Dentrix Ascend guides you as you add new patients, manage existing patient records, and allows you to easily send and store patient forms and other documents.
Recommended for: Office Managers, Front Office Staff
Watch the videos below to learn how to perform patient information tasks in Dentrix Ascend.
Duration: 1 hour and 20 minutes
Course Content
Lessons
Status
1
Patient Records
-
Patient Information Overview (2:02)
-
Understanding Relationships in Dentrix Ascend (4:44)
-
Adding a New Patient Record (4:40)
-
Adding a New Household (1:53)
-
Adding a New Patient to an Existing Household (1:49)
-
Adding, Updating, and Deleting a Patient Picture (1:41)
-
Collecting Missing Contact Information (1:24)
-
Defining the Primary Contact and Primary Guarantor (1:38)
-
Updating Patient Relationships (1:13)
-
Managing Patient Medical Alerts (4:06)
-
Updating Patient Preferences (1:46)
-
Recording Patient Referrals (1:04)
-
Entering Patient Notes and Notifications (1:42)
-
Enhanced Patient Notes (2:44)
- Patient Information Overview (2:02)
- Understanding Relationships in Dentrix Ascend (4:44)
- Adding a New Patient Record (4:40)
- Adding a New Household (1:53)
- Adding a New Patient to an Existing Household (1:49)
- Adding, Updating, and Deleting a Patient Picture (1:41)
- Collecting Missing Contact Information (1:24)
- Defining the Primary Contact and Primary Guarantor (1:38)
- Updating Patient Relationships (1:13)
- Managing Patient Medical Alerts (4:06)
- Updating Patient Preferences (1:46)
- Recording Patient Referrals (1:04)
- Entering Patient Notes and Notifications (1:42)
- Enhanced Patient Notes (2:44)
2
Forms & Documents
-
Patient Forms Overview (4:53)
-
Working with Patient Forms (2:47)
-
Sending Online Forms to a Patient (0:56)
-
Viewing Completed Patient Forms (1:22)
-
Uploading Documents to a Patient’s Account (2:13)
-
Editing, Exporting, and Deleting Document Information (1:08)
-
Using Tags to Filter the Document List (1:22)
- Patient Forms Overview (4:53)
- Working with Patient Forms (2:47)
- Sending Online Forms to a Patient (0:56)
- Viewing Completed Patient Forms (1:22)
- Uploading Documents to a Patient’s Account (2:13)
- Editing, Exporting, and Deleting Document Information (1:08)
- Using Tags to Filter the Document List (1:22)
Additional Resources
Updating a Patient Record
- Article – Updating patient information
- Blog Tip – Assigning a Primary Provider
- Article – Adding medical alerts
- Article – Adding referral sources
- Article – Adding patient notes
- Article – Adding patient pictures
- Article – Attaching Insurance to a Patient
- Video – Using the Routing Panel for Patient Check In (2:57)
Course Content
Lessons
Status
1
Patient Records
-
Patient Information Overview (2:02)
-
Understanding Relationships in Dentrix Ascend (4:44)
-
Adding a New Patient Record (4:40)
-
Adding a New Household (1:53)
-
Adding a New Patient to an Existing Household (1:49)
-
Adding, Updating, and Deleting a Patient Picture (1:41)
-
Collecting Missing Contact Information (1:24)
-
Defining the Primary Contact and Primary Guarantor (1:38)
-
Updating Patient Relationships (1:13)
-
Managing Patient Medical Alerts (4:06)
-
Updating Patient Preferences (1:46)
-
Recording Patient Referrals (1:04)
-
Entering Patient Notes and Notifications (1:42)
-
Enhanced Patient Notes (2:44)
- Patient Information Overview (2:02)
- Understanding Relationships in Dentrix Ascend (4:44)
- Adding a New Patient Record (4:40)
- Adding a New Household (1:53)
- Adding a New Patient to an Existing Household (1:49)
- Adding, Updating, and Deleting a Patient Picture (1:41)
- Collecting Missing Contact Information (1:24)
- Defining the Primary Contact and Primary Guarantor (1:38)
- Updating Patient Relationships (1:13)
- Managing Patient Medical Alerts (4:06)
- Updating Patient Preferences (1:46)
- Recording Patient Referrals (1:04)
- Entering Patient Notes and Notifications (1:42)
- Enhanced Patient Notes (2:44)
2
Forms & Documents
-
Patient Forms Overview (4:53)
-
Working with Patient Forms (2:47)
-
Sending Online Forms to a Patient (0:56)
-
Viewing Completed Patient Forms (1:22)
-
Uploading Documents to a Patient’s Account (2:13)
-
Editing, Exporting, and Deleting Document Information (1:08)
-
Using Tags to Filter the Document List (1:22)
- Patient Forms Overview (4:53)
- Working with Patient Forms (2:47)
- Sending Online Forms to a Patient (0:56)
- Viewing Completed Patient Forms (1:22)
- Uploading Documents to a Patient’s Account (2:13)
- Editing, Exporting, and Deleting Document Information (1:08)
- Using Tags to Filter the Document List (1:22)