Insurance and ID Cards Saved to Document Manager

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 are saved … Read more

OTP to Access Patient Forms

For security purposes, to access the new patient forms portal from an email message, a patient must enter a one-time password. Note: If a patient attempts to access the portal from an email message that was sent prior to the implementation of OTP authentication, a one-time password is not required. To access and complete online … Read more

Patient Authorization Enhancements to Access Patient Forms

For security purposes, to access the new patient forms portal, verification of the patient’s identity is now required. The patient must enter his or her birth date to access forms online. Also, links (from the legacy and new patient forms systems) are now valid for seven days or until the associated forms have been completed, … Read more

New Patient Forms

With this Dentrix Ascend release, an all-new, enhanced form builder is available. Once you enable the new patient forms features in Dentrix Ascend, you can send requests to patients to have them complete the forms that are due, similar to how you requested forms previously. Some highlights of the new forms include the following: If … Read more

New Location of Treatment Consent Message Settings

With this release, where you access treatment consent messages for patient forms is different. Previously, you would go to Settings > Patient Forms to access the Tx Consent Messages. Now, you go to Settings > Treatment Plan Settings. On the new Treatment Consent Messages page, the options for working with your treatment consent messages are … Read more