Released 1/8/26 The placement date is no longer required for an orthodontic procedure, so you can create predeterminations that include orthodontic procedures without specifying placement dates. Note: This functionality is applicable only for a procedure with a “Tx Plan” status. 1. To edit a planned orthodontic procedure, on the Tx Planner tab of a patient’s … Read more
Released 12/17/25 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. Enhancements This release provides the following enhancements: Fixes This release resolves the following issues:
Released 1/7/26 “Waiting Period” has been added as a new exception type. Currently, it is for reference purposes only and not used for insurance estimate calculations. With this exception type, you can specify that a waiting period of a certain number of days, weeks, months, or years applies to a procedure. To add an exception, … Read more
Released 1/7/26 If your location has an Eligibility Pro subscription, and the coverage exceptions in the coverage table for a plan have been updated due to a manual import, you can revert the updated exceptions from the import back to their previous values within 30 days. When you are viewing a carrier’s insurance plan in … Read more
Released 4/22/26 We are offering a new online book service that integrates with Dentrix Ascend. On a location-by-location basis you can opt in to using the new online booking service. Key changes: Other Considerations: Upgrading to the New Online Scheduler (If Using Legacy Service; Per Location) If your organization did use the legacy online booking … Read more
Released 12/17/25 While you are reviewing a patient form, you can send a request to redo the form, but now the form in the online portal is pre-filled with all the patient’s previous responses so the patient can quickly correct or update inaccurate or incomplete information instead of having to start from scratch. Notes: To … Read more
Released 2/4/26 You can now mark procedures as “Referred” in a patient’s chart, progress notes, and treatment plan. You can also specify which specialist a patient has been referred to. This creates a structured way to document referrals and makes it easier for your team to track what procedures have been referred out and follow … Read more
Released 12/17/25 You can now choose whether insurance calculations use the billing or rendering provider’s status, ensuring accurate write-offs and contracted rates for every procedure. This update eliminates the incorrect adjustments that occur when rendering providers have different carrier contracts from the location, reducing manual correction and improving billing accuracy for multi-provider practices. You can … Read more
Released 11/24/25 Previously, a user had to be granted the “Edit Ins. Plan for Patient” security right to be allowed to request eligibility data on demand and verify a subscriber on demand. Now, there is a security right that controls whether a user can perform those tasks or not: the “Request Eligibility” right. For each … Read more
Released 12/17/25 If your location has an Eligibility Pro subscription, and the coverage percentages in the coverage table for a plan have been updated due to a manual import, you can revert the updated percentages from the import back to their previous values within 30 days. When you are viewing a carrier’s insurance plan in … Read more