Dentrix Ideas

Be able to change ledger once it has been moved to history

If something gets set complete accidentally, and it not realized in time before the month is closed out, as of now, there is no way to remove that procedure from the ledger.  You can invalidate it from the chart, but it still remains on the ledger, therefore, the ledger is never truly accurate.   You should be able to remove it from the patients chart completely, making the chart 100% accurate. 

  • Guest
  • Jul 10 2019
  • Planning to Implement
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  • PB commented
    23 Sep, 2021 11:56pm

    Or maybe it gets moved to a separate section of the ledger? Add an "invalidated procedures" button, much like the "display treatment plan" button?

    So it will always be in the history, but not necessarily in the "ledger" anymore - having this issue with a cement that was put in the ledger but didn't actually happen. Annoying!

  • Richard Fossum commented
    27 Jan, 2021 06:30pm

    But wouldn't this also allow nefarious individuals to remove items from the ledger that shouldn't be removed? In which case, the ledger wouldn't be accurate either.