With Christmas around the corner, we are heads down, fingers tapping, working on important new Ascend features! New with this update is always-on access to Workflow compliance Report data regardless of whether the compliance feature is active. Another enhancement made, is when viewing financial reports, providers will be limited to viewing solely their own data. Continue reading to discover all the additional functionality your Dentrix Ascend contains!
Workflow Compliance Report Always Active
The Workflow Compliance Report now populates with appointment task data without requiring the Exit Workflow feature to be active. This means you have access to workflow data while you’re still weighing whether to invoke Exit Workflow Compliance.
The Workflow Compliance Report (located in the Home menu) tracks the success of your team in completing three vital appointment tasks: scheduling recall, collecting payment, and collecting missing patient contact information. The tasks appear only when required.
You activate the Exit Workflow Compliance feature by switching Require reasons for incomplete appointment tasks to Yes in the Location Information page.
When the feature is active, if a staff member attempts to set an appointment complete without finishing all of the appointment tasks, they are required to provide a reason why did they not.
When the feature is not active, failed tasks populate with the reason “No reason required”.
In the detail section of the report, you can see which employees are not reappointing recall, not collecting payment from the patient, or not capturing a missing email or phone number. You must have the Schedule/recall reports user right to see this report.
Limited View of Provider Financial Data
A new access right allows business owners to continue to let providers look up their own financial data but not see that of any other providers. With this update, a user with the Financial Reports right will continue to see all those reports, but populated only with their own data. In order to see data for all providers, you must check a new access right named Financial Reports for All Providers.
The data restriction only applies to the canned reports available through the Home menu, not to the Power Reporting module.
Patient Search Added to Routing Panel
If your practice sees so many patients each day that using the routing panel became too cumbersome, come back! The routing panel now has a Patient Search field. The search is limited to patients who are on the schedule today and in the operatories you have selected in the Status Tracker tab. Finding a patient in the routing panel is now quick and easy, and using the routing panel gives you access to the many cool features of the appointment card.
You must select one or more operatories to use the search field. As a shortcut, just clicking in the search field will show you the patients scheduled in that operatory today; no typing required!
Show the Most Recent Perio Exam in the Chairside Dashboard
When you have the patient’s Chart open and turn on the Chairside dashboard feature, the View menu now contains a new option: Show most recent perio exam. When you mark this field, the most recent perio exam overlays the graphic chart.
The following changes to user rights are included in this release.
- A new access right in the Reports section named Financial Reports for All Providers allows the user to see data for all providers when running the pre-built financial reports. Users marked as providers with the regular Financial Reports right will see only their own data in those reports.
This update adds support for cameras that use Still Pin as a capture option (Windows only). You will need to associate one or more cameras when you enable the feature. Turn it on in the General tab of the Acquisition Agent Preferences window.