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DENTRIX-ASCEND

Set insurance note

Replace the note on one patient coverage, and prove the record took it.

POSThttps://preview.ontross.com/api/integrations/dentrix-ascend/set-insurance-note
Request Fields
input.patient_id
string
required
Patient chart identifier.
Example
"64000004467586"
input.patient_insurance_plan_id
string
required
The patient's coverage record identifier, as returned by fetch-patients.
Example
"64999999731842"
input.note
string
required
Verification summary. Replaces the note on the record; it is not appended.
Example
"Verified 2026-10-19 by phone: eligible, $1500 annual max, $50 deductible met."
auth_id
string
required
Saved connection to run this operation through, from the Authentication page. It decides which practice and login the call uses.
Example
"00000000-0000-4000-8000-000000000000"
Output Fields
patient_insurance_plan_id
string
The coverage record that was written.
verified
boolean
True only after every written field was read back and matched. A false value is never returned -- an unconfirmed write raises instead.
Example
true
eligible
string
Eligibility as the record stores it.
Example
"YES"
eligibility_response
string
Payer response text on the record.
Example
"Eligible"
note
string
The note now on the record.
Code
curl --request POST \
  --url https://preview.ontross.com/api/integrations/dentrix-ascend/set-insurance-note \
  --header 'X-API-Key: REPLACE_KEY_VALUE' \
  --header 'content-type: application/json' \
  --data '{"input":{"patient_id":"64000004467586","patient_insurance_plan_id":"64999999731842","note":"Verified 2026-10-19 by phone: eligible, $1500 annual max, $50 deductible met."},"auth_id":"auth_uuid_here"}'
Request BODY
{
  "input": {
    "patient_id": "64000004467586",
    "patient_insurance_plan_id": "64999999731842",
    "note": "Verified 2026-10-19 by phone: eligible, $1500 annual max, $50 deductible met."
  },
  "auth_id": "auth_uuid_here"
}
Response BODY
{
  "id": "string",
  "workflow_id": "string",
  "auth_id": "string",
  "status": "string",
  "input": {},
  "output": {
    "patient_insurance_plan_id": "string",
    "verified": true,
    "eligible": "YES",
    "eligibility_response": "Eligible",
    "note": "string"
  },
  "files": null,
  "created_at": "2019-08-24T14:15:22Z",
  "started_at": "2019-08-24T14:15:22Z",
  "completed_at": "2019-08-24T14:15:22Z"
}