Gentry Winn Released 4/8/26 When a predetermination is received and appears on the ERA Payments tab of the Bulk/ERA Insurance Payments page, a predetermination symbol (instead of the zero-dollar symbol) appears for that predetermination. The symbol for a predetermination is a paper with a magnifying glass. This symbol appears to the left of each applicable patient’s name. … Read more
EARLY ACCESS ONLY When an eligibility verification expires at the end of the month, the “E” icon (in the corresponding patient’s record and on that patient’s appointment) changes to black to indicate that the eligibility needs to be checked again because it has expired.
Released 4/15/26 On the Tx Planner tab of a patient’s clinical record, for a treatment case, you can now set the Expiration date to 3 Months.
EARLY ACCESS ONLY Future due payment plans introduce a streamlined way for practices to schedule and collect patient payments over time with improved accuracy, automation, and visibility. Designed specifically to support offices that manage long‑term orthodontic treatment plans, this feature allows practices to collect a down payment at plan creation and automatically charge future‑dated monthly … Read more
Released 4/15/26 Each user can choose to receive real‑time notifications when payers respond to eligibility requests. This can reduce uncertainty, prevent repeated clicks, and improve workflow clarity. To subscribe to eligibility notifications 1. On the User menu, select Notifications. The Notifications page appears. 2. Select the Show insurance eligibility check notifications checkbox. To request an … Read more
EARLY ACCESS ONLY 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 … Read more
EARLY ACCESS ONLY Since the release of the “Posting Primary Max Allowable Fees” feature, an improvement has been made that allows you the choose to have Dentrix Ascend automatically update the amounts for all treatment-planned procedures to match the corresponding fees in the applicable contracted fee schedules (assuming the patients have in-network insurance plans with … Read more
EARLY ACCESS ONLY 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 icon back to being … Read more
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
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