Latest releases and product enhancements.

Table of Contents

• Appointment 

• Campaign

• Forms

• Patient Flow

• PracticeIQ

• Settings

• Payments

  • Refund Feature 

  • Monthly Deposit Email

  • PMS syncs with payments and fees separately if the feature flag is enabled

  • Payments table update with aggregate data & filters in table

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Appointment 

Option to Disable Automatic Messages for Online Appointment Booking Templates

• You can now disable automatic messaging for each OAB communication template.
• If a notification template is turned off, the system will not send any email or SMS notifications for that template.
• Please note that some templates do not have this option because they are designed to send notifications manually, allowing the practice user to decide whether or not to send them.
• After adjusting the templates, click the SAVE button to apply the settings.

Check out How to Disable Automatic Messages for Online Appointment Booking Templates for more insight into this feature. 

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Campaign

Unsaved Changes Warning in Follow-Up Campaigns and Settings

A warning banner will appear when there are unsaved changes in campaigns or settings screens. This warning is available in the following modules:

• Follow-Up Campaigns
• Forms Settings
• Payment Settings

Appointment Reminder Campaign - New Merge Tag for "appointment_duration"

You can now include the appointment duration in email and SMS notifications.

• first_appointment_time_of_day_with_duration: Use this merge tag in appointment-related campaign templates. It replicates the use case of the first_appointment_time_of_day merge tag and displays the appointment time along with the duration.

• appointment_start_time_with_duration: Use this merge tag in Appointment module (OAB) specific templates. It replicates the use case of the appointment_start_time merge tag and displays the appointment time along with the duration.

Option to Set SMS Text for Confirmed Appointment Notifications

In the Appointment Reminder Campaign, under the special settings section, you can now set up an SMS template for confirmed appointments.

• Once you check and activate the “Send confirmation notification” setting, the SMS template setup option will be displayed.
• When patients confirm their appointment by replying ‘C’ or '1' to the appointment reminder follow-up SMS, a confirmation SMS will be sent to the patient using the new template content.

Check out the Option to Set SMS Text for Confirmed Appointment Notifications for more insight into this feature. 

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Forms

Write Back Custom Form Fields in PMS (for Open Dental and Eaglesoft)

You can now capture additional or custom information beyond the default patient information fields provided by the system, such as Pharmacy Name, Physician Name, etc. This is done by adding custom patient information fields in the Patient Information section of Open Dental and Eaglesoft PMS. This feature currently supports text fields only.

To set this up in PBN's Forms Editor:

1. Select a text field.
2. Check the "Custom Data Source" checkbox below the Default Data Source property.
3. In the "Custom Data Source" field, enter the same label as in the PMS. This allows PBN to identify where to write this data in the PMS.

If you include a custom question or field in PBN's form that is not present in the PMS patient information section, the system will create a new custom field within the PMS.

After form submission:

• If the field already exists in the PMS, its value will be updated with the submitted value.
• If the field does not exist in the PMS, a new field will be created with the submitted value.

In Open Dental and Eaglesoft PMS, you can manually create custom fields and update custom field responses from the PMS side. After updating and syncing, the values will be updated in the PBN system and reflected in the next form submission.

Displaying Patient Name for New Patient Submitted Forms

• When a new or unknown patient submits a form, you can now view the patient's name as provided in the form.
• The patient's name will be displayed along with an identifier indicating that they are a new patient and their date of birth, such as John Doe (NP, DoB 07/25).

Check out Displaying Patient Name for New Patient Submitted Forms for more insight into this feature.

Writeback a Concise Version of Question Labels for Medical/Dental History Forms (Open Dental PMS)

Open Dental practices can now write back concise question labels into the Medical Summary and Service Notes within a patient's chart for forms tagged as Medical and Dental. This helps save space by using shorter labels.

Here's how it works in the PBN Forms Editor:

• Add a Short Label: Select a field and add a short label. This field is optional. The system will write back the full question label in the PMS if left blank. If a short label is provided, it will be written back along with the patient's response.
• Supported Elements: The short label property is available for the following form elements:
  • TEXT_BOX
  • NUMBER_BOX
  • TEXT_AREA
  • SELECT
  • CHECKBOX
  • RADIO_BUTTON
  • DATE_PICKER
  • DUAL_CHOICE

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Patient Flow

Optimization in Patient Check-In and Notification

Performance improvements have been made to enhance the speed and smoothness of the patient check-in and check-out processes.

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Practice IQ

"Treatment Coordinator" Filter in PracticeIQ

You can now filter treatment plans by the treatment coordinator. This filter is available in the following KPIs:

• PracticeIQ > Role Based > Treatment Coordinator > All Treatment Plans by Provider
• PracticeIQ > Role Based > Treatment Coordinator > New Patient Treatment Plans by Provider

Check out the Treatment Coordinator Filter in PracticeIQ for more insight into this feature.

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Settings

Language Settings Update

The Spanish language will now be enabled by default for all practices. You can access the language settings from the standard settings on all pages.

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Payments

Refund Feature 

The PBN Payment Services aims to provide practices using the payment gateway with the capability to process refunds for customer transactions seamlessly. This feature enhances the practice's ability to manage customer refunds efficiently, improving overall customer satisfaction and operational effectiveness. Please note that refunds must be processed within 6 MONTHS of the payment. The refund feature is also not supported by Stripe payments.

To process the refund, you can follow the below steps:

1. Refund options are under the “Payments” tab in the left menu navigation. You can initiate the refund from the Refunds table by clicking the “Initiate Refund” button.

2. After clicking the button, you’ll be redirected to the Payments table. You can also initiate a refund directly from the payments table.

3. To initiate a refund, you need to locate the payments against which you want to initiate the refund. To find the transaction,

1. Navigate to the “Payments” Tab

2. From the left menu navigation, click on the “Payments” option

3. To find the payment transaction, use filters - by date range, Patient Name, or Transaction ID

4. After reviewing, click on the “Refund” button. You will see a confirmation that the refund has been initiated successfully. 

Check out the Refund Feature in PBN Payment Services for more insight into this feature. 

Track Refunds via the Payments Table

Track Refund via the Refunds Table

Track Refunds via the Notification Center 

Monthly Deposit Email

This email has the attachment of Deposits made last month and all payment transactions, including refund processed if applicable.

PMS syncs with payments and fees separately If the feature flag is enabled

Net Amount + (Service Charge-Net Amount)

Payments table is updated with aggregate data & filters in the table

We have added a new filter and collective aggregate amount for Charges, Fees (Paid by practice), and Collected.

Additional Articles about these features: 

• How to Disable Automatic Messages for Online Appointment Booking Templates 
• Option to Set SMS Text for Confirmed Appointment Notifications
• Displaying Patient Name for New Patient Submitted Forms
• Treatment Coordinator Filter in PracticeIQ
• Refund Feature in PBN Payment Services