Automatically Adding a Plan From a New Insurance Plan Form

EARLY ACCESS ONLY

After a patient has provided subscriber and insurance information on an online form, if there is a plan in your Dentrix Ascend database that matches the group number entered on the form, and if there is a patient in your Dentrix Ascend database that matches the subscriber name entered on the form, on the Insurance Information page for the subscriber and the patient (if he/she is not the subscriber), the insurance plan is added as long as they don’t already have active insurance plans attached to their records.

Note: For additional information, see the release notes about the “Notification of a New Insurance Plan Form” feature.