Deleting Referral Sources

Released 10/22/25 You can now delete referral sources. Note: You can delete a referral source only if it is not associated with any patient records. New security right: Deleting a referral source requires the “Delete Referral Sources” security right (in the “Settings” category). To delete a referral source 1. On the Settings menu, select Referral … Read more

Merging Duplicate Referral Sources

Released 1/29/25 Referral sources are sometimes duplicated or entered incorrectly. This can cause the process of data entry and reporting on referrals to become more complex and potentially confusing. With this release, you can now merge/combine referral sources in Dentrix Ascend. To merge referral sources 1. On the Referral Sources page (Settings > Referral Sources), … Read more

Referral Sources Page Usability Enhancements

Do you find it difficult to manage referral sources in Dentrix Ascend because you have a very long list of sources to scroll through? This may be the case especially if, for example, your office is part of a large organization or performs specialty work (where essentially your entire patient base comes from referrals). Well, … Read more