The Audit Trail Report allows you to track changes in Dentrix. Among other things, the Audit Trail Report lists changes to financial data (for example, patient payments, insurance payments, credit/debit adjustments), the Family File, and user passwords.
Also, for fraud protection, audit trail reports are sequentially numbered; each time you generate the Audit Trail Report or Provider/Staff Audit Trail Report, the audit number increases by 1. This sequential numbering can alert the doctor to verify if staff members discarded or withheld something that they didn’t want the doctor to see.
|
Why: |
To ensure that changes made in Dentrix are made according to the desired security restrictions of each user, and to inform the doctor, office manager, and business owner of any inappropriate situations so that action can be taken if necessary. |
When: |
Monthly and as needed |
In the Office Manager, from the Maintenance menu, click Audit Trail Report(Standard). In the Audit Trail Report dialog box, set the options you want to include in the report, and then click OK. For step-by-step instructions on how to run this report, see the Dentrix Help (in the Office Manager, from the Help menu, click Contents).
A. Date – The date of the change.
B. Time – The time of the change.
C. Type – The audit entry type. The following types can be included in this report:
Completed Procedures
Guarantor Payments
Insurance Payments
Insurance/Employer Join
Adjustments
Patient Changes
Appointment Changes
Prescriptions
Password/Login
Generated Day Sheets
Generated Audit Trails
D. Original Data – The original data.
E. New Data – The updated data.
