EARLY ACCESS ONLY The Import Benefits section of the eligibility manager displays pending benefit imports, which enables front-office and central billing office (CBO) teams to centrally view, search, review, and import electronic insurance eligibility benefit data directly into patient records across multiple practice locations. Instead of checking individual patient charts or hunting for notification icons … Read more
EARLY ACCESS ONLY The Appointment Readiness section of the eligibility manager gives you a centralized, real-time work list to verify insurance ahead of scheduled patient visits. This view replaces the Insurance Eligibility page and is designed for insurance coordinators, front desk staff, and practice managers at both single-practices and multiple-location organizations. Accessing the view To … Read more
EARLY ACCESS ONLY The functionality for viewing eligibility details for an appointment was released previously for Eligibility Pro customers only. That functionality is being expanded to include Eligibility Essentials customers.
When you are creating a campaign (go to Settings > Patient Communications, select the Campaigns tab, and then click CREATE CAMPAIGN), you will notice the following changes have been implemented: Note: The Campaigns feature is available only with a Dentrix Ascend Pro or Accelerate subscription. It is not available with an Essentials subscription.
On the campaigns dashboard (go to Settings > Patient Communications, and then select the Campaigns tab), the following metrics now appear: Note: As you apply filters, the metrics update automatically based on the campaigns that match the filter criteria. Note: The Campaigns feature is available only with a Dentrix Ascend Pro or Accelerate subscription. It … Read more
Released 9/23/26 You can now add a practice logo to an email campaign, and each email message that gets delivered will include the logo that corresponds to the recipient’s preferred location. Instead of creating separate campaigns for each location or manually managing image URLs, you can now build a single email template and have the … Read more
Released 9/23/26 Important Note: An updated acquisition agent may be required for features in this release. For instructions on checking for updates, refer to the “Updating the acquisition agent” Help topic. Keep Pan from Blocking AI Panel After you zoom in on an image being viewed, instead of the pan window appearing when you position … Read more
Released 9/9/26 After you finish entering or editing an exam with Dentrix Ascend Voice Perio, the Oral Health Summary appears. Now, you can save a copy of that summary in the patient’s document manager as a .pdf file. Note: Voice Perio is available only with a Dentrix Ascend Accelerate subscription or the Ambient add-on (purchased … Read more
Released 9/16/26 In a patient’s document manager, when you scan multiple documents, you can now choose to combine them into one PDF document. To scan a multiple-page document 1. If the correct patient is not already selected, use the Patient Search box to access the patient’s record. 2. On the Patient menu, under General, select Document Manager. The patient’s Document Manager page opens. 3. … Read more
Released 9/16/26 You can now copy the “Contracted with” settings from one location to another so you no longer have to specify, one carrier at a time, all the carriers a location is contracted with. This is especially useful if you are setting up a new location that has the same (or mostly the same) … Read more