Setup
Coverage tables
- Creating coverage table templates
- Importing coverage table templates
- Editing coverage table templates
- Deleting coverage table templates
- Adding exceptions in coverage table templates
- Editing exceptions in coverage table templates
- Deleting exceptions in coverage table templates
Medical alerts
- Adding medical alerts
- Editing medical alerts
- Inactivating or reactivating medical alerts
- Deleting medical alerts
Procedures
- Adding procedure codes
- Creating alias procedure codes
- Adding procedure codes to the list of favorites
- Removing procedure codes from the list of favorites
- Editing procedure codes
- Inactivating procedure codes
- Reactivating procedure codes
- Deleting procedure codes
- Adding multi-codes
- Editing multi-codes
- Inactivating multi-codes
- Reactivating multi-codes
- Deleting multi-codes
Conditions
- Customizing conditions
- Adding conditions to the list of favorites
- Removing conditions from the list of favorites
Operatories
- Adding operatories
- Editing operatories
- Deleting operatories
- Inactivating operatories
- Reactivating operatories
Operatory Groups
Users
- Creating user accounts
- Importing users
- Adding providers
- Editing user accounts
- Updating provider information
- Inactivating user accounts
- Inactivating providers
- Reactivating user accounts
- Reactivating providers
- Managing working hours for providers
- Removing providers from online booking
- Changing a user's rights
- Viewing concurrent users
User (Provider) Groups
Dentrix Ascend ePrescribe
- Viewing your clinician details or setting up your PIN
- Connecting to a prescription drug monitoring program
- Enabling electronic prescriptions for providers
- Disabling electronic prescriptions for providers
- Completing the identity verification for EPCS
- Setting up two-factor authentication for EPCS
- Granting proxy status to users
- Removing proxy status from users
Roles
Recare types
Referral sources
Locations
- Updating location information
- Changing location hours
- Deleting location hours
- Changing the default appointment length
- Changing the scheduling time increments
- Customizing available procedures for locations
- Enabling or disabling batch insurance eligibility verifications
- Setting up a location or an entity as a billing provider
- Setting up location hours
- Setting up the billing statement options for a location
- Restricting access to locations
Clinical notes
- Adding clinical note templates
- Customizing clinical note templates
- Deleting clinical note templates
- Creating quick-picks
- Editing quick-picks
- Deleting quick-picks
- Distributing clinical note templates
- Managing a shareable set of clinical note templates
- Clinical note templates list
- Clinical note quick-picks list
Communications
- Creating appointment communications
- Creating recare communications
- Customizing appointment communications
- Customizing electronic statement communications
- Customizing recare communications
- Deleting appointment communications
- Deleting recare communications
- Inactivating or reactivating appointment communications
- Inactivating or reactivating recare communications
Dentrix Ascend Pay
- Configuring credit card options
- Renaming Worldpay accounts
- Deleting Worldpay accounts
- Deleting credit card lanes
- Renaming credit card lanes
- Connecting payment devices
Fee schedules
- Creating fee schedules
- Importing fee schedules
- Updating fee schedules
- Deleting fee schedules
- Viewing fee schedule associations
Prescriptions
- Creating prescription templates
- Editing prescription templates
- Deleting prescription templates
- Customizing settings for printing prescriptions
Schedule template
- Enabling or disabling online booking
- Customizing appointment reasons for online booking
- Adding time blocks for a scheduling template
- Editing the time blocks of a scheduling template
- Deleting time blocks from a scheduling template
- Set the number of time slots to display for online booking
- Setting up default appointment lengths for online booking
- Setting up available hours for online booking
- Getting a link to the online booking website
Patient forms
- Activating questionnaires and consent forms
- Patient questionnaire forms list
- Changing the expiration date of a patient form
- Customizing consent forms
- Customizing Consent for Dental Treatment messages
- Customizing financial disclaimers
- Creating custom treatment consent messages
- Editing custom treatment consent messages
- Deleting custom treatment consent messages
- Disabling patient forms
- Enabling patient forms
- Expiring questionnaires
- Inactivating questionnaires and consent forms
- Previewing questionnaire templates
- Registering kiosk devices
- Renaming registered kiosk devices
- Deleting registered kiosk devices
Ledger options
- Setting up transaction locking
- Activating and inactivating automatic contracted write-offs
- Requiring reasons for correcting or deleting transactions
- Requiring expiration dates for discount plans
- Customizing transaction types
- Transaction types list
Customizing your practice profile
Creating a Trust Center business profile