You can delete a completed, planned, or existing treatment from a patient's clinical chart or a completed procedure from a patient's ledger. However, you cannot delete a completed procedure under the following circumstances:
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The procedure is locked because it was completed more than a specified number of days ago (according to a certain ledger option), and a patient or an insurance payment has been posted for it. In this case, you can void the procedure, re-post it correctly, and then post an offsetting adjustment if needed.
The procedure is attached to an insurance claim.
The procedure is associated with an active payment plan.
To delete a procedure
How to get there
Use the Patient Search box to access a patient's record.
Notes:
If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
On the Patient menu, under Clinical, click (or tap) Progress Notes.
The patient's clinical record opens with the Progress Notes tab selected.
How to get there
Use the Patient Search box to access a patient's record.
Notes:
If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Do one of the following:
On the Patient menu, under Financial, click (or tap) Ledger.
The patient's Ledger page opens.
Do one of the following:
Open the Progress Notes tab of a patient's clinical record.
Open a patient's Ledger page.
Select a procedure.
The Edit Procedure dialog box appears.
Click (or tap) Delete.
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