Dentrix Canada

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 open other Dentrix modules from the Dentrix modules toolbar.




Family File

Click to store and display important patient information, such as the patient’s name, address, phone number, medical alerts, birth date, insurance coverage, employer, and referral information.


Click to enter payments, file claims, print statements, set up financial agreements, and more.

Appointment Book

Click to manage your patient appointments electronically.

Office Manager

Click to use several tools and reports to evaluate and improve the management processes of your practice.


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 create a letter for a single 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 with groups of patients.

Send Message

Click to create and send e-mail messages to patients in your Dentrix database.


Click to gather and store the same patient information electronically that is included on new patient forms, health history updates, and other paper forms used in your office.

Health History

Click to assign medical conditions and allergies to selected patients. The icon is red when you assign a medical condition or allergy to a patient.


Click to create prescriptions and accurately track medicines prescribed to your patients.

Office Journal

Click to keep a record of past events and to remind you of events in the future.

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.

Treatment Manager

Click to access 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. The Lab Case Manager is directly linked to the Appointment Book.


Click to send your lab cases to labs and exchange digital information with them using Digital Dental Exchange (DDX), a secure, online network of dental practices, labs, and third-party technologies.


Click to manage and 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.

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Patient Information

Use the Patient Information toolbar to see information associated with your patients in the Dentrix database.




Select Patient

Click to select a patient.

Patient Alerts

Click to display any patient alerts for the selected patient.

Patient Picture

Click to display the patient picture.

Patient Referrals

Click to display any patient referrals.

More Information

Click to display the More Information dialog box for the selected patient.

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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.





Click to refresh the data on other computers if your practice is set up with a network of computers.

Print Patient Chart

Click to print the selected patient's chart.

Edit Surface Painting

Click to edit or “paint” the surface of a tooth to include pits and cusps.


Click to change the Graphic Chart to display primary, permanent, or mixed dentition.

Chart Notations

Click to make notations directly on the patient's chart. Notations are in the colour and pen you select and can be viewed or hidden at any time.


Click to open the Perio Chart.

Treatment Planner

Click to open the Treatment Planner.


Click to open the Dentrix Presenter.

Paint By Selected View

Click to specify whether teeth are painted based on progress notes in the selected view or independent of the selected view.

Paint By Selected Teeth

Click to specify whether progress notes appear only for the selected teeth or all teeth.

Charting View

Click to choose whether the charting or work chart view is the default view when the Patient Chart opens.

Arch View

Click to switch to the arch view so you can view treatment on the inner surfaces of the teeth.

Model View

Click to switch to the model view and a 3-D representation of the entire mouth.

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Chart Layouts

With the Charts Layouts toolbar, you can change the appearance or view of the Patient Chart.




Work Chart

Click to display the Work Chart view.

Full Screen Chart

Click to display the Full Screen Chart view.

Progress Notes

Click to display the Progress Notes for the selected patient.

Treatment Planner Layout

Click to display the Treatment Planner Layout.

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Using the Charting toolbar, you can 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.




Select Provider

Click to select a different provider from the list.

Clear Selected Teeth

Click to clear the selections from all selected teeth in the Graphic Chart.

Procedure Code Listing

Click to type a procedure code, diagnostic code, or condition. Dentrix hides this icon when you post procedures using the Auto-State button.

Existing Other

Click to record existing work performed by a provider outside of your practice. (Used almost exclusively when charting existing work for new patients).


Click to record existing work performed by a provider within your practice. (Used almost exclusively when charting past work done by your office).

Treatment Plan

Click to enter recommended treatment for a patient.


Click to enter completed work and conditions for a patient.


Click to quickly 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.

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Procedure Codes

You can use the Procedure Codes toolbar to expand or collapse the procedure code categories and post or clear procedure codes.




Expand All

Click to expand all Procedure Code categories.

Collapse All

Click to collapse all Procedure Code categories.


Click to post the selected procedure codes for the appropriate treatment to the Patient Chart.

Clear Selected Procedures

Click to clear the procedures you selected for a patient's treatment in the Patient Chart.

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Progress Notes

You can use the Progress Notes panel to quickly review a patient’s chart. You can use the toolbar to update the chart as necessary so that the patient's clinical record is always accurate.




Set Complete

Click to indicate that you completed a treatment-planned procedure.


Click to remove a condition, treatment plan, complete procedure, existing procedure, or existing other procedure from the Progress Notes panel. You can delete multiple items simultaneously.


Click to invalidate a procedure and remove it from the patient’s chart while leaving it in the Ledger.

Print Patient Chart

Click to print the Patient Chart.

Change Provider for Selected Procedures

Click to change providers.

Default Sort

Click to return to the default sort order of the progress notes.

Treatment Plan

Click to show or hide treatment planned procedures.

Completed Work

Click to show or hide completed procedures.

Existing Work

Click to show or hide existing procedures.


Click to show or hide conditions.


Click to show or hide exams.


Click to show or hide referrals.

Clinical Notes

Click to show or hide clinical notes.

Expand Notes

Click to show or hide any notes attached to procedures, conditions, or exams.

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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.




New Clinical Note

 Click to create a clinical note.

New Addendum

Click to append an addition to a clinical note in history.

Delete Clinical Note

Click to delete a clinical note.

Save Clinical Note

Click to save a clinical note.

Copy Clinical Note

Click to copy a clinical note.

Copy All Clinical Notes

Click to copy all of the clinical notes for the selected patient simultaneously.

Sign Clinical Note

Click to sign a clinical note electronically. You cannot edit a signed note.

Insert Date/Time

Click to insert a new date and time in a clinical note.

Change Provider for Selected Note

Click to change the provider for a selected clinical note.

Change Date for Selected Clinical Note

Click to change the date of a selected clinical note.


Click to print a clinical note.


Click to cut text from a clinical note.


Click to copy the text of a clinical note to the Windows Clipboard.


Click to paste the text of a clinical note to the Windows Clipboard.

Check Spelling

Click to perform a spell check of a clinical note.

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Clinical Notes Template

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




Expand All

Click to expand all clinical note template categories.

Collapse All

Click to collapse all clinical note template categories.

Template Setup

Click to create, edit, and delete clinical note templates. You can also create, rename, and delete clinical note template categories.

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