Automatic Import of Insurance Information

EARLY ACCESS ONLY With an Eligibility Pro subscription, when a response is received for an eligibility request, insurance information can now be imported into Dentrix Ascend automatically. Previously, you could only import this information manually. To allow automatic imports For each location, open the Location Information page (Settings > Location Information), set the Auto-Import Insurance … Read more

Reverting Imported Plan Options and Coordination of Benefits

Released 1/7/26 If your location has an Eligibility Pro subscription, and certain plan options (source of payment, missing tooth clause, and/or crown/bridges paid on date) and/or the coordination of benefits methods have been updated due to a manual import, you can revert the updated plan options from the import back to their previous values within … Read more

New Security Right for Requesting Eligibility Data

Released 11/24/25 Previously, a user had to be granted the “Edit Ins. Plan for Patient” security right to be allowed to request eligibility data on demand and verify a subscriber on demand. Now, there is a security right that controls whether a user can perform those tasks or not: the “Request Eligibility” right. For each … Read more

Viewing Eligibility From Treatment Plan

While presenting a patient’s treatment plan, you can now quickly view the patient’s eligibility status and open the corresponding eligibility document. If an eligibility document (for the patient’s primary insurance coverage only) exists for the patient, an Eligibility Verification line appears. The “E” icon indicates the status (eligible, ineligible, or unable to verify). The status … Read more

“History” Column Added to “Appointment Coverage Details” Section in PDF of Eligibility Response

Released 10/1/25 For information about the “Appointment Coverage Details” section at the top of the PDF of an eligibility response, which was recently released, refer to the “Appointment Coverage Details Section” in PDF of Eligibility Response release notes. In this release, the “Appointment Coverage Details” section now has a “History” column, which displays the date … Read more

“Appointment Coverage Details Section” in PDF of Eligibility Response

Released 9/24/25 In the PDF document that contains response data from an eligibility request, there is now a summary of the eligibility information that is specific to a patient’s appointment so you don’t have to search through the entire document to find eligibility information for the services related to the appointment. With an Eligibility Essentials … Read more

Combined Ranges for Imported Coverage Tables

Released 9/17/25 After an eligibility verification, when you are importing insurance information on the Import Insurance Benefit Details page, with Coverages selected, when you expand a category of the coverage table, the code ranges may now be combined automatically for improved readability. If the category, deductible type, and coverage percentage are the same for multiple, … Read more

Enhancements for Eligibility Responses

Released 5/28/25 To help you better understand eligibility responses from payers, messaging has been added, and the layout has been changed. Link for Upgrading to Eligibility Pro If you use Eligibility Essentials, in an Essentials response from a payer, there is now a link that takes you to a website where you can learn about … Read more