Product Updates

iDentalSoft Version 8: Multi-Treatment Proposal Support & Patient Billing Now Available!


iDentalSoft V8 brings increased functionality and feature improvements geared toward streamlined claims processing, improved treatment functionality, and a cohesive patient intake and billing experience.

No action is necessary for you to start experiencing the increased functionality of iDentalSoft V8. The iDentalsoft team will take care of everything over the course of this month so expect your office to function normally and you to start noticing some of the features listed below.

New Features:

Patient Portal Online Bill Pay:

Patients can now remit payments directly to your clinic via the Patient Portal. (Requires an account). This self-service billing, when combined with automated SMS and Email alerts, means you collect copays more often with fewer calls.

Linked Billing Transactions:

The billing ledger now shows associated claims and treatments for any outstanding balances and payments. Just click on the ledger line item in question, and you'll be able to view related treatments and claims instantly.

Support for Account Aging:

Provide patients with what their current coverage remaining balance is. Offices can now use these insights to prioritize patient care before coverage expiration while providing patients more transparency around out of pocket costs.

EClaim To ADA Conversion:

Quickly convert eClaims to ADA format for printing with just one click.

Automatic Statement Records:

Each time a billing statement is printed two digital records are created. One is accessible for reference in the patient ledger and the other is available via the patient document center. That way everyone's on the same page regarding the status of payments and balances!

Multi-Treatment Proposal Support:

Starting now, you can show patients various treatment options for complicated or out-of-pocket procedures. You’re able to start tracking proposal status (accepted, rejected, follow up, etc) for record keeping and review.

Multiple Insurance Provider Support:

Add as many insurance providers to a patient record as your front office can get details for. Easily tag medical and dental providers separately to maximize patient coverage and reduce copays.

Feature Improvements:

Updated Patient Portal

The Patient Portal has been streamlined with high-resolution graphics, user-friendly messaging, and is fully functional on both mobile and tablet devices. You’ll love the way it looks!

Coverage Provider Sorting

Any outstanding claims or patient encounter records are now viewable by coverage provider in the billing and patient encounter portals. This is a huge improvement for office staff working to close the books end of month!

We’d love to hear from you!

If you’d like to learn more about iDentalSoft V8 or are interested in configuring some of our expanded billing functionality, simply reach out to

New to iDentalSoft? Book a live demo

iDentalSoft v7 Release: Improved Charting, Auto/Multi-Codes, Imaging

Congratulations to all our customers! You're about to get a free upgrade to the newest version of iDentalSoft with enhancements to make your software even better (and easier to use). 

Treatment Area and Tooth Chart

Updates have been made in the treatment area to make the screens and graphics more functional and aesthetically pleasing. You'll see more realistic tooth graphics and both the maxillary and mandibular arches in a single view. 

updated odontogram.png

You can now enjoy this full display of the tooth chart in both the treatment area and in tooth notes. Click the button below to see an overview of the improved treatment view.

Categorize Your Auto-Codes and Multi-Codes 


You now have an ability to categorize your Auto-Codes and Multi-Codes to make them easier to navigate for your staff. Categorize by specialty, by provider, or any other attribute you choose.




Imaging Just Got Easier

We enhanced our imaging features with new capabilities like continuous TWAIN capture, auto-rotation, and the ability to tag and categorize your images.


We'll have more updates and improvements coming soon, so stay tuned. And thanks for choosing iDentalSoft!

New features available in our Q1 Release!


You asked and we listened! After hundreds of conversations with our valued customers, we've been hard at work converting client feedback into product enhancements and new features. 

New Features

  • Payment Plans. Improve treatment acceptance rates and boost production by offering patients flexible, recurring monthly payment plans for their treatments.  
  • Patient Online Self-Pay. Decrease your accounts receivable by allowing your patients to pay their invoices online, anytime.   
  • Lab Tracking. Track lab cases from sent to received to invoiced and sync lab statuses directly with patient records and scheduling activity. 
  • Statements by Mail. Automatically send statements by postal mail to your less tech-savvy patients. This is an enhanced integration with our partner, DentalxChange. 
  • Orthodontic Imaging. You can now capture photos and save them in a standard orthodontic mount, including composites of extraoral, intraoral and occlusal photos. 
  • Added Configurability. There are now more options to tailor iDentalSoft to your preferences. You can create different calendar views of selected chairs, change colors on appointment statuses, and place custom photos, logos or graphics on your patient portal. 

Enhancements to Existing Features

  • Enhanced Treatment Plan Display. Next month, we'll release massive improvements to the treatment plan area. iDentalSoft will display the upper and lower jaw in a single view and include folders to better categorize your images and auto-codes by specialty.
  • Schedule by Provider or by Room. Many of our customers share operatories among several providers. iDentalSoft supports scheduling appointments by provider or by chair/ room/ operatory. 
  • Bilingual Patient Portal. Spanish language is now supported for patients entering their health history with an easy toggle between English and Spanish. 
  • Mobile Carrier Lookup for Text Communications. This addition automatically detects the carrier associated with mobile phone numbers entered in the patient's record, so you won't have to ask your patients for their cellular phone provider.