Released 3/25/26 With Dentrix Ascend Forms, after patients complete forms online, they will now see an option to save a card on file. Having cards on file before patients’ appointments reduces front desk friction, minimizes manual entry errors, and provides touchless payment capabilities. Notes: To enable a card-on-file option for forms 1. Go to Settings … Read more
Previously, only the “positive” responses to medical conditions and allergies on a form (such as when the patient indicated that he/she had asthma) updated the patient’s record. With this release, the “negative” responses to medical conditions and allergies on a form (such as when the patient indicates that he/she no longer has asthma) now also … Read more
Released 10/22/25 While you are viewing a case on the Tx Planner tab of a patient’s clinical record, there is now a Search for openings button. You can use this button to quickly search for an available time slot and schedule an appointment for the procedures in a certain visit of that case. To search … Read more
Released 10/15/25 On the Fee Schedules page (Settings > Fee Schedules), when you are creating a new fee schedule (by clicking Create New) and want to select a fee schedule from the Copy existing list, there is now a Search box to help you quickly locate the fee schedule from which you want to copy … Read more
Released 10/22/25 When you are posting an insurance payment, the Additional payment(s) expected later from insurance checkbox is now selected by default if you select a Claim with orthodontic procedures. Example An ortho procedure (D8080) has been posted on a patient’s ledger, and a claim for that procedure has been created and sent to the … Read more
While presenting a patient’s treatment plan, you can now quickly view the patient’s eligibility status and open the corresponding eligibility document. If an eligibility document (for the patient’s primary insurance coverage only) exists for the patient, an Eligibility Verification line appears. The “E” icon indicates the status (eligible, ineligible, or unable to verify). The status … Read more
When a claim that pertains to an ERA has been successfully matched to a claim in Dentrix Ascend either automatically or manually, a document with the ERA claim information is now saved in the corresponding patient’s Document Manager. Notes: On the Bulk/ERA Insurance Payments page, while you are viewing a claim that pertains to an … Read more
Released 3/18/26 You can now have Dentrix Ascend post the contracted/allowed fee for a procedure in a patient’s ledger or treatment plan. Video: Posting the Max Allowable Amount (2:55) Summary New Ledger Options 1. Go to Settings > Ledger Options, and then select the Ledger Rules tab. Under Insurance Estimates & Write-offs, the Automatically post … Read more
Released 10/1/25 For information about the “Appointment Coverage Details” section at the top of the PDF of an eligibility response, which was recently released, refer to the “Appointment Coverage Details Section” in PDF of Eligibility Response release notes. In this release, the “Appointment Coverage Details” section now has a “History” column, which displays the date … Read more
Released 10/1/25 After a patient completes online forms prior to his/her appointment, the message that appears now includes the location and the date and time of the patient’s upcoming appointment. This occurs only in the following scenarios Example 1. Select an appointment. 2. On the Appointment Information panel, click Forms, and then Request Forms. 3. … Read more