When you find posting errors in the Ledger, particularly those items already in history, you cannot simply delete them and reenter the information. There’s a good reason for this. The Ledger is a financial record of posted procedures, payments, and patient balances that is used to print statements for patients and to bill insurance. You want to make sure that the information you print doesn’t change after patients leave the office.
If mistakes are found, you should make a new adjustment entry to correct the financial problem (see last month’s article titled Correct Posting Errors on Payments in History).
But when the error involves procedures that are in history, you must maintain accurate clinical records by first invalidating the incorrect procedure, and then posting a corrected, back-dated procedure, and finally, making an adjustment to the patient’s balance for the procedure amount.
To correct a procedure in history:
By understanding how to correct posting errors to procedures in history, you can maintain accurate and clear records for your patients. For more information about how to correct posting errors on payments in history, see the Dentrix newsletter article titled "Correct Posting Errors on Payments in History." You can also view the Dentrix Help Files topic titled "Editing Transactions" for links to additional topics on "Invalidating a procedure in history" and "Editing transactions in history."