Default Benefit Renewal Month
Released 8/27/25 Now, when you add an insurance plan (go to Home > Carriers, select a carrier, and then click Add Plan), January is selected by default as the Benefit renewal month.
Gentry Winn
Replacing Coverage Table Exceptions in Bulk
Released 8/27/25 When you are adding an exception in a coverage table, you can select multiple procedures (existing functionality), but now you can select procedures that already have an exception for the type of exception (such as frequency limitation) that you are adding. When you save the exception, if any procedure selected for that exception … Read more
Attaching PDFs to Claims
Released 9/3/25 Now, you can attach .pdf files from a patient’s document manager to a claim. Previously, you could attach only images (.jpg/.jpeg files). To attach a PDF to a claim 1. On the Attachments tab of the Claim Detail dialog box, click Add from Document Manager. The Add from Document Manager dialog box appears. … Read more
Quick Exam Buttons
Released 9/3/25 On the patient information ribbon and routing panel, there are now buttons that allow you to more quickly navigate to the Quick Exam tab of a patient’s clinical record. On the patient information ribbon, click the Quick Exam button (tooth with a magnifying glass). On the routing panel, for an appointment with a … Read more
Searching for Max Allowable Fee Schedules
Released 9/3/25 To make it easier to find the correct max allowable fee schedule for an insurance plan, there is now a way to search for a fee schedule by name. To select a max allowable fee schedule To edit an insurance plan, go to Home > Carriers, select a carrier, and then select a … Read more
Resubmitting Claim After Posting Partial Insurance Payment
Released 9/3/25 You can now resubmit a claim after a partial (or zero-dollar) insurance payment has been posted without having to delete the partial payment first. This enhancement may be beneficial, for example, in an office where zero-dollar payments must be entered to keep track of everything that comes back from the insurance (for documentation … Read more
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