Managing Document Tags for Your Organization (2:28)

Topic Progress:

The longer you use Ascend, the more documents collect in your patient’s Document Manager.  It’s easy enough to find things when there are only a few documents, but as patient information grows it is important to manage document tags to help you quickly find the documents you are looking for. Using tags in Dentrix Ascend is like putting your documents into folders to keep them organized. 

Watch this video to learn how to manage document tags for your organization. (Duration: 2:28) 

Created May 2024 with closed captions

Additional Information 

  • Managing document tags requires the “Manage Document Tags” security right.  
  • Some documents, like patient forms, billing statements, eligibilities, and EOBs, are tagged automatically when Dentrix Ascend adds them to a patient’s Document Manager. 
  • When you create a new tag, everyone in the office can see and use it.  
  • For more information, see Managing Document Tags in the Help.