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.

Appointment Book

Manage your patient appointments electronically.

Office Manager

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

eDex

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

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 help you quickly 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

Create a record of a selected patient's medical conditions, allergies, medications, and prescriptions. The icon is white if you haven't assigned a medical condition, allergy, medication, or prescription to the selected patient.

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 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 Planner

Provide patients with easy-to-understand treatment options. When used in conjunction with the Dentrix Presenter, the Treatment Planner provides powerful case presentations.

Post-Dated Cheques

Enter cheques today, but don't post them to the Ledger until they come due. You can enter a single cheque or a series of cheques.

Select Patient

Select the patient whose billing information you want to work with.

Refresh

Refresh the transaction log.

Billing/Payment Agreement

Open the family's billing and payment agreement information.

Guarantor Notes

Open the family's account and billing statement notes.

Enter Payment

Enter a guarantor payment.

Enter Procedure

Post a procedure for the patient.

Insurance Today's Procedures

Create a claim for the procedures posted today.

Insurance Selected Procedures

Create a claim for the selected procedures.

Claims Manager

Open the Claims Manager.

Display Treatment Plan Option

Change to the Treatment Plan view. Click the button again to toggle back to the Ledger view.

Enter Tax/Discount

Add a tax or discount to the account.

Print Walkout

Print a walkout statement for the current day's work.

Process Billing Statement

Print a single billing statement for the account.

Print Family Ledger

Print a Family Ledger Report for the account.

Fast Checkout

Post a payment, create a claim, and print a walkout according to selected options.

Patient Alerts

View and edit alerts for the patient.

Patient Referrals

View related referrals for the patient.

More Information

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.