Access the patient’s “Transactions / Transaction Entry” screen
Delete the claim by clicking on the claim date to access the Dental Insurance Claim screen
Click the Delete Claim button, and confirm the deletion
Edit the procedure by clicking on the treatment date to access the Edit Treatment screen
Amend the necessary tooth information
Click the Save button
Access the “Transactions / Transaction Entry” screen
Ensure a check mark is indicated in the “Prn” box.
Click the Create Claim button and re-create the claim.
NOTE: The “Edit Treatment” function will allow an accidental mistake regarding valid tooth number. Example: If the posted procedure is specific to a mouth-area (i.e., anterior vs posterior), the user should be keenly aware to ensure the altered tooth number is a valid tooth for the procedure.
NOTE: If the posted procedure is specific to a mouth-area (i.e., anterior vs posterior), and the posted procedure code should be entirely different (i.e., D2330 “Resin Composite One Surface Anterior” should be D2391 “Resin Composite One Surface Posterior”), the incorrect posted procedure should be deleted so that the correct procedure may be posted for accuracy.