After you have entered treatment into the Patient Chart, you can make editing changes as needed. However, you cannot edit procedures attached to an insurance claim until you delete the claim. For more information on deleting insurance claims, please refer to Deleting primary claims and Deleting secondary claims. Once you delete the claim, you can edit the procedure.
Completed procedures are moved into history whenever you close out a month. Once a completed procedure is in history, you cannot edit it. Instead, you can invalidate these procedures.
To learn more, click the links below: