You can delete a procedure if it is not associated with a claim and as long as it has not been moved to history (when closing a month).
Notes:
To correct a posting error for a procedure in history, you must invalidate the procedure.
Before you can delete a procedure that is associated with any claims, you must delete those claims.
Changes to completed procedures are stored in Dentrix Enterprise. You can generate an audit trail report to see the original entry along with the change.
Deleting completed procedures requires the "Completed Procedures, Edit" and "Completed Procedures, Delete" security rights.
To delete a procedure
With a patient selected in Ledger, double-click a procedure.
If applicable, do one of the following:
If the Password - Completed Procedure, Edit dialog box appears, user verification has been assigned to the "Completed Procedure, Edit" task. Do one of the following:
If your user account has been granted the "Completed Procedure, 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 "Completed Procedure, Edit" security right, have a user with permission temporarily override this restriction so you can edit a completed procedure 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 "Completed Procedure, Edit" security right. To have a user with permission temporarily override this restriction so you can edit a completed procedure this one time, do the following:
On the message, click Yes.
In the Password - Completed Procedure, 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 Procedure dialog box appears.
Click Delete.
If applicable, do one of the following:
If the Password - Completed Procedure, Delete dialog box appears, user verification has been assigned to the "Completed Procedure, Delete" task. Do one of the following:
If your user account has been granted the "Completed Procedure, 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 "Completed Procedure, Delete" security right, have a user with permission temporarily override this restriction so you can delete a completed procedure 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 "Completed Procedure, Delete" security right. To have a user with permission temporarily override this restriction so you can delete a completed procedure this one time, do the following:
On the message, click Yes.
In the Password - Completed Procedure, 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.
Note: If an implantable device is attached to the procedure, the message indicates that the procedure and device will no longer be linked if you delete the procedure.
Click OK.
If this is the only remaining procedure that is associated with a referral, a message appears, asking if you want to delete the referral as well. Click Yes to delete the procedure and the referral or No to delete only the procedure.