Additional Insurance Plan Options

Released 8/27/25 Options have been added to insurance plans. Currently, these options are for reference only. They have been added to allow you to capture values or information that previously had to be stored in the notes. Note: In a future release, values for these options will be able to be imported so you won’t … Read more

Exporting Provider A/R Totals Report

Released 8/27/25 You can now export the Provider A/R Totals Report as a .csv file for further analysis offline or integration into external workflows. To export the report 1. On the Home menu, click Provider A/R Totals to open the Provider A/R Totals page. 2. Set up the report filters as needed, and then click Search. 3. Click Export. The ProviderTotals.csv file is downloaded. You … Read more

Estimates Calculated According to Frequency Limitations Based on Procedure Date

Released 9/10/25 Up until now, Dentrix Ascend did not accurately calculate insurance estimates for a treatment-planned procedure if a frequency limitation based solely on date was applicable for that procedure. Now, if procedure A was performed one year ago, and there is a once-every-two-years frequency limitation allowed by insurance for procedure A, if you treatment … Read more

Patient Medications

Released 8/20/25 You can now maintain a library of medications in Dentrix Ascend. You can add any of those medications to patients’ records as needed. You can also add medications to patients’ records that are not in the library. Adding medications to the library By default, Dentrix Ascend includes about 170 medications (the list is … Read more

Enhanced Treatment Plan Presentation

Released 12/3/25 You can now present the financial and clinical aspects of a patient’s treatment plan separately. Also, you can now present an entire case or only specific visits. To present a treatment plan 1. On the Tx Planner tab of a patient’s clinical record, select a case, and then click Preview. The treatment plan … Read more

Enhanced Search for Payer Connections

Released 7/23/25 In the Payer Connection Portal, when you are adding a payer connection for Eligibility Pro, you can now search by payer connection names and insurance carrier names. Before you could search only by payer connection names. To add a connection, click New Payer Connection. The New Payer Connection dialog box appears. When you … Read more

Recording Denial Codes on Insurance Payments

Released 10/22/25 To help you track and manage claims on ERAs that get returned with denial codes, you can now do the following: To allow this functionality, the dialog boxes for insurance payments have been enhanced. You will notice that they look completely different. Notes: To add and/or remove denial codes 1. While you are posting … Read more