The Treatment Planner toolbars

You can choose from three different toolbars while you are working in the Treatment Planner:

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

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

· The Treatment Planner toolbar displays the buttons specific to the Treatment Planner module.

To display or remove a toolbar

In the 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

Button	Name	Description
	Patient Chart	The Patient Chart module helps you enter patient treatment and conditions, document and track patient care, enter periodontal treatment information, and explain and demonstrate proposed treatment to patients.
	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	Manages your patient appointments electronically.
	Office Manager	Provides several tools and reports to evaluate and improve the management processes of your practice.
	DXWeb	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 the selected patient.
	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	Create and send an e- mail message to patients in your Dentrix database.
	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. A red check mark in the icon indicates that the patient has filled out a questionnaire.
	Health History	Assign medical conditions and allergies to the selected patient. If you haven't assigned a medical condition or allergy to the patient, the cross is white.
	Prescriptions	Helps 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	Record past events and reminders of future events.
	Document Center	Helps your office go 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. You can attach these documents 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	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	Provides a direct link to the Appointment Book where you can create a case for the patient, ship it to the lab, and track its progress.
	DDX	Opens a menu that you can select New DDX Lab Case Prescription or View DDX Lab Case List from.
	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	Click to open your browser and connect to the Dentrix Marketplace website from which you have many options for enhancing and expanding your Dentrix platform including partner solutions that have been tested and certified to work with Dentrix.
	Resource Center	Click to open your browser and connect to the Dentrix Resource Center.
	Patient Forms	Click to open your browser to the Dentrix Communications/Patient Forms website.

Patient Information toolbar

Button	Name	Description
	Select Patient	Click to select a patient.
	Patient Alerts	Displays any patient alerts for the selected patient.
	Patient Picture	Opens the Dentrix Patient Picture window, where you can save and edit a full-color patient picture.
	Patient Referrals	Displays any patient referrals.
	More Information	Displays the More Information dialog box for the selected patient.

Treatment Planner toolbar

Button	Name	Description
	Refresh	Refreshes the data on other computers if your practice has a computer network.
	Update Treatment Plan Fees	Click to update treatment plan fees manually to reflect any fee schedule changes.
	Primary Dental Insurance Notes	Click to view a primary dental insurance note.
	Secondary Dental Insurance Notes	Click to view a secondary dental insurance note.
	Insurance Benefits	Click to view a summary of the patient's insurance benefits.
	:DentalPlans	Click to open the :DentalPlans website from which you can enroll your uninsured patients in a dental savings plan, including online patient eligibility verification.
	Print	Click to define options for and then print a Treatment Case, a Patient Treatment Case, or a Treatment Planner Report.
	Treatment Planner View	Click to choose from five different Treatment Planner views.
	Copy Case Detail to Clipboard	Copies the selected Case Detail information to the Clipboard, where you can paste it into other programs by pressing Ctrl+V on the keyboard.
	Presenter	Click to start the Dentrix Presenter module.
	Other Appointments	Click to display the Family Appointment List dialog box in the Appointment Book with other appointments for family members.