There are three scenarios where you may wish to delete a previously charted item.
💡 Top tip: If you chart something on a tooth, and then hover over where you charted it (while having the same treatment item still selected), the item will be highlighted - you can click to undo that treatment.
Item charted, but not completed
If you have charted an item but have not completed the treatment, you can delete the charted item using the bin icon.
The item will be removed from the treatment plan.
A green screen note will display, on the top right of the screen, to say it was deleted.
Item charted, charged but invoice not paid
If you have charted a treatment item, charged the treatment, an invoice will have been created.
If there is an invoice, the treatment cannot be deleted
If the invoice has not been paid, the invoice will be unlocked. You can delete the invoice.
Delete the invoice by clicking on the bin icon
As you delete the invoice, the treatment item becomes available to edit.
Untick the treatment.
This allows you to delete the treatment item.
Item charted, charged, completed and paid for
If you have charted a treatment item, charged and completed the treatment, an invoice will have been created.
If there is an invoice, the treatment cannot be deleted.
If the treatment has been completed, the invoice will be locked.
If the invoice has been paid, the invoice will be locked. You cannot delete the invoice.
In order to delete the invoice, you need to delete the payment explanation, and possibly also the payment.
Next you need to re-open the completed treatment plan.
To do this you will need to go to the History, and click on TP.
This will show you the Treatment Plan.
To re-open the Treatment Plan, click on Re-open treatment plan.
Return to the account tab.
Once the payment explanation is deleted, and the treatment plan has been re-opened, you can delete the invoice.
Delete the invoice by clicking on the bin icon.
As you delete the invoice, the treatment item becomes available to edit.
Untick the treatment.
This allows you to delete the treatment item.
Now the treatment is correct, you can charge and complete the treatment.
A new invoice is created.
Take a payment and allocate it as normal.
💡 Top tip: If you chart something wrong or need to make a change (such as a tooth number), you'll need to delete the item using the steps above, and then rechart the item. Make sure you copy any clinical notes to the new item before deleting!