Office Journal is an independent module, which means you open it from another module, but it can remain open independent of other modules.
Note: Accessing Office Journal requires the "Office Journal, Open" security right.
To open Office Journal
Do one of the following:
For a patient:
In Appointment Book, Appointment List, ASAP List, Open List, Unscheduled List, or Pinboard List, have the correct patient's appointment selected.
In Continuing Care, Family File, Ledger, Chart, Treatment Planner, Document Center, or More Information, have the correct patient selected.
In Collections Manager, have the correct guarantor selected.
For a provider or staff member:
In Appointment Book, do not have a patient's appointment selected.
In Family File, Ledger, or Chart, do not have a patient selected.
In Document Center, have the correct provider or staff member selected.
In Office Manager or DXOne Reporting, a patient, provider, or staff member is not selected.
Note: To open Office Journal for a referral source or destination, you must first access Office Journal for a patient, provider, or staff member. Then, you can change the view.
Do one of the following:
Click the Office Journal button on the toolbar of one of the following modules:
Appointment Book, Family File, Ledger, or Chart, or Office Manager:
Treatment Planner or Document Center:
More Information:
Collections Manager:
In Appointment Book, Family File, Ledger, Chart, Treatment Planner, or Document Center, on the File menu, point to Switch To, and then click Office Journal.
In Office Manager, Collections Manager, or DXOne Reporting, on the File menu, click Office Journal.
In Continuing Care, Appointment List, ASAP List, Open List, Unscheduled List, or Pinboard List, click Office Journal on the menu bar.
If applicable, do one of the following:
If the Password - Office Journal, Open dialog box appears, user verification has been assigned to the "Office Journal, Open" task. Do one of the following:
If your user account has been granted the "Office Journal, Open" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Office Journal, Open" security right, have a user with permission temporarily override this restriction so you can open Office Journal this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Office Journal, Open" security right. To have a user with permission temporarily override this restriction so you can open Office Journal this one time, do the following:
On the message, click Yes.
In the Password - Office Journal, Open dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If the Select Provider/Staff dialog box appears, you are attempting to open Office Journal for a provider or staff member, so you must select a provider or staff member.
To select a provider or staff member, do the following:
Under Search By, select one of the following options:
This Clinic - To search for a provider or staff member in the clinic that you are currently logged in to.
All Clinics - To search for a provider or staff member in all clinics.
Note: This option is available only if your user account has been granted the "View All Providers" security right for the Central clinic.
My Clinics - To search for a provider or staff member in the clinics for which your user account has been granted the "My Clinics, View" security right.
Note: This option is available only if your user account has been granted the "My Clinics, View" security right in the "Office Journal" category for at least one clinic and if your user account has not been granted the "View All Providers" security right for the Central clinic.
Select one if the following options:
All Prov/Staff - To include providers and staff members who are associated with clinics (and who have a Log On User ID).
Providers Only - To include only providers.
Staff Only - To include only staff members.
Do one of the following:
To get a list of all applicable providers and staff members, leave the ID and Last Name boxes empty.
To search for a provider or staff member by ID, enter all or part of a user's ID in the ID box.
To search for a provider or staff member by last name, enter all or part of a user's last name in the Last Name box.
Click
the search button 
.
The matching providers and staff members appear in the list.
Do one of the following:
Double-click the correct provider or staff member.
Select the correct provider or staff member, and then click OK.
The Office Journal window opens.
