Real-time Eligibility Notifications

Released 4/15/26 Each user can choose to receive real‑time notifications when payers respond to eligibility requests. This can reduce uncertainty, prevent repeated clicks, and improve workflow clarity. To subscribe to eligibility notifications 1. On the User menu, select Notifications. The Notifications page appears. 2. Select the Show insurance eligibility check notifications checkbox. To request an … Read more

Refunds by Line Item

Released 5/20/26 When you refund a payment, you can now apply a specific refund amount per charge that is associated with that payment. You can use this new refund method if you need to refund amounts only for certain charges that are associated with the payment. This can help ensure accurate provider production and collection … Read more

Blue Icon for a New Insurance Plan Form

EARLY ACCESS ONLY (Being Re-released; Originally Released on 4/29/26) After a patient has provided subscriber and insurance information on an online form, with that patient selected in Dentrix Ascend, the insurance icon on the patient ribbon changes from green to blue to indicate that a new patient form with insurance information is available. Note: To … Read more

Eligibility Verification Expiration

Released 4/15/26 Now, all eligibility verifications expire at the end of the month. Note: If there is an appointment scheduled within the first number of days of the month that correspond to the number of days of your look ahead period (the default is four days), Dentrix Ascend will automatically perform a recheck on the … Read more

Show Split Payment Amount for ERA

Released 3/25/26 While you are working with ERAs, you can now easily identify if a payment is not for the total amount due. This can happen if (1) there is a provider-level adjustment or (2) depending on your specified ERA delivery method, the payment is split between locations that share a tax ID. For example, … Read more

Umatching a Claim on an ERA

Released 3/25/26 If a claim on an ERA has been matched incorrectly (either manually or automatically) to a claim in Dentrix Ascend, you can now unmatch the claim and delete any associated payments and adjustments. Example scenario A patient has both primary and secondary insurance with the same carrier. The payer issues two ERA payments—one … Read more

Outbound Referral Letters

Released 4/1/26 New Letter Template There is a new letter template for outbound referrals. To access this new template, go to Patient > Letter to Patient. In the Letter to Patient dialog expand the new Referral category on the left, and then select the new Outbound Referral Letter template. The corresponding letter appears on the … Read more