You can delete a dental pre-treatment estimate after it has been created. If a secondary dental pre-treatment estimate has been created, you must delete the secondary dental pre-treatment estimate before you can delete the corresponding primary dental pre-treatment estimate.
Note: Viewing pre-treatment estimates requires the "Insurance Claims, Open" security right. Deleting a pre-treatment estimate that you are viewing requires the "Insurance Claims, Delete" security right.
To delete a dental pre-treatment estimate
With a patient selected in Ledger, switch to the Ledger-Treatment Plan view, and then double-click a dental pre-treatment estimate.
If applicable, do one of the following:
If the Password - Insurance Claims, Open dialog box appears, user verification has been assigned to the "Insurance Claims, Open" task. Do one of the following:
If your user account has been granted the "Insurance Claims, Open" 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 "Insurance Claims, Open" security right, have a user with permission temporarily override this restriction so you can view a pre-treatment estimate 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 "Insurance Claims, Open" security right. To have a user with permission temporarily override this restriction so you can view a pre-treatment estimate this one time, do the following:
On the message, click Yes.
In the Password - Insurance Claims, Open dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The pre-treatment estimate window opens.
On the File menu, click Delete.
If applicable, do one of the following:
If the Password - Insurance Claims, Delete dialog box appears, user verification has been assigned to the "Insurance Claims, Delete" task. Do one of the following:
If your user account has been granted the "Insurance Claims, 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 "Insurance Claims, Delete" security right, have a user with permission temporarily override this restriction so you can delete a pre-treatment estimate 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 "Insurance Claims, Delete" security right. To have a user with permission temporarily override this restriction so you can delete a pre-treatment estimate this one time, do the following:
On the message, click Yes.
In the Password - Insurance Claims, 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.