CareStack v5.45ZOOM

What’s New in CareStack

Join Us for the CareStack 5.45 Release Webinar

CareStack 5.45 brings updates across the front office, clinical workflows, patient services, RCM, reporting, analytics, and the CareStack Mobile App. From short notice cancellation tracking and extended schedule blocking to Alphaeon Credit integration and near real-time analytics, this release is built to give your team more control, clarity, and flexibility.

Thursday, August 13
01:00 PM ET

CareStack V5.45 Features

Don’t Miss Out on these Exciting Updates that
Enhance Your CareStack Experience

Front Office

Track Short Notice Cancellations icon

Track Short Notice Cancellations

Capture and track short notice cancellations separately from regular cancellations using the new Mark as Short Notice Cancellation option.

Extended Schedule Blocking icon

Extended Schedule Blocking

Block provider and operatory schedules up to one year in advance to accommodate leave, lunch breaks, and other planned schedule blocks.

Front Office

Clinical

A Fresh Look for Treatment Plans icon

A Fresh Look for Treatment Plans

The refreshed Treatment Plan Print features a cleaner, more polished layout, along with a new Summary option for Print and Present that provides a concise overview of the treatment plan.

Capture Tooth and Quadrant Details in Claims icon

Capture Tooth and Quadrant Details in Claims

Automatically populate the corresponding quadrant when a tooth is selected, helping ensure more accurate claim submissions.

Insurance Breakdown on Treatment Plan Prints icon

Insurance Breakdown on Treatment Plan Prints

Treatment Plan prints now display separate Ins.1 and Ins.2 amounts giving patients a clearer view of how insurance contributions are distributed.

Clinical

Patient Services & Engagement

DYMO Label Printing icon

DYMO Label Printing

Print patient labels directly from the Scheduler or Patient Profile using a DYMO printer, with configurable label sizes, data fields, and custom messages.

Office Wizard Enhancements icon

Office Wizard Enhancements

Introduced ability to add Patient Conditions, Allergies, and Medications as quick links to your form templates

Patient Services & Engagement

Revenue Cycle Management (RCM)

Flexible Financing with Alphaeon Credit icon

Flexible Financing with Alphaeon Credit

Help patients say yes to treatment with built-in Alphaeon Credit integration. Run pre-qualifications, review plans together, complete transactions, and handle refunds and voids all without leaving CareStack.

Statement Customization & Automated Dispatch icon

Statement Customization & Automated Dispatch

Configure statements setting at the location level, including a new Location Logo option and send statements automatically on generation.

Revenue Cycle Management (RCM)

Reporting & Analytics

Near Real-Time Analytics icon

Near Real-Time Analytics

Make faster, data-driven decisions with analytics dashboards that now update in near real-time, eliminating the need to rely on previous-day data.

EOD Report icon

EOD Report

Utilize new Date Type and Provider filters when generating End of Day reports to achieve a more personalized reporting perspective.

Reporting & Analytics

CareStack Mobile App

VoiceStack Integration icon

VoiceStack Integration

Directly make a call to the patients through VoiceStack by selecting the Call icon within the Patient Details view.

CareStack Mobile App

Speakers

Govind Menon - SPEAKER
SPEAKER
SPEAKER

Govind Menon

Sr. Product Manager

Jackie Yogerst - SPEAKER
SPEAKER
SPEAKER

Jackie Yogerst

Product Manager

Sarah Abraham - SPEAKER
SPEAKER
SPEAKER

Sarah Abraham

Sr. Product Manager

Revati Krishnan - SPEAKER
SPEAKER
SPEAKER

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.

LATEST

CareStack v5.45

Key updates include smarter scheduling, refreshed treatment plans, DYMO label printing, Alphaeon Credit financing, automated statements, near real-time analytics, EOD report filters, and VoiceStack calling from the mobile app.

Updated July 08, 2026
RELEASE NOTES

CareStack v5.44

Key updates include direct booking from Google, better marketing attribution, improved front office visibility, smarter referral workflows, stronger financial reporting and payment controls, real-time analytics, tighter security, and expanded mobile prescription capabilities.

Updated April 20, 2026
RELEASE NOTES

CareStack v5.43

Key updates include the new CS mobile app, improved patient flow visibility, faster treatment planning, powerful analytics, automated financial controls, smarter scheduling, and enhanced referral communication.

Updated February 01, 2026
RELEASE NOTES

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.

Updated October 29, 2025
RELEASE NOTES

CareStack v5.41

Key updates include a new Patient Merge feature to improve data accuracy by identifying and merging duplicate patient profiles.

Updated September 11, 2025
RELEASE NOTES

CareStack v5.40

Introduces new features like the Prescriptions Report, Insurance Manager, and Patient Survey to streamline workflows.

Updated June 26, 2025
RELEASE NOTES

CareStack v5.39

Improved Statements, a redesigned Patient Portal with task management, and a color-coded tree view for Insurance Plans.

Updated April 10, 2025
RELEASE NOTES

CareStack v5.38

Introduces a Text to Pay Control Center and improved Transaction Charges management for simplified financial operations.

Updated January 8, 2025
RELEASE NOTES

CareStack v5.37

Introduces a new Notifications feature and a redesigned Online Appointment Portal for enhanced patient experience.

Updated October 3, 2024

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