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Move Transactions, Clinical Notes, And Perio Exams Into History

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Dentrix recommends that transactions (procedures, claims, payments, etc), clinical notes, and perio exams be moved into history.  Why is that important? 

Closing the month moves all procedures, clinical notes, and perio exams posted during that month into History, locking out changes and deletions. This step protects the integrity of your data and transactions.

Even though the items are locked in history, items can be added to or adjusted.  Please see the links below for further explanations.

For more information on closing the month, see article 84885 for G6.5+ and article 15244 for earlier versions. 
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Move Transactions, Clinical Notes, And Perio Exams Into History
89358

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