Editing transactions
Occasionally, you will make a mistake when you enter a transaction. While you can make changes to transactions, if the transaction is attached to an insurance claim, you cannot edit the transaction. You must delete the insurance claim and then edit the transaction. You cannot edit transactions that are in history either. You must invalidate history transactions.
Note: Whenever you edit or delete a transaction, Easy Dental records the original version and the changed version (or a note indicating deletion) in the audit file for reference.
To learn more about printing the Audit Trail Report, click Generating audit trail reports.
To edit a transaction
1. Select a patient.
2. In the Accounts transaction log, double-click a transaction.
The Edit or Delete Procedure dialog box appears.
3. Make any necessary changes to the transaction, and then click OK.