Ledger

Ledger toolbar

The toolbar contains several buttons that you can click to access certain areas or features of Dentrix Enterprise.

Note: You can customize the toolbar to display, hide, or reposition buttons.

The function of each button on the toolbar is explained in the following table.

Button	Name	Description
	Patient Chart	Click to enter or manage a patient's clinical information. If a patient is selected in Ledger, that patient is the selected patient in Chart when it opens.
	Family File	Click to enter or manage a patient's demographic, contact, or insurance information. If a patient is selected in Ledger, that patient is the selected patient in Family File when it opens.
	Appointments	Click to schedule appointments and perform appointment-related tasks. When Appointment Book opens, it displays today's date and uses the default view.
	Office Manager	Click to view or generate reports, perform maintenance, or configure settings.
	DentriXlink	Click to open a third-party program, such as a digital X-ray program, that has been installed and set up to work with Dentrix Enterprise.
	Quick Letters	Click to open the Quick Letters dialog box to create a letter by merging information that is specific to the patient who is selected in Ledger into a document template. Note: This button is available only if a patient is selected.
	Quick Labels	Click to open the Quick Labels dialog box to create a label by merging information that is specific to the patient who is selected in Ledger with a label template. Note: This button is available only if a patient is selected.
	Continuing Care	Click to track and manage the on-going dental care of the patient who is selected in Ledger. Note: This button is available only if a patient is selected.
	Send Message	Click to open your email program (such as Microsoft Outlook®) to compose and send an email message. If an email address has been entered for the patient who is selected in Ledger, that patient's email address populates the To box of the email message automatically. If an email address has not been entered for the selected patient, the To box of the email message is blank. Note: This button is available only if a patient is selected.
	Patient Questionnaire	Click to print out medical history or other forms for the patient who is selected in Ledger to complete. If the patient has questionnaires, the button has a red check mark. If the patient does not have questionnaires, there is not a red check mark. Note: This button is available only if a patient is selected.
	Prescriptions	Click to write, manage, or print prescriptions for the patient who is selected in Ledger. If the patient has prescriptions, the button has a red Rx. If the patient does not have prescriptions, there is not a red Rx. Note: This button is available only if a patient is selected.
	Office Journal	Click to enter or manage communications with a patient, provider, or staff member. To enter or manage journal entries for a patient, have a patient selected in Ledger when you open Office Journal, and that patient will be the selected patient in Office Journal when it opens. To enter or manage journal entries for a provider or staff member, do not have a patient selected when you open Office Journal, and then select the correct provider or staff member when Office Journal prompts you to do so.
	Document Center	Click to attach or manage important documents, pictures, and letters. To attach or manage documents for a patient, have a patient selected in Ledger when you open Document Center, and that patient will be the selected patient in Document Center when it opens. If the patient has documents, the button has papers in the drawer. If the patient does not have documents, there are not papers. To attach or manage documents for a provider or staff member, do not have a patient selected when you open Document Center, and then select the correct provider or staff member when Document Center prompts you to do so.
	Health Exchange	Click to do any of the following for the patient who is selected in Family File: set up the patient's portal; import, export, and upload patient health information; and send DIRECT messages to other healthcare professionals. Note: This button is available only if a patient is selected.
	Updox Application	Click to open the Updox Secure Messaging Application window to manage your secure messages.
	Patient Education	Click to provide education resources to the patient who is selected in Ledger, according to that patient’s medical alerts/problems, medications/prescriptions, allergies, and laboratory test results. Note: This button is available only if a patient is selected.
	Secure Messenger	Click to open Messenger to send instant messages to other users.
	Patient Financing	Click to open the Citi website to sign up and manage patient financing options.
	Select Patient	Click to select a patient in Ledger.
	Patient Finances	Click to view and add payment plans and change the account's billing type. If the account has a payment plan, the button has color. If the account does not have a payment plan, the button is gray. Note: This button is available only if a patient is selected.
	Guarantor Notes	Click to enter notes for the account and/or the account's billing statement notes. If the account has notes, the note pad on the button is blue. If the account does not have notes, the note pad is gray. Note: This button is available only if a patient is selected.
	Treatment Planner	Click to manage treatment plan cases for the patient who is selected in Ledger. If the patient has treatment-planned procedures, the chair on the button is green. If the patient does not have any treatment-planned procedures, the chair is gray. Note: This button is available only if a patient is selected.
	Enter Payment	Click to enter patient payments. Note: This button is available only if a patient is selected.
	Enter Procedure	Click to post procedures to a patient's Ledger. Note: This button is available only if a patient is selected and if you are not viewing the running balance for all family members.
	Ins Today's Proc	Click to create and then display and/or batch (according to the set up options selected) an insurance claim for any procedures posted on the current date. Note: This button is available only if a patient is selected and if you are not viewing the running balance for all family members.
	Ins Selected Proc	Click to create and then display and/or batch (according to the set up options selected) an insurance claim for the selected procedures. Note: This button is available only if a patient is selected, if at least one procedure is selected, and if you are not viewing the running balance for all family members.
	Print Walkout	Click to print or batch (according to the set up options selected) a walkout statement. Note: This button is available only if a patient is selected.
	Print Statement	Click to print or batch (according to the set up options selected) a billing statement. Note: This button is available only if a patient is selected.
	Print Family Ledger	Click to print or batch (according to the set up options selected) a family ledger report. Note: This button is available only if a patient is selected.
	Fast Checkout	Click to perform a fast check out (according to the set up options selected). Note: This button is available only if a patient is selected and if you are not viewing the running balance for all family members.
	Medical Alerts	Click to display any medical alerts (problems, allergies, medications, and implantable devices) for the patient who is selected in Ledger. If the patient has at least one medical alert, the plus sign on the button is completely red. If the patient does not have any medical alerts, the plus sign is gray with a red outline. Note: This button is available only if a patient is selected and if you are not viewing the running balance for all family members.
	Patient Alerts	Click to enter or manage alerts for the patient who is selected in Ledger. If the patient does not have any patient alerts, the Create Patient Alert dialog box appears; otherwise, the Patient Alert dialog box appears. If the patient has alerts, the flag on the button is yellow. If the patient does not have alerts, the flag is white. Note: This button is available only if a patient is selected.
	Clinical Notes	Click to manage clinical notes for the patient who is selected in Ledger. Note: This button is available only if a patient is selected.
	Send Message to Portal	Click to open the Send Message to Portal dialog box to send a message to the portal of the patient who is selected in Ledger. Note: This button is available only if a patient is selected.
	More Information	Click to open the More Information window for the patient who is selected in Ledger. Note: This button is available only if a patient is selected.
	Suspended Credits Manager	Click to open the Suspended Credits Manager window, which provides centralized management of suspended credits for all patients' accounts.

	Family Balance Manager	Click to open the Family Balance Manager, which allows you to identify accounts with credit and charge balances and then post write-offs on those accounts at the same time.
	Collections Manager	Click to view and manage collections information and to contact patients.
	DXOne Reports	Click to open DXOne Reporting to generate and manage reports.
	Scheduling Assistant	Click to open the Scheduling Assistant window, which can help enhance your scheduling workflow.
	Signature Manager	Click to open the Signature Manager dialog box to sign multiple clinical notes at one time.
	Outstanding Claim Manager	Click to open Outstanding Claim Manager, which allows you to identify unpaid claims and close them by posting zero payments and write-offs.
	Log Off	Click to close all open independent and dependent windows.