Viewing Eligibility From Treatment Plan

While presenting a patient’s treatment plan, you can now quickly view the patient’s eligibility status and open the corresponding eligibility document. If an eligibility document (for the patient’s primary insurance coverage only) exists for the patient, an Eligibility Verification line appears. The “E” icon indicates the status (eligible, ineligible, or unable to verify). The status … Read more

ERA Saved to Document Manager

When a claim that pertains to an ERA has been successfully matched to a claim in Dentrix Ascend either automatically or manually, a document with the ERA claim information is now saved in the corresponding patient’s Document Manager. Notes: On the Bulk/ERA Insurance Payments page, while you are viewing a claim that pertains to an … Read more

Posting Primary Max Allowable Fees

Released 3/18/26 You can now have Dentrix Ascend post the contracted/allowed fee for a procedure in a patient’s ledger or treatment plan. Video: Posting the Max Allowable Amount (2:55) Summary New Ledger Options 1. Go to Settings > Ledger Options, and then select the Ledger Rules tab. Under Insurance Estimates & Write-offs, the Automatically post … Read more

“History” Column Added to “Appointment Coverage Details” Section in PDF of Eligibility Response

Released 10/1/25 For information about the “Appointment Coverage Details” section at the top of the PDF of an eligibility response, which was recently released, refer to the “Appointment Coverage Details Section” in PDF of Eligibility Response release notes. In this release, the “Appointment Coverage Details” section now has a “History” column, which displays the date … Read more

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

Certain Document Types Can No Longer Be Imported

Released 9/24/25 Henry Schein One is fully committed to keeping your Dentrix Ascend system secure, and as part of that commitment, we are implementing important changes to the supported file types in the Document Manager.  Effective 9/24/2025, only the following file types will be permitted for upload and storage in the Document Manager:  With the ever-changing … Read more

“Appointment Coverage Details Section” in PDF of Eligibility Response

Released 9/24/25 In the PDF document that contains response data from an eligibility request, there is now a summary of the eligibility information that is specific to a patient’s appointment so you don’t have to search through the entire document to find eligibility information for the services related to the appointment. With an Eligibility Essentials … Read more

Recording Maximum Benefits for Implants

Released 9/24/25 In an insurance plan’s Deductibles and Benefits dialog box, there are now boxes where you can enter the following maximum benefit amounts: Note: This benefit information is for informational purposes only. The values are currently not used to calculate insurance estimates. You can access the Deductibles and Benefits dialog box in the following … Read more

Combined Ranges for Imported Coverage Tables

Released 9/17/25 After an eligibility verification, when you are importing insurance information on the Import Insurance Benefit Details page, with Coverages selected, when you expand a category of the coverage table, the code ranges may now be combined automatically for improved readability. If the category, deductible type, and coverage percentage are the same for multiple, … 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