To edit treatments after they have been marked as complete and paid on an invoice is a 4 step process.
1  Remove the Invoice
2  Untick the treatment on the Treatment Plan
3  Edit or delete the treatment
4  Mark as complete and charge/Submit as normal

1  Remove the Invoice

Dentally will not allow you to amend treatments that are on an invoice as it would not make sense to allow treatments that have been charged to be changed after they have been invoiced and paid.

If a treatment on a plan has been marked as complete and charged on an invoice, you will not see the tick that allows you to unmark the treatment as complete:

As you can see in the example below, the Recement Inlay has not been charged for and can therefore be unticked and edited. The Inlay Prep has been charged on an invoice and does not have the tick. Its invoice will need to be deleted before this treatment can be edited.

charged treatment

Follow the usual method for removing the invoice as described on our web page on deleting an invoice.

2  Untick the Treatment

Once the invoice has been removed, you will be able to untick the treatment contained on it to mark it as incomplete. 

3 Edit the Treatment

The treatment can then be edited as required 

4 Mark as Complete or Charge treatment again

Once the treatment is correct,  the invoice can be recreated by charging the treatment again.

If you need to re-create the invoice for a date other than the date you are re-creating it, remember to use the Set Charge Date option when charging the treatment.

Set the charge date as required:

Finally, navigate back to the account tab and assign any payments to the invoice again.

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