Edit Ledger Entries

You can edit the desired treatment by selecting its ledger entry.

To edit ledger entries:

  1. From the Patient menu, select Ledger.
  2. Click the date link of the desired transaction on Account Ledger - Show All By Posting Detail window.
    The Edit Treatment window opens.
  3. Make the desired changes in the fields.
  4. To link or delink a referral for the selected patient, click next to the Referred By field. For more information, see Link or Delink Referrals
  5. Select the treating provider.
  6. Type the DoS Date.
  7. In Fee, type the amount.
  8. Click Save.
    Note: The Delete button on the Edit Treatment window enables you to delete a treatment, depending upon the practice guidelines. Deleting a treatment on this window deletes the treatment from the restorative chart also. Delete items with extreme caution.
    Note: Only users with appropriate security privileges can delete treatments.