Dentrix Ideas

Allow editing items in the ledger that are in history with password

It would be helpful to be able to edit items in the ledger after they are moved to history. For example an Insurance that pays and then asks for a refund due to insurance terminating that now needs to be sent to their new insurance. Or being able to split a payment amongst family members. I know the reason we cannot it for safety however with a Password it would be nice to be able to override that. Along with that I would like to have it they say in the notes for the payment or the Insurance claim who edited it so that if more than one person in the office has the ability to do it you know who changed it.

  • Melissa Ratliff
  • Apr 6 2022
  • Needs review
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