Getting Started > Using the Workspace > Using the Main Menu Bar

List Menu Commands

Use the List menu to access List windows in which type-specific records are displayed, view InOffice information, and upload Trojan information.

The List menu commands are:

• Account:Search for, view, add, edit, or delete account records.

• Patient:Search for, view, edit, or delete patient records; access patient transactions, chart, and TeamTalk notes.

• Phone Center:Search for and view patient information, insurance information, scheduled appointments, prescription information, contact information, and lists of patient transactions.

• Provider:Search for, view, add, edit, or delete provider records.

• Referring Dr:Search for, view, add, edit, or delete referring doctor records.

• Employees:Search for, view, and edit employee information and review time card entries.

• Employer:Search for, view, add, edit, or delete employer records.

• School:Search for, view, add, edit, or delete school records.

• Ins. Co.:Search for, view, add, edit, or delete insurance company records.

• Ins. Plan:Search for, view, add, edit, or delete insurance plan records.

• Bluebook:Search for and view insurance plan Bluebook entries.

• Allowance Table:Search for, add, and edit allowance tables.

• Claim:Search for and view insurance claims information.

• ADA Codes:Search for and view ADA codes.

• Clinical Notes:Search for, view, add, edit, delete, or print generic clinical notes; and post end of day notes.

• Clinical Conditions:Search for, view, add, or edit clinical conditions.

• Diagnosis:Search for and view diagnosis codes.

• ADA --> CPT:View a list of CPT codes.

• CPT --> DIAG:View a list of diagnosis codes.

• Pharmacy:Search for and view pharmacies.

• Labs:Search for and view labs.

• Prescription Drugs:Search for and view drugs.

• InOffice:View the list of patients scheduled for an appointment on the current date.

• Memos:Search for and view a memo.

• Today's Memos:Search for and view current memos.

• Other Programs:View a list of programs used with SoftDent.

• Zip Codes:Search for and view a zip code.

• Completed Claim:Search for and view a completed claim.

• Patient Questionnaire:Search for and view a patient questionnaire.

• View Daily RCVTOT Records:View the Daily Receivables totals for the office and provider.

• Trojan:View the Traditional plans or Managed Care Plans commands.

• Other Facility:Search for and view a facility.