Updated Security Rights for Patient Forms

Released 10/29/25 Previously, the “Manage Patient Forms” security right controlled whether a user could change the due date of a form in a patient’s record or not. Now, there is a new security right that controls this. The new security right, “Edit forms due for a patient” (in the “Patient Information” category), allows a user … Read more

Providers Reviewing Patient Forms

Release 11/5/25 While viewing a patient’s clinical record, a provider can now review clinically relevant information from a completed patient form and then mark that form as having been reviewed. Changing a Form Setting To enable the provider review workflow for a patient form, you must change a setting. To enable the provider review workflow … Read more

DentalPlans.com Integration with Patient Forms

EARLY ACCESS ONLY A patient form can now include an option for a patient to consent to receiving information about dental savings plans (DSPs) if the patient completing a form with this option enabled indicates that he/she does not have dental insurance. If the patient opts in, his/her contact information and consent are captured, and … Read more

Syncing Negative Responses for Medical Alerts on Patient Forms

Previously, only the “positive” responses to medical conditions and allergies on a form (such as when the patient indicated that he/she had asthma) updated the patient’s record. With this release, the “negative” responses to medical conditions and allergies on a form (such as when the patient indicates that he/she no longer has asthma) now also … Read more

Appointment Reminder After Completing Patient Form

Released 10/1/25 After a patient completes online forms prior to his/her appointment, the message that appears now includes the location and the date and time of the patient’s upcoming appointment. This occurs only in the following scenarios Example 1. Select an appointment. 2. On the Appointment Information panel, click Forms, and then Request Forms. 3. … Read more

Reviewing Demographic Changes From Patient Forms

Released 9/24/25 With Dentrix Ascend Forms, when a patient completes an online patient form with demographics, the patient’s record in Dentrix Ascend is updated. Now, you can review the changes, reject specific changes as needed, and then save the patient record. Currently, the following demographics on a form can update a patient’s record: Note: Duplicate … Read more

Allergies and Conditions Selected Automatically on Patient Forms

Released 9/24/25 If a patient form has a section that allows a patient to select his/her allergies and conditions, a patient’s active conditions and allergies from his/her patient record in Dentrix Ascend are now selected automatically on the form. Note: Only the allergies and conditions in your medical alerts library that have been flagged to … Read more