Appointment List toolbars

The Appointment List window includes two toolbars to help you manage appointments.

Button	Name	Description
	Pin Appointment	Click to move one or more appointments to the Pinboard.
	Break Appointment	Click to break an appointment.
	Delete Appointment	Click to delete an appointment.
	New Appointment	Click to open the Appointment Information dialog box and set a new appointment.
	Other Appointments	Click to open the Family Appointment List dialog box from which you can view continuing care information, past and future appointments, and treatment-planned procedures for the selected patient.
	Alert/Notes	Click to open the Health History/Notes dialog box for the selected patient from which you can open Health History or create health history, appointment, patient, and/or guarantor account notes.
	Treatment Manager	Click to open the Treatment Manager.
	Copy List to Clipboard	Click to copy the selected list to the Windows Clipboard.
	Appointment List View	Click to open the Appointment List Setup dialog box.
	Refresh	Click to refresh the selected list.

Button	Name	Description
	Patient Chart	Helps you enter patient treatment and conditions, document and track patient care, enter periodontal treatment information, and explain and demonstrate proposed treatment to patients.
	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	Enter payments, file claims, print statements, set up financial agreements, and more.
	Appointments	Opens the Appointment Book from which you can schedule and manage patient appointments.
	Office Manager	Provides several tools and reports to evaluate and improve the management processes of your practice.
	Quick Letters	Combine data from your Dentrix database with the word processing abilities of Microsoft Word to quickly create a letter for a patient.
	Quick Labels	Print a variety of labels for the selected patient.
	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	Create and send e-mail messages to patients in your Dentrix database.
	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. A red check mark in the icon indicates that the patient has filled out a questionnaire.
	Prescriptions	Helps you quickly create prescriptions and accurately track medicines prescribed to your patients. If a prescription bottle appears in the icon, the patient has a prescription.
	Office Journal	Keep records of past events and create reminders of future events.
	Document Center	Lets your office 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. If papers appear in the lower drawer of the icon, the patient has documents saved to the Document Center.
	Treatment Planner	Provides patients with easy-to-understand treatment options. When used with the Dentrix Presenter, the Treatment Planner provides powerful case presentations.
	eDex	Manage and quickly search lists of patients (active, inactive, or archived), employers, insurance carriers, labs, non-patients, providers, staff, referrals, and any 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	Opens the Dentrix Marketplace website from which you can purchase many products to enhance and expand your Dentrix platform.
	Lab Case Manager	Links directly to the Appointment Book so you can create a case for the patient, ship it to the lab, and track its progress.
	DDX	Opens a menu from which you can select New DDX Lab Case Prescription or View DDX Lab Case List.
	Health History	Opens the Health History window from which you can add, edit, or view a patient's medical conditions and allergies. A white cross indicates the patient doesn't have a medical condition or allegy. A red cross indicates the patient has a medical condition or allergy.
	Patient Alerts	Create a patient alert for a single patient, an entire family, or selected members of a family. A white flag indicates the patient doesn't have an alert. A yellow flag indicates the patient has an alert.
	Patient Picture	Opens the Dentrix Patient Picture window, where you can import, save, and edit a full-color patient picture that you can access from the Appointment Book, Family File, Patient Chart, Treatment Planner, Treatment Manager, Document Center, and other Dentrix modules.
	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.