Crown Connect May 2026 Release

May 2026 Release

Real-time transaction list with no refreshing and nothing lost

Payment activity done outside Crown, including directly on the terminal or in the GoDaddy portal, now flows into your transaction list automatically within about 30 seconds (down from 3–6 minutes), with no need to refresh the page. In the unlikely event service is interrupted, all transaction activity is now queued so once service is restored, your transactions are recovered from GoDaddy into Crown and pushed to your PMS.

See when a payment didn’t reach your PMS and fix it yourself

Any payment that fails to post now shows a red warning indicator directly on the row. Hover to see exactly why it was held up, then re-send it yourself with one click and no support call needed. Failed status sticks even after refresh, and if a retry still fails, a “Chat with Us” option hands the details to our team. Successful payments stay clean because the indicator only shows when something needs attention.

Refunds and voids now appear where you expect them

Refunds now show as their own line, dated to when the refund actually happened, instead of being buried inside the original payment. A refund done today rises to the top with today’s activity. Voids work the same way, so your list is now in true chronological order.

Unassociated payments are now in full view

Payments processed outside of Crown, such as directly on the terminal, through a payment page, or virtually in the GoDaddy portal, are no longer tucked away in a separate dashboard list. These transactions now appear directly in your main transaction feed in chronological order alongside all other payments, making them much easier to spot, review, and associate to a patient.

Faster payment confirmation because Crown no longer waits on your PMS

Payments now confirm in Crown the moment they’re approved, independent of your PMS. Previously, if Open Dental, Dentrix, or Eaglesoft was slow to respond, Crown would wait on the PMS before confirming the payment. Now, Crown immediately finalizes the transaction and sends it to your PMS in the background, so checkout stays fast and your team and patients are never left waiting on a slow PMS connection.

Transactions

One search box for everything so you can find any payment by patient name, transaction ID, card last 4, or amount. You can even paste a void/refund ID from a receipt and still pull up the original payment.
Powerful filtering lets you quickly narrow transactions by Status (Approved, Declined, Voided, Refunded), Source (Terminal, Payment Plan, Membership, Payment Request, Virtual Terminal, Insurance Payments, Payment Page), and Payment Method (Credit Card, Cash, Check). A dedicated Filter group now controls transaction visibility with options like All Transactions, Unassociated Only, Exclude Unassociated, and Failed to Post Only. Status now reflects only what happened to the payment itself, while cross-cutting views like unassociated or failed-to-post live in their own separate filter group, making the transaction list far more intuitive and eliminating ambiguity.
Consistent amount styling with Declined shown in red, Voided crossed out, and Refunded shown as a negative (example: -$50.00).
Auto-Reversed badge that clearly labels when the processor approves but the terminal cannot finish, resulting in an automatic reversal that is not related to a card or funds issue.

Insurance Payments

Renamed from “Reimbursements” to “Insurance Payments” throughout the app.
One search box to find claims by claim number, payment ID, or patient name, along with new Claim # and Payment ID columns.
Smoother editing with Deductible, Insurance Paid, Write-Off, and Payment Requested now editable inline, one at a time, with automatic saving.

Memberships

Pending memberships now read “Pending” on the status pill, filter, and detail view.
Cleaner empty cells, tidied button spacing, and better-aligned benefit rows.

Payments & Terminal

Clearer terminal screen with a centered layout, live animation, and “Sending to Terminal” now changing to “Waiting for Payment.” Cancel messaging now names the specific terminal.

Throughout the App

Consistent look across all list pages including Transactions, Payment Requests, Payment Plans, Memberships, and Insurance Payments.
Friendlier empty states that distinguish “nothing recorded yet” from “search/filter hid everything.”
Refreshed icons along with tighter spacing, alignment, and form styling throughout the app.
Dashboard “Recent Transactions” cleaned up with a persistent “View All” link.

Customer Profiles
Applies to Crown accounts not connected to a PMS, where customer records live in Crown.

Activate or deactivate a patient/customer with a simple toggle.
Override the patient/customer ID so you can align IDs with your patient or customer management platform.
Labels automatically display as “Patient” or “Customer” based on your business type.

Fixes & Reliability

No more duplicate refunds or voids in your PMS. We fixed a timing issue that could post the same refund or void twice to Open Dental or Dentrix. Transactions now post exactly once, even when the PMS is slow.
Payments land on the procedure you picked, with single-procedure payments now posting to exactly that procedure in Open Dental every time.
Hide unassociated payments now takes effect right away and applies immediately on next reload in both the list and filter menu.
EOB uploads now work on $0 claims so denials and capitation claims with a $0 amount can attach their EOB to Open Dental instead of being left behind.
Full transaction IDs now appear in Eaglesoft notes, with voids and refunds showing the full reference instead of only a couple characters.
Save card for future use now works reliably on the payment page.

Talk to us!

We’re always listening to your feedback, bug reports, and enhancement requests to make Crown more powerful. Please keep them coming. We’ll do our best to incorporate your input into future releases. If you need any assistance, please contact us or chat with us directly in Crown.

Surcharge FAQ

What is a credit card surcharge?

A credit card surcharge is an additional fee added to a transaction when a patient chooses to pay with a credit card. The surcharge is intended to help offset the cost of credit card processing and applies only to eligible credit card transactions.

Can we surcharge debit card transactions?

No. Debit card transactions may not be surcharged under any circumstances, even if the debit card is processed as a credit transaction or entered manually.

Is there a limit on how much we can surcharge?

Yes. Credit card surcharges may not exceed the merchant’s actual cost of accepting credit cards and are capped at a maximum of 3% of the total transaction amount, in accordance with card-network rules and applicable law.

Are we required to notify patients about the surcharge?

Yes. Card networks require clear and transparent disclosure of any credit card surcharge. Practices must notify patients through appropriate signage at the practice entrance, point of sale, and anywhere payments are accepted. If payments are accepted online, the surcharge must also be clearly disclosed on the practice’s website.

Are there states where credit card surcharging is not allowed?

Yes. Some U.S. states and territories prohibit or restrict credit card surcharging. Practices are responsible for understanding and complying with their state’s specific requirements before implementing a surcharge.

Does Moolah determine whether we are compliant?

No. While Moolah provides tools and general guidance to support credit card surcharging, compliance with all applicable laws and card-network rules is the responsibility of the merchant. Moolah does not provide legal advice and assumes no liability for a merchant’s compliance.

Can we surcharge all credit cards?

Most major credit card networks permit surcharging when done in accordance with their rules, but additional requirements or restrictions may apply. Practices should ensure they have completed all required network notifications and disclosures prior to enabling surcharging.

What happens if we are not compliant?

Failure to comply with surcharging rules may result in card-network fines, required refunds, or other enforcement actions. Practices should ensure they fully understand all applicable requirements before applying a surcharge.

Is surcharging supported in Flex?

Flex does not currently offer built-in support for credit card surcharging. If a practice chooses to enroll in a surcharge plan, payments would need to be processed through Moolah’s payment platform, which is designed to support surcharging and integrates directly with Open Dental.

Surcharge Compliance

If you are considering introducing a credit card surcharge for your patients, it is important to understand that there are specific rules and regulations that must be followed when enrolling in and operating under a surcharge plan.

This article provides a general overview of common surcharging requirements. This content is provided for informational purposes only and does not constitute legal advice. It is the responsibility of each merchant to review, understand, and comply with all applicable laws, card-network rules, and regulatory requirements, including notification timeframes, signage requirements, surcharge percentage limits, and jurisdictions where surcharging is prohibited.

If you are unsure about the laws or regulations applicable to your practice, you should consult with qualified legal counsel. Moolah assumes no liability for a merchant’s compliance or non-compliance with credit card surcharging rules or regulations.

Transparent Communication
Card networks, including Visa, Mastercard, Discover, and American Express, require merchants to clearly and transparently disclose when a credit card surcharge is applied.

Practices must clearly notify patients of a credit card surcharge through appropriate signage placed at the practice entrance, at the point of sale or terminal, and anywhere payments are accepted. If payments are accepted online, surcharge disclosures must also be clearly visible on the practice’s website. All disclosures must inform patients that the surcharge applies only to credit card transactions.

Surcharge Limits
Credit card surcharges must comply with both card-network rules and applicable law. The surcharge amount may not exceed the merchant’s actual cost of accepting credit cards and may not exceed 3% of the total transaction amount.

Card-network rules cap credit card surcharges at 3%, meaning that if a merchant’s processing costs exceed this amount, the excess portion cannot be passed on to the patient.

Warning
The following is a general overview of credit card surcharging rules in the United States. Merchants are responsible for understanding and complying with all applicable requirements.

Network and State Restrictions
The major credit card networks, such as Visa and Mastercard, impose specific requirements related to surcharge limits, advance notification, and disclosure.

In addition, several U.S. states and territories regulate or prohibit credit card surcharging. At the time of writing, credit card surcharging is prohibited in Connecticut, Maine, Massachusetts, and Puerto Rico. Other states, including Colorado, Minnesota, Mississippi, New Jersey, and New York, impose restrictions on surcharge amounts or require specific disclosures.

If your practice operates in a state that restricts or prohibits credit card surcharging, you must fully understand and comply with those requirements before implementing a surcharge.

Debit card transactions may never be surcharged, even if the debit card is processed as a credit transaction.

Applicability
Credit card surcharges may be applied only to credit card transactions. Other payment types, including debit cards and alternative payment methods, are not eligible for surcharging.

Regulatory Compliance
Merchants are responsible for maintaining ongoing compliance with all applicable card-network and legal requirements. This includes meeting advance notification obligations, using compliant signage and disclosures, adhering to surcharge percentage limits, and respecting jurisdiction-specific restrictions.

By following these guidelines, dental practices can implement credit card surcharging in a way that aligns with card-network rules and promotes transparency with patients. Clear and upfront communication helps maintain patient trust and supports a positive payment experience.