EARLY ACCESS ONLY (Until 1/8/2025 – Subject to Change) Important Note: Some of the new features and enhancements may require an updated acquisition agent. For instructions on checking for updates, refer to the “Updating the acquisition agent” Help topic. New Features and Enhancements Exam View (Default) Updates Enhancements have been made to the default Exam … Read more
With this release, you can search for ERAs by TIN and/or insurance carrier. This enhancement may help you post ERA payments more efficiently. To filter the ERAs 1. On the Home menu, select Bulk/ERA Insurance Payments to open the Bulk/ERA Insurance Payments page. 2. Select the ERA Payments tab on the left panel. 3. Expand … Read more
Summary of updates that were made to conditions:
EARLY ACCESS ONLY (Until 1/8/2025 – Subject to Change) With this release, several improvements have been made to help you search for available appointment times more quickly. To perform a search 1. On the Schedule menu, select Search for Openings to open the Search for Openings page. 2. Set up the following filters: 3. Click … Read more
EARLY ACCESS ONLY (Until 12/23/2024 – Subject to Change) With this release, there is a new security right: “View Production.” To view production amounts on the calendar, this security right is required. By default, all user roles that have the “Review Schedule” right are granted the “View Production” right. If you remove this right from … Read more
With this release, when you are scheduling an appointment for a patient with an active “Pre-medicate need” medical alert in his or her record, the Premedicate checkbox for the appointment is now selected automatically. The “Pre-medicate need” medical alert in a patient’s record (select Medical Alerts on the Patient menu to open the Patient Information … Read more
With this release, not only can you search for ERAs by the received date (received in Dentrix Ascend), but you can search by a dollar amount and/or reference number. This enhancement may help you post ERA payments based on EFTs, paper checks, or virtual credit cards more efficiently. To filter the ERAs 1. On the … Read more
With this release, you can export the Audit Log (Home > Audit Log). To export the report, click Export. The current page as it is displayed is downloaded as a .csv file. You can open the .csv file in a spreadsheet program. The first row contains the column headers. The second row contains the filters … Read more
The enhancements for the Audit Log (Home > Audit Log) that are included in this release:
As in a previous release (see the release notes for “Flagging and Identifying Ortho Patients”), you can flag a patient as an orthodontia patient. With this release, customizable reports in Power Reporting now include a field that indicates if a patient is flagged as an orthodontic patient. This new field is available for a report … Read more