Tross
DENTRIX-ASCEND

Set plan note

Leave a verification summary on the carrier plan itself.

POSThttps://api.ontross.com/api/integrations/dentrix-ascend/set-plan-note
Request Fields
input.carrier_insurance_plan_id
string
required
The carrier plan to annotate, shared by every patient on it.
Example
"64000000451392"
input.plan_note
string
required
Replaces the note on the plan; it is not appended.
Example
"Verified 2026-10-19: $2000 annual max, $50 basic deductible."
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
carrier_insurance_plan_id
string
The plan that was updated.
verified
boolean
True only after every written value was read back and matched.
Example
true
plan_note
string
The note now on the plan.
group_number
string
The group number now on the plan.
plan_name
string
The plan name now on the plan.
plan_type
string
The plan type now on the plan.
source_of_payment
string
Funding now on the plan.
Code
curl --request POST \
  --url https://api.ontross.com/api/integrations/dentrix-ascend/set-plan-note \
  --header 'X-API-Key: REPLACE_KEY_VALUE' \
  --header 'content-type: application/json' \
  --data '{"input":{"carrier_insurance_plan_id":"64000000451392","plan_note":"Verified 2026-10-19: $2000 annual max, $50 basic deductible."},"auth_id":"auth_uuid_here"}'
Request BODY
{
  "input": {
    "carrier_insurance_plan_id": "64000000451392",
    "plan_note": "Verified 2026-10-19: $2000 annual max, $50 basic deductible."
  },
  "auth_id": "auth_uuid_here"
}
Response BODY
{
  "id": "string",
  "workflow_id": "string",
  "auth_id": "string",
  "status": "string",
  "input": {},
  "output": {
    "carrier_insurance_plan_id": "string",
    "verified": true,
    "plan_note": "string",
    "group_number": "string",
    "plan_name": "string",
    "plan_type": "string",
    "source_of_payment": "string"
  },
  "files": null,
  "created_at": "2019-08-24T14:15:22Z",
  "started_at": "2019-08-24T14:15:22Z",
  "completed_at": "2019-08-24T14:15:22Z"
}