EARLY ACCESS ONLY You can now quickly review a patient form for clinically relevant information prior to treatment without having to open a .pdf file. Note: Viewing patient forms requires the “Review Documents Stored in Document Manager” security right. To quickly view a patient form On the Chart tab of a patient’s clinical record, click … Read more
Released 7/16/25 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 … Read more
Released 7/16/25 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 … Read more
Released 6/25/25 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 … Read more
Released 6/18/25 For the new patient forms, a patient type (new or existing) can now be assigned to a form. With a patient type assigned to a form, in Dentrix Ascend, the form will be due only for the applicable patients. To change a form’s settings 1. On the Settings menu, select Form Builder. The … Read more
Released 5/15/25 With this Dentrix Ascend release, an all-new, enhanced form builder is available. With 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: New … Read more
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