Settings hierarchy

The following table indicates whether a setting in Dentrix Ascend is stored for the organization (all locations) or individually for each location in the organization.

Setting	Organization	Location
Appointment Colors and Layout		X
Clinical Note Templates¹		X
Conditions	X
Coverage Tables²	X
Credit Card Options		X
Discount Options		X
ERA Options	X
Fee Schedules³	X
Insurance Claim Defaults		X
Insurance Plans⁴	X
Ledger Options	X
Location Hours		X
Location Information		X
Medical Alerts	X
Online Booking		X
Operatories		X
Patient Communications		X
Patient Forms (On/Off)		X
Questionnaires	X
Consent Forms		X
Tx Consent Messages		X
Payer Connection Portal	X
Payment and Billing Automation	X
Practice Profile		X
SMS Registration Settings		X
Prescriptions	X
Print Settings		X
Procedure Codes⁵	X
Recare	X
Referral Sources	X
Schedule Templates		X
User Accounts⁶	X
Provider Settings	X
User Roles	X
Operatory Groups		X
Provider Groups⁷	X
Patient Settings	X

Footnotes:

Initially, all locations in your organization start off with copies of all the same clinical note templates. Then, you can customize the clinical note templates for each location as needed. Additionally, users can each have different favorites, which are available to them at any location that they have access to.
Coverage table templates are set up at the organization level. Insurance plans can each have different coverage tables.
Fee schedules are set up at the organization level, but locations can each have different preferred fee schedules. Providers and insurance carriers can also each have their own preferred fee schedules. However, if you change the fee in a given fee schedule while logged on to any location, not only is the change accessible across the organization, but the procedure code will be updated for the locations that have that fee schedule as their preferred fee schedule.
Insurance plans are set up at the organization level, coverage tables are assigned to plans at the organization level, but fee schedules are assigned to plans per location.
Procedure codes are set up at the organization level, but locations can each have different fees for a given procedure code. However, if you change that procedure code's fee at one location, that change will be reflected in that location's preferred fee schedule, which is accessible across the organization.
User accounts (and the corresponding provider settings, if applicable) are set up at the organization level, but users can each access information only according to their assigned security roles and locations.
A provider group can include active providers from your entire organization, but only the providers with access to the location that you log in to appear on the schedule if the view includes that user group.