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.

PeoplePeople Access the Person Pick List.

Make appointmentMake appointment Make an appointment for an existing patient.

New patient appointmentNew patient appointment Make an appointment for a new patient.

Show overviewShow overview Display the Appointment Overview window.

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

Phone inquiryPhone inquiry Access the Phone Inquiry window.

Individual paymentsIndividual payments Enter payments from an individual.

Bulk paymentsBulk payments Enter multiple payments from a single insurance check.

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

CareCredit IntegrationCareCredit Integration Access the CareCredit payment feature.

Toolbar Preferences

To customize the buttons displayed on the Toolbar:

Select Start > All Programs > CS PracticeWorks > Configuration of CS PracticeWorks. The Configuration of PracticeWorks window is displayed.
Select Setup > General Configuration > Preferences > Toolbar.
Select the buttons you want to hide. (Make Appt, NPA, Pick List, CareCredit)
Select whether to hide the buttons for this workstation or all workstations.
Click Save entry, then Close, and then close the Configuration utility.