Once your PMS is connected, your team can finalize a Lab session and send the completed note, CDT codes, and related documentation back into the patient chart.

This guide explains what your IT team may need to provide, what Denticode sets up for you, and what you will configure inside the connection wizard.

Denticode currently supports Dentrix Ascend in production.

Additional PMS integrations, including Eaglesoft, Open Dental, and Curve Hero, are planned for future rollout.

Inside Denticode, go to:

Settings → PMS Integrations

From this page, you can view available integrations and see what each connection supports.

For example, some PMS connections may support both reading and writing data, while others may launch with read-only access first.

Before starting the connection process, ask your PMS administrator or IT team for the required connection details.

For Dentrix Ascend, you may need the following:

This is the unique organization ID assigned to your practice inside Dentrix Ascend.

Your PMS administrator can usually find it in the Ascend admin console under:

Organization → Details

These are secure credentials used to connect Denticode to your PMS.

Your IT team may need to register Denticode as a connected application inside the Ascend developer portal.

The required permissions may include access to:

Confirm whether you are connecting to a sandbox environment or your live production environment.

Use sandbox if your practice is still testing Denticode before going live.

Use production when your team is ready to connect Denticode to your real PMS data.

Before starting the setup wizard, it is best to store these values in a secure password manager or vault so they are easy to copy and paste.

Once the PMS connection details are entered, Denticode handles the technical setup in the background.

This includes:

Your Denticode connection is designed to reduce duplicate entry and help your team keep documentation aligned between Denticode and your PMS.

To add a PMS connection, go to:

Settings → PMS Integrations → Add Connection

Then select your PMS.

For Dentrix Ascend, you will be asked to complete the following fields.

Create a clear name your team will recognize.

Good example:

Northview — Ascend Production

Avoid vague names like:

Connection 1

Paste the organization ID provided by your PMS administrator.

Select either:

Paste the secure credentials provided by your IT team or PMS administrator.

The client secret will be hidden after it is entered.

This field may be optional.

A default provider can be used as a fallback when a Lab session does not have a clear provider assigned.

Once the fields are complete, select:

Connect

Denticode will test the connection and confirm whether the setup is ready.

After you select Connect, Denticode will check the PMS credentials and connection permissions.

You may see one of the following results:

The connection is ready to use.

Your team can begin syncing data and sending finalized Lab sessions to the PMS.

The credentials are valid, but one or more permissions may be missing.

Denticode will show which permissions need to be added before the connection is fully ready.

The connection could not be completed.

This may happen if the credentials are incorrect, the environment is wrong, or the PMS connection is not available.

Once the PMS connection is active, you will see additional actions inside the PMS Integrations panel.

Use this to confirm the PMS connection is still active.

This is helpful if a finalized Lab session does not write back to the PMS successfully.

Use this to pull the latest patients and providers into Denticode.

After the first connection, Denticode may continue syncing on a regular schedule.

Once the connection is live, this option will appear inside Lab sessions.

After a note is finalized, your team can send the completed note and CDT codes back to the PMS.

Denticode is designed to support secure handling of PMS data.

A signed Business Associate Agreement, or BAA, covers PMS data handled through Denticode.

You can view your BAA status by going to:

Settings → Compliance

Denticode keeps a record of PMS-related activity, including:

This helps your team review what was sent and when.

PMS sync records and entity links follow your practice’s retention settings.

These records help Denticode remember which patients, providers, and chart records are connected between systems.

This may mean the connection credentials expired or the PMS authorization needs to be refreshed.

Try disconnecting and reconnecting with the same credentials.

This usually means the connection is missing a required permission.

Review the error message and ask your PMS administrator to add the missing access.

If a Lab session does not send to the PMS, first use Test Connection.

If the connection is healthy, the issue may be related to the specific note, patient match, provider match, or PMS permission.

This may happen when the patient exists in Denticode but has not been matched to the correct PMS record.

Run Sync Now and confirm the patient exists in the connected PMS environment.

If your team connects to sandbox instead of production, Denticode may not show the live patient roster.

Confirm that the selected environment matches the data your team expects to use.

A clean PMS connection helps your team avoid duplicate entry and keeps documentation moving from the visit to the chart with less manual work.

Before starting, make sure your IT team has the required PMS credentials ready. Once connected, test the sync, confirm your providers and patients are matching correctly, and then begin sending finalized Lab sessions to the PMS.