Opening Family File

Family File is an independent module, which means you can open it not only from another module but independent of other modules.

Note: Accessing Family File requires the "Family File, Open" security right.

To open Family File

Do one of the following:

Click the Family File shortcut link on the Windows Start menu.

If no other modules are open, the Dentrix Enterprise Security dialog box appears. Enter your User ID, Password, and Clinic ID (to save that ID for the next time you log in, select the Save Clinic ID as Default checkbox). Then, click Sign In.

Double-click the Family File shortcut icon on the Windows desktop

If no other modules are open, the Dentrix Enterprise Security dialog box appears. Enter your User ID, Password, and Clinic ID (to save that ID for the next time you log in, select the Save Clinic ID as Default checkbox). Then, click Sign In.

Click the Family File button on the toolbar of one of the following modules:

Appointment Book, Ledger, Patient Chart, or Office Manager:

Treatment Planner or Document Center:

DXOne Reporting:

More Information:

Collections Manager:

In Appointment Book, Ledger, Patient Chart, Treatment Planner, Document Center, or Office Manager, on the File menu, point to Switch To, and then click Family File.

In Collections Manager, on the File menu, click Family File.