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

Quickly Viewing Patient Forms

Released 9/17/25 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 Forms, … Read more

Insurance and ID Cards Saved to Document Manager

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

OTP to Access Patient Forms

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

Patient Authorization Enhancements to Access Patient Forms

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

New Patient Forms

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

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