April 1 Release Notes
1. Update LBI Tooltip on Registration Page
Release description: Dental provider offices without a website are now instructed to please provide a publicly accessible practice website or business profile web URL (such as Google, Yelp, Facebook, or X). The page must not require a login and should clearly display your practice name.
2. JETT PMS Detection & Selection
Release description: JETT users can now confirm and update their Practice Management System (PMS) both during and after installation.
Benefit to you: This update gives practices greater flexibility and control over their setup experience, especially for those with multiple PMS options and makes it easier to manage or update their configuration with JETT when needed.
3. JETT File Uploader
Release description: JETT enables secure, real-time document access directly from any PMS. Jett transforms the simple act of printing into a structured data exchange. It brings the discipline and reliability of EDI to print, connecting practice management systems directly to Vyne Trellis for real-time document routing.
Benefit to you: Streamlines claim and statement submissions by eliminating printer switching and removing the need to export and organize files for use as claim attachments or within Secure Email in Vyne Trellis.
April 7 and April 15 Release Notes
1. Claim Validation: New Rules
Release description: Expanded pre-submission validation rules have been added to enhance existing validation coverage.
- New validation codes (e.g., G01–G03, PA1–PA9, TLW, ES2, CCZ, CLU, CSO) identify additional payer-specific and data integrity issues
- Errors are flagged prior to submission with “Failed Validation” status in the Unsent Claims tab
- Tooltips direct users to the exact field and tab requiring correction
- Validations now include deeper
2. Patient Preferred Name in Communications
Release description: Patient-facing communications now use the patient’s preferred name when available from Eaglesoft, ensuring messages reflect how the patient expects to be addressed.
Benefit to you: Uses the name patients recognize, which reduces confusion, improves trust and response rates, and reduces unnecessary patient callbacks and staff follow up to clarify authenticity.
3. Patient Lookup During Scheduling
Release description: Patients are no longer asked if they are new or returning, rather we do a lookup based on patient name and DOB to see if an existing record is already in the PMS. If no record is found then they are treated as a new patient.
Benefit to you: This removes an extra step in the patient workflow when scheduling an appointment as well as ensuring we are not duplicating patient accounts and showing the wrong appointment types if the patient mistakenly chooses the wrong option.
April 29 Release Notes
1. Payment Email Includes Payment Source & Virtual Insurance Credit Card Transactions
Release description:
- Added Transactions by Source section showing payment count and total dollars
- Included all payment types, including virtual insurance credit card transactions
- Updated Top Transactions to display first name and last initial only
2. Eaglesoft Balance Updates Payments (Bug)
Release description: The bug has been fixed. Eaglesoft balance updates now sync to Trellis, balances on the Outstanding Accounts tab now update correctly, and paid balances now stop payment reminder texts, emails, and mailed statements from being sent.
3. Refined Filter Experience
Release description: The filter list has been reorganized into clearly defined sections (Claim Readiness, Account Exclusions, Balance Criteria) that group related filters together. This structured layout aligns with how offices think about payment eligibility and makes filter configuration more intuitive and easier to review.
Benefit to you: Reduces time spent configuring and validating filters, improves accuracy of payment targeting by making filter logic easier to understand, and lowers risk of sending payment requests to incorrect accounts. This results in less rework and fewer corrections, while helping staff move faster and more confidently when preparing payment outreach.
4. Appointment Confirmation Text After Patient Confirms
Release description: When a patient confirms an appointment by SMS and the appointment status successfully updates to Confirmed, the system now sends a confirmation text automatically. The confirmation text also directs the patient to answer if there have been changes to their insurance and update their patient information using the link from the text.
Benefit to you: This gives patients clear confirmation that their response was received and their appointment is confirmed, reducing confusion and unnecessary calls to the office. It also helps practices capture insurance or patient information updates before the visit, reducing missed prep work, manual follow up, and rework for front office staff. For family appointments, it provides clear confirmation across linked records, helping offices avoid preventable scheduling confusion and missed pre visit updates.
4. Printable Reports for Eligibility & Benefits
Release description: Users can now generate a printable report directly from the Eligibility page using a new print icon. The report reflects the current filters and columns displayed on the page and can be generated for each eligibility tab, allowing users to easily capture and review relevant records in a structured format.
Benefit to you: Vyne Trellis users can more efficiently review and manage eligibility results such as “Needs Attention” items with a clean, print-ready report. This reduces manual effort, improves visibility across records, and supports offline and paper-based workflows when needed.
5. Updated Scheduling Settings
Release description: Settings have been renamed to “Appointment Settings” and now features a lookahead window where offices can choose how far in advance patients are able to book an appointment.
Benefit to you: Offices often have uncertainty with how their availability will look long-term and want to restrict patients from scheduling too far out in advance. Additionally many patients forget they have an appointment when they scheduled it too long ago, leading to reschedules. Offices can now set a limit for how early a patient can schedule an appointment, ensuring that all appointments are timely and don’t require reorganization of the practice schedule.
