New Filtering Options for ERAs
EARLY ACCESS ONLY There are two new filters for viewing ERAs:
Gentry Winn
Patient Authorization Enhancements to Access Patient Forms
For security purposes, to access the new patient forms portal, verification of the patient’s identity is now required. The patient must enter his or her birth date to access forms online. Also, links (from the legacy and new patient forms systems) are now valid for seven days or until the associated forms have been completed, … Read more
Migrating to New Patient Forms
If you missed the opportunity to try out the new patient forms, the ability to opt in to using the new patient forms solution is being re-enabled. Also, new functionality that will accompany the migration to the new patient forms solution will be rolled out in three phases. Then, after the opt-in period ends, all … Read more
Help for Missing Payer Connections
EARLY ACCESS ONLY For Eligibility Pro requests, Dentrix Ascend now helps you know which payers you are missing connections for. Also, adding a connection is now quicker. Scenario 1 When you access the Insurance Eligibility page (go to Schedule > Insurance Eligibility), if any payer connections are missing for the insurance carriers on this page, … Read more
ERA Filtering and Subtotals
Filtering for Matched ERAs Without Posted Payments You can now filter the list of ERA payments to include ERA payments that were matched to claims but for which a payment has not been posted. Subtotals for ERA Payments When you are viewing a claim on an ERA, at the bottom of the Service Payment Information … Read more
Assigning Forms to New or Existing Patients
For the new patient forms, a patient type (new or existing) can now be assigned to a form. With a patient type assigned to a form, in Dentrix Ascend, the form will be due only for the applicable patients. To change a form’s settings 1. Do one of the following: The Patient Forms page opens … Read more
Recare Attached to Multiple Appointments
Now, you can attach a recare procedure to multiple appointments. This allows you to schedule several appointments for a given recare type (such as Ortho) in advance. Example: Charles has an Ortho appointment on 06/04/2025. You schedule another Ortho appointment for Charles on 07/09/2025 A yellow warning icon appears for the attached Ortho recare procedure. … Read more
Filtering User Accounts Page
You can now filter the User Accounts page by user role and/or location. To filter the list of users 1. Go to Settings > User Accounts to open the User Accounts page. Notice that there is now a Filter button. 2. Click the Filter button to view a menu. Note: The Include Inactive switch is … Read more
ERA Enhancements
Showing Completed, Incomplete, All Payments On the ERA Payments tab of the Bulk/ERA Insurance Payments page, the Show completed checkbox has been replaced with three options: By default, Not Completed is selected. Filtering by Unmatched Claims You can now filter the list of ERA payments to include payments that could not be matched automatically by … Read more
Enhancements for Eligibility Responses
To help you better understand eligibility responses from payers, messaging has been added, and the layout has been changed. Link for Upgrading to Eligibility Pro If you use Eligibility Essentials, in an Essentials response from a payer, there is now a link that takes you to a website where you can learn about upgrading to … Read more