The Document Center toolbars

You can choose from several different toolbars while you are working in the Document Center:

· The Dentrix Modules toolbar displays buttons for each of the Dentrix modules.

· The Patient Information toolbar displays buttons specific to patient information.

· The Acquire toolbar displays buttons used to acquire a variety of documents from devices such as scanners and digital cameras. You can also import documents from files stored on your computer or attach an image or text as a document using the Clipboard.

· The Document toolbar displays buttons to print, send, export, view, sign, modify, or delete documents.

· The Unfiled Documents toolbar displays buttons to acquire documents from devices, import documents, capture screen images, combine documents, and delete documents.

· The View toolbar displays buttons to view documents by patient, family, provider or staff,employers, insurance carriers, and referral sources. You can also apply filters to view documents acquired within a certain date range and assigned to a certain document type.

· The Preview toolbar displays buttons that you can use in the Document Preview pane to page through a multi-page document.

· The Modify Document toolbar displays buttons you can use to adjust and save the image document.

To display or remove a toolbar

In Treatment Planner, click View, point to Toolbars, and then click the toolbar that you want to display or remove. A check mark next to a toolbar name indicates that the toolbar is being displayed.

Dentrix Modules toolbar

Icon	Name	Description
	Patient Chart	Click to enter patient treatment and conditions, document and track patient care, enter periodontal treatment information, and explain and demonstrate proposed treatment to patients.
	Family File	Click to store and display important patient information, such as the patient’s name, address, phone number, health history, birth date, insurance coverage, employer, and referral information.
	Ledger	Click to enter payments, file claims, print statements, set up financial agreements, and more.
	Appointment Book	Click to easily manage your patient appointments.
	Office Manager	Click to use 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	Click to provide 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	Click to 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	Click to quickly print a variety of labels for the selected patient.
	Continuing Care	Click to monitor your patients’ pending dental care and communicate information and reminders easily and effectively with groups of patients.
	Send Message	Click to create and send e- mail messages to patients in your Dentrix database.
	Questionnaires	Click to help 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	Click to assign medical conditions and allergies to selected patients and keep a record of their health and treatments.
	Prescriptions	Click to 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	Click to keep a record of past events and to set reminders for future events.
	Treatment Manager	Click to access vital patient information, including treatment-planned work, balance, payment information, Office Journal entries, insurance information, and so on.
	eDex	Click to 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	Click to open the Dentrix Marketplace website from which you can purchase many products to enhance and expand your Dentrix platform.

Patient Information toolbar

Icon	Name	Description
	Select Patient	Click to select a patient.
	Patient Alerts	Click to display any patient alerts for the selected patient.
	Patient Picture	Click to open Patient Picture.
	Patient Referrals	Click to display any patient referrals.
	More Information	Click to open the More Information dialog box for the selected patient.

Acquire toolbar

Icon	Name	Description
	From Device	Click to acquire a document from a device, such as a scanner or digital camera.
	Import from File	Click to import a file on disk.
	Paste from Clipboard	Click to copy the most recent contents of the Windows Clipboard to the Document Center using the closest supported file type.
	Screen Capture	Click to select an area of your computer screen and capture it. You can capture and save the image in the Document Center and then attach it automatically to an insurance claim.
	Import from Patient Picture	Click to search for an associated patient picture and import it.
	Auto Directory File Acquire	Click to designate a folder to automatically save scanned documents to regardless of the type of device you used to scan the document.
	Unfiled Documents	Click to acquire large documents and images and add them to the Document Center as unfiled documents. You can use this feature to acquire single documents but is intended to acquire batches of documents to be completed later. This feature is helpful for importing multi-page picture documents.

Documents toolbar

Icon	Name	Description
	Refresh	Click to refresh the list in the Document Center view.
	Print Documents	Click to print documents.
	Send Documents	Click to send documents electronically.
	Export Documents	Click to export documents as files.
	Document Information	Click to make changes to document information (as long as the document has not been signed.)
	Modifying Document Attachments	Click to make changes to document attachments.
	Sign Documents	Click to apply signatures to a document for patients, providers, and staff.
	Use the Modify Document toolbar	Click to display the modify document toolbar with several tools that allow you to modify a document in the Document Center.
	Delete Selected Document	Click to delete selected documents.

Unfiled Documents toolbar

Icon	Name	Description
	From Device	Click to acquire a document from a device, such as a scanner or digital camera.
	Import from File	Click to import a file on disk.
	Paste from Clipboard	Click to copy the most recent contents of the Windows Clipboard into the Document Center using the closest supported file type.
	Screen Capture	Click to select an area of your computer screen and capture it. You can capture and save the image in the Document Center and then attach it automatically to an insurance claim.
	Document Information	Click to open the Document Information dialog box.
	Combine Documents	Click to combine two or more documents in a single document.
	Delete	Click to delete selected documents.
	Show Preview	Click to open a preview pane and see a preview of the selected document.
	Refresh	Click to refresh the Unfiled Documents list.
	Attach To	Click to attach the selected document to the selected patient.

View toolbar

Icon	Name	Description
	Expand List	Click to expand the list view to include details.
	Collapse List	Click to collapse the list view to show only dates.
	By Single	Click to display the documents for a single patient.
	By Family	Click to display the documents for an entire family.
	By Range	Click to display the documents within a specified range.
	Filters	Click to specify filters for the documents that will appear.
	Show Preview	Click to toggle between displaying and hiding the Document Preview pane.
	By Patient	Click to display documents by patient.
	By Provider or Staff	Click to display documents by provider and staff member.

Icon	Name	Description
	Previous Page	Click to display the previous page.
	Next Page	Click to display the next page.
	Full Screen	Click to display the page using the full screen.
	Zoom Out	Click to zoom out on the image.
	Zoom In	Click to zoom in on the image.

Modify Document toolbar

You can alter the appearance of image documents from the Document Preview pane using the Modify Document toolbar. Only image documents can be altered using the Modify Document toolbar. To display the image document, click the Show Preview button on the View toolbar.

To modify an image document

From the Document Center, in the Edit menu, click Modify Document.

The Modify Document toolbar appears in the Document Preview pane.

Icon	Name	Description
	Copy To Clipboard	Click to insert a copy of the current information in the Windows Clipboard.
	Add Page	Click to add a page to the current document.
	Delete Page	Click to delete the current page.
	Adjust Image	Click to adjust the color, light, contrast, and saturation of the document or image.
	Crop Image	Click to crop the image.
	Invert Colors	Click to invert the image colors.
	Convert to Grayscale	Click to convert the image to gray scale.
	Remove Spots	Click to remove random spots on the image.
	Rotate Image	Click to rotate the selected image.
	Orientation	Click to specify whether the image is of the Right Side of Mouth, Left side of Mouth, or the Entire Mouth.
	Undo	Click to undo the last change you made.
	Undo All	Click to return the image to its last saved state.