Start of Day / Huddle Report

  • The much requested Huddle report is finally ready – check it out!
  • We will continue to add other KPIs and Insights to this report in the coming releases.
Start of Day Report


  • All breakdowns will now open in a new window.
  • You can open multiple breakdowns and compare them to each other.
  • Ability to print or share or search or filter breakdowns.
  • Some reports are now clickable and will open the relevant data breakdown.


  • Adjustments, Writeoffs, Discounts, New Patients: will now automatically include future data if dates set to the future.
  • Accounts Receivables and Financials: will now allow Provider filtering, breakdown and tracking.

Patient’s Finder

  • You can now add any filter to include (+) or exclude (-) the patients where that filter would apply.
  • Filters will now also show the count of patients in each filter.
Updated Filters for Patient’s Finder
  • We have revamped the Patient’s page and now allow patient’s to be opened from all areas of Practice Visuals. You can continue to use our Program Link under Reports in OpenDental to open a specific patient.
New Patient Page

Other Enhancements

  • All reports will now fit to the available screen space to make scrolling in tables easier.
  • Connection settings will load automatically for the first time.
  • Several user interface enhancements.
  • Employee Payroll: visual view will now include a total.
  • End of Day Report: will now include goal tracking and the appointments will be grouped.

Bug Fixes

  • You can again press enter to login!
  • Several other minor bug fixes.


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