Settings hierarchy

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

Setting	Organisation	Location
Location Hours		X
Location Information		X
Disclaimers		X
Surgeries		X
User Accounts1	X
Provider Settings	X
User Roles	X
Practice Profile2	X	X
Online Booking		X
Coverage Tables3	X
Fee Schedules4	X
Third-Party Claim Defaults		X
Third-Party Plans5	X
Procedure Codes6	X
Ledger Options	X
Clinical Note Templates7		X
Medical Alerts	X
Patient Communications		X
Prescriptions	X
Print Settings		X
Recall	X
Referral Sources	X

Footnotes:

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

2. For practice profiles, the banner and logo are organisation-specific. For more information, refer to the article regarding practice profiles.

3. Coverage table templates are set up at the organisation level. Third-party plans can each have different coverage tables.

4. Fee schedules are set up at the organisation level, but locations can each have different preferred fee schedules. Providers and third parties 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 organisation, but the procedure code will be updated for the locations that have that fee schedule as their preferred fee schedule.

5. Third-party plans are set up at the organisation level, coverage tables are assigned to plans at the organisation level, but fee schedules are assigned to plans per location.

6. Procedure codes are set up at the organisation 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 organisation.

7. Initially, all locations in your organisation start off with copies of all the same clinical note templates. Then, you can customise 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.

Related Topics

• None

Related Errors/Questions

• None