It is uncommon that either patients or employees hop from location to location in your multi-site organization. So why, if there are five patients named Juan Sanchez in your network, should you have to sort out which is your patient right here in front of you? Well, you shouldn’t. So Dentrix Ascend matches your location rights with the patient’s preferred location, and when you search for the patient’s name, those are the only results you see.

Read on.

Limiting the scope of a patient search based on preferred location is a feature built into Dentrix Ascend to help employees work more efficiently. It works like this:

1. The user performing the search has access rights to one or more locations, based on the configuration of their User Account Information page.

2. Every patient, when he or she gets added to the database, is assigned a preferred location. It’s a required field that is set in the Preferences tab of the Patient Information page.

3. When the user’s location rights and the patient’s preferred location match, the patient shows up in a search performed by that user. Simple as that. So even though there may be several patients with the same or similar names in the organization database, only the patients that user needs to see will show up.

For this example, the receptionist with rights only to the Cottonwood Dental location might get search results like this when looking for Maria Garcia:

But an administrator with rights to additional locations will get more results when searching for the same name:

4. Filtered results apply in all the areas of Dentrix Ascend that include a patient lookup, either through a search box or by the data that opens on the page or report. Examples include:

  • Appointments Booked Online
  • Audit Log
  • Bulk Insurance Payments
  • Insurance subscribers and dependents
  • Patient Referred by
  • Sent Claims

Additional Information

  • Power Reports always include the entire patient database by default.
  • The advanced patient search will find all patients in all locations when you search using the patient’s first name, last name, and birthdate.
  • When adding new patients, Dentrix Ascend will perform a check across your entire organization, and you will be warned of a possible duplicate if the full name and birthdate matches another patient who is already in the system.
  • To learn more, watch Filtered Patient Lookup.