Posting Procedures to the Ledger

Sometimes, you have a patient at the front desk that is already checked out and they mention that they need to purchase an additional product like a whitening kit or toothbrush heads. The quickest way to accommodate this situation is to post a procedure directly to the ledger.

Watch this video to learn how to post or edit procedures in the Ledger. (Duration: 1:32)

Additional Information

• The date will automatically populate to today; however, you do have the ability to back-date a procedure if need be.

• Procedures cannot be dated in the future.

• Users must have the proper Ledger user role permissions set to post and edit procedures.

• If you are posting a procedure with a tooth number or surfaces, additional fields must be completed before the procedure can be saved.

• Additional procedure information can also be filled out when posting a procedure, such as:

  • Start/Completion Dates

  • Insurance Estimate overrides

  • Diagnostic codes

• In order to edit or delete a posted procedure, the procedure cannot be locked by the Ledger Rules.