## Major Changes **Additional frequency limitations** - Enhanced frequency limitation options using customized Code Groups. [Code Groups](/content/help262/codegroups.html), [Frequency Limitations](/content/help262/insfrequencylimitations.html) ## Changes by Category **Account Module** - Ability to edit individual Pay Plan Charges for Dynamic Payment Plan. [Payment Plan](/content/help262/paymentplandynamic.html) - Added filters to Payment window to better search payment splits. [Payment](/content/help262/payment.html) - View CareCredit surcharge amounts on payments. [Payment](/content/help262/payment.html), [CareCredit Payment](/content/help262/carecreditpayment.html) - Display merchant information in PayConnect 2.0. [PayConnect Setup](/content/help262/payconnectsetup.html) - Payment Plan Templates for use with Dynamic Payment Plans. [Payment Plan Templates](/content/help262/payplantemplates.html) - PayConnect 2.0 automatically prints receipts. [Receipt](/content/help262/receipt.html) **eServices** - Allow users to pick Username from list when logging into ODTouch. [ODTouch Setup and Use](/content/help262/odtouchsetup.html) - Display blockouts on Appointment Screen in ODTouch. [ODTouch: Appointments](/content/help262/odtouchappts.html) - Enhanced design of Medical Screen in ODTouch. [ODTouch: Medical Info](/content/help262/odtouchmedical.html) - Ability to view unscheduled time in the ODTouch Appointments Screen. [ODTouch: Appointments](/content/help262/odtouchappts.html) - Enhanced design when filling Exam Sheets in ODTouch. [ODTouch: Exam Sheets](/content/help262/odtouchexam.html) - Add and remove procedures from ODMobile appointments. [ODMobile Appointments](/content/help262/opendentalmobileappts.html) - Access patient in eClipboard via QR code. [Appointments Module](/content/help262/appointments.html), [eClipboard 24: What Patient Sees](/content/help262/eclipboardsees.html) - eClipboard Branding Profiles consider clinic defaults. [eService Brandings](/content/help262/eclipboardbranding.html) - Popups supported in ODTouch. [Popups](/content/help262/popups.html) - ODTouch considers clinic restrictions. [User Edit](/content/help262/securityusers.html) - Filter progress notes in ODTouch. [ODTouch: Chart](/content/help262/odtouchchart.html) - Enter Auto Notes when entering notes in ODTouch. [Auto Notes](/content/help262/autonotes.html) - Separated eService devices and ODTouch security onto their own pages. [Device Manager](/content/help262/devicemanager.html), [eServices Setup](/content/help262/eservicessetup.html), [ODTouch Security](/content/help262/odtouchsecurity.html) **Security** - New permission for View Appointment Audit Trail. [Permissions](/content/help262/permissions.html) - New permission for Archived Patient Select. [Permissions](/content/help262/permissions.html) - Adjustment Type Deny permission considers users assigned to multiple groups. [Adjustment](/content/help262/adjustments.html) **Manage Module** - Allow auto-processing of an ERA when a claim match is found but patient's name doesn't match. (Also backported to 23.1.57) [ERA Workflow](/content/help262/era835workflow.html) - Ability to search phrases in Task Search. [Task Search](/content/help262/tasksearch.html) - Set Insurance Payment Types for ERA payment methods. [ERA Workflow](/content/help262/era835workflow.html) **Miscellaneous** - Filter Procedures Not Billed to Insurance report by procedure code. [Procedures Not Billed to Insurance Report](/content/help262/reportprocsnotbilledins.html) - Added program link for Practice Booster. [Practice Booster Bridge](/content/site/bridgepracticebooster.html) - Added program link for Jazz Imaging. [Jazz Classic Bridge](/content/site/bridgejazzclassic.html) - Added program link for Shining 3D Imaging. [Shining 3D Bridge](/content/help262/bridgeshining3d.html) - Continuity of Care Document warns when problems are missing SNOMED codes. [Continuity of Care Document (CCD)](/content/help262/ehrccd.html) - Fixed order of Database Maintenance Tools. [Database Maintenance Tools Tab](/content/help262/databasemaintenancetools.html) - Slow Query Log includes MySQL User. [Slow Query Log Tool](/content/site/slowquerylog.html) - Updated labels in the Appointment Type Edit window. [Appointment Types](/content/help262/appointmenttypes.html) - Updated internal sheets for Medical History, Registration Form, and Lab Slip. (Also backported to 23.1.34) [Medical History Layout](/content/help262/sheetsmedicalhistory.html), [Lab Slip Layout](/content/help262/sheetslabslips.html), [Patient Form Layout](/content/help262/sheetspatientform.html) - Added SkySQL functionality to Read Only server. [Troubleshooting Slowness](/content/site/troubleshootingslowness.html), [Preferences](/content/help262/preferences.html) - Prevent sending emails with invalid eService URLs. [Email Errors](/content/help262/emailerrors.html) - Buttons to calculate height and width of static text field. [Sheet Static Text Field](/content/help262/sheetsstatictext.html) - Database Maintenance tool to change all insurance plans to PPO Percentage. [Database Maintenance Tools Tab](/content/help262/databasemaintenancetools.html) - Database Maintenance tool to change all insurance plans to Category Percentage. [Database Maintenance Tools Tab](/content/help262/databasemaintenancetools.html) - Added orthodontic insurance category span to Canada defaults. [Canada Insurance Categories](/content/site/canadainscatsetup.html) - Added Automation trigger for _Complete Appointment_. [Automation](/content/help262/automation.html) - Added 2024 CDT Codes and 2024 ADA Claim Form. [Procedure Code Tools](/content/help262/procedurecodetools.html) **API**: [API Specification](/content/site/apispecification.html) - API Portal export function. - Add ToothNumbers to Documents POST Upload and UploadSftp. - New ClaimTrackings resource. - Disallow trailing spaces on usernames made with UserODs POST. - New method ClaimProcs POST InsAdjust. - New method Claims POST. - Enhance Patients POST/PUT to support Canadian postal codes. - Add FamFinUrgNote to Patients GET, PUT, and POST. - New method SheetDefs GET. - Add Etrans GET. - ClaimProcs PUT - Add NoBillIns as field for method. - Add ProcedureCodes.NoBillIns to GET and POST methods. - ProcedureLogs POST/PUT/DELETE - Sync TreatPlanAttaches. - API - EtransMessageText GET. - New method TreatPlans POST. - New methods ClaimPayments PUT and GET single and multiple. - ClaimProcs GET - Additional search parameters. - New methods TreatPlanAttaches POST and PUT. - Add OrthoRemainM to Claims PUT. - Add UserGroups GET. - New method TreatPlans POST Save. - Add InsVerifies GET. - New method ScheduleOps GET multiple.