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  1. Dentrix Ascend
  2. Courses
  3. Patient Information Essentials

Patient Information Essentials

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Study essential components of patient information in Dentrix Ascend. Topics include creating and editing patient records, adding alerts and notes, assigning insurance, capturing referrals, uploading documents, and more.

Patient Records Essentials

  • Adding a New Patient Record
  • Adding, Updating, and Deleting a Patient Picture
  • Adding a New Household
  • Adding a New Patient to an Existing Household
  • Defining the Primary Contact and Primary Guarantor
  • Updating Patient Relationships
  • Managing Patient Medical Alerts
  • Updating Patient Preferences
  • Recording Patient Referrals
  • Entering Patient Notes and Notifications
  • Entering a Patient Prescription
  • Entering an Electronic Patient Prescription
  • Collecting Missing Contact Information

Documents Essentials

  • Working with Patient Forms
  • Uploading Documents to a Patient's Account
  • Editing, Exporting, and Deleting Document Information
  • Using Tags to Filter the Document List
  • Sending Online Forms to a Patient
  • Viewing Completed Patient Forms
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