Adding Patient-specific Medications to Your Library

Released 10/15/25 Previously, when you were adding a medication to a patient, and the correct medication did not exist in your library, you could add the medication to the patient but not add it to your library. Now, when you are adding a patient-specific medication, there is an option that allows you to add the … Read more

DentalPlans.com Integration with Patient Forms

EARLY ACCESS ONLY A patient form can now include an option for a patient to consent to receiving information about dental savings plans (DSPs) if the patient completing a form with this option enabled indicates that he/she does not have dental insurance. If the patient opts in, his/her contact information and consent are captured, and … Read more

Saving Cards on File Through Patient Forms

EARLY ACCESS ONLY 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 … Read more

Syncing Negative Responses for Medical Alerts on Patient Forms

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

Searching for Openings From Treatment Plan

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

“Additional payments expected later from insurance” Checkbox Selected by Default for Insurance Payment for Ortho Procedure

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

Viewing Eligibility From Treatment Plan

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

ERA Saved to Document Manager

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

Posting Max Allowable Fees

EARLY ACCESS ONLY 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 … Read more