Deleting current transactions

If you posted a transaction to the Ledger or the Patient Chart after a month was closed out, you can delete the transaction.

To delete a transaction

1.   With a patient selected in the Ledger, double-click the transaction that you want to delete.

The Edit or Delete Procedure dialog box appears.

2.   Click Delete.

A message appears.

3.   To proceed with the deletion, click OK.

Note: Deleted transactions are recorded in the Dentrix Audit file. You can generate an Audit Trail report to show the original entry along with a notation that the transaction was deleted.