Release Notes: July 9, 2024

Referral Sources Page Usability Enhancements

Do you find it difficult to manage referral sources in Dentrix Ascend because you have a very long list of sources to scroll through? This may be the case especially if, for example, your office is part of a large organization or performs specialty work (where essentially your entire patient base comes from referrals). Well, Dentrix Ascend now provides some highly-requested usability enhancements for managing referral sources.

To help you quickly find referral sources, there is a new Search box at the top of the Referral Sources page that allows you to filter the list. As you type, if any part of a referral source’s last/referral name, first name, specialty, or referral type matches your search criteria, that source is included in the search results.

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  • The search results can only include up to 100 referral sources, so you may need to be more specific with your search criteria to narrow down the search results.
  • As in previous versions, you can choose to display up to 20 or 50 entries per page, and you can navigate between pages by clicking a page number, Previous, or Next.

Additionally, after you add or edit a referral source, your search criteria continues to appear in the Search box, you are returned to the page you were viewing (if the search results included multiple pages), the sorting of the list remains the same, and the maximum number of entries per page persists.