eligibility

Viewing Eligibility From Treatment Plan

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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

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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

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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

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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

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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

Importing the Insurance Plan Details and Coverage Table

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Released 3/26/25 Previously, you could import only the deductibles, benefits, and coverage exceptions of an insurance plan from an eligibility response. Now, you can also import the source of payment, coordination of benefit method, and coverage table of an insurance plan from an eligibility response. To import the plan details and coverage table 1. If … Read more

Dentrix Ascend Eligibility Essentials and Pro

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Tracking your patients’ insurance information can be time consuming. You must verify that your patients’ insurance plans are active and ensure that payment estimates are accurate. This may require your office staff to visit multiple insurance websites daily. Verifying a patient’s insurance eligibility and understanding a patient’s insurance plan benefits are key to ensuring that … Read more