Gentry Winn

Refunds by Line Item

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Released 5/20/26 When you refund a payment, you can now apply a specific refund amount per charge that is associated with that payment. You can use this new refund method if you need to refund amounts only for certain charges that are associated with the payment. This can help ensure accurate provider production and collection … Read more

Blue Icon for a New Insurance Plan Form

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Originally Released on 4/29/26; Re-released on 8/26/26 After a patient has provided subscriber and insurance information on an online form, with that patient selected in Dentrix Ascend, the insurance icon on the patient ribbon changes from green to blue to indicate that a new patient form with insurance information is available. Note: To change the … Read more

Eligibility Verification Expiration

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Released 4/15/26 Now, all eligibility verifications expire at the end of the month. Note: If there is an appointment scheduled within the first number of days of the month that correspond to the number of days of your look ahead period (the default is four days), Dentrix Ascend will automatically perform a recheck on the … Read more

Show Split Payment Amount for ERA

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Released 3/25/26 While you are working with ERAs, you can now easily identify if a payment is not for the total amount due. This can happen if (1) there is a provider-level adjustment or (2) depending on your specified ERA delivery method, the payment is split between locations that share a tax ID. For example, … Read more

Umatching a Claim on an ERA

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Released 3/25/26 If a claim on an ERA has been matched incorrectly (either manually or automatically) to a claim in Dentrix Ascend, you can now unmatch the claim and delete any associated payments and adjustments. Example scenario A patient has both primary and secondary insurance with the same carrier. The payer issues two ERA payments—one … Read more

Outbound Referral Letters

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Released 4/1/26 New Letter Template There is a new letter template for outbound referrals. To access this new template, go to Patient > Letter to Patient. In the Letter to Patient dialog expand the new Referral category on the left, and then select the new Outbound Referral Letter template. The corresponding letter appears on the … Read more

Notification of a New Insurance Plan Form

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Released 3/25/26 After a patient has provided subscriber and insurance information on an online form, on the patient’s Insurance Information page, a notification, stating that a new patient form with insurance information is available, now appears. On the notification, click the link (which is the form name followed by the received date) to open the … Read more