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Engagement: How to Deactivate or Reactivate Patients in Dentrix Ascend

Erika Gardner avatar
Written by Erika Gardner
Updated this week

In Dentrix Ascend, you cannot permanently delete patient records. Instead, you can deactivate a patient record to indicate that the patient is no longer actively receiving care or to correct a duplicate entry.

Deactivating a patient hides their record from most views and reports, preventing accidental data entry into the incorrect record. If a patient is inactive but has been reactivated, their data is preserved.

Here's how to deactivate or reactivate a patient in Dentrix Ascend:

Deactivating a Patient

  1. In Dentrix Ascend, use the Patient Search box to locate the patient's record. You can include inactive patients in the search results by toggling the Include Inactive Patients switch to On

  2. Go to the Patient menu and select Patient Information or use the Edit Patient Information button on the Patient Information ribbon

  3. In the Basic Info tab, change the Status from Active to Inactive

  4. Click Save to finalize the status change

Reactivating an Inactive Patient

  1. In Dentrix Ascend, use the Patient Search box to locate the patient's record. Ensure that the Include Inactive Patients switch is On

  2. Go to the Patient menu and select Patient Information or use the Edit Patient Information button on the Patient Information ribbon

  3. In the Basic Info tab, change the Status from Inactive back to Active

  4. Click Save to finalize the status change

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