Using the SoftDent Charting Module > Using the Clinical History Tab of the Clinical Detail Tab Container > Handling Posted Transactions

Using Posted Transaction Options

You can display the details, view attached note text, delete a transaction, and display the chart from the day the transaction was posted for each transaction displayed on the Clinical History tab of the Clinical Detail Tab Container.

To use posted transaction options:

1. On the Restorative, Perio, Exams, or Treatment Planning tabs of the Chart for window, click the Clinical History tab of the Clinical Detail Tab Container.

2. Select a posted transaction, right-click, and select an option:

3. To display the transaction details:Select View.

4. To view the clinical notes associated with the transaction:Select View Attached Note. To amend the note, click Amend Note Text, type the text, and click OK.

5. To delete the transaction:Select Delete. A message asks you to confirm the deletion. Click Yes.

6. To view the chart details for the date on which the transaction was posted:Select View Chart as of.