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(Administration)

Password Administration

Administer passwords for other users. It is recommended that dentists and/or practice owners be given rights to all operations, including password administration. For more information about password security, see Password setup.

Utility Administration

Run administration utilities in the Dentrix folder.

(Appointments)

In the Appointment Book module

Appointment Day Notes, Modify

Add and modify the Appointment Book day note (in the top left corner of the date bar when in day view).

Appointment Events, Delete

Delete appointment events (by right-clicking the event and clicking Delete on the shortcut menu).

Appointment Events, Edit

Edit appointment events (by right-clicking the event and clicking Edit on the shortcut menu).

Appointment Events, Schedule Now

Schedule appointment events (using File > Schedule Event).

Appointment Views, Add New

Add new Appointment Book views (by clicking View, then New).

Appointment Views, Delete

Add new Appointment Book views (by clicking View, then Delete).

Appointment Views, Edit

Add new Appointment Book views (by clicking View, then Edit; or Setup > Flip Tabs Setup; or Setup > Display Font Select).

Appointments, Break

Break appointments (by right-clicking the event and clicking Break Appointment on the shortcut menu).

Appointments, Delete

Delete appointments (by right-clicking the event and clicking Delete Appointment on the shortcut menu).

Appointments, Edit

Edit appointments (by double-clicking the event, or by moving the appointment, or by dragging the appointment length).

Appointments, Open

Open the Appointment Book.

Appointments, Open Lists

Open Appointment Lists (from the Appt Lists menu).

Appointments, Purge

Purge appointments (by clicking File > Purge Appointments).

Appointments, Schedule New

Schedule an appointment.

Appointments, Set Complete

Set appointments to Complete (using the Set Complete button on the Appointment Book toolbar or the Status field in the Appointment Information dialog box).

Appointments, Setup Operatory

Set up the operatory settings (by clicking Setup > Operatory Setup).

Appointments, Setup Practice

Set up the practice's appointment settings  (by clicking Setup > Practice Appointment Setup).

Appointments, Setup Providers

Set up the provider settings (by clicking Setup > Provider Setup).

Appointments, Setup Schedule

Set up the practice schedule settings (by clicking Setup > Practice Schedule).

Generate Route Slips

Print route slips (by clicking File > Print Route Slip).

More Info / Family Appointment List

Access the More Info and Family Appointment List dialog boxes.

Print Appointment Book Views

Print Appointment Book views (by clicking File > Print Appointment Book View).

(Continuing Care)

In the Continuing Care module

Continuing Care Setup

Set up the Continuing Care settings (by clicking Maintenance > Practice Setup > Continuing Care > Continuing Care Setup).

Continuing Care, Clear Patients

Clear the selected Continuing Care patient (by clicking Edit > Clear Selected Continuing Care).

Continuing Care, Edit Patients

Edit the selected Continuing Care patient (by clicking Edit > Selected Continuing Care, or by double-clicking the list item).

Continuing Care, Open

Open the Continuing Care module (by clicking the Continuing Care button on the toolbar from most Dentrix modules).

Generate Continuing Care Lists

Generate Continuing Care lists (from the Views menu in the Continuing Care module).

(Lab Case Manager)

In the Lab Case Manager module

Generate Lab Case Prescriptions

Create lab case prescriptions.

Lab Case Manager, Open

Open the Lab Case Manager (using the Lab Case Manager button on the Appointment Book toolbar).

Lab Case Setup

Open the Lab(s) Setup dialog box (by clicking Setup > Lab(s) Setup).

Lab Cases, Add New

Add a new lab case (by clicking Edit > New).

Lab Cases, Delete

Delete a lab case (by clicking Edit > Delete).

(Family File)

(In various modules)

Family File, Open

Open the Family File (using the Family File button on the toolbar of most modules)

Generate Patient Notes

Create and print a report of patient notes in the Family File (by clicking Reports > Lists > Patient Notes Report in the Office Manager).

Patient Alerts, Modify

Change patient alerts using the Patient Alerts module.

Patient Notes, Modify

Edit patient notes in the Family File (by double-clicking the Family File's Patient Notes block, making changes, and clicking OK).

Patient Notes, View

View patient notes in the Family File (by clicking the View button in the Family File's Patient Notes block).

Patients, Add New

Add new patient notes in the Family File.

Patients, Archive

Set the patient status to Archived (by selecting Archived in the Status field in Family File's Patient Information dialog box).

Patients, Delete

Delete patients (by clicking Edit > Delete Patient or Edit > Delete Family in the Family File).

Patients, Edit Family Relations

Edit the family relationships of patients (by clicking Edit > Edit Family Relations in the Family File)

Patients, Edit Insurance Information

Edit patient insurance information in the Family File (by double-clicking the Family File's Insurance Information block, making changes, and clicking OK).

Patients, Edit Patient Information

Edit patient notes in the Family File (by double-clicking the Family File's Patient Information block, making changes, and clicking OK).

(Chart)

In the Patient Chart module

Chart Notations, Add/Edit

Add and edit patient chart notations (by clicking Options > Chart Notations > Edit).

Chart Notations, View

View patient chart notations (by clicking Options > Chart Notations > View).

Chart Setup

Set up the Patient Chart (by clicking Setup > Chart Display Setup, by clicking Setup > Procedure Buttons Setup, or by clicking Setup > Invalidate Conditions/Diagnoses).

Chart, Open

Open the Patient Chart.

Clinical Notes, Add Signature

Add a signature to the clinical notes (by clicking the Signature button on the Clinical notes toolbar.

Clinical Notes, Modify

Add an addendum to the clinical notes (by clicking the New Addendum button on the Clinical notes toolbar.

Conditions / Diagnosis, Add New

Add new patient conditions.

Conditions / Diagnosis, Delete

Delete patient conditions.

Conditions / Diagnosis, Edit

Edit patient conditions.

Existing Procedures, Add New

Add new existing procedures in the Patient Chart (by selecting the Existing or Existing Other button on the Patient Chart toolbar).

Existing Procedures, Delete

Delete existing procedures in the Patient Chart (by selecting the Existing or Existing Other button on the Patient Chart toolbar).

Existing Procedures, Edit

Edit existing procedures in the Patient Chart (by selecting the Existing or Existing Other button on the Patient Chart toolbar).

Image, Open

Open the Dentrix Image panel (by clicking View > Panels > Image).

Perio Chart, Open

Open the Perio Chart (by clicking Options > Perio).

Print Charts or Progress Notes

Print patient charts and progress notes (by clicking File > Print Dental Chart or File > Print Progress Notes).

Print Perio Chart Letters or Charts

Print Perio Chart letters or charts (by clicking File > Print from either the Patient Chart or the Perio Chart).

(Treatment Plans)

(In various modules)

Presenter, Open

Open the Dentrix Presenter (by clicking Options > Presenter in the Patient Chart).

Print Treatment Plans

Print treatment plans from the Dentrix Presenter and the Dentrix Treatment Planner.

Treatment Plan Manager, Open

Open the Dentrix Treatment Planner (by clicking Options > Treatment Planner in the Ledger).

Treatment Plans, Add New

Add treatment plans for a patient (by clicking Add Tx in the Appointment Book's Appointment Information dialog box, by using the "Tx" Treatment Plan toolbar button in the Patient Chart, or by clicking the New Tx button  in the Lab Case Manager's Treatment Plan dialog box.

Treatment Plans, Delete

Delete treatment plans for a patient (by clicking the Delete or Delete All button in the Appointment Book's Appointment Information dialog box; by clicking the Delete button in the Edit or Delete Procedure dialog box in Patient Chart, Ledger, Presenter, and Appointment Book; or by clicking the Delete button when a Treatment Planned procedure is selected in the Patient Chart's Progress Notes list).

Treatment Plans, Edit

Edit treatment plans in Appointment Book, Patient Chart, Lab Case Manager, Ledger, or Presenter.

(Completed Procedures)

(In various modules)

Completed Procedures, Add New

Set procedures to complete in Patient Chart, Ledger, and Presenter.

Completed Procedures, Delete

Delete procedures that have been set to complete in Patient Chart, Ledger, and Presenter.

Completed Procedures, Edit

Edit procedures that have been set to complete in Patient Chart, Ledger, and Presenter.

(Health History)

Health History Patient, Add

Add Health History items to patients, such as medications, allergies, medical conditions, and prescriptions.

Health History Patient, Delete

Delete a patient's Health History items.

Health History Patient, Edit

Edit a patient's Health History items, including adding notes to alerts.

Health History Setup, Add

Add Health History items in the Health History Setup dialog box.

Health History Setup, Delete

Delete Health History items in the Health History Setup dialog box.

Health History Setup, Edit

Edit Health History items in the Health History Setup dialog box.

Health History Setup, Open

Open the Health History Setup dialog box.

Health History, Open

Open Health History.

(Insurance)

(In various modules)

Generate Insurance Aging Reports

Print the Insurance Aging Reports in the Office Manager (by clicking Reports > Ledger > Insurance Aging Report).

Generate Insurance Claims

Print insurance claims in the Ledger (using the Insurance menu).

Insurance Claims, Create New

Create new insurance claims (by clicking Create Medical/Dental or Create Secondary in the the Ledger's Claims window or using the Insurance menu in Ledger).

Insurance Claims, Delete

Delete insurance claims (by clicking File > Delete in the Ledger's Claims window).

Insurance Claims, Edit

Edit insurance claims (in the Ledger's Claims window).

Insurance Claims, Open

Open insurance claims in the Ledger's Claims window (by double-clicking it in the Ledger).

Insurance Coverage, Modify

Edit the insurance coverage information of patients (Insurance Information dialog box, Cov Table button for patient's secondary dental insurance (by clicking the Cov Table button in Family File's Insurance Information dialog box for patients' primary and secondary dental insurance; or by clicking the Cov Table button in Office Manager's Insurance Maintenance dialog box).

Insurance Payment Tables, Modify

Edit the insurance payment tables (by clicking the Pmt Table button in Family File's Insurance Information dialog box, or by using the Maintenance > Reference menu in the Office Manager).

Insurance Plans, Add New/Edit Info

Add or edit insurance plan information (by clicking the Ins Data button in the Family File's Insurance Information dialog box or using Ledger's Claim window).

(Ledger)

In the Ledger module

Fast Checkout

Print family walkout statements in Ledger (by clicking the Print Walkout button on the Ledger toolbar).

Finance / Late Charges, Add New

Add finance/late charges to patient accounts (using the Ledger's Month End menu).

Finance / Late Charges, Delete

Delete finance/late charges on patient accounts (using the Ledger's Month End menu).

Finance / Late Charges, Edit

Edit finance/late charges on patient accounts (using the Ledger's Month End menu).

Ledger + History

Display the Ledger + History (by clicking Options > Ledger + History on the Ledger's menu bar).

Ledger Adjustments, Add New

Add adjustments to the Ledger (by clicking Transaction > Allocate Credit Balance, or Transaction > Enter Adjustment, or Transaction > Enter Tax / discount from the Ledger's menu bar).

Ledger Adjustments, Delete

Delete adjustments in the Ledger (by clicking the Delete button in the Change or Delete Adjustment dialog box.)

Ledger Adjustments, Edit

Add adjustments to the Ledger (by double-clicking an adjustment in the Ledger to display the Change or Delete Adjustment dialog box.)

Ledger Setup

Set up Ledger options (by clicking the following items on the Ledger's File menu:

·        Direct Processing Options Setup

·        Fast Checkout Options Setup

·        Ledger Colours Setup

·        Pre-Payment Options Setup

·        Tax / Discount Options Setup

Ledger, Open

Open the Ledger.

Ledger, Open Treatment Plans

Open the Treatment Planner (by clicking the Treatment Planner icon on the Patient Chart or Ledger toolbars).

Month End - Update

Run a month-end update in the Ledger (by clicking Month End > Month End Update).

Month End Wizard Setup

Set up the Month End Wizard in the Ledger (by clicking Month End > Month End Wizard).

Post Dated Cheques, Open

Open the Post-Dated Cheques dialog box (by clicking the toolbar button)

(Billing and Collections)

(In various modules)

Billing Statement Notes Setup

Set up billing statement notes In the Office Manager (by clicking Maintenance > Practice Setup > Custom Notes > Billing Statement Notes Setup).

Billing/Payment Agreement, Modify

by clicking File > Billing/Payment Agreement in the Ledger, or double-clicking the Financial Information box in the Billing/Payment Agreement Information dialog box in the Family File).

Collections Manager, Open

Open the Collections Manager module.

Dunning Messages, Modify

Edit dunning messages in the Office Manager (by clicking Maintenance > Practice Setup > Dunning Messages).

Generate Billing Statements

Print billing statements (by clicking Print > Statement in the Ledger or Reports > Billing in the Office Manager).

Generate for Payment Agreements

Print payment agreements in the Family File or the Ledger (by clicking the Print button in the Billing/Payment Agreement Information dialog box.

Generate Future Due Payment Plans

Create a Future Due Payment Plan in the Ledger (by clicking Month End > Future Due Payment Plan).

Guarantor Notes, Modify

Edit guarantor notes (by clicking File > Guarantor Notes in the Ledger, or the Guarantor Notes toolbar button in Collections Manager, or the Guarantor Notes button in the Billing/Payment Agreement Information dialog box in the Ledger or the Family File).

Payment Agreement Types Setup

Set up payment agreement types (by clicking Maintenance > Practice Setup > Payment Agreement Setup in the Office Manager.)

Payment Plans, Add New / Edit Info

Add or edit existing payment plans (by clicking Month End > Future Due Payment Plan or Transaction > Process Future Due Pay Plan in the Ledger)

Payments, Add New Guar Payments

Add new guarantor payments (by clicking File > Enter Batch Payments, or Transaction > Enter Payment in the Ledger).

Payments, Add New Ins Payments

Add new guarantor payments (by clicking File > Enter Batch Payments, or Transaction > Enter Insurance Payment in the Ledger).

Payments, Delete Guarantor Payments

Delete guarantor payments (using the Delete button in the Change or Delete Payment dialog box in the Ledger).

Payments, Delete Insurance Payments

Delete guarantor payments (using the Delete button in the Total Insurance Payment dialog box in the Ledger).

Payments, Edit Guarantor Payments

Edit a guarantor payment (by double-clicking a guarantor payment in the Ledger).

Payments, Edit Insurance Payments

Edit an insurance payment (by double-clicking an insurance payment in the Ledger).

Print Aging/Patient Balance Reports

Print Aging/Patient Balance Reports (by clicking Reports > Ledger > Aging Report, or Reports > Ledger > Patient Balance Report in the Office Manager).

(Letters)

In the Office Manager and Quick Letters modules

Letters, Add New

Add any new letters in the Office Manager or Quick Letters (by clicking Letters, choosing a letter category, and clicking New in the Office Manager; or by clicking New in the Quick Letters dialog box).

Letters, Birthday

Access and send birthday letters (by clicking Letters > Birthday in Office).

Letters, Collection

Access and send collection letters (by clicking Letters > Collection in the Office Manager).

Letters, Continuing Care

Access and send continuing care letters (by clicking Letters > Continuing Care in the Office Manager).

Letters, Delete

Delete letters in the Office Manager or Quick Letters (by clicking Letters, choosing a letter category, and clicking Delete in the Office Manager; or by clicking Delete in the Quick Letters dialog box).

Letters, Edit

Edit letters in Office or Quick Letters (by clicking Letters, choosing a letter category, and clicking Edit in the Office Manager; or by clicking Edit in the Quick Letters dialog box).

Letters, Inactive Patient

Access and send inactive patient letters (by clicking Letters > Inactive Patient in the Office Manager).

Letters, Misc.

Access and send miscellaneous letters (by clicking Letters > Misc. in the Office Manager).

Letters, Referral

Access and send referral letters (by clicking Letters > Referral in the Office Manager).

Letters, Welcome

Access and send welcome letters (by clicking Letters > Welcome in the Office Manager).

Patient Quick Label, Setup

Set up quick labels (by clicking the Setup button on Quick Labels dialog box accessed by clicking the Quick Labels button on most toolbars).

Patient Quick Labels

Access and print quick labels (by clicking the Quick Labels button on most toolbars).

Patient Quick Letters

Access and print quick letters (by clicking the Quick Letters button on most toolbars).

(Office Journal)

In the Office Journal module

Auto Dial / Add Journal Entry

Auto dial a number or add a journal entry using the Auto Dial button in several dialog boxes (such as the More Info dialog box).

Office Journal, Add Entries

Add entries to the Office Journal (by clicking Edit > Add, or by clicking the Add Journal Entry button on the Office Journal toolbar).

Office Journal, Delete Entries

Delete entries to the Office Journal (by clicking Edit > Delete).

Office Journal, Edit Entries

Edit entries to the Office Journal (by clicking Edit > Delete).

Office Journal, Open

Open the Office Journal.

Print Office Journal Reports

Print Office Journal reports (by clicking File > Print).

(Referrals)

(In various modules)

Patient Referrals, Add

Add patient referrals (by clicking the Add Referral button in the Family File's Patient Referrals dialog box.

Patient Referrals, Delete

Delete patient referrals (by clicking the Clear Referral button in the Family File's Patient Referrals dialog box.

Patient Referrals, Open

Open the Family File's Patient Referrals dialog box.

Print Referral Slip or Recap

Print a referral slip or recap in the Patient Chart (by clicking File > Print > Referral Slip).

Referral Analysis, Open

Analyze referrals by patients in the Office Manager (by clicking Analysis > Patient Referrals).

Referrals, Add New/Edit Information

Add new referrals or edit referral information in the Family File's Patient Referrals dialog box (by double-clicking the Referred To field in the Family File window).

Send Referrals

Send Referrals in Family File's Patient Referrals dialog box (by clicking the Send Email button).

(Prescriptions)

In the Prescriptions module and Office Manager

Patient Prescriptions, Delete

Delete patient prescriptions (by clicking Delete in the Patient Prescriptions dialog box).

Patient Prescriptions, New

Create new patient prescriptions (by clicking New in the Patient Prescriptions dialog box).

Patient Prescriptions, Open

Open the Patient Prescriptions dialog box.

Prescriptions Setup

Set up prescriptions in the Office Manager (by clicking Maintenance > Practice Setup > Prescriptions Setup).

Print Patient Prescriptions

Print patient prescriptions using the Reports button in the Patient Prescriptions dialog box or the Print button in the View/New Patient Prescription dialog box.

(Questionnaires)

In the Questionnaires module

Print Questionnaire

Print questionnaires (by clicking File > Print).

Questionnaire Administration

Set up questionnaires (by clicking Edit > Questionnaire Setup).

Questionnaire, Edit Responses

Edit questionnaire responses (by clicking Edit > Edit Responses).

Questionnaires, Open

Open the Questionnaires module.

(Document Center)

In the Document Center module

Document Center Setup

Set up the Document Center (by clicking File > Document Center Preferences).

Document Center Viewer, Open

Open the Document Center Viewer (by clicking File > Document Center Viewer).

Document Center, Acquire Document

Acquire documents into Document Center (using the Acquire menu).

Document Center, Delete Document

Delete documents in the Document Center (by clicking Edit > Delete Selected Document(s).

Document Center, Edit Document Info

Edit documents in the Document Center (by clicking Edit > Document Information.

Document Center, Export Document

Export documents from Document Center (by clicking File > Export Document(s).)

Document Center, Modify Attachments

Edit attachments in Document Center (by clicking Edit > Modify Document Attachments).

Document Center, Open

Open the Document Center module.

Print from Document Center

Print documents from Document Center (by clicking File > Print > Documents).

Send Document

Send documents electronically from Document Center (by clicking File > Send Document(s).).

(Office Manager)

In the Office Manager module

Audit Trail Reports

Create and print Audit Trail Reports in the Office Manager (by clicking Maintenance > Audit Trail Report).

Audit, Clear

Clear the audit trail. (This can only be done by contacting Dentrix Customer Support.)

Batch Processor, Delete Reports

Delete reports from the Batch Processor in the Office Manager (by clicking File > Delete).

Batch Processor, Print/Display Reports

Print or Display a report from the Batch Processor in the Office Manager.

DXPort, Modify and Export

Edit or export daily deposits and receipts totals from Dentrix into a software program, such as QuickBooks or Excel, or into a text file (by clicking Analysis > DXPort in the Office Manager).

Generate Analysis Summary Reports

Create and print Analysis Summary Reports in the Office Manager (by clicking Reports > Management > Analysis Summary).

Generate Day Sheets

Create and print Day Sheet Reports in the Office Manager (by clicking Reports > Management > Day Sheet).

Generate Day Sheets, MTD/YTD Totals

Create and print Day Sheet Reports in the Office Manager (by clicking Reports > Management > Day Sheet).

Generate Provider A/R Totals Reports

Create and print Day Sheet Reports in the Office Manager (by clicking Reports > Management > Day Sheet and selecting the Include MTD and YTD Totals option).

Generate Utilization Reports

Create and print Utilization Reports in the Office Manager (by clicking Reports > Ledger > Utilization Report for Dental Insurance).

Office Manager, Open

Open the Office Manager.

Purge Insurance / Employers

Purge insurance or employer maintenance in the Office Manager (by clicking Maintenance > Reference > Employer Maintenance (or Insurance Maintenance), then clicking the Purge button, or clicking Maintenance > Reference > Purge Dental Ins Benefits Used.

(Practice Analysis)

In the Office Manager module

Practice Analysis, Copy/Save/Print

Copy, save, and print Practice Analysis reports.

Practice Analysis, Open

Open the Practice Analysis module.

Print Practice Analysis Reports

Print Practice Analysis reports (by clicking File > Print).

(Practice Setup)

(In various modules)

Customize Toolbars

Customize any of the Dentrix toolbars (by right-clicking the toolbar and selecting Customize from the shortcut menu).

Employers, Add New/Edit Information

Add or edit employer information (by double-clicking the Employer box in Family File or by clicking Maintenance > Reference > Employer Maintenance in the

Office Manager).

Fee Schedules Setup

Set up fee schedules in the Office Manager (by clicking Maintenance > Practice Setup > Auto Fee Schedule Changes, or Maintenance > Practice Setup > Procedure Code Setup, then clicking the Edit Fee button).

Multi-Codes Setup

Set up multi-codes in the Office Manager (by clicking Maintenance > Practice Setup > Multi-Code Setup).

Practice Definitions Setup

Set up Practice Definitions by doing any of the following in the Office Manager:

·        Clicking Maintenance > Practice Setup > Definitions.

·        Clicking Maintenance > Practice Setup > Practice Defaults.

·        Clicking Reports > Management > Provider A/R Totals, then clicking the Adjustment Types button.

Practice Preferences Setup

Set up software preferences for your practice by doing any of the following in the Office Manager:

·        Clicking Maintenance > Practice Setup > Auto Chart Number Setup.

·        Clicking Maintenance > Practice Setup > Electronic Claims Setup.

·        Clicking Maintenance > Practice Setup > Practice Defaults, then clicking the Preferences button

·        Clicking Maintenance > Practice Setup > Preferences.

·        Clicking Maintenance > Practice Setup > Report Fonts.

Practice Resource Setup

Set up practice resources in the Office Manager (by clicking Maintenance > Practice Setup > Practice Resource Setup.

Procedure Code Setup

Set up procedure codes in the Office Manager (by clicking Maintenance >

Practice Setup > Dental Diagnostic Cross Code Setup, or Maintenance >

Practice Setup > Medical Cross Coding Setup, or Maintenance >

Practice Setup > Procedure Code Setup.

(Time Clock)

In the Time Clock module

Print Payroll Report

Print a Payroll Report in the Time Clock module (by selecting the Payroll Report option on the Reports tab).

Print Time Punch Report

Print a Time Punch Report in the Time Clock module (by selecting the Time Punch Report option on the Reports tab).

Time Clock, In/Out

Punch in and out using the employee time clock.

Time Clock, Edit Punches/Notes

Save changes to time clock histories (on the History tab).

Time Clock, Setup

Set up an employee time clock for employees (by clicking Time Clock > Time Clock Setup).