Dentrix Enterprise aligns itself with generally accepted accounting principles (GAAP), so Dentrix Enterprise locks out changes to transactions once the transaction has been moved to history (when closing a month). If a posting error is discovered once a procedure has been moved to history, you cannot change the procedure, but you can remove the procedure from Chart by invalidating that procedure.
Note: After a procedure has been invalidated, do the following in the patient's Ledger record:
Because the account has already been billed for the procedure, post an offsetting credit adjustment that is equal to the amount of the procedure to remove the charge from the account's balance.
If necessary, post the procedure again using the correct information. Also, change the date to reflect the date that the procedure was originally posted, and change the charged amount to zero because the account has already been billed for the procedure.