You can delete a charge adjustment that was posted in Ledger and has not been moved to history (when closing a month).
Notes:
Deleted charge adjustments are stored in Dentrix Enterprise. You can generate an audit trail report to see the original entry along with a notation that the charge adjustment was deleted.
Deleting charge adjustments requires the "Debit Adjustment, Edit" and "Debit Adjustment, Delete" security rights.
To delete a charge adjustment
With a patient selected in Ledger, double-click a charge adjustment.
If applicable, do one of the following:
If the Password - Debit Adjustment, Edit dialog box appears, user verification has been assigned to the "Debit Adjustment, Edit" task. Do one of the following:
If your user account has been granted the "Debit Adjustment, Edit" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Debit Adjustment, Edit" security right, have a user with permission temporarily override this restriction so you can view the charge adjustment to delete it. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Debit Adjustment, Edit" security right. To have a user with permission temporarily override this restriction so you can view the charge adjustment to delete it, do the following:
On the message, click Yes.
In the Password - Debit Adjustment, Edit dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The Edit Or Delete Charge Adjustment dialog box appears.
Click Delete.
If applicable, do one of the following:
If the Password - Debit Adjustment, Delete dialog box appears, user verification has been assigned to the "Debit Adjustment, Delete" task. Do one of the following:
If your user account has been granted the "Debit Adjustment, Delete" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Debit Adjustment, Delete" security right, have a user with permission temporarily override this restriction so you can delete a charge adjustment this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Debit Adjustment, Delete" security right. To have a user with permission temporarily override this restriction so you can delete a charge adjustment this one time, do the following:
On the message, click Yes.
In the Password - Debit Adjustment, Delete dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
A confirmation message appears.
Click OK.