The Document Center toolbars

The Document Center lets you 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 Windows Clipboard.

· The Document toolbar displays buttons to print, send, export, view, sign, modify, or 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, from the View menu, point to Toolbars, then click the toolbar 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	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	Manage your patient appointments electronically.
	Office Manager	Use several tools and reports to evaluate and improve the management processes of your practice.
	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 with groups of patients.
	Send Message	Create and send e-mail messages to patients in your Dentrix database.
	Questionnaires	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.
	Health History	Assign medical conditions and allergies to selected patients and keep a record of their health and treatments.
	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.
	Treatment Manager	Access vital patient information, including treatment-planned work, balance, payment information, Office Journal entries, insurance information, and so forth.
	eDex	Manage and search lists of patients (active, inactive, or archived), employers, insurance carriers, labs, non-patients, providers, staff, referrals, and any other contact you 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	Open the Dentrix Marketplace website from which you can purchase many products to enhance and expand your Dentrix platform.

Patient Information toolbar

Button	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 display the 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

Button	Name	Description
	Acquire From Device	Acquires a document from a device, such as a scanner or digital camera.
	Import From File	Imports a file on disk.
	Paste From Clipboard	Copies the most recent contents of the Windows Clipboard into the Document Center using the closest supported file type.
	Screen Capture	Selects an area of your computer screen and captures 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	Searches for an associated patient picture and import it.
	Auto Directory File Acquire	Designates a folder to save scanned documents to automatically regardless of the type of device you used to scan the document.
	Acquire To Unfiled	Acquires large documents and images and add them to the Document Center as unfiled documents. While you can use this feature for a single document, you can primarily use it to acquire batch documents and complete them later. This feature is helpful for importing multi-page picture documents.

Documents toolbar

Button	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 you can use to modify a document.
	Delete Selected Document	Click to delete selected documents.

View toolbar

Button	Name	Description
	Expand List	Expands the list view to include details.
	Collapse List	Collapses the list view to show only dates.
	By Single	Displays the documents for a single patient.
	By Family	Displays the documents for an entire family.
	By Range	Displays the documents within a specified range.
	Filters	Specify filters for the documents that will appear.
	Show Preview	Toggles between displaying and hiding the Document Preview pane.
	By Patient	Displays documents by patient.
	By Provider or Staff	Displays documents by provider and staff member.

Button	Name	Description
	Previous Page	Displays the previous page.
	Next Page	Displays the next page.
	Full Screen	Displays the page using the full screen.
	Zoom Out	Zooms out on the image.
	Zoom In	Zooms 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.

Button	Name	Description
	Copy From Clipboard	Inserts a copy of the current information in the Windows Clipboard.
	Add Page	Adds a page to the current document.
	Delete Page	Deletes the current page.
	Adjust Image	Adjusts the colour, light, contrast, and saturation of the document or image.
	Crop Image	Crops the image.
	Invert Colors	Inverts the image colours.
	Convert to Grayscale	Converts the image to a grayscale image.
	Remove Spots	Removes random spots on the image.
	Rotate Image	Rotates the selected image.
	Orientation	Specifies whether the image is of the Right Side of Mouth, Left side of Mouth, or of the Entire Mouth.
	Undo	Undoes the last change you made.
	Undo All	Returns the image to its last saved state.