Exclusively Ascend
Patient File/Appointment
Clinical
Miscellaneous
Miscellaneous 2
100
What 2 ways can you print a Perio Exam?
1.Click the perio tab > click manage> print.
2.Patient drop down> clinical report.
100
Where do you add non-clinical notes?
Patient overview or clicking the pencil to open the Patient information bar.
100
How do you do a "No Charge" X-ray?
Unchecking the box for Billing option & Apply Charges before acquiring OR create a custom template with a no charge.
100
You can delete Patients in Ascend.
False
100
How do you find the history of a patients missed appointments?
Click Patient overview or dropdown under the patient THEN click the "missed appointments" tab.
200
How do you attach surfaces or Class 5 to a watch tooth condition?
Click on the W above the tooth on the Chart. Then Click Edit
200
What does the Green shield indicate?
Patient has insurance is uploaded to their chart.
200
How do you create a RX for a patient?
Go to the blue toolbar under patient dropdown then select prescriptions.
200
The Primary Guarantor is the Insurance Subscriber.
False
200
How do you generate a document of the ledger for a patients FSA or HSA?
What is under the patient dropdown and select Ledger Report?
300
What is the area in Ascend you can check your patients in and out?
Routing panel/Status Tracker
300
How do you create an event in Ascend?
1. Click on any place in the schedule on the right click "create event".
2. The Practice Event Column.
300
What does the tooth diagram colors represent?
Red for TX Plan, Blue for Completed, Light Blue for Existing, Purple for Referral.
300
How do you hide the names on the calendar?
In appointment view settings have toggle switch on hide Patient names. Click the avatar icon or F4 to see names
300
How do you create a predetermination?
What is click create button in the Tx Planner?
400
What is the difference between "Chart" and "Quick Exam"?
In Quick Exam the condition will auto attach the Diagnostic code to the treatment planned procedure automatically.
400
Where do you go to check prior Patient history?
Progress Notes.
400
How do you mark missing teeth?
Highlight the tooth and click Add Condition then select "Tooth Absent".
400
How do you sign Clinical Notes later?
Home overview and Clinical Note Tasks.
400
How do you take an intraoral photo?
Go to imaging, click acquire images and select the template "2D/Oral Facial Photos"
500
Can you log into Ascend more than once?
What is the workaround at a workstation?
NO, but you can duplicate the tab on the same workstation.
500
How do you find the history of an appointment?
Open the patient appointment card and click the clock icon.
500
How can you see x-rays and the chart side by side?
What is Chairside dashboard?
500
What are the 4 appointment tasks required to Successively complete an appointment?
1.Collect Email
2.Collect Mobile Number
3.Schedule Re-care
4.Collect Payment
500
How do you add a medical alert?
1.Patient Overview Screen.
2.Click pencil in the Pt. Ribbon or click the patient dropdown in the blue bar and select "Medical Alert"
3.In the appointment card click Medical Alert Tab.
4.Any where you see the medical cross.
600
When you click on Patient Walkout, what are the 4 actions that you can do in the Patient Walkout widow?
600
If a patient cancels their appointment or doesn't show up. What actions to you take?
Click the status dropdown in appointment card and select broken or no show. Then add the reason why.
600
What is a visual indicator of how long it has been since the patient has had X-rays taken?
The color change behind the tooth numbers.
600
When adding insurance what is something we should always update before saving the plan?
Coverage start date.
600
What is the difference between Primary contact and Primary Guarantor?
Primary contact is for calls, text & emails.
Guarantor is responsible for payment.