In the Document Center Audit Documents utility, you can view some details regarding each document that has been audited and some details regarding the audit for that document. Also, for each document there is a link that you can click to review or edit the document information and audit the document as needed.
Notes:
Reviewing document audits in the Document Center Audit Documents utility requires the "Document Center, Review Documents Audited" security right.
Opening the Document Information dialog box for a document from the Document Center Audit Documents utility requires the "Document Center, Open" security right (to open Document Center) and the "Document Center, Edit Document Info" security right (to view and edit document information).
To review document audits in the Document Center Audit Documents utility
Open the Document Center Audit Documents window, and select the Review Documents Audited tab.
Note: This tab is available only if your user account has been granted the "Document Center, Review Documents Audited" security right.
The following statistics appear above the data grid:
Documents Audited - The total number of documents audited.
No Errors - The total number of documents that were reviewed and had no errors.
% - The percentage of documents that were reviewed and had no errors.
Errors - The total number of documents that were reviewed and had errors.
% - The percentage of document that were reviewed and had errors.
For each document, the data grid displays the following information:
Document Status - The Audited status.
Document Creation Date - The document's acquisition date.
Audited By User - The name of the user who audited the document.
Attached Documents By - The type of entity that the document is associated with: Patient, Provider/Staff, Referred BY, Referred TO, Dental Insurance Plan, Medical Insurance Plan, or Employer.
Name Attached To - The name of the entity that the document is associated with.
Document Type - The document's type (the folder name in the document tree).
Document Audited Date - The date when the document was audited.
Document Errors - The error type that is associated with the document (No Errors, Poor Scan, Incorrect Location, Incorrect Record, or a user-defined error type).
Description - The document's description (the file name in the document tree).
Attached By User ID - The name of the user who acquired the document.
User Clinic - The clinic that the user who acquired the document was logged in to when he or she acquired the document.
Launch Document - Click the link to open the Document Information dialog box for the document. Then, you can review or edit the document information and audit the document as needed.
Notes:
The corresponding entity's Document Center is open behind the Document Information dialog box, and the corresponding document is selected.
Opening the Document Center requires the "Document Center, Open" security right. And, opening the Document Information dialog box requires the "Document Center, Edit Document Info" security right.
Note: A document may appear more than once in the data grid, depending on the number of attachments, the number of associated error types, the number of auditors, and the specified filters.
Change any of the following filters as needed:
User that Audited Document(s) - Documents that were audited by any or specific users will be included. To specify users, do one of the following:
To include all users, leave the All check box selected.
To include specific users, do the following:
Click the search button 
.
The Provider/Staff Selection dialog box appears.
If the list is long, to search for a provider or staff member by ID, first name, last name, and/or title, do the following:
Click Search.
The options for searching appear in the upper list.
Enter the first character or more of a provider's or staff member's ID, first name, last name, and/or title in the ID, First Name, Last Name, and Title boxes, respectively.
Click Show Results to view a list of matching providers and staff members.
Note: To return to viewing the list of all the providers and staff members, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.
In the upper list, select one or more providers and staff members.
Note: To select multiple providers and staff members, click a provider or staff member, and then, while pressing the Ctrl key, click the other providers and staff members. To select a range of adjacent providers and staff members, click the first provider or staff member of the desired range of providers and staff members, and then, while pressing the Shift key, click the last provider or staff member of the desired range of providers and staff members.
Click Add.
Repeat steps b-d as needed to add other providers and staff members.
Note: To remove a provider or staff member that you added, select that provider or staff member in the lower list, and then click Remove.
Click OK.
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.
Error Type - Documents with any or specific error types will be included. To specify error types, do one of the following:
To include all error types, leave the All checkbox selected.
To include specific error types, do the following:
Click the search button .
The Select Error Types dialog box appears.
Note: The default error types (No Errors, Poor Scan, Incorrect Location, and Incorrect Record) and any custom error types are available.
To search for an error type by ID or description, do the following:
Click Search.
The options for searching appear in the upper list.
Enter the first character or more of an error type ID and/or description in the ID and/or Description boxes, respectively.
Click Show Results to view a list of matching error types.
Note: To return to viewing the list of all the error types, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.
In the upper list, select one or more error types.
Note: To select multiple error types, click an error type, and then, while pressing the Ctrl key, click the other error types. To select a range of adjacent error types, click the first error type of the desired range of error types, and then, while pressing the Shift key, click the last error type of the desired range of error types.
Click Add.
Repeat steps b-d as needed to add other error types.
Note: To remove an error type that you added, select that error type in the lower list, and then click Remove.
Click OK.
Audit Date Range - Documents that were audited within a specified date range will be included. By default, the current date is entered. To specify a different date range, do one of the following:
To include a specific audit date (other than today), enter or select the same date as both the starting and ending date of the range.
To include a range of audit 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.
User Document Created By - Documents that were acquired by any or specific users will be included. To specify users, do one of the following:
To include all users, leave the All check box selected.
To include specific users, do the following:
Click the search button .
The Provider/Staff Selection dialog box appears.
If the list is long, to search for a provider or staff member by ID, first name, last name, and/or title, do the following:
Click Search.
The options for searching appear in the upper list.
Enter the first character or more of a provider's or staff member's ID, first name, last name, and/or title in the ID, First Name, Last Name, and Title boxes, respectively.
Click Show Results to view a list of matching providers and staff members.
Note: To return to viewing the list of all the providers and staff members, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.
In the upper list, select one or more providers and staff members.
Note: To select multiple providers and staff members, click a provider or staff member, and then, while pressing the Ctrl key, click the other providers and staff members. To select a range of adjacent providers and staff members, click the first provider or staff member of the desired range of providers and staff members, and then, while pressing the Shift key, click the last provider or staff member of the desired range of providers and staff members.
Click Add.
Repeat steps b-d as needed to add other providers and staff members.
Note: To remove a provider or staff member that you added, select that provider or staff member in the lower list, and then click Remove.
Click OK.
User Clinic - Documents that were acquired in any or specific clinics will be included. To specify clinics, do one of the following:
To include all clinics, leave the All check box selected.
To include specific clinics, do the following:
Click the search button .
The Clinic Selection dialog box appears.
Note: If your user account has been granted the "View All Patients" security right for the Central clinic, all clinics appear in the upper list; otherwise, the clinics for which your user account has been granted the "My Clinics, View" security right (in the "Practice/Clinic Setup" category) appear in the upper list; however, if your user account has not been granted that right to any clinic, only the clinic that you are currently logged in to appears in the upper list.
To search for a clinic by ID and/or practice name, do the following:
Click Search.
Enter the first character or more of a clinic ID and/or practice title in the ClinicID and/or Practice Title boxes, respectively.
Click Show Results to view a list of matching clinics in the upper list.
Note: To return to viewing the list of all the clinics, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.
In the upper list, select one or more clinics.
Note: To select multiple clinics, click a clinic, and then, while pressing the Ctrl key, click the other desired clinics. To select a range of adjacent clinics, click the first clinic of the desired range of clinics, and then, while pressing the Shift key, click the last clinic of the desired range of clinics.
Click Add.
Repeat steps b-d as needed to add other clinics.
Note: To remove a clinic that you added, select that clinic in the lower list, and then click Remove.
Click OK.
Document Type - Documents of any or specific document types will be included. To specify document types, do one of the following:
To include all document types, leave the All checkbox selected.
To include specific document types, do the following:
Click the search button .
The Select Document Types dialog box appears.
If the list is long, to search for a document type by description, do the following:
Click Search.
The options for searching appear in the upper list.
Enter the first character or more of a document type description in the Description box.
Click Show Results to view a list of matching document types.
Note: To return to viewing the list of all the document types, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.
In the upper list, select one or more document types.
Note: To select multiple document types, click a document type, and then, while pressing the Ctrl key, click the other document types. To select a range of adjacent document types, click the first document type of the desired range of document types, and then, while pressing the Shift key, click the last document type of the desired range of document types.
Click Add.
Repeat steps b-d as needed to add other document types.
Note: To remove a document type that you added, select that document type in the lower list, and then click Remove.
Click OK.
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.