EARLY ACCESS ONLY When you are adding or editing a frequency exception for an insurance plan’s coverage table, there is now a checkbox, “Apply per treatment area.” Leaving the checkbox selected preserves the existing insurance calculation logic from before this release (the procedure code is covered X times in the specified period if the treatment … Read more
EARLY ACCESS ONLY Important Note: An updated acquisition agent may be required for features in this release. For instructions on checking for updates, refer to the “Updating the acquisition agent” Help topic. Magnify Tab There is now a Magnify tab on the AI panel (the panel on the right) to provide zoomed-in views of AI … Read more
Released 5/20/26 On the Insurance Eligibility page (go to Schedule > Insurance Eligibility), if a patient has an active secondary insurance plan, a green shield icon with a 2 on it appears next to the name of the insurance plan. This indicator helps you know at a glance if another insurance plan for the patient … Read more
Released 5/20/26 For electronic insurance claims, attachment rules (1) drive when and what practices need to collect or (2) supply attachments for participating payers on relevant procedures. With this release, the rules have been updated and will stay updated automatically every month.
EARLY ACCESS ONLY There is a new security right, “Update patient procedure amount,” that determines if a user can update a procedure’s amount by clicking the Update to: [amount] link. If a user has not been granted the “Edit patient procedure amount” security right, the user can be granted the “Update patient procedure amount” right so … Read more
Released 5/20/26 You can now assign multiple billing types to a guarantor in Dentrix Ascend. On a guarantor’s Patient Information page, the following changes have been implemented for the Billing Type: Note: On a dependent’s Patient Information page, the Billing Type is read-only.
Released 5/13/26 The Home menu has been changed. The layout of the “Reports” section on the menu has been improved. It is no longer one long list; it is now two columns.
EARLY ACCESS ONLY The dialog box for adding procedures to custom treatment consent messages has been enhanced. To add procedures to a custom treatment consent message 1. If you are not already viewing the correct location, select it on the Location menu. 2. On the Settings menu, under Patient Care, select Treatment Plan Settings. The Treatment Consent Messages page opens. 3. To create a new … Read more
Released 5/7/26 When you are searching for a patient, you can now search by birth date using a mmddyyyy or mm/dd/yyyy format. Notice that the slashes may be omitted, but all eight digits are required.
EARLY ACCESS ONLY On the Quick Exam tab of a patient’s clinical record, there is now a Referred column for posting referred treatment. Searching for procedures and selecting procedures in that column function the same as in the other columns.