Settings hierarchy

The following table indicates whether a setting in Dentrix Ascend is global (stored by organization) or location specific (stored by location).

Footnotes:

1. Initially, all locations in your organization start off with copies of all the same clinical note templates. Then, you can customize the clinical note templates for each location as needed. Additionally, users can each have different favorites, which are available to them at any location that they have access to.

2. Coverage table templates are set up at the organization level. Insurance plans can each have different coverage tables.

3. Fee schedules are set up at the organization level, but locations can each have different preferred fee schedules. Providers and insurance carriers can also each have their own preferred fee schedules. However, if you change the fee in a given fee schedule while logged on to any location, not only is the change accessible across the organization, but the procedure code will be updated for the locations that have that fee schedule as their preferred fee schedule.

4. Insurance plans are set up at the organization level, coverage tables are assigned to plans at the organization level, but fee schedules are assigned to plans per location.

5. Procedure codes are set up at the organization level, but locations can each have different fees for a given procedure code. However, if you change that procedure code's fee at one location, that change will be reflected in that location's preferred fee schedule, which is accessible across the organization.

6. User accounts (and the corresponding provider settings, if applicable) are set up at the organization level, but users can each access information only according to their assigned security roles and locations.