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The Office Manager toolbar

The Office Manager includes a toolbar to provide easy access to most of the Office Manager's tools.

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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.

Ledger

Enter payments, file claims, print statements, set up financial agreements, and more.

Appointments

Manage your patient appointments electronically.

eDex

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.

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.

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

Set up Health History and record or track a selected patient's medical conditions, allergies, medications, prescriptions, contact information (emergency, physician, pharmacy), and questionnaire forms.

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.

Dentrix Marketplace

Click to open your browser and connect to the Dentrix Marketplace website from which you have many options for enhancing and expanding your Dentrix platform including partner solutions that have been tested and certified to work with Dentrix.

Electronic Claim Submission

Submit insurance claims electronically.

Claims Manager

Click to open the Claims Manager window from which you can view all claims and sort or search claims by status, such as Batched, eSent, and so on.

Print Preview

Preview how reports will appear when printed.

Print Reports

Print selected reports.

Delete Reports

Delete selected reports.

Refresh Batch

Refresh the list of reports in the Batch Processer to update the list with all reports added from other computers on your network.

Day Sheet Report

Generate and print the day sheet reports: Chronological Day Sheet, Alphabetical Day Sheet, Receipts Only Day Sheet, Adjustments Only Day Sheet, and the Deposit Slip.

Practice Analysis

Increase the productivity of your practice by reviewing a wealth of statistical and financial information and setting production goals.

Referral Analysis

Gives very specific information about the amount of production and the total number of referrals made by a patient or doctor.

Collections Manager

Review and follow up on collections information.

Practice Advisor

Set up and run the Practice Advisor Report to assess the overall financial health of your practice.

DXPort

Export daily deposits and receipt totals from Dentrix into accounting software, such as QuickBooks and Excel, or into a text file.

Dentrix Reports

Click to open the Dentrix Reports window from which you can generate practice data analysis reports in numerical and graphical formats.

Dentrix on the Web

Open your internet browser and connect to the Dentrix website.