The Appointment Book toolbar

The Appointment Book includes a toolbar to provide easy access to most of the scheduling tools. You can access all other tools from the Appointment Book menu.

Button	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.
	Office Manager	Click to set up your practice. Includes several tools and reports to evaluate and improve the management processes of your practice.
	eDex	Click to manage and quickly search lists of patients (active, inactive, or archived), employers, insurance carriers, labs, non-patients, providers, staff, referrals, and any 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.
	DXWeb	Click to open the DXWeb toolbar that works in conjunction with eCentral to provide you with the tools necessary to connect your Dentrix software to the internet.
	DentriXlink	Click to link 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 quickly create a letter for a patient.
	Quick Labels	Click to 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 email messages to patients in your Dentrix database.
	Questionnaires	Click to electronically gather and store 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.
	Patient Forms	Click to open the login page for the Dentrix Communications website. From this website, you can create custom patient forms.
	Health History	Click to open the Health History window for the selected patient. The button is red, yellow, or white depending on the type of alert and its criticality. Red indicates critical, yellow indicates non-critical, and white indicates no alert.
	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 records of past events and create reminders of future events.
	Document Center	Click to scan, capture, and import 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 Planner	Click to provide patients with easy-to-understand treatment options. When used with the Dentrix Presenter, the Treatment Planner provides powerful case presentations.
	Dentrix Marketplace	Click to open the Dentrix Marketplace website from which you can purchase many products to enhance and expand your Dentrix platform.
	Patient Picture	Click to open the Dentrix Patient Picture window, where you can save and edit a full-color patient picture that can be accessed from the Appointment Book, Family File, Patient Chart, Treatment Planner, Treatment Manager, Document Center, and other Dentrix modules.
	Schedule Appointment	Click to open the Appointment Information dialog box where you can edit the patient's appointment schedule.
	Find New Appointment Time	Click to open the Find New Appointment Time dialog box where you can search for an available appointment time.
	Locate Existing Appointment	Click to open the Locate Existing Appointment dialog box where you can search for an appointment that has already been scheduled.
	Break Appointment	Click to cancel a scheduled appointment.
	Set Complete	Click to open the Set Appointment Procedures Complete dialog box where you can specify that appointment procedures have been completed.
	Fill Appointment	Click to open the Fill Appointment List window from which you can send a mass text message to up to 40 patients to fill available appointment times in the Appointment Book from the ASAP, Broken, Continuing Care, Will Call, and Pinboard lists.
	Print Appointment Book View	Click to open the Print Appointment Book View dialog box where you can specify options for printing the current view of the Appointment Book.
	Print Route Slip	Click to print a patient route slip that includes such things as medical alerts, patient notes, and collection information for the patient.
	Patient Visit Form	Click to create a route slip that you can customize, view, or print for a selected appointment, a certain patient, or multiple patients.
	Print Daily Huddle Report	Click to print the daily huddle report.
	More Information	Click to display additional patient information, some of which is not available in the initial Family File window. You can view or access patient contact information, family members, appointment history, continuing care due dates, and balance information.
	Delete Appointment	Click to delete an appointment or an event from the Appointment Book.
	Treatment Manager	Click to access to vital patient information, including treatment-planned work, balance, payment information, Office Journal entries, insurance information, and so forth.
	Lab Case Manager	Click to create a lab case for the patient, ship it to the lab, and track its progress. Lab Case Manager is directly linked to the Appointment Book.
	DDX	Click to open a menu from which you can select New DDX Lab Case Prescription or View DDX Lab Case List.
	Patient Alerts	Click to create a patient alert for a single patient, an entire family, or selected members of a family.
	Patient Referrals	Click to enter information about who referred the current patient.
	Perfect Day Scheduling	Click to use the Appointment Book's Perfect Day Scheduling feature.
	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 open a chat session with Customer Support.