Voiding procedures

You can void completed treatment in a patient's clinical chart or ledger. You can void only completed procedures, not planned or existing treatment or conditions. Also, you cannot void a procedure that is attached to a claim. Voiding a procedure removes it from the clinical chart and progress notes but does not remove it from the ledger. Also, when you void a procedure, Dentrix Ascend automatically inserts text regarding the action into the procedure note.

The option to void a procedure is not available if the procedure was posted on the current date or if the procedure is not locked according to a certain ledger option; you can delete the procedure (if it is not attached to a claim) in that case.

Tip: If necessary, in the ledger, you can post an offsetting credit adjustment for a voided procedure.

To void a procedure

1. Do one of the following:

   • On the Progress Notes tab of a patient's clinical record, click (or tap) a completed procedure.

     

   • On a patient's Ledger page, click (or tap) a procedure.

     

   The View procedure dialog box appears.

   

2. Click (or tap) Void.

   The Void Procedure dialog box appears.

   

3. Enter the reason that you are voiding the procedure.

4. Click (or tap) Void.