. Modified the appointment rebooking workflow from the Pending List to present the Appointment Card to the user, allowing for detailed review and possible updating of the appointment before rebooking.
  2. Addressed a display issue related to acquired clinical images sometimes not being displayed in CMP.
  3. Resolved an issue in which a subsequent claim was not able to be created for billable procedures whose amount had been adjusted after posting.
  4. Fixed a bug in which relationships for Connected Patients were not saving correctly when relationship values are adjusted.
  5. Updated the configuration for some of the 2020 CDT procedures codes to ensure that the new space maintainer codes are mapped to the appropriate dental anatomy.
  6. Fixed an appointment count issue in the Production by Provider report that was incorrectly ignoring appointments with a particular status.
  7. Addressed a bug in the toast notification displayed when generating bulk billing statements that was preventing the download (.pdf) link from working.
  8. Resolved a Patient List report issue in which the “All Non-Zero” filter value for “Total Balance” was not accurately filtering patient accounts.
  9. Addressed some workflow glitches in the Patient List functionality that would sometimes produce errors under specific conditions.