About Dentrix Ascend: Dentrix Ascend is a web-based Practice Management Software (PMS) that offers front office, clinical and business tools for dental practices. Integrating Dentrix Ascend with Birdeye will automate the process of sending out review requests to patients on a daily basis.

Once Birdeye is integrated with Dentrix Ascend, Birdeye will pull data pertaining to patients who visited the practise the day before. Birdeye collects the first name, last name, email address and phone number of your patients securely and automatically sends them review requests based on the preferences set within the Birdeye dashboard.

Birdeye allows you to fetch data from your CRM using some predefined triggers. You can choose any combination from the list of available triggers and inform the support team about your selection. Here is the supported trigger for Dentrix Ascend:

To set up the initial part of the integration with Birdeye, reach out to the Birdeye technical support team @ 1-800-561-3357 Ext. 3 or email them at - support@birdeye.com. The Birdeye support team would need your Dentrix Ascend Organization ID, Username, and Password to set up the initial part of the integration.

Once you have logged in, click on the ‘Inverted arrow’ option next to the ‘Home’ button.

Go to ‘Power Reporting’: Now, click on the ‘Power Reporting’ button placed under the ‘Reports’ icon.

View existing reports or create one: If you find a report named ‘Birdeye’ under ‘My Reports’, double-click to view the report.

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If you don’t see any report under the ‘My Reports’ header, you will need to create a new report with the accepted format.

Format to create a report: The report should always be in the following format: Last visit> First Name> Last Name> Email> Phone for the integration to successfully work with Birdeye.

Create a new report: To create a new report, click on the ‘Interactive Patient Report Builder’ button on the bottom of the ‘Power Reporting’ page.

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This is not required if the report already exists for the business.

Create a new report format: On the new page, you have the ability to create a new report in a customized format by clicking on the ‘Toggle View’ button. To create a new report format, drag and drop the five required fields (Last Visit, First Name, Last Name, Email and Phone) to the report builder.

Add a Date filter: Once you have added the five required fields, it is also essential to create a date filter for Birdeye to accurately fetch patient data for the previous day. To create a date filter, right-click on the ‘Last Visit’ field and from the drop-down menu click on the ‘Filter’ button.

Select the Present date: Once the pop-up opens up, select the present date and click on the ‘OK’ button.

Save the report: After you have created the new customized report with the date filter settings in a format suitable for the Birdeye integration, click on the ‘Save’ button on the top right corner.

Save the report: Upon clicking the ‘Save’ button, the system will prompt you to give a name to the report. Name the new customized report as ‘Birdeye’ and click on the ‘OK’ button.

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Always ensure the report is saved under ‘My Reports’.

For Enterprise customers the following steps need to be followed:

Find the Location Name: Once on the Dentrix Ascend dashboard, click on the ‘Settings’ tab and from the drop-down menu click on the ‘Location Information’ option.

Switch Between Locations: On this page, you can copy the location name to the clipboard. To switch between locations, click on the location selection icon next to the ‘Settings’ tab. This location name will be used in the location filter during report generation.

Create a Location Filter: In addition to the required steps for SMB businesses, you also need to create a location filter for Birdeye enterprise customers. To create a location filter, right-click on the ‘Location’ field and from the drop-down menu click on the ‘Filter’ button.

Name the Location to set integration: Now, select the second option ‘Specify a condition’.

Enter the name of the location for which you want to setup the integration, and click on the ‘OK’ button.

Exception in case the of SMB account

In case of more than one location on UI (for SMB business), pass the location name along with the account ID in the query. This is similar to the case of an enterprise business query.

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