You most likely post procedures in the Patient Chart. Then, when you post the procedures complete, they are automatically posted to the Ledger. In some cases, however, you may need to post a procedure in the Ledger instead of the Patient Chart.
Watch this video to learn how to post and edit a procedure in the Ledger. (Duration 1:19)
Additional Tips
- Before you can edit or delete a procedure, you must make sure that any claims linked to the procedure have been deleted.
- To treatment-plan a procedure from the Ledger, click the Options menu and select Treatment Plan. Then, continue with the steps discussed in this lesson’s video.
- To learn more about posting and editing a procedure in the Ledger, read Posting Procedures in Dentrix Help.
Check Your Knowledge
If you have access to Dentrix, check your knowledge with this exercise.
- Switch to the Dentrix demo database.
(Skip this step if you are using the Dentrix Learning Edition software.) - Use the following information to post a procedure for Elisabeth Reeves in the Ledger:
- Procedure: D2330
- Tooth #: 27
- Surface: Distal
- Provider: DDS3
- Edit the procedure and change the tooth number to 28.