Dentrix Canada
Help

Editing current transactions

If you posted a transaction to the Ledger or the Patient Chart since the last time a month was closed out, you can edit it.

To edit a current transaction

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

The Edit or Delete Procedure dialog box appears.

2.   Make any necessary changes to the transaction.

3.   To save your changes and return to the Ledger, click OK.

Note: Changes to completed transactions are stored in the Dentrix Audit file. You can generate an Audit Trail Report to show the original entry along with the change.