Practice-Level Sync Settings
Practice administrators with Practice Settings permissions can manage how the Dentrix Ascend integration behaves.
Accessing the Configuration Page
Log in to Practice by Numbers
Navigate to Practice Settings
Open the PMS Write-Back Configuration page
Incremental Sync Settings
Incremental sync ensures that only changed or new records are synchronized.
Available sync intervals include:
2 minutes
5 minutes
10 minutes
15 minutes
30 minutes
45 minutes
60 minutes
Recommended Sync Settings
Practice Size | Recommended Interval |
Small practices (<50 appointments/day) | 30–60 minutes |
Medium practices (50–150/day) | 10–15 minutes |
Large practices (>150/day) | 5–10 minutes |
Force Sync
Administrators can manually trigger an immediate sync using Force Incremental Sync.
This is useful when:
Bulk changes were made in Dentrix Ascend
Troubleshooting sync issues
Testing the integration
Write-Back to Dentrix Ascend
Practice by Numbers can send certain activities back into Dentrix Ascend so the patient record remains complete.
What Gets Written Back
Action in PbN | Result in Dentrix Ascend |
SMS conversations | Logged as patient note |
Emails sent | Logged in communication history |
Phone calls | Call log added to patient record |
Appointment confirmed | Appointment status updated |
Appointment unconfirmed | Appointment status reverted |
Documents uploaded | Document attached to patient record |
Online forms submitted | Completed form attached to patient record |
New patient created | Patient record created |
New appointment created | Appointment added to schedule |
Write-Back Attribution
Notes and documents created by Practice by Numbers are attributed to a configured provider ID within Dentrix Ascend. Practices can choose which provider account these entries appear under.
How Deleted Records Are Handled
When records are deleted in Dentrix Ascend, those deletions must also be reflected in Practice by Numbers.
PbN monitors deletion events and processes them regularly to maintain data consistency.
When a record is deleted:
The deletion event is detected automatically.
The system processes captured deletions during scheduled updates.
Deleted records are removed from reports, dashboards, and patient lists.
From the practice perspective, deleted records will typically no longer appear in Practice by Numbers by the next morning.