Getting Started > Introducing the PracticeWorks Practice Management Software

Using the Toolbar

The toolbar is a collection of icons on top of the Appointment Book that enable you to begin common operations with a single click.

People Access the Person Pick List.

Make appointment Make an appointment for an existing patient.

New patient appointment Make an appointment for a new patient.

Show overview Display the Appointment Overview window.

Pending page Access the appointment book's Pending Page feature.

Phone inquiry Access the Phone Inquiry window.

Individual payments Enter payments from an individual.

Bulk payments Enter multiple payments from a single insurance check.

Privacy mode Display the Appointment Book in Privacy mode, which displays the appointment with no names, or with the patient's initials.
The best way to see the patient's name is to right-click the appointment. The patient's name is at the top of the menu that is displayed.
If you have appointment tool tips turned on, when in Privacy mode, you can hold the cursor over the appointment to see the patient's name.
This is a toggle button. Click it again to deactivate Privacy mode.

Practice Central Access the Practice Central window, which provides valuable lists, links, and resources in one place. For more information, see Practice Central.

CareCredit Integration Access the CareCredit payment feature.

Toolbar Preferences

To customize the buttons displayed on the Toolbar:

1. Select Start > All Programs > CS PracticeWorks > Configuration of CS PracticeWorks. The Configuration of PracticeWorks window is displayed.

2. Select Setup > General Configuration > Preferences > Toolbar.

3. Select the buttons you want to hide. (Make Appt, NPA, Pick List, CareCredit)

4. Select whether to hide the buttons for this workstation or all workstations.

5. Click Save entry, then Close, and then close the Configuration utility.

Related Topics

Introducing the PracticeWorks Practice Management Software

Installing the PracticeWorks Software

Navigating in the PracticeWorks Software

Selecting Items from Pick Lists

Using the Menus