Invalidating procedures in history

Easy Dental saves your office from repetitive data entry by posting procedures to the Accounts module and the Chart simultaneously. However, a different standard regarding record keeping exists for each module.

The Accounts module, as a financial record, follows Generally Accepted Accounting Principals (GAAP), which require you to correct posting errors using an adjustment. In order to comply with GAAP, changes to transactions are locked out once the transaction has been moved to history, or when the month is closed.

The Chart, on the other hand, serves as a clinical record of patient care and must be completely accurate. You should correct errors in the Chart to reflect the actual care given, so you can invalidate procedures in the Chart that were moved to history. Invalidating a procedure removes it from the Chart, but leaves it in the Accounts module. A plus sign precedes the procedure to indicate that you invalidated the procedure.

To invalidate a procedure in history

1.   Select a patient.

2.   In the progress notes list, double-click the procedure that you want to invalidate.

The Validate/Invalidate Procedure in History dialog box appears.

3.   Select Invalidate Procedure.

4.   To save the change, click OK.

5.   Post the procedure again using the correct information.

6.   Change the charge amount to $0, since you already billed the account for the procedure.

7.   Change the date to reflect the date you originally posted the procedure.