Tuesday, April 28, 2015

Viewing Documents for an Entire Family in the Document Center

Updated 6/25/2019

The Document Center allows you to view documents for a single patient or an entire family. Use Views to see a list that contains all documents for every member of the family without having to select a new patient and switch between patients.

To view documents for an entire family at once:

  1. Open the Document Center and select one member of the family you want to view.
  2. Click View > By Family (or click the By Family button). The Document Center will display all family members and their documents in one list.

Bonus Tip: When viewing documents using the Document Center's View options, you can always see which view option is being used by looking at the bottom left corner of the window. In the above example, shown in the red box, the View option being shown is By Family - All Dates - All Types.

For additional information, read the various topics under Viewing Documents in Dentrix Help.

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