Managing lists

From a list, you can readily identify any patients you don't have a complete address for. You can then hide the patient to prevent printing a letter, label, or card for that patient. You can also open a list file in Microsoft Excel or Notepad.

To manage a list

1.   In the Office Manager menu, click Letters & Custom Lists.

The Letters & Lists dialog box appears.

2.   Click the button, such as Misc., corresponding to the type of letter that you want to create.

A dialog box corresponding to the type of letter appears.

3.   From the list, select the letter that you want to create, and then click Open List Manager.

The List Manager window appears.

4.   From the list, right-click the entry that you do not to create a letter for, and then from the sub-menu, click Hide Patient.

The selected patient is removed from the list.

5.   In the toolbar, click Create Letters.

A message box appears.

6.   Click Yes.

Dentrix opens Microsoft Word, creates a letter for every patient remaining in the List Manager, and adds an entry to the Office Journal.