Editing treatments

After you have entered treatment into the Chart, you can make editing changes as needed. However, you cannot edit procedures attached to an insurance claim until you delete the claim. Once you delete the claim, you can then edit the procedure. To learn more about deleting insurance claims, click Editing claims.

Note: To provide security for and to protect the integrity of your patients' clinical records, Easy Dental moves completed procedures into history whenever you close out a month. Once a completed procedure is in history, you cannot edit it. Instead you can invalidate these procedures.

To edit treatment

1.   Select a patient.

2.   In the progress notes list, double-click the treatment item that you want to edit.

The Edit or Delete Procedure dialog box appears.

 

3.   Make any necessary changes according to the following guidelines:

·        Date – To change the date assigned to a procedure, delete the existing date, and then enter the correct date.

·        Procedure – To change the procedure code, delete the existing procedure code, and then enter the correct code. Or, click the search button to select the correct code.

·        Tooth/Surfaces – To change treatment areas, delete the existing treatment areas, and then enter the correct areas. For Surfaces, you can also click the search button to select the correct surfaces.

·        Amount – To change the amount charged for the procedure, delete the existing amount, and then enter the correct amount.

·        Provider – To change the provider attached to the procedure, click the search button, and then select the appropriate provider.

·        Procedure Status – To change the procedure status, select one of the following options:

·        Treatment Plan –

·        Completed –

·        Existing –

Note: Do not change the status to Completed if you want to post the procedure to Accounts; click Set Complete in the Chart.

·        Prim. Ins. – Select to override the insurance estimate, and then enter the correct estimate amount.

·        Sec. Ins. – Select to override the insurance estimate, and then enter the correct estimate amount.

·        Do Not Bill to Insurance – Select to prevent the procedure from being billed to insurance.

·        Require Start/Completion Dates – Select if the patient's insurance company requires start and completion dates for claims.

·        Start Date – Type the appropriate date.

·        Completion Date – Type the appropriate date.

·        Diagnoses – To change or add a diagnostic code, click the search button, and then select the appropriate code or codes.

4.   Type any relevant notes regarding the procedure and/or the changes you have made.

5.   Click OK to save changes and return to the Chart.