1.5.4 Deleting Treatment

If treatment has been entered in error, you can delete it. However, if a payment has been applied or the claim has been submitted via EDI, extra steps are required. 

Delete Treatment

1. Find the treatment, in either the Treatment or the Planned/Incomplete sub tab. 
2. Highlight the treatment line(s). 
3. Right click to access the menu and select Delete Treats. 
4. A Transactions window opens.
5. Click Yes to delete. 
6. If the patient has an active Insurance policy, a pop-up window prompts you to restore their insurance balance by the Treatment amount.
7. Whether to update the insurance limits or not will differ in each situation, but a good general rule is: if the treatment affected the current year’s balance, choose yes.
   

Deleting Treatment with Payments

When deleting treatment with payments attached, you will need to unallocate the funds first.

1. Go to the Pat Pmt tab
2. Highlight the Payment line in the Family Payments  tab
   Note:Do not highlight the treatment line. Always highlight the Title Line when making changes to payments.
3. Right click to access the new menu and select Unallocate Payment
   
   
4. Click Yes to continue.
   
5. Specify which producer and patient you would like to Hold the allocation under.
6. Go to the Treatment sub tab where the treatment is listed
7. Highlight the Treatment Line(s)
8. Right click to access the menu and select Delete Treats as before
9. Follow the prompts as before

Deleting Treatments with Adjustments

If a treatment has been Adjusted with a discount or transfer, you will need to delete those adjustments after Unallocating Payments

1. Go to the Adjustments tab
2. Find the Adjustment Title Line which affects the treatment you want to delete
3. Right click and choose Delete Adjustment
4. Confirm your action

Deleting Treatments Submitted via EDI

When the treatment you wish to delete has already been billed electronically to an Insurance carrier, you will need to add an extra step after Unallocating payments and Deleting Adjustments

1. Go to the Treatment sub tab
2. Highlight the treatment line(s)
3. Right click to access the menu and select Reverse Treats
4. A confirmation will appear. Click Ok
5. Hightlight the treatment line(s)
6. Right click to access the menu and select Delete Treats
7. Follow the prompts