Dentrix saves your office from repetitive data entry by posting procedures to both the Ledger and the Patient Chart. Then if you find an error inthe procedure, you can change it. However, a different standard regarding record keeping exists for these two modules. If the procedure has already been moved into history, which happens when the month is closed, the financial information cannot just be changed or deleted; it must be corrected using an adjustment. So, how do you fix an error if you discover it after the procedure is in history?
Dentrix allows you to invalidate a procedure in history, which removes it from the Patient Chart, while leaving it on the Ledger. If you discover a posting error after Dentrix has moved a procedure to history, you can invalidate the procedure in history, then enter an adjustment in the Ledger and a corrected, backdated procedure in the Chart.
Watch this video to learn how to invalidate a completed procedure in the Ledger. (Duration 0:30)
Additional Tips
- When you invalidate a procedure, it no longer appears in the Patient Chart but it still appears in the Ledger.
- When you invalidate a charged procedure, you must post a credit adjustment to the Ledger to offset the amount of the invalidated procedure’s charge.
- Invalidated procedures remain in the Ledger as a historical record and as the “offset” charge to an “adjusted” credit. Also, a plus sign (+) to the left of the description indicates that the procedure has been invalidated.
- Once invalidated, you can re-post a corrected procedure to the Chart and backdate it to the date of the original procedure if needed. The charge for the corrected procedure will now display in the Ledger.
- To learn more about invalidating a completed procedure in the Ledger, read Invalidating a Procedure in History in Dentrix Help.