Product News & Updates
Keep up to date with product announcements and software releases.
Release Guides
October 2026
- Showing Group Number Mismatch During Benefits Import (Early Access Only)
- Pre-defined shapes for chart annotations (Early Access Only)
- New Option for Handling Duplicate Quick-picks (Early Access Only)
- Populating Fees for Alias Procedure Codes (Early Access Only)
- Patient Forms Metrics (Early Access Only)
- Filtering Patient Forms (Early Access Only)
- Automatic Secondary Eligibility Verifications (Early Access Only)
- Imaging 1.188 (Early Access Only)
- Aged Receivables – Group by Provider (Early Access Only)
- Ortho Payout Schedules (Early Access Only; Orthodontics)
- Provider Production & Collections Report (Early Access Only)
- Eligibility Manager – Appointment Readiness (Early Access Only)
- Claims Manager (Early Access Only)
- Changing Treatment Area Setting for Procedure Codes (Early Access Only)
- Organizational Structure with User Provisioning (Early Access Only)
- Adjustments by Procedure for Insurance Payments (Early Access Only)
- ERA Payment Options Have Been Moved
- On-demand Forms Allow Provider Review
- Schedule template user rights
- Automatic Reminder for Incomplete Forms
- Reserve with Google in Google AI Mode
- Eligibility Manager – Import Benefits
- New Security Rights for Custom Imaging Procedures
September 2026
- Eligibility Essentials – appointment view
- Patient Form Progress Is Saved Automatically
- Exporting Fee Schedules
- Dynamic Practice Logo for Email Campaigns
- Eligibility Manager
- Imaging 1.187
- Enhancements for Creating Campaigns
- New Metrics for Campaigns
- Managing Treatment Consent Messages Across Locations
- Scanning Multiple-page Documents
- Syncing Location Carrier Contract Settings
- Saving Voice Perio Oral Health Summary to Document Manager
- Patient Form Element Writeback Indicators
- Using Unapplied Credits for Future Payment Plans (Orthodontics)
- Warning for Incorrect Coverage Order for Medicaid
- Changing Coverage Period if Claims Exist
- Annotations for Tooth Charts
- Adding Procedures to Custom Treatment Consent Messages
- Payer Connection Status Visibility
- Imaging 1.186
August 2026
- Pagination of Patient Forms
- Refresh Button in Calendar
- Moving and Resizing Scheduling Template Time Blocks from Calendar
- Blue Icon for a New Insurance Plan Form
- Improvements for Insurance Icon on Patient Ribbon
- Automatically Adding a Plan From a New Insurance Plan Form
- Imaging 1.185.1
- Previewing Claim Attachments
- Surcharges for Credit Card Payments
- Imaging 1.185
- Email Templates for Campaigns
- Manually Syncing Schedule Templates for Online Booking
- Shared Frequency Exceptions – Eligibility Import
- Enhanced Treatment Plan Integration with Future Payment Plans (Orthodontics)
- Enhanced Delivery Statuses for Campaigns
- Pearl AI
- New Idea Portal
July 2026
- Voice Perio Feedback Sounds
- Error Messages for Unrecognized Voice Perio Commands
- Voice Notes Quick-Pick Enhancement
- Imaging – Ortho Report (Orthodontics)
- Alias Codes Inherit Fees Across all Fee Schedules
- Automatic Language Detection for Patient Forms
- DentalPlans.com Integration with Patient Forms
- New Shared Frequency Exception
- Imaging 1.183
- Ortho Tab (Orthodontics)
- ASAP Option for Appointments Booked Online
- ASAP Filter for Campaigns
- Separate Buttons for Entering New Prescriptions
- Enhancement to Digital Contracts for Future Payment Plans (Orthodontics)
- Dentrix Ascend Voice Perio
- Imaging 1.182
- Removal of Audit Log Report
- Eligibility Essentials Success Metrics
- Eligibility Pro Success Metrics
- Syncing Preferred Pharmacy on Patient Forms
- New Patient Statuses for “Deceased” and “Dismissed”
- Treatment Area Option for Frequency Exception – Eligibility Import and Appointment View
- House Provider
- Quickly Closing a Day
June 2026
- Eligibility Pro Onboarding Reminder
- Imaging 1.181
- Patient Communication Campaigns
- Future Payment Plans (Orthodontics)
- Posting Referred Treatment From Quick Exams
- Deleting Incomplete Voice Notes
- Rating Voice Notes
- Editing Coverages Before Importing Insurance Information
- Additional Vital Signs Measurements
- Patient List Report
- Easily Identifying Current Location Billing Provider for Insurance Claim Defaults
- Treatment Area Option for Frequency Exception
May 2026
- New Security Right for Updating Procedure Amount
- Imaging 1.179
- Refunds by Line Item
- Assigning Multiple Billing Types
- Updated Payer Attachment Rules for Claim Attachments
- Icon for Secondary Insurance Plan on Insurance Eligibility Page
- Home Menu Layout Has Changed
- Deposit Slip Improvements
- Imaging 1.178
- Searching for Patient by Birth Date
- Revert All Coverage Table From Eligibility Import
April 2026
- Black Icon for Expired Eligibility Verification
- New Options for Enhanced Treatment Plan Preview
- New Format for Viewing Eligibility Details
- New Online Booking Service
- Charging UCR Fee When Annual Maximum Benefit Reached
- Eligibility Import Logic Improvement for Benefits
- Image Verify
- Imaging 1.176
- Eligibility Verification Expiration
- Real-time Eligibility Notifications
- Warning When Primary Provider Is Not Charting Provider
- Setting Expiration Dates for Treatment Plans to “3 Months”
- Provider A/R Totals Report Filters Are Saved
- New Symbol for Predeterminations on ERAs
- New Keyboard Shortcuts for Teeth and Images
- Outbound Referral Letters
- Dentrix Ascend Voice Notes
March 2026
- Imaging 1.175
- Notification of a New Insurance Plan from a Form
- Saving Cards on File Through Patient Forms
- Patient Clinical Report Includes Images
- Show Split Payment Amount for ERA
- Umatching a Claim on an ERA
- Viewing Your Organization ID
- Imaging 1.174
- Posting Primary Max Allowable Fees
- Forms Button on Routing Panel (Re-released)
- Insurance Pre-filled on Patient Forms
- Enhanced Security Login and MFA (Updated)
- Shared Frequency Limitation and Alternate Benefit in Eligibility Responses
- Validating Subscriber IDs for Any Plan
- Imaging 1.173
February 2026
- Opening a Patient’s Ledger While Reviewing Unresolved and Unsent Claims
- Coverage Table Range Boxes Widened
- Imaging 1.172
- Automatic Import of Insurance Information
- Renaming of Form Element Categories
- Imaging 1.171
- Additional Options and Measurements for Perio Exams
- Manually Added Pharmacy Is Saved
- Separate Button for Insurance Payments
- Outbound Referrals
January 2026
- Premedication Message for Email and Text
- Staying on the Same Date When Switching Locations
- Removal of Broken Appointments From Overview and Eligibility Pages
- Imaging 1.127
- Heading Change in Patient Communications
- Enhanced “Form Settings” Dialog Box
- Retain Visit When Moved to Another Case
- Treatment Planning Products
- Recording Vital Signs
- Placement Date Optional for Ortho Procedures
- Reverting Imported Coverage Exceptions
- Reverting Imported Plan Options and Coordination of Benefits
- New Options for Insurance Plan Import
- New “Waiting Period” Exception Type
- Support for EPO/Union Insurance Plans