Overview
The Dentrix Ascend integration connects your Dentrix Ascend practice management system to Patient Prism, so your Patient Prism locations can pull appointment types from Dentrix Ascend.
Setup involves three parties: your practice, Patient Prism support, and Dentrix Ascend support. Your part is a single support ticket. Patient Prism handles the request to Dentrix Ascend and the configuration inside Patient Prism.
| Step | Who completes it |
|---|---|
| 1. Submit a support ticket with your practice details | Your practice |
| 2. Request and complete the Dentrix Ascend connection | Patient Prism and Dentrix Ascend support |
| 3. Enter API credentials in Patient Prism | Patient Prism |
| 4. Link locations | Patient Prism |
| 5. Select a business management service | Patient Prism |
Before You Begin
Gather the following details for each Dentrix Ascend instance you have.
Enter this exactly as it appears in Dentrix Ascend, since Dentrix Ascend support uses them to find your account.
You can find this info by logging into Ascend as an Administrator, clicking Settings and then Location Information:
- Organization Name
- Office Address
- Location Customer ID
- Office Contact Name -- any admin name should be fine
Step 1: Submit a Ticket to Patient Prism Support
Submit a ticket to Patient Prism support requesting the Dentrix Ascend integration. Include the practice details listed in Before You Begin for every location you want connected.
This is the only step your practice needs to complete. Patient Prism takes it from here and will update you on the ticket as setup progresses.
Step 2: Connect Patient Prism to Dentrix Ascend
Patient Prism submits a ticket to Dentrix Ascend support with your practice details. Dentrix Ascend support then connects the Patient Prism app to your Dentrix Ascend instance.
No action is needed from your practice during this step. Timing depends on Dentrix Ascend support's response time.
Step 3: Enter API Credentials in Patient Prism
Once Dentrix Ascend confirms the connection, Patient Prism enters the API credentials for your account.
- In Patient Prism, go to the Integrations page.
- Select Dentrix Ascend.
- Enter the following values from the Patient Prism API portal:
- Client ID
- Client Secret
- Name
- Save the integration.
After the credentials are saved, the Locations page opens on the Dentrix Ascend integration.
Step 4: Link Locations
On the Locations page, link each Patient Prism location to its matching Dentrix Ascend location. Repeat for every location included in the original ticket.
Step 5: Select a Business Management Service
- Open a linked location.
- Select a business management service.
Once a business management service is selected, appointment types from Dentrix Ascend appear for that location. Repeat for each linked location to finish setup.