In the Document Center Audit Documents utility, you can view statistics for each day that documents were acquired on, such as how many documents were acquired, how many were audited, and how many had errors.
To report on documents in the Document Center Audit Documents utility
Open the Document Center Audit Documents window. The Reporting tab is selected by default.
For each date that documents were acquired on, the data grid displays the following information:
Date – The acquisition date.
Total Documents – The total number of documents in the Scan Date Range. A document is counted once, regardless of the number of associated entities.
Total Audited – Of the documents included in the Total Documents count, the total number that have been audited (documents with an Audited status).
% Audited – Of the documents included in the Total Documents count, the percentage that have been audited (documents with an Audited status). This is calculated by dividing Total Audited by Total Documents.
Total Errors – Of the documents included in the Total Audited count, the total number that have been marked as having an error (Poor Scan, Incorrect Location, Incorrect Record, or any user-defined error type).
% of Errors – Of the documents included in the Total Audited count, the percentage that have been marked as having an error (Poor Scan, Incorrect Location, Incorrect Record, or any user-defined error type). This is calculated by dividing Total Errors by Total Audited.
Poor Scan Errors – Of the documents included in the Total Errors count, the total number that have been marked with the Poor Scan error type.
Incorrect Location Errors – Of the documents included in the Total Errors count, the total number that have been marked with the Incorrect Location error type.
Incorrect Record Errors – Of the documents included in the Total Errors count, the total number that have been marked with the Incorrect Record error type.
Other Errors – Of the documents included in the Total Errors count, the total number that have been marked with any user-defined error type.
Comments/Follow-Up – In the box, enter any comments regarding that line of the data grid. The comments appear on the report but are not saved anywhere in Dentrix Enterprise.
Change any of the following filters as needed:
Scan Date Range – Documents that were acquired within a specified date range will be included. The dates for the current month are entered by default. To specify a different date range, do one of the following:
To include a specific creation date, enter or select the same date as both the starting and ending date of the range.
To include a range of creation dates, enter or select the starting and ending dates of the range.
To change the starting or ending date, do any of the following:
To enter a date, do any of the following:
To change the month, click the month portion of the date and then enter a month as a 1-digit or 2-digit number.
To change the day, click the day portion of the date and then enter a day as a 1-digit or 2-digit number.
To change the year, click the year portion of the date and then enter a year as a 2-digit or 4-digit number.
To select a date, do the following:
Click the corresponding calendar icon to view a month calendar.
Navigate to the correct month using the left and right arrows.
Note: To quickly change the year and month, click the month-year at the top of the calendar, navigate to the correct year using the left and right arrows, and then click the correct month.
Click the correct day.
Note: The date range cannot exceed 180 days.
Attached Documents By – Documents that are associated with the specified types of entities will be included. Select the checkboxes of the entities that you want to include. Clear the checkboxes of the entities that you do not want to include. The following checkboxes are available: Patient, Provider/Staff, Referred BY, Referred TO, Dental Insurance Plan, Medical Insurance Plan, and Employer.
If
you have changed any filters, or to make sure that you are viewing the
most recent data, click the Refresh
button 
.
The data grid is updated according to the specified criteria.
Note: To return the filters to their default states and clear the data grid, click Clear Selections.
Click Print Data Grid to preview the report. Then, you can print or save the report.