The Patient Chart toolbars overview

The Patient Chart includes several toolbars to provide easy access to the charting tools. You can customize the Patient Chart to fit the needs of each user by hiding or repositioning the toolbars and adding or removing their buttons. You can also modify a toolbar's icons, or you can create a custom toolbar.

The following Patient Chart toolbars are available to you:

· Dentrix Modules

· Chart Module

· Chart Layouts

· Charting

· Patient Information

· Procedure Codes

· Progress Notes

· Clinical Notes

· Clinical Notes Template

Dentrix Modules

You can use the Dentrix modules toolbar to open other Dentrix modules.

Icon	Name	Description
	Family File	The Family File stores and displays important patient information, such as the patient’s name, address, phone number, health history, birth date, insurance coverage, employer, and referral information.
	Ledger	Enter payments, file claims, print statements, set up financial agreements, and more.
	Appointment Book	An electronic scheduler from which you can easily manage your patient appointments.
	Office Manager	The Office Manager provides several tools and reports to evaluate and improve the management processes of your practice.
	DXWeb	The DXWeb toolbar works in conjunction with eCentral to provide you with the tools necessary to connect your Dentrix software to the internet.
	DentriXlink	Provides links to supported third-party X-ray and imaging systems you've installed on your computer; if none are installed, clicking this button displays a list of third-party digital X-ray and imaging systems that you can use with Dentrix.
	Quick Letters	Combine data from your Dentrix database with the word processing abilities of Microsoft Word to help you quickly create a letter for a single patient.
	Quick Labels	Quickly print a variety of labels for a selected patient.
	Continuing Care	Continuing Care provides a flexible way to monitor your patients’ pending dental care and communicate information and reminders easily and effectively with groups of patients.
	Send Message	Use the Send Message feature to create and send e- mail messages to patients in your Dentrix database.
	Questionnaires	Questionnaires helps your office go paperless by electronically gathering and storing the same patient information that is included on new patient forms, health history updates, and other paper forms used in your office. A red check mark in the icon indicates that the patient has filled out a questionnaire.
	Health History	With Health History, you can assign medical conditions and allergies to selected patients.
	Prescriptions	The Prescriptions module is designed to help you quickly create prescriptions and accurately track medicines prescribed to your patients. If a prescription bottle appears in the icon, the patient has a prescription.
	Office Journal	Like a journal of your daily activities, the Office Journal has two main functions: to keep a record of past events and to remind you of events in the future.
	Document Center	The Document Center allows your office to become paperless by scanning, capturing, and importing many types of documents, such as patient letters, EOBs (explanation of benefits), and referral letters or images (such as patient pictures and X-rays). These documents can be attached to patients, providers, insurance carriers, and referral sources. If papers appear in the lower drawer of the icon, the patient has documents saved to the Document Center.
	Treatment Manager	The Treatment Manager gives you access to vital patient information, including treatment-planned work, balance, payment information, Office Journal entries, insurance information, and so forth.
	Lab Case Manager	The Lab Case Manager is directly linked to the Appointment Book and allows you to create a case for the patient, ship it to the lab, and track its progress.
	DDX	Send your lab cases to labs and exchange digital information with them using Digital Dental Exchange (DDX), an online network of dental practices, labs, and third-party technologies.
	eDex	Manage and quickly search lists of patients (active, inactive, or archived), employers, insurance carriers, labs, non-patients, providers, staff, referrals, and other contact you may want to remember. You can also create custom contacts and contact categories to filter the Contacts List or even locate a patient's next appointment.
	Dentrix Marketplace	Opens the Dentrix Marketplace website from which you can purchase many products to enhance and expand your Dentrix platform.
	Signature Manager	Click to open the Signature Manager from which you can view clinical notes and the signed status of those notes.
	Resource Center	Click to open your browser and connect to the Dentrix Resource Center.
	Dentrix Chat	Click to begin a chat session with Customer Support.

Patient Information

You can use the Patient Information toolbar to see information associated with your patients in the Dentrix database.

Icon	Name	Description
	Select Patient	Select a patient.
	Patient Alerts	Displays any patient alerts for the selected patient.
	Patient Picture	Displays the patient picture.
	Patient Referrals	Displays any patient referrals.
	More Information	Opens the More Information dialog box for the selected patient.

Chart Module

Using the Chart Module toolbar, you can open the Perio Chart or Treatment Planner, change the work view of the Patient Chart, make notations, print a patient's chart, paint teeth and their surfaces, and open the Dentrix Presenter.

Icon	Name	Description
	Refresh	Refreshes the data on other computers if your practice is set up with a network of computers.
	Print Patient Chart	Prints the selected patient's chart.
	Edit Surface Painting	Edit or "paint" the surface of a tooth to include pits and cusps.
	Primary/Permanent	Changes the Graphic Chart to display primary, permanent, or mixed dentition.
	Chart Notations	Make notations directly on the patient's chart. Notations are in the color and pen you select and can be viewed or hidden at any time.
	Perio	Opens the Perio Chart.
	Treatment Planner	Opens the Treatment Planner.
	Presenter	Opens the Dentrix Presenter.
	Paint By Selected View	Specify whether teeth are painted based on progress notes in the selected view or independent of the selected view.
	Paint By Selected Teeth	Specify whether progress notes appear only for the selected teeth or all teeth.
	Charting View	Choose whether the charting or work chart view is the default view when the Patient Chart opens.
	Arch View	Switch to the arch view so you can view treatment on the inner surfaces of the teeth.
	Model View	Switch to the model view and a 3-D representation of the entire mouth.

Chart Layouts

You can use the Charts Layouts toolbar to change the appearance or view of the Patient Chart.

Icon	Name	Description
	Work Chart	Displays the Work Chart view.
	Full Screen Chart	Displays the Full Screen Chart view.
	Progress Notes	Displays the Progress Notes for the selected patient.
	Treatment Planner Layout	Displays the Treatment Planner Layout.

Charting

You can use the Charting toolbar to create a complete clinical record for each of your patients. You can chart recommended treatment, treatment you or other providers perform, diagnostic codes, and conditions.

Icon	Name	Description
	Select Provider	Select a different provider from the list.
	Clear Selected Teeth	Clear the selections from all selected teeth in the Graphic Chart.
	Procedure Code Listing	Type a procedure code, diagnostic code, or condition. Dentrix hides this icon when you post procedures using the Auto-State button.
	Existing Other	Record existing work performed by a provider outside of your practice. (Used almost exclusively when charting existing work for new patients).
	Existing	Record existing work performed by a provider within your practice. (Used almost exclusively when charting past work done by your office).
	Treatment Plan	Enter recommended treatment for a patient.
	Completed	Enter completed work and conditions for a patient.
	Auto-State	Assign several procedures the same status. After you click the Auto-State button, the next button you click remains selected until you click one of the other procedure status buttons.

Procedure Codes

You can use the Procedure Codes toolbar to use the Procedure Codes panel more effectively. With it, you can expand or collapse the procedure code categories and post or clear procedure codes.

Icon	Name	Description
	Expand All	Expands all Procedure Code categories.
	Collapse All	Collapses all Procedure Code categories.
	Post	Posts the selected procedure codes for the appropriate treatment to the Patient Chart.
	Clear Selected Procedures	Clears the procedures you selected for a patient's treatment in the Patient Chart.

Progress Notes

The Progress Notes panel makes it easy to quickly review a patient’s chart. Using this toolbar, you can update the chart as necessary so that the patient's clinical record is always accurate.

Icon	Name	Description
	Set Complete	Click to set a treatment-planned procedure complete.
	Delete	Remove a condition, treatment plan, complete procedure, existing procedure, or existing other procedure from the Progress Notes panel. You can delete multiple items simultaneously.
	Invalidate	Invalidate a procedure and remove it from the patient’s chart while leaving it in the Ledger.
	Print Patient Chart	Print the Patient Chart.
	Change Provider for Selected Procedures	Change providers.
	Attach Dental Diagnostics to Selected Procedures	Attach dental diagnostic code to a procedure.
	Default Sort	Return to the default sort order of the progress notes.
	Treatment Plan	Show or hide treatment planned procedures.
	Completed Work	Show or hide completed procedures.
	Existing Work	Show or hide existing procedures.
	Conditions	Show or hide conditions.
	Exams	Show or hide exams.
	Referrals	Show or hide referrals.
	Clinical Notes	Show or hide clinical notes.
	Expand Notes	Show or hide any notes attached to procedures, conditions, or exams.

Clinical Notes

Clinical notes are free-form notes that you can enter at any time. The toolbar provides you with the tools for creating, modifying, and managing clinical notes.

Icon	Name	Description
	New Clinical Note	Create a clinical note.
	New Addendum	Append an addition to a clinical note in history.
	Delete Clinical Note	Delete a clinical note.
	Save Clinical Note	Save a clinical note.
	Copy Clinical Note	Copy a clinical note.
	Copy All Clinical Notes	Copy all of the clinical notes for the selected patient simultaneously.
	Sign Clinical Note	Sign a clinical note electronically. You cannot edit a signed note.
	Insert Date/Time	Insert a new date and time in a clinical note.
	Change Provider for Selected Note	Change the provider for a selected clinical note.
	Change Date for Selected Clinical Note	Change the date of a selected clinical note.
	Print	Print a clinical note.
	Cut	Cut test from a clinical note.
	Copy	Copy the text of a clinical note to the Clipboard.
	Paste	Paste the text of a clinical note to the Clipboard.
	Check Spelling	Perform a spell check of a clinical note.
	Display Font Size	Click to change the font size of a clinical note from the default Small to X-Large, Large, or Medium.

Clinical Notes Template

The Clinical Notes Template toolbar provides you with the tools to create and view clinical note templates.

Icon	Name	Description
	Expand All	Expand all clinical note template categories.
	Collapse All	Collapse all clinical note template categories.
	Template Setup	Create, edit, and delete clinical note templates. You can also create, rename, and delete clinical note template categories.