About this guide and its review
Correct or remove a clinical entry
First, check the target
Open the correct patient and tooth/scope history. Check the date, tooth and entry text. Editing a draft and correcting a saved record are different actions.
Review the entry or your undo scope, confirm the clinical change, then review linked finances when requested. Originals and recorded payments remain in history.
Correct details
- Open the entry's correction action when offered.
- Wait for the saved note and details to load.
- Change only what is wrong, then save.
- Review the refreshed chart and history.
A normal detail correction does not require you to invent a written reason. The original and correction history remain available. A completed visit does not permit adding new treatment as if it happened during that visit; use the available correction path.
Undo your recent changes
Choose the scope in the chart:
- Undo last step reverses your latest eligible step, including its grouped records. A single ordinary entry can be reversed immediately.
- Undo changes to this tooth reviews your eligible changes affecting the selected tooth.
- Undo session changes reviews your eligible changes in the current visit. Without a Visit, it covers the current editing run, whose scope ends when the application is reopened.
These scopes include your own changes, not another clinician's. Wider or shared scopes open Review clinical undo: check the records and all affected teeth, then Undo these changes. A shared procedure stays one record and is reversed for all its teeth, even when selected from one tooth. If a record changed or a clinical dependency prevents the operation, refresh and review before retrying; the group is not partly undone.
Remove an older entry and review finances
Use the entry's Delete action when offered, and review its confirmation. Removal stops the entry counting as current care; the original clinical entry, notes, images and correction history remain available. Show removed entries exposes preserved removed history. Do not assume every entry is eligible.
The server checks financial links with the clinical change. Where permitted, it cancels eligible unissued charges and recalculates unpaid draft invoices in the same operation. An issued invoice or recorded payment alone does not prevent clinical undo: those financial facts remain recorded, and Review invoice directs an authorized user to the required correction. Clinical undo never refunds money or silently voids an issued invoice. See payment corrections for the separate financial action.
If the result is uncertain
Keep the dialog and use retry. Reopen history before making another correction. On a prepared device, Undo saved locally · waiting to sync is not server confirmation; only supported operations can be queued. An unavailable correction or removal needs a connection. If the wrong patient or visit was used, stop and ask an authorized clinician to review it. Never create a second patient or an invented treatment to hide a mistake.