You can edit information for user accounts in your organization's database. User accounts provide secure access to your organization's database. Each person who uses Dentrix Ascend should have his or her own user account.
Note: You cannot change a user's password (even your own) from the User Accounts page. A user can change his or her password by clicking (or tapping) the Forgot Password? link on the login page and following the instructions given or, if the person is logged in, by opening the My Account page and changing the password on the Change Password tab.
To edit a user account
How to get there
On the Settings menu, under Location, click (or tap) User Accounts.
The User Accounts page opens.
On the User Accounts page, select a user account.
Note: To quickly locate a user account, use the Search box to search for a user account by the user's last name, first name, user name, or email address. As you type your search criteria, the list of matching user accounts is updated automatically.
The options for editing the user account become available.
Change the user's information, such as the user name or email address, on the following tabs as needed.
Basic Info tab
To attach a picture, click (or tap) Select Image, browse for and select the image file, crop the image as desired, and then click (or tap) Apply.
Name - The first name, middle initial, and last name of the user.
Username - The name that the person must use to log in. Each user in your organization must have a unique user name. Only letters and numbers are allowed; spaces and special characters are not. The maximum allowed length is 56 characters. Also, the user name cannot be "Admin" or "Administrator."
Email - The email address of the user. This is used for administrative purposes and is required for every user account.
Note: If you change a user's email address, Dentrix Ascend will send a verification email message to the user's original email address. That email will contain a link that the user must click (or tap) to verify that the new email address is correct.
Phone 1 - The primary contact phone number of the user (for example, a home phone number).
Phone 2 - The secondary contact phone number of the user (for example, a mobile phone number).
Is Provider - If the user performs dental procedures (such as a general dentist or a hygienist), set the switch to Yes. Otherwise, set the switch to No.
Inactivity Timeout - The length of inactivity (no interaction with the Dentrix Ascend website from your computer or device) after which Dentrix Ascend will log the user out automatically. The recommended length is 10 minutes, but there are also options for 30 minutes, 1 hour, 2 hours, 4 hours, and 8 hours.
Note: If you have Dentrix Ascend open on multiple tabs of your browser at the same time, the inactivity is monitored on each tab separately. For example, if you open Dentrix Ascend on a tab and then later on another tab, continue working on the second tab, and then the first tab does not have any activity for the specified length of time, you are logged out of Dentrix Ascend automatically on that tab but can continue working on the second tab.
Roles & Locations
User Roles & Locations tab
Do any of the following as needed:
If your organization has only one location, to change the user's rights to your location, select a different User role. A user must be assigned a role for your location. The change will not take effect until the next time the user logs in to Dentrix Ascend.
If your organization has multiple locations, to change the user's rights to a location, select a different User role for a selected Location. A user must have access to at least one location, and a user can have only one role assigned for each location. The change will not take effect until the next time the user logs in to Dentrix Ascend.
If your organization has multiple locations, to add rights for the user to access a location, click (or tap) Add New Role, and then select a user role and a location (only unassigned locations are available for selection). A user can have only one role assigned for each location. The next time the user logs in to Dentrix Ascend, he or she will be able to access the selected location, according to the specified rights of the selected user role.
If your organization has multiple locations, to remove rights to a location, click (or tap) the X button next to the Location that you want to remove this user's access to. Since each user must have access to at least one location, this button is available only if there is more than one role-location combination listed. The next time the user logs in to Dentrix Ascend, he or she will not be able to access the location that was removed.
If this user is a provider, you can change the provider's Default Operatory for your location (for a single-site organization) or for a selected Location (for a multiple-site organization).
Important: Your organization's business owners, doctors, and office managers should be the only ones who have administrative security roles.
Important: The "Edit User" and "Create/Update Role" rights are required for at least one user in each location of your organization:
At least one user in each location must be assigned a role with the "Edit User" right enabled.
At least one user in each location must be assigned a role with the "Create/Update Role" right enabled.
Provider Info (Provider Only)
Provider Info tab
Short Name - An abbreviated name that will be used to identify the provider throughout Dentrix Ascend.
Title - The provider's title (for example, DMD or DDS).
Specialty - The provider's specialty (for example, Dentist or Hygienist).
Provider Appointment Color - The color to use for appointments with this provider as the rendering provider. You can click (or tap) the color swatch to select a different color.
Tip: This option is not available if the provider is assigned as the primary provider for at least one patient. To view a list of the patients who have this provider as their primary provider, click (or tap) the [number of] patient(s) link in the yellow message box.
Signature On File - To put a message on this provider's claims, stating that there is a signature on file for this provider, set the switch to Yes. Otherwise, set the switch to No.
Prov ID - There may be cases when you need to know the provider ID that is used for electronic claims. It appears here for your reference.
Contact Information - The provider's work address.
Work IDs - The state ID (state license number), TIN (or SSN), NPI (for electronic claims), Medicaid ID, Provider number, Blue Cross/Blue Shield number, DEA number (for prescriptions), CS number (Controlled Substance number for Washington D.C prescriptions), and Blue Shield number of the provider.
Fees (Provider Only)
Fee Schedules - The fee schedule to use for billing patients for procedures performed by this provider.
Contracted With - As needed, expand the sections (for example, A, D, and G) to view insurance carriers with names that start with those letters or numbers, and select the check boxes of the insurance carriers that this provider has a contract with to bill procedures.
Important: Each time you add an insurance carrier to your organization's database, for each provider (and location serving as a provider) that is contracted with that carrier, you must return to this Contracted With section and select the check box next to that carrier's name.
Working Hours (Provider Only)
Working Hours tab
Change the provider's working hours.
Click (or tap) Save.
Once you edit a user account, the user will receive an email message stating that information for his or her user account has changed.