Viewing transaction revisions on the ledger

You can show and hide the history of revisions and deletions for all transactions on a patient's ledger.

To view transaction revisions on the ledger

1. On a patient's Ledger page, click (or tap) View to open a menu.

   

2. Set up the following options:

   • Show transaction history - Set the switch to one of the following states:

     • No - The ledger uses the regular, simplified view to display only current transactions.

       

       If Show transaction time is set to Yes, dates appear in the Created On date column.

       

     • Yes - In addition to current transactions, the ledger displays modified and deleted transactions. Deleted transactions appear in strikethrough type, and modified and deleted transactions are expandable and collapsible. Current transactions appear as usual.

       

       To show revision history for a specific transaction, click (or tap) the corresponding expand arrow .

       

       To re-hide the revision history, click (or tap) the transaction's collapse arrow .

       Note: To quickly show or hide revision history for all modified and deleted transactions, click (or tap) Expand All or Collapse All.

       If Show transaction time is set to Yes, dates appear in the Created On date column.

       

       The following examples illustrate how to interpret the revision history:

       • For a deleted transaction, Dentrix Ascend does the following:

         1. Stores a snapshot of the original transaction.

            Note: The Service Date is the transaction date that was entered when the transaction was intially posted. The Created On date is the date and time when the transaction was initially posted.

         2. Cancels the original transaction.

            Note: The Service Date is the same as the original transaction's Service Date. The Created On date is the date and time when the transaction was canceled.

         

       • For a modified transaction, Dentrix Ascend does the following:

         1. Stores a snapshot of the original transaction.

            Note: The Service Date is the transaction date that was entered when the transaction was intially posted. The Created On date is the date and time when the transaction was initially posted.

         2. Cancels the original transaction.

            Note: The Service Date is the same as the original transaction's Service Date. The Created On date is the date and time when the transaction was modified.

         3. Stores the modified transaction as the current version.

            Note: If the transaction date was modified, the Service Date is the new transaction date; otherwise, it is the transaction date that was entered when the transaction was intially posted. The Created On date is the date and time when the transaction was modified.

         

       • For a transaction that is modified and then deleted, Dentrix Ascend does the following:

         1. Stores a snapshot of the original transaction.

            Note: The Service Date is the transaction date that was entered when the transaction was intially posted. The Created On date is the date and time when the transaction was initially posted.

         2. Cancels the original transaction.

            Note: The Service Date is the same as the original transaction's Service Date. The Created On date is the date and time when the transaction was modified.

         3. Stores a snapshot of the modified transaction.

            Note: If the transaction date was modified, the Service Date is the new transaction date; otherwise, it is the transaction date that was entered when the transaction was intially posted. The Created On date is the date and time when the transaction was modified.

         4. Cancels the modified transaction.

            Note: The Service Date is the same as the modified transaction's Service Date. The Created On date is the date and time when the transaction was deleted.

         

   • Show transaction time - Set the switch to one of the following states:

     • No - The Created On date column on the ledger displays only dates.

     • Yes - In addition to dates, the Created On date column on the ledger displays times.

     Note: You can show and hide times whether or not you are viewing transaction history.

3. Click (or tap) Done.