Navigation Your Dentrix Ascend Integration

We’re so excited you’ve chosen RevenueWell’s Marketing Platform to transform your practice operations and patient engagement! As you get familiar with the platform, it’s essential to understand how RevenueWell interacts with your practice management system, Dentrix Ascend. This is your guide for navigating your brand-new Marketing Platform with a Dentrix Ascend integration.

1. RevenueWell syncs with Dentrix Ascend in real time to ensure up-to-date patient information is available to you directly in Marketing Platform.

2. Since patient care is your top priority, we’ve designed RevenueWell to grab essential information from Dentrix Ascend to keep your patient visits efficient and informed. It's important to keep accurate data and records in Dentrix Ascend so patient care information can be properly synced to Marketing Platform.
   
   These items are visible in RevenueWell for all versions of Dentrix Ascend:

   • Patient contact information
   • Appointment history
   • Treatment Plans
   • Custom codes, or non-ADA codes

   Note: To track patient payments, you can also set up Rectangle Health Bridge to send payment records back to Dentrix Ascend.

3. Your Dentrix Ascend schedule will show in RevenueWell’s Scheduler and will include patient names, appointment details, contact information, and associated providers.

   For Dentrix Ascend, approved and direct-scheduled appointments automatically sync to your Dentrix schedule.

   ⭐ Best Practice: Make sure to review your new appointment requests daily and verify the RevenueWell schedule matches the one in Dentrix Ascend. 
   
   Marketing Platform comes with an automatic campaign for Appointment Confirmations and Reminders. Once activated, this campaign will automatically send reminder messages to patients based on your schedule in Dentrix Ascend. Edit the number and frequency of reminders as well as the reminder messages in Campaigns.

   To learn more about AI and Direct Scheduling Add-Ons, visit our updated Scheduling and AI Assistant sections to explore new articles.

4. Patient information from Dentrix Ascend allows for two-way email and text communication in Marketing Platform. When you enable Automatic Campaigns, RevenueWell will read patient data in Dentrix Ascend and send out automated messages to patients based on triggers.
   
   Activate these Automatic Campaigns powered by Dentrix Ascend data:
    

   • Birthday Cards: Send patients a birthday greeting on their special day
   • Welcome Packets: Create a smooth experience for new patients by sending forms before the first visit
   • Post-Op Instructions: Follow up important procedures with detailed care instructions
   • Email Address Request: Reminds patients through text to share a valid email address with your practice
   • Expiring Insurance Benefits Reminder: Alerts patients that benefits are expiring and should be used soon
   • Patient Reactivation: Encourage patients who haven’t visited your practice in 9+ months to book an appointment
   • Patient Recall: Reminds patients when they are due for their next hygiene appointment
   • Review & Survey Request: Reaches out to patients to gather feedback on their experience
   • Treatment Plan Follow-Up: Reminds patients to schedule any unaccepted treatment recommendations

   The integration also supports Campaigns filters, allowing you to identify the perfect audience for your message based on data like Recall Status, Patient Balance, Insurance Carrier, and so much more.

5. Reporting data is pulled from Dentrix Ascend and tracked in RevenueWell to provide you with accurate and on-time reporting on patient engagement, scheduling trends, and campaign performances. Even more, you can see data on your practice production and identify areas of success or improvement. Find this data on the homepage, in Campaigns, or within Insights!

6. Forms integrates with Dentrix Ascend so you can streamline patient intake and management with digital forms. Not only are online forms convenient for patients but with Dentrix Ascend, certain information is relayed back to the system and updated for you:
    

   • If you have Dentrix Ascend, Patient Info and Health History forms will write back data elements and PDFs into Dentrix Ascend.
   • If you have Dentrix Ascend, Insurance and Custom forms will be sent back as PDFs.

   To make sure forms are always up to date in DDentrix Ascend, turn on Auto Sync so your forms will automatically sync without a manual review of each one. Enable the Auto Sync feature in the settings of a form in RevenueWell.

7. The Insurance Verification tool is directly compatible with Dentrix Ascend. Patient insurance information is pulled from Dentrix Ascend and run through our verification system so you can check insurance coverage directly from the Appointment List or the Patient Profile.
   
   If you want verification PDFs sent back to Dentrix Ascend after running a patient verification, just enable this feature in your Insurance Verification settings. During this process, you will be asked to designate a PMS User and PMS Location for the verifications.