Crown Connect Version 1.8.0

Release notes for version 1.8.0


We’ve added some great new additions, reworked some things under the hood, and added a little polish on the front end to make managing your memberships more powerful!

Add Enrollees by Patient not Quantity

When a membership includes more than one patient, you now enroll patients individually rather than by quantity, giving you greater control and visibility on who’s enrolled.

Set an End Date for Monthly Memberships

You can now set an end date when creating memberships with monthly payments.

Memberships + Discount Plans (Open Dental)

We continually strive to add deeper levels of integration with Open Dental, and today, memberships get their day in the sun.

Set a Default Discount Plan to a Membership
We added the ability to default a Discount Plan to a membership. If the practice uses Open Dental Discount Plans, we encourage you to set a default Discount Plan on your existing memberships.

What is an Open Dental Discount Plan?

To set a default Discount Plan:

  1. Click on the name in the top right corner of Crown, and select “Membership Management.”
  2. Click “Edit Membership”
  3. Choose the desired Discount Plan in the dropdown.

Link to a Discount Plan when creating a Membership
When enrolling a patient in a new membership, you can choose to link the membership to an Open Dental Discount Plan. When a membership is linked to a Discount Plan, Crown will automatically add and remove the patient from the Discount Plan in Open Dental as you create and cancel their membership.

If a patient is connected to an insurance plan in Open Dental, you’ll be unable to link their membership to a Discount Plan.

Allocate Membership Payments to a Procedure (Open Dental)

Set a procedure code, and we’ll allocate the patient’s membership payment.

If a procedure code isn’t set, the payment will be posted to the patient’s ledger as an unallocated payment, resulting in a balance reduction. If you prefer membership payments not to be posted to Open Dental, please ensure this setting is toggled off.

To visit your Open Dental membership settings, please do the following:

  1. Click on the name in the top right corner of Crown, and select “Settings.”
  2. Click “Open Dental”
  3. Enable “Post Membership Payments to Open Dental”
  4. Set the Procedure Code
  5. Click “Update Open Dental Settings”

Other Enhancements and Bug Fixes

  • When adding a patient to insurance reimbursements, we’ve prevented accidental closing of the window.
  • We’ve removed the ability to process supplemental payments on insurance reimbursements temporarily. Procedures in claims that have already been processed will be hidden. We’re redesigning this to accommodate Open Dental best practices and will support this feature in an upcoming release.
  • Fixed an issue where the patient’s profile wasn’t reflecting changes made in Open Dental.

Talk to us!

We’re always listening to enhancement requests to make Crown more powerful. Keep them coming, and you may see your request in a future release. If you need any assistance, please contact us.

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