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The List Manager toolbar

The List Manager includes a toolbar to provide access to other Dentrix modules and to print and manage lists, letters, and labels.

Button

Name

Description

Refresh

Click to refresh the List Manager so that it reflects any changes you have made.

Patient Chart

From the Patient Chart, you can enter patient treatment and conditions, document and track patient care, enter periodontal treatment information, and explain and demonstrate proposed treatment to patients.

Family File

The Family File stores and displays important patient information, such as the patient’s name, address, phone number, medical alerts, birth date, insurance coverage, employer, and referral information.

Ledger

From the Ledger, you can enter payments, file claims, print statements, set up financial agreements, and more.

Appointment Book

The Appointment Book is an electronic scheduler from which you can easily manage your patient appointments.

Office Manager

The Office Manager provides several tools and reports to evaluate and improve the management processes of your practice.

eDex

From eDex, you can manage and quickly 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.

DXWeb

Opens the DXWeb toolbar that works in conjunction with eCentral to provide you with the tools necessary to connect your Dentrix software to the internet.

DentriXlink

Provides links 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

Using Quick Letters, you can combine data from your Dentrix database with the word processing abilities of Microsoft Word to quickly create a letter for the selected patient.

Quick Labels

Using Quick Labels, you can quickly print a variety of labels for the selected patient.

Continuing Care

Continuing Care provides a flexible way to monitor your patients’ pending dental care and communicate information and reminders easily and effectively with groups of patients.

Send Message

Using Dentrix’s Send Message feature, you can create and send an email message to a selected patient in the List Manager.

Questionnaires

Questionnaires helps your office go paperless by electronically gathering and storing the same patient information that is included on new patient forms, health history updates, and other paper forms used in your office.

Prescriptions

The Prescriptions module helps you quickly create prescriptions and accurately track medicines prescribed to your patients.

Office Journal

Like a journal of your daily activities, the Office Journal has two main functions: to keep a record of past events and to remind you of future events.

Document Center

The Document Center allows your office to become paperless by scanning, capturing, and importing 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.

Patient Picture

Opens the Dentrix Patient Picture window, where you can save and edit a full-color patient picture that can be accessed from the Appointment Book, Family File, Patient Chart, Treatment Planner, Treatment Manager, Document Center, and other Dentrix modules.

Patient Alerts

Lets you create and/or view 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.

Guarantor Note

Opens the Guarantor Notes dialog box from which you can account and billing statement notes for the selected customer.

Treatment Planner

Provides patients with easy-to-understand treatment options. When used with the Treatment Plan Presenter, the Treatment Planner provides powerful case presentations.

Other Appointments

Opens the Family Appointment List dialog box from which you can view a family's appointments and continuing care, or you can create new appointments.

Copy to Clipboard

Click to copy selected entries in the List Manager to the Clipboard.

Preview/Print

Click to generate a preview of and to print the List Manager list.

Create Letters

Click to create letters for the patients listed in the List Manager. Dentrix adds an entry to the Office Journal documenting the contact.

Group By

Click to group the items in the List Manager alphabetically under the corresponding letters of the alphabet.

Column Names

Click to abbreviate the column heading names. For example, you can change the column heading "Patient Last Name" to "LName." Clicking the button a second time reverses the change.