Released 6/18/25 Filtering for Matched ERAs Without Posted Payments You can now filter the list of ERA payments to include ERA payments that were matched to claims but for which a payment has not been posted. Subtotals for ERA Payments When you are viewing a claim on an ERA, at the bottom of the Service … Read more
Released 6/18/25 For the new patient forms, a patient type (new or existing) can now be assigned to a form. With a patient type assigned to a form, in Dentrix Ascend, the form will be due only for the applicable patients. To change a form’s settings 1. On the Settings menu, select Form Builder. The … Read more
Released 6/25/25 Now, you can attach a recare procedure to multiple appointments. This allows you to schedule several appointments for a given recare type (such as Ortho) in advance. Example: Charles has an Ortho appointment on 06/04/2025. You schedule another Ortho appointment for Charles on 07/09/2025 A yellow warning icon appears for the attached Ortho … Read more
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