You can delete a credit adjustment that was posted in Ledger and has not been moved to history (when closing a month).
Notes:
Deleted credit adjustments are stored in Dentrix Enterprise. You can generate an audit trail report to see the original entry along with a notation that the credit adjustment was deleted.
Deleting credit adjustments requires the "Credit Adjustment, Edit" and "Credit Adjustment, Delete" security rights.
To delete a credit adjustment
With a patient selected in Ledger, double-click a credit adjustment.
If applicable, do one of the following:
If the Password - Credit Adjustment, Edit dialog box appears, user verification has been assigned to the "Credit Adjustment, Edit" task. Do one of the following:
If your user account has been granted the "Credit 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 "Credit Adjustment, Edit" security right, have a user with permission temporarily override this restriction so you can view the credit 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 "Credit Adjustment, Edit" security right. To have a user with permission temporarily override this restriction so you can view the credit adjustment to delete it, do the following:
On the message, click Yes.
In the Password - Credit 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 Credit Adjustment dialog box appears.
Click Delete.
If applicable, do one of the following:
If the Password - Credit Adjustment, Delete dialog box appears, user verification has been assigned to the "Credit Adjustment, Delete" task. Do one of the following:
If your user account has been granted the "Credit 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 "Credit Adjustment, Delete" security right, have a user with permission temporarily override this restriction so you can delete a credit 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 "Credit Adjustment, Delete" security right. To have a user with permission temporarily override this restriction so you can delete a credit adjustment this one time, do the following:
On the message, click Yes.
In the Password - Credit 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.