What’s New in CareStack
Join Us for the CareStack 5.42 Release Webinar
We’re excited to introduce the 5.42 Release, focused on enhancing daily workflows, improving visibility, and streamlining practice operations across front office, clinical, and billing teams.
From tracking cancellations and reschedules to custom dentition by age, improved insurance workflows, this release brings thoughtful updates designed to help your team work more efficiently and deliver better patient experiences.
CareStack V5.42 Features
Don’t Miss Out on these Exciting Updates that
Enhance Your CareStack Experience
Front Office
Track Reschedules & Cancellations
Cancellation and no-show counts now persist after reschedules, with a new “Previous Reschedules” label for quick insights.
Referral Sources at a Glance
Hover over an appointment tile to instantly view primary and additional referral sources.
Clinical
Custom Dentition by Age
Manage dentition accurately by patient age.
Update Billing Order Post Completion
Adjust billing order even after code completion.
Sales Tax for Hawaii & Minnesota
Easily manage sales tax with a new location-level setting
Revenue Cycle Management (RCM)
Insurance Payment Improvements
Improved document linking workflows, larger file size limits, and enhanced validations.
Insurance Manager Updates
Introduced the ability to add medical code coverages, customize eligibility check periods by plan type and a unified plan coverage details view
Flexible Installment Adjustments
When editing Payment Plan installments, apply balance differences to the next or all remaining installments.
Reporting & Analytics
New Treatment Tracker Report
Follow up on unscheduled treatments and plan upcoming treatments effectively with the Treatment Tracker report
New Patient Logic Visibility
View the new patient logic setup directly in Insights Settings.
Patient Engagement & Services
Add & Assign Non-Patients
Add Non-patients to the system and assign them as contacts for your communication workflows.
Text Reminders for Forms Campaigns
Now add SMS as a campaign medium to boost form completion rates.
Updated Patient Portal Treatment Plan View
The updated Treatment Plan view now shows both Planned and Completed Treatments.
Speakers
Govind Menon
Sr. Product Manager
Jackie Yogerst
Product Manager
Ganesh Sankar
Product Manager
Revati Krishnan
Sr Product Manager
Release notes
Stay In the Loop With Our Latest Release Features, Along With Notes From Past Releases All in One Place.
CareStack v5.42
Key updates include Custom Dentition by Age for orthodontic accuracy, location-based Sales Tax controls, Maximum Discount limits for better pricing control, and a new Patient Merge feature to eliminate duplicate profiles and improve data accuracy.
CareStack v5.41
Key updates include a new Patient Merge feature to improve data accuracy by identifying and merging duplicate patient profiles.
CareStack v5.40
Introduces new features like the Prescriptions Report, Insurance Manager, and Patient Survey to streamline workflows.
CareStack v5.39
Improved Statements, a redesigned Patient Portal with task management, and a color-coded tree view for Insurance Plans.
CareStack v5.38
Introduces a Text to Pay Control Center and improved Transaction Charges management for simplified financial operations.
CareStack v5.37
Introduces a new Notifications feature and a redesigned Online Appointment Portal for enhanced patient experience.
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