The Collections Manager toolbar

The Collections Manager includes a toolbar to provide easy access to most of the Collections Manager tools.

Button

Name

Description

Patient Chart

Enter patient treatment and conditions, document and track patient care, enter periodontal treatment information, and explain and demonstrate proposed treatment to patients.

Family File

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.

Ledger

Enter payments, file claims, print statements, set up financial agreements, and more.

Appointment Book

Schedule and manage your patient appointments electronically.

Office Manager

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

eDex

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.

DentriXlink

 

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

Combine data from your Dentrix database with the word processing abilities of Microsoft Word to create a letter for a single patient.

Quick Labels

Print a variety of labels for the selected patient.

Continuing Care

Monitor your patients’ pending dental care and communicate information and reminders easily and effectively with groups of patients.

Send Message

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

Questionnaires

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

Assign medical conditions and allergies to selected patients. The cross is white if medical conditions and allergies are not assigned.

Prescriptions

Create prescriptions and accurately track medicines prescribed to your patients.

Office Journal

Keep a record of past events and create reminders of future events.

Document Center

Scan, capture, and import 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.

Dentrix Marketplace

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.

Patient Picture

Save and edit a full-colour patient picture that you can access from the Appointment Book, Family File, Patient Chart, Treatment Planner, Treatment Manager, Document Center, and other Dentrix modules.

Patient Alerts

Create a patient alert for a single patient, an entire family, or selected members of a family.

More Information

Displays 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.

Payment Agreements

Opens the family's billing and payment agreement information.

Guarantor Notes

Opens the family's account and billing statement notes.

Copy

Copies the selected Collections Manager information to the Clipboard, where you can paste it into other programs (by pressing Ctrl+V on the keyboard).

Print

Prints the Collections Manager list.