Transactions

Tasks can be accessed from the following windows:

The table describes each limited access task for the Transactions category.

Category	Task	Description
Transactions	Add Transactions	Enables the user to post bulk insurance payments and transactions. When selected, the user can post transactions in the Treatment Plan window.
Transactions	Delete Transactions	Enables the user to delete actual transactions.
Transactions	Modify Transactions	Enables the user to edit actual transactions.
Transactions	Modify Transaction Date	Enables the user to edit the date of service or aged date for actual transactions. The user must be able to modify transactions to access this task.
Transactions	Modify Today's Transaction	Enables the user to edit transactions when the date of service is the current date.
Transactions	Add Treatment Plan Transactions	Enables the user to add transactions to a treatment plan.
Transactions	Delete Treatment Plan Transactions	Enables the user to delete transactions from a treatment plan.
Transactions	Modify Treatment Plan Transactions	Enables the user to edit treatment plan transactions.
Transactions	Modify Treatment Plan Transaction Date	Enables the user to change the date of treatment plan transactions.
Transactions	Modify Today's Treatment Plan Transactions	Enables the user to edit a treatment plan transaction when the date of service is the current date.
Transactions	Modify Remove Chart Graphic Checkbox	Enables the user to re-chart an existing procedure in the chart to accurately depict the current status of patient dentition.