Updated Security Rights for Patient Forms

Released 10/29/25 Previously, the “Manage Patient Forms” security right controlled whether a user could change the due date of a form in a patient’s record or not. Now, there is a new security right that controls this. The new security right, “Edit forms due for a patient” (in the “Patient Information” category), allows a user … Read more

Warning When “Automatically calculate insurance estimates” Is Off

Released 10/22/25 For a procedure, when you set the Automatically calculate insurance estimates switch to Off, a warning icon and a message appear to inform you that the benefit maximums and required deductibles from the patient’s insurance plan are not used to calculate estimates for this procedure. This is existing functionality. With this switch off … Read more

“Canceled by Office” Appointment Status

Released 11/12/25 There is now a “Canceled by Office” appointment status, which you can assign to an appointment when someone in your office cancels that appointment. With the Status of the appointment set to Canceled by Office, you can do any of the following: The icon that corresponds to the “Canceled by Office” status is … Read more

Providers Reviewing Patient Forms

Released 11/5/25 While viewing a patient’s clinical record, a provider can now review clinically relevant information from a completed patient form and then mark that form as having been reviewed. Changing a Form Setting To enable the provider review workflow for a patient form, you must change a setting. To enable the provider review workflow … Read more

Enhanced Security Login and MFA

EARLY ACCESS ONLY We’re making it even easier to protect your patient data. Dentrix Ascend is introducing an enhanced security experience that includes multi-factor authentication (MFA). Why This Matters When to Expect the Change You will receive a communication when it is your turn to be activated. What to Expect Even if MFA is active, … Read more

Preferred Pharmacies

Released 10/22/25 You can now add a preferred pharmacy to a patient’s record. The specified pharmacy will be selected by default when you enter an electronic prescription. To add a preferred pharmacy 1. Do one of the following: – On a patient’s Patient Information page (go to Patient > Patient Information), select the Preferences tab, … Read more

Deleting Referral Sources

Released 10/22/25 You can now delete referral sources. Note: You can delete a referral source only if it is not associated with any patient records. New security right: Deleting a referral source requires the “Delete Referral Sources” security right (in the “Settings” category). To delete a referral source 1. On the Settings menu, select Referral … Read more

Quick/Auto Partial Payments for Claims on ERAs

Released 10/29/25 You can now configure quick-post settings and/or auto-post settings for ERAs to allow the posting of partial claim payments based on a dollar amount threshold. Notes: To set up the new ERA payment options 1. On the Bulk/ERA Insurance Payments page, with the ERA Payments tab selected, click Manage ERA Payment Options. The … Read more