Dentrix Canada
Help

The Family File toolbar

The Family File includes a toolbar to provide easy access to most of Family File's tools.

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.

Ledger

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

Appointment Book

Click to schedule patients electronically and manage your patient appointments.

Office Manager

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

eDex

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.

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 help you quickly 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’ continuing dental care and communicate information and reminders with groups of patients.

Send Message

Click to create and send an e-mail message 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 button indicates that the patient has submitted a questionnaire.

Prescriptions

Click to create prescriptions and track medicines prescribed to your patients. If the button contains an image of a prescription bottle, the patient has a prescription.

Office Journal

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

Document Center

Click to scan, capture, and import many types of documents, such as patient letters,explanation of benefits (EOB), and referral letters or images (patient pictures and X-rays). You can attach these documents to patients, providers, insurance carriers, and referral sources.

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.

Select Patient

Click to select the patient whose billing information you want to work with.

Add New Family Member

Click to open the Patient Information dialog box where you can add a new family member to the selected family.

Referral Analysis

Click to show who this patient has referred to the practice.

Patient Notes Report

Click to print the selected patient's notes, alerts, and so forth.

Patient Picture

Click to display the patient picture.

Patient Alerts

Click to view and edit alerts for the patient.

Patient Referrals

Click to view related referrals for the patient.