Warning When “Automatically calculate insurance estimates” Is Off

Released 10/22/25 For a procedure, when you set the Automatically calculate insurance estimates switch to Off, a warning icon and a message appear to inform you that the benefit maximums and required deductibles from the patient’s insurance plan are not used to calculate estimates for this procedure. This is existing functionality. With this switch off … Read more

Insurance Estimates Using Payment Tables

With this new phase of the payment table features, you can enable or disable payment tables to respectively allow or prevent the amounts entered for procedures in payment tables to override coverage tables percentages. Initially with this update, payment tables do not affect insurance estimates; to allow payment tables to be used for calculating insurance … Read more

Getting the Right Numbers in the Dentrix Ascend Treatment Planner Webinar (April 2022)

Having problems with the estimated guarantor portion in the treatment planner? You’re in good company; this is consistently among the top-10 reasons customers call Dentrix Ascend Support. The good news is most fixes are simple once you understand the workflow. Watch this webinar to learn how to verify your setup and resolve problems to get the right … Read more

5 Steps to Getting Patient Portion Estimates You Can Trust Webinar (Sept 2022)

Description: Correctly setting up your insurance plans, coverage, and exceptions results in more accurate treatment plans and proper patient and insurance portion estimates. The right setup can help you confidently collect the correct amount at the time of service rather than waiting to see what the insurance carrier pays and then trying to collect balances. … Read more