Patients Menu Item

Choosing this menu item will bring forth the following window. This window serves as a starting point for managing patients. Personal information, appointments, patient recall and appointments can be dealt with using various tools from this window.

All active patients are listed here in alphabetical order. Double-clicking on an entry in the list will open the information window for that patient.

The toolbar at the top and the buttons on the side of the window allow access to various functions such as ledger information, the find function, and others. Each function can be called by clicking on the appropriate button.

BUTTON DESCRIPTIONS

ICON
FUNCTION

This button will bring up the calendar.
Also:

This button will bring up a search function (see screenshot below). A patient's file can be searched for based on the patient's last name, patient number or phone number. Enter the search criteria into the window that appears, then click on "Select". The first patient record that matches the search criteria will be displayed.
Scrn: Find Patient

Also:

This button will bring up the personal information on the patient selected in the list. Note that double-clicking on a patient's name in the list does the same.
Also:

This button will edit the patient recall information for the selected patient.
Also:

This button will display a list of the selected patient's ledger(s) for editing.
Also:

Opens the "Laboratory" menu.

Displays the Dental Procedures list.

Opens the "Letters" menu.

Click on this button to refresh the patient list. Sometimes, the patient list may not update automatically. If you notice a discrepancy in the list displayed, try clicking on this button. In addition, if the list has been recently modified, then clicking on this button will cause any changes to show up.

Click here to display a floating toolbar at the top of the screen. This toolbar will contain all the buttons in the "Patients" window toolbar.

This button will display the "Archive" window. This is a list of all archived patient records and ledgers in addition to the active ones. If you change a patient's status to "Inactive" or "Dead File," that patient's record will no longer appear in the patient list. However, the patient record still exists and is accessible through this button. To view an inactive file, double-click on it in the "Archive" window.
To move an archived file back on to the active list, select the patient record or ledger and click on the left-facing arrow in the middle.

This will change the status of the record to "Active" and display it in the list.

This button activates the intercom between workstations. It allows users to send messages to each other.

This button will display the rolodex.

This button will display the calculator.

If the toolbar is floating, clicking on this button will close the floating toolbar.

This button will hide the toolbar dock. The dock is a gray rectangle that appears at the top of the screen. You may choose to hide this rectangle to increase screen "elbow-room" if the toolbar is floating and not anchored to the top of the screen.

ICON	FUNCTION
	This button will bring up the calendar. Also:
	This button will bring up a search function (see screenshot below). A patient's file can be searched for based on the patient's last name, patient number or phone number. Enter the search criteria into the window that appears, then click on "Select". The first patient record that matches the search criteria will be displayed. Also:
	This button will bring up the personal information on the patient selected in the list. Note that double-clicking on a patient's name in the list does the same. Also:
	This button will edit the patient recall information for the selected patient. Also:
	This button will display a list of the selected patient's ledger(s) for editing. Also:
	Opens the "Laboratory" menu.
	Displays the Dental Procedures list.
	Opens the "Letters" menu.
	Click on this button to refresh the patient list. Sometimes, the patient list may not update automatically. If you notice a discrepancy in the list displayed, try clicking on this button. In addition, if the list has been recently modified, then clicking on this button will cause any changes to show up.
	Click here to display a floating toolbar at the top of the screen. This toolbar will contain all the buttons in the "Patients" window toolbar.
	This button will display the "Archive" window. This is a list of all archived patient records and ledgers in addition to the active ones. If you change a patient's status to "Inactive" or "Dead File," that patient's record will no longer appear in the patient list. However, the patient record still exists and is accessible through this button. To view an inactive file, double-click on it in the "Archive" window. To move an archived file back on to the active list, select the patient record or ledger and click on the left-facing arrow in the middle. This will change the status of the record to "Active" and display it in the list.
	This button activates the intercom between workstations. It allows users to send messages to each other.
	This button will display the rolodex.
	This button will display the calculator.
	If the toolbar is floating, clicking on this button will close the floating toolbar.
	This button will hide the toolbar dock. The dock is a gray rectangle that appears at the top of the screen. You may choose to hide this rectangle to increase screen "elbow-room" if the toolbar is floating and not anchored to the top of the screen.