Convert from Dentrix G to Dentrix Ascend | Dentrix Ascend Training
If your office just converted from Dentrix G series to Dentrix Ascend, here are a few key differences:
- Ledger accounting – It’s line item accounting in Ascend
- Insurance estimate settings – Ascend’s insurance setup provides better accuracy
- Language means different things – “Set complete” means different things in each
With line-item accounting in Ascend, you have more flexibility to see the balance per patient rather than just for the family. Depending upon the view you choose for your ledger, the balance will be different! This is a big difference from the Dentrix G series programs where the ledger always showed the family balance.
The benefits of line item accounting is that it is far easier to answer the question, “What is this balance from?” and you can print a walkout statement by patient. In pediatric dentistry, sometimes a Mom prefers to see a statement for each child separately – and this approach to ledger accounting makes it far easier to provide this reporting.
Insurance Estimate Settings
The way Dentrix Ascend handles insurance estimates settings globally allows you to use both your standard fees and the PPO fees, rather than one or the other like the Dentrix G series. This is a huge benefit because you avoid the all or nothing situation that you were forced into by the Dentrix G series approach to insurance fee settings. In Dentrix G, if you want to use the PPO fees to make sure you’re not overcollecting, then the only way to make that work is to charge out the standard fee to the insurance and use the PPO fees in the ledger. In Ascend, the setup allows you to have both the standard and PPO fees.
By using both fee schedules, we still manually enter an insurance withhold when we enter the insurance payment – and the ledger matches the EOB perfectly. This is so much easier for patients to understand as opposed to using the PPO fees in the ledger and then explaining when positive or negative adjustments are required because the fee schedule doesn’t match the particular plan. I cannot overstate the benefit of this new approach to insurance settings in Ascend.
Language Means Different Things
As I was learning Dentrix Ascend, I had one real struggle – I couldn’t figure out how to “set complete” the treatment in an appointment. The appearance and language of ‘set complete’ was easy to find – it’s just a status change in the appointment. Piece of cake. However, when I set the appointment complete – nothing showed up in the ledger! For teams coming from Dentrix G series, this can be super confusing because we know that to set something complete means that it takes the treatment from the appointment and charges it out to post in the ledger.
In Dentrix Ascend, even though the language of ‘set complete’ is the same – the meaning is completely different. When you set the appointment complete, the only thing this does is pop up the question “Would you like to schedule the next recare?”
As a trainer told me, there is no connection between the appointment book and the ledger.
So, if you want to set the procedures complete, you can do this either through the digital route slip or by setting them complete in the progress notes. This is how the procedures end up in the ledger. Once I understood how different the language was between the two programs, things made much more sense to me.
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If you’re managing a dental practice and want organized systems for easier dental staff training, then check out my Collections System and how to Set Up a Recall System. Once these internal systems are in place, you may want to focus on marketing with a system for New Patient Referral Tracking and handling patient complaints.
And, if you’re interested in a comprehensive approach to run your dental practice and train your team, visit Dental Staff Training Levels.