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What Data PbN Pulls from Dentrix Ascend

Written by Alyssa Elso
Updated today

The Dentrix Ascend integration allows Practice by Numbers to access many types of practice data. This data powers dashboards, analytics, and patient engagement tools.

Below is an overview of the major data categories synchronized from Dentrix Ascend.


Patient Information

Patient records imported from Dentrix Ascend include:

  • Name

  • Date of birth

  • Gender

  • Address

  • Phone numbers

  • Email addresses

  • Patient status (active, inactive, new patient)

  • Preferred communication methods

  • Household relationships

This information allows PbN to identify and communicate with patients correctly.


Appointment Data

Practice by Numbers syncs all appointment activity from Dentrix Ascend, including:

  • Scheduled appointments

  • Completed visits

  • Cancelled appointments

  • Broken appointments

Additional details include:

  • Appointment date and time

  • Provider assigned to the appointment

  • Operatory or chair

  • Appointment type

  • Appointment status

This data helps power scheduling analytics and patient flow tracking.


Financial and Production Data

Production and financial data synced from Dentrix Ascend includes:

  • Production by provider

  • Production by procedure

  • Payments and collections

  • Insurance payments

  • Adjustments and write-offs

  • Patient balances

  • Accounts receivable aging

These metrics are used in PbN financial dashboards and reporting tools.


Treatment Plans

PbN imports treatment planning information such as:

  • Treatment plans created in Dentrix Ascend

  • Accepted treatment

  • Proposed treatment

  • Unscheduled treatment plans

This information helps identify revenue opportunities and unscheduled treatment.


Insurance Data

Insurance information synchronized from Dentrix Ascend includes:

  • Insurance carriers

  • Plan details

  • Subscriber information

  • Claims submitted

  • Claim statuses

  • Insurance payments

  • Insurance adjustments


Clinical Information

Clinical data synced to PbN includes:

  • Completed procedures

  • Procedure codes

  • Clinical notes

  • Tooth chart information

  • Dental conditions

  • Periodontal charting

  • Medical alerts


Scheduling and Office Setup Data

Additional data synced from Dentrix Ascend includes:

  • Provider schedules

  • Provider hours

  • Operatories and chairs

  • Fee schedules

  • Referral sources

  • Recall schedules

This information helps PbN accurately analyze scheduling performance and provider productivity.

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