ERA Saved to Document Manager

When a claim that pertains to an ERA has been successfully matched to a claim in Dentrix Ascend either automatically or manually, a document with the ERA claim information is now saved in the corresponding patient’s Document Manager. Notes: On the Bulk/ERA Insurance Payments page, while you are viewing a claim that pertains to an … Read more

Certain Document Types Can No Longer Be Imported

Released 9/24/25 Henry Schein One is fully committed to keeping your Dentrix Ascend system secure, and as part of that commitment, we are implementing important changes to the supported file types in the Document Manager.  Effective 9/24/2025, only the following file types will be permitted for upload and storage in the Document Manager:  With the ever-changing … Read more

Insurance and ID Cards Saved to Document Manager

Released 7/16/25 If a patient uploads or takes pictures of an insurance card and/or a driver’s license or other type of ID card to fill in insurance and/or personal information for an online patient form, copies of the cards are saved in the patient’s Document Manager after the patient submits the completed form. Cards that … Read more

Adding an Annotated Image to an Insurance Claim or Predetermination

Adding supporting documentation to an insurance claim or a predetermination is recommended to speed up the insurance payment process. Adding an image with an annotation is a great way to specifically point out the areas of concern and help insurance carriers understand why the treatment is needed or why it was completed. This tip is … Read more