The Treatment Planner toolbars

The Treatment Planner lets you choose from three different toolbars while you are working in the Treatment Planner:

· The Dentrix Modules toolbar displays the buttons for each of the Dentrix modules.

· The Patient Information toolbar displays buttons specific to patient information.

· The Treatment Planner toolbar displays the buttons specific to the Treatment Planner module.

To display or remove a toolbar

In the Treatment Planner, click View, point to Toolbars, and then click the toolbar that you want to display or remove. A check mark next to a toolbar name indicates that the toolbar is being displayed.

Dentrix Modules toolbar

Button	Name	Description
	Patient Chart	Enter existing, recommended, and completed treatment or conditions.
	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.
	Appointment Book	Manage your patient appointments electronically.
	Office Manager	Provides several tools and reports to evaluate and improve the management processes of your practice.
	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 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 an e-mail message 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.
	Health History	Assign medical conditions and allergies to a selected patient. If you haven't assigned a medical condition or allergy to the selected patient, the icon is white.
	Prescriptions	Create prescriptions and accurately track medicines prescribed to your patients.
	Office Journal	Record 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 Manager	Access vital patient information, including treatment-planned work, balance, payment information, Office Journal entries, insurance information, and so forth.
	Lab Case Manager	Link directly to the Appointment Book and create a case for the patient, ship it to the lab, and track its progress.
	DDX	From a menu, select New DDX Lab Case Prescription or View DDX Lab Case List.
	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.
	Dentrix Marketplace	Open the Dentrix Marketplace website from which you can purchase many products to enhance and expand your Dentrix platform.
	Resource Center	Open the Dentrix Canada Resource Center.

Patient Information toolbar

Button	Name	Description
	Select Patient	Click to select a patient.
	Patient Alerts	Displays any patient alerts for the selected patient.
	Patient Picture	Opens the Dentrix Patient Picture window, where you can save and edit a full-colour patient picture.
	Patient Referrals	Displays any patient referrals.
	More Information	Displays the More Information dialog box for the selected patient.

Treatment Planner toolbar

Button	Name	Description
	Refresh	Click to refresh the data on other computers if your practice has a computer network.
	Update Treatment Plan Fees	Click to update treatment plan fees manually to reflect any fee schedule changes.
	Primary Dental Insurance Notes	Click to view a primary dental insurance note.
	Secondary Dental Insurance Notes	Click to view a secondary dental insurance note.
	Insurance Benefits	Click to view a summary of the patient's insurance benefits.
	Print	Click to define options for and then print a Treatment Case, a Patient Treatment Case, or a Treatment Planner Report.
	Treatment Planner View	Click to choose from five different Treatment Planner views.
	Copy Case Detail to Clipboard	Click to copy the selected Case Detail information to the Windows Clipboard, where you can paste it into other programs by pressing Ctrl+V on the keyboard.
	Presenter	Click to start the Dentrix Presenter module.
	Other Appointments	Click to display the Family Appointment List dialog box in the Appointment Book with other appointments for family members.