A new icon can now appear next to the email address of a user on the User Accounts page if that user’s email address has not been verified after someone creates the user’s account or updates the email address in the user’s account. If Dentrix Ascend gets a notification that a verification email message was … Read more
There are two new filters for viewing ERAs:
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 been completed, … Read more
If you missed the opportunity to try out the new patient forms, the ability to opt in to using the new patient forms solution is being re-enabled. Also, new functionality that will accompany the migration to the new patient forms solution will be rolled out in three phases. Then, after the opt-in period ends, all … Read more
For Eligibility Pro requests, Dentrix Ascend now helps you know which payers you are missing connections for. Also, adding a connection is now quicker. Scenario 1 When you access the Insurance Eligibility page (go to Schedule > Insurance Eligibility), if any payer connections are missing for the insurance carriers on this page, the Missing Payer … Read more
Filtering for Matched ERAs Without Posted Payments You can now filter the list of ERA payments to include ERA payments that were matched to claims but for which a payment has not been posted. Subtotals for ERA Payments When you are viewing a claim on an ERA, at the bottom of the Service Payment Information … Read more
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. Do one of the following: The Patient Forms page opens … Read more
Now, you can attach a recare procedure to multiple appointments. This allows you to schedule several appointments for a given recare type (such as Ortho) in advance. Example: Charles has an Ortho appointment on 06/04/2025. You schedule another Ortho appointment for Charles on 07/09/2025 A yellow warning icon appears for the attached Ortho recare procedure. … Read more
You can now filter the User Accounts page by user role and/or location. To filter the list of users 1. Go to Settings > User Accounts to open the User Accounts page. Notice that there is now a Filter button. 2. Click the Filter button to view a menu. Note: The Include Inactive switch is … Read more
Showing Completed, Incomplete, All Payments On the ERA Payments tab of the Bulk/ERA Insurance Payments page, the Show completed checkbox has been replaced with three options: By default, Not Completed is selected. Filtering by Unmatched Claims You can now filter the list of ERA payments to include payments that could not be matched automatically by … Read more