Accounts - The Accounts toolbar

The Accounts toolbar is a collection of buttons that you can click to initiate commands.

Button	Name	Function
	Select Patient	Click to select a patient.
	Batch Payments	Click to enter a stack or collection of payments.
	Search Payments	Click to search for payments by check or bank number, amount, payment date or type, and account or insurance carrier name.
	View Family Transactions	Click to list all transactions for a family in the transaction log.
	Include History Transactions	Click to show transactions that have been moved to history in the transaction log.
	Show Transaction Links	Click to show what transactions are related to one another.
	View Account Detail	Click to expand the account details area.
	Enter Payment	Click to apply payments to your patients' accounts.
	Enter Adjustment	Click to make payment adjustments to your accounts.
	Enter Tax/Discount	Click to calculate and apply taxes or based on the current date's charges or a procedure date.
	Enter Finance Charge/Late Charge	Click to calculate and create finance charge entries for all accounts meeting criteria that you set.
	Enter Procedure	Click to link all charges to specific ADA procedure codes.
	Dental Diagnostics-Attach to Procedure(s)	Click to attach diagnostic codes to completed procedures.
	Patient Diagnoses	Click to add a diagnostic code to a patient without associating it with a procedure code.
	Create Insurance Claim	Click to create insurance claims.
	Easy Checkout	Click to collect payments, generate insurance claims, and print receipts.
	Quick Letters	Click to create and customize letters for your patients.
	Quick Labels	Click to print a variety of labels for patients.
	Send Message	Click to create and send electronic mail messages
	Account Notes	Click to enter notes specific to a family's account and financial standing with your practice.
	Billing/Payment Plan	Click to create payment plans.
	Future Due Payment Plan	Click to create future due payment plans.
	CareCredit	Click to open the CareCredit portal. You must first obtain a Merchant ID (MID) from CareCredit for each provider in your practice who wants to provide this service to his or her patients. You can then set up CareCredit.
	Month End	Click to open the Month End menu from which you can apply finance and late charges, set up future due payment plans, and run month-end updates.
	Print	Click to open the Print menu from which you can print reports, walkout statements, and single billing statements.
	Setup	Click to open the Setup menu from which you can set up Easy Checkout options, tax and discount options, and Accounts and treatment plan colors.
	Patient Alerts	Click to create patient alerts.
	Refresh	Click to update the items contained in the Accounts window.
	EasyWeb	Click to display the EasyWeb toolbar.
	easylink	Click to link Easy Dental to digital X-ray and imaging systems.