Both the Close Out and the Statement Update functions “lock up” the financial data for integrity and security. Transactions which have a date prior to either of these dates cannot be altered. “Altered” is defined as:
- edited
- added
- deleted
- moved
- unclosed
To “correct” the Ledger:
- Post the missing procedure – ideally, from the patient’s Treatment Plan – for the current date
- Click on the blue date of the posted procedure
- Change only the “DoS Date”
- Click the Save button
The Ledger will reflect the proper date of entry (Transaction Date).
The procedure’s Description will indicate the proper DOS.
The claim will generate for the proper DOS.
By following Denticon’s recommended process, the office’s financial month-to-date numbers will remain the same, per the office close out. The production is allowed to be allocated to the providers in the current month, while tracking the original date of service on the claim and the ledger.
NOTE: Offices should perform regular Close Outs in order to protect the security and integrity of the office’s financial data, and to maintain HIPAA compliance regarding patient records.
NOTE: Offices should generate monthly statements, and perform monthly Statement Updates, in order to protect the security and integrity of the office’s financial data, and to maintain HIPAA compliance regarding patient records.