Released 6/11/25 You can now filter the User Accounts page by user role and/or location. To filter the list of users 1. Go to Settings > User Accounts to open the User Accounts page. Notice that there is now a Filter button. 2. Click the Filter button to view a menu. Note: The Include Inactive … Read more
Released 5/28/25 Showing Completed, Incomplete, All Payments On the ERA Payments tab of the Bulk/ERA Insurance Payments page, the Show completed checkbox has been replaced with three options: By default, Not Completed is selected. Filtering by Unmatched Claims You can now filter the list of ERA payments to include payments that could not be matched … Read more
Released 5/28/25 To help you better understand eligibility responses from payers, messaging has been added, and the layout has been changed. Link for Upgrading to Eligibility Pro If you use Eligibility Essentials, in an Essentials response from a payer, there is now a link that takes you to a website where you can learn about … Read more
Released 6/11/25 Previously, managing the scheduling templates required the “Manage Location Information” security right. Now, only the “View and Edit Schedule Templates” security right is required. Note: By default, this right is granted to any pre-populated user roles (such as Administrator, Front Office, Office Manager, and Billing Coordinator) and to any user role that already … Read more
Released 6/18/25 Important Note: Some of the new features and enhancements will require an updated acquisition agent. For instructions on checking for updates, refer to the “Updating the acquisition agent” Help topic. Using Only DEXIS Devices There is a new acquisition agent preference that allows you to filter the acquisition device menu to include only … Read more
Released 6/4/25 The ASAP, Broken/No Show, and Pinboard lists can get fairly long. To make it easier for you to find a patient’s appointment on one of these lists, there is now a search box for each of these lists. To view the Pinboard list, on the Calendar page, click Pinboard. To search for an … Read more
Released 5/28/25 To help with insurance eligibility verification, when you are adding or editing a patient’s insurance plan, you can now have Dentrix Ascend attempt to validate the subscriber ID and let you know if the subscriber is eligible or not eligible or if there is some kind of error that needs to be addressed. … Read more
Released 5/21/25 In Dentrix Ascend, you can now record a patient’s emergency contact information. Also, if a patient enters emergency contact information on a patient form (new style of form only), that information will be updated automatically in the patient’s record in Dentrix Ascend. To add an emergency contact person 1. Open a patient’s Patient … Read more
Released 5/21/25 You can now add a time pattern to an appointment to represent who is providing care to the patient during the appointment. You can use these assignments to help you maximize your productivity and the use of all operatories. Also, with provider time specified for appointments, when you schedule overlapping appointments with a … Read more
Released 4/23/25 On the Insurance Eligibility page (Schedule > Insurance Eligibility), there is now an “E” icon that you can click to import insurance information. Previously, you could initiate an import only from the Calendar page. Notes: After the import is successful, you remain on the Insurance Eligibility page, and the “E” icon (a green … Read more