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 that is:
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Locked and a patient or insurance payment has been posted for it.
Tip: If necessary, you can void the procedure, re-post it correctly, and then post an offsetting adjustment.
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Attached to an insurance claim.
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Associated with an active payment plan.
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The only procedure for a consented treatment plan.
Note: If necessary, you can delete the consented treatment plan to delete the procedure.
To delete a procedure
How to get there
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Use the Patient Search field to access a patient's record.
Notes:
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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 field.
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You can include inactive patients in the search results by setting the Include inactive patients toggle to On.
Important: If the Access Confidential Patient window displays after selecting the patient from the search results, it means the patient is a confidential patient and you don't have the security rights to access their record. To continue, a user with the security rights must enter their credentials into the window. Once given access, you have access to the patient's information until your session expires.
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From the Patient menu, under Clinical, clicktap Progress Notes.
The patient's clinical record displays with the Progress Notes tab selected.
How to get there
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Use the Patient Search field to access a patient's record.
Notes:
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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 field.
-
You can include inactive patients in the search results by setting the Include inactive patients toggle switch to On.
Important: If the Access Confidential Patient window displays after selecting the patient from the search results, it means the patient is a confidential patient and you don't have the security rights to access their record. To continue, a user with the security rights must enter their credentials into the window. Once given access, you have access to the patient's information until your session expires.
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Complete one of the following:
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From the Patient Information ribbon, clicktap the Tx Planner link.
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From the Patient menu, under Clinical, clicktap Treatment Planner.
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From the Patient menu, under General, clicktap Overview.
The patient's Overview page displays.
ClickTap the Treatment Plan widget.
The patient's clinical record displays with the Tx Planner tab selected.
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How to get there
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Use the Patient Search field 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 field.
-
You can include inactive patients in the search results by setting the Include inactive patients toggle to On.
Important: If the Access Confidential Patient window displays after selecting the patient from the search results, it means the patient is a confidential patient and you don't have the security rights to access their record. To continue, a user with the security rights must enter their credentials into the window. Once given access, you have access to the patient's information until your session expires.
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Complete one of the following:
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From the Patient menu, under Financial, clicktap Ledger.
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From the Patient menu, under General, clicktap Overview.
The patient's Overview page displays.
ClickTap the Ledger widget.
The patient's Ledger page displays.
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Complete one of the following:
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Open the Progress Notes tab of a patient's clinical record.
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Open the Treatment Planner tab of a patient's clinical record and select a treatment plan.
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Open a patient's Ledger page.
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Select a procedure to display the Edit Procedure window.
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ClickTap Delete.
Notes:
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If the procedure was attached to an appointment, and the appointment was only associated with the procedure, the appointment is also deleted.
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If the procedure was attached to an appointment with multiple procedures, the appointment is not deleted. The appointment still displays on the Calendar page, and the deletion is recorded in the appointment's Note field.
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If the procedure was associated with a treatment plan case that was approved by faculty, you'll be prompted to have faculty authorize the deletion by entering their credentials. To delete it, a faculty with the security rights to approve treatment plan procedure updates must enter their credentials. If a faculty that doesn't have the security rights enter their credentials, the system won't accept the deletion. If faculty with the proper security rights enter their credentials, one of the following occurs:
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If the associated treatment plan case has multiple procedures, the case is updated to the Pending Patient Consent status.
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If the procedure is the associated treatment plan case's only procedure, the procedure isn't deleted. Instead, a message displays that you need to delete the case to delete the procedure.
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If the procedure was associated with a treatment plan case that wasn't approved by faculty, and procedure was the case's only procedure, the treatment plan is also deleted.
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