New Options for Insurance Plan Import
Released 1/7/26 When you are importing insurance information, there are new options for Insurance Plan. The new options are:
insurance plans
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
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
Resolved Insurance Swap Issue in Multiple Time Zones
Released 9/17/25 For organizations with multiple locations in different time zones, the issue concerning not being able to use the insurance swap functionality has been resolved. This fix also helps with ending plan coverage scenarios.
Searching for a Plan’s Claim Address
Released 10/7/25 When you are adding an insurance plan, you can now search from the existing addresses in your database to select the plan’s claim mailing address. To select a claim mailing address 1. Go to Home > Carriers, click a carrier, and then click Add Plan. 2. Click in the first box under Claim … Read more
Printing Denti-Cal Claims
Released 9/3/25 You can now have Dentrix Ascend print a Denti-Cal claim on a pre-printed claim form (a sheet of paper with boxes, lines, and labels pre-printed on the page). You can obtain pre-printed claim forms from Denti-Cal. To select the correct claim form for printing Denti-Cal claims 1. Go to Home > Carriers. The … Read more
Default Benefit Renewal Month
Released 8/27/25 Now, when you add an insurance plan (go to Home > Carriers, select a carrier, and then click Add Plan), January is selected by default as the Benefit renewal month.
Searching for Max Allowable Fee Schedules
Released 9/3/25 To make it easier to find the correct max allowable fee schedule for an insurance plan, there is now a way to search for a fee schedule by name. To select a max allowable fee schedule To edit an insurance plan, go to Home > Carriers, select a carrier, and then select a … Read more
Additional Insurance Plan Options
Released 8/27/25 Options have been added to insurance plans. Currently, these options are for reference only. They have been added to allow you to capture values or information that previously had to be stored in the notes. Note: In a future release, values for these options will be able to be imported so you won’t … Read more
Indicator for Matched Claim on ERA
Released 2/5/25 If a claim is matched to an ERA (manually or automatically), you will now see a green shield icon next to the patient’s name at the top of the claim you are viewing to indicate that the claim has been matched to the ERA. To view the new icon, do the following: 1. … Read more