Enhanced Treatment Plan Presentation

EARLY ACCESS ONLY 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 … 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

To help you track and manage claims on ERAs that get returned with denial codes, you can now select a CARC (Claim Adjustment Reason Code) and RARC (Remittance Advice Remark Code) for each procedure when you are entering an insurance payment. Also, to facilitate this functionality, the dialog box for entering/editing an insurance payment has … Read more

Statement IDs for Website Payments

Released 7/16/25 Statements now include a statement ID in the upper-left corner. Also, when a patient makes a website payment, he/she can now specify a statement ID on the online payment form, and with the statement ID provided, the payment is adjudicated automatically and posted to the correct ledger in Dentrix Ascend. Previously, you had … Read more

Insurance and ID Cards Saved to Document Manager

Released 7/16/25 If a patient uploads or takes pictures of an insurance card and/or a driver’s license or other type of ID card to fill in insurance and/or personal information for an online patient form, copies of the cards are saved in the patient’s Document Manager after the patient submits the completed form. Cards that … Read more

Imaging 120

Released 8/20/25 Important Note: Some of the new features and enhancements will require an updated acquisition agent. For instructions on checking for updates, refer to the “Updating the acquisition agent” Help topic. Updated Procedure Names The imaging procedure names have been simplified. For example: Selecting Acquisition Sequences The Acquisition sequence options have been consolidated into … Read more