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mnlakegirl
Canine II

Posted a procedure code to patient ledger by mistake- how can I remove the procedure code?

Two procedure codes were posted to a patient's ledger by mistake. It has been discovered a month later. What is the best way to remove these codes from the patient's ledger?

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bccarestreamrep
CS Dental Employee
CS Dental Employee

Re: Posted a procedure code to patient ledger by mistake- how can I remove the procedure code?

Hello, @mnlakegirl 

The best way to do this, if you are okay with doing so, is by going to those procedure codes and removing them from the ledger altogether...and then re-running a final daysheet for that date. If you're not okay with deleting the items, you can replace the fee amounts for the codes with $0 and re-run the final daysheet for that date.

*both of these actions require the SoftDent user right to be able to modify past transactions.

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