The Audit - Appointments Report lists appointments that were created, altered, and deleted during the specified date range.
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Why: |
To ensure that appointments are being scheduled, edited, and deleted in accordance with the desired security restrictions for each user, and to inform the doctor, office manager, and business owner of any situations so that appropriate action can be taken if necessary |
When: |
Monthly, and as needed |
To generate the report
In DXOne Reporting, select Audit, and then double-click Audit - Appointments.
The Audit - Appointments dialog box appears.
Set up the following options:
Date Range - To filter the report by date, do one of the following:
To include changes that have dates (based on the Time Zone) within a range that you specify, select the Specific Range option. With this option selected, do one of the following:
Enter a date range (in a m/d/yyyy format) in the From and To boxes.
To select a date, do the following for From and To:
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.
To include changes that have dates (based on the Time Zone) within a range that is relative to the report date, select the Relative Date Range option. With this option selected, select one of the following relative date ranges from the list:
Current Day Current MTD Current Fiscal YTD Current Calendar YTD |
Previous Day Previous Week Previous Month Previous 3 Months Previous 6 Months Previous Fiscal Year Previous Calendar Year |
Next Day Next Week Next Month Next 3 Months Next 6 Months Next Fiscal Year Next Calendar Year |
Time Zone - Select one of the following options:
Clinic Time - To use the clinic time zone to determine if a change is within the date range for the report.
UTC - To use Coordinated Universal Time to determine if a change is within the date range for the report.
Patient - To filter the report by the patients who are associated with appointments that were changed, do one of the following:
To include all patients in the clinics that you are allowed to generate the report for, select the All checkbox for both From and To.
To include a specific range of patients, select the starting patient (alphabetically by last name) of the range for From and the ending patient of the range for To.
To include a specific patient, select the same patient for both From and To.
To include an open-ended range of patients, select a patient for either From or To, and then select the All checkbox for the other option.
To select a specific patient for From or To, do the following:
Click the corresponding search button
.
The Selection Patients dialog box appears.
Note: Only the patients in the clinics that you are allowed to generate the report for are available.
Do one of the following:
To get a list of all patients, do not enter any search criteria.
To search for patients by last name, birth date, status, chart number, Social Security Number, ID, and/or home phone number, enter the first character or more of a patient's last name, birth date, status, chart number, Social Security Number, ID, and/or home phone number in the Name, Birthday, Status, Chart#, SS#, OtherId, and Home Phone # boxes, respectively.
Note: To clear any text that you have entered, click Clear Search.
Click Show Results to view a list of patients.
Note: To clear the list so you can search again, click Search.
In the list, select a patient.
Click OK.
Operatory - To filter the report by the operatories that are associated with appointments that were changed, do one of the following:
To include appointments in all the operatories in the clinics that you are allowed to generate the report for, select the All checkbox.
To include appointments in specific operatories, do the following:
Click the search button .
The Select Operatories dialog box appears.
Note: Only the operatories in the clinics that you are allowed to generate the report for are available.
If the list is long, to search for an operatory by ID and/or description, do the following:
Click Search.
The options for searching appear in the upper list.
Enter the first character or more of an operatory's ID and/or description in the OperatoryID and Description boxes, respectively.
Click Show Results to view a list of matching operatories.
Note: To return to viewing the list of all the operatories, 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 operatories.
Note: To select multiple operatories, click an operatory, and then, while pressing the Ctrl key, click the other desired operatories. To select a range of adjacent operatories, click the first operatory of the desired range of operatories, and then, while pressing the Shift key, click the last operatory of the desired range of operatories.
Click Add.
Repeat steps b-d as needed to add other operatories.
Note: To not include an operatory that you added, select that operatory in the lower list, and then click Remove.
Click OK.
User Changed - To filter the report by the users who made changes to appointments, do one of the following:
To include all users that you are allowed to generate the report for, select the All checkbox.
To include specific users, do the following:
Click the search button .
The Select Users dialog box appears.
Note: Only the users that you are allowed to generate the report for are available.
If the list is long, to search for a user 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 user'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 users.
Note: To return to viewing the list of all the users, 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 users.
Note: To select multiple users, click a user, and then, while pressing the Ctrl key, click the other desired users. To select a range of adjacent users, click the first user of the desired range of users, and then, while pressing the Shift key, click the last user of the desired range of users.
Click Add.
Repeat steps b-d as needed to add other users.
Note: To not include a user that you added, select that user in the lower list, and then click Remove.
Click OK.
Patient Tag - Do one of the following:
To not filter the report by a patient tag, clear the Run By Patient Tag checkbox.
To filter the report by the tags that are assigned to patients who are associated with appointments that were changed, select the Run By Patient Tag checkbox. With this checkbox selected, the options to filter the report by tag are available. Do one of the following:
To include patients with any patient tag, select the All checkbox.
To include patients with specific tags, do the following:
Click the search button .
The Patient Tag Selection dialog box appears.
If the list is long, to search for a patient tag, do the following:
Click Search.
The options for searching appear in the upper list.
Enter the first character or more of a patient tag name in the Tag Name box.
Click Show Results to view a list of matching patient tags.
Note: To return to viewing the list of all the patient tags, 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 patient tags.
Note: To select multiple patient tags, click a patient tag, and then, while pressing the Ctrl key, click the other desired patient tags. To select a range of adjacent patient tags, click the first patient tag of the desired range of patient tags, and then, while pressing the Shift key, click the last patient tag of the desired range of patient tags.
Click Add.
Repeat steps b-d as needed to add other patient tags.
Note: To not include a patient tag that you added, select that patient tag in the lower list, and then click Remove.
Click OK.
Action Type - Select the checkboxes of the types of changes that you want to include on the report. Clear the checkboxes of the types of changes that you do not want to include on the report. The following checkboxes are available:
Inserted Items - The scheduling of appointments.
Modified Items - The editing of appointments.
Deleted Items - The deleting of appointments.
Note: At least one checkbox must be selected.
Sort By - Select one of the following options:
Date/Time Changed - To sort the entries on the report by the dates and times of the changes.
User Changed - To sort the entries on the report by the users who made the changes.
Patient Name - To sort the entries on the report by the names of the patients whose appointments were changed.
Action Type - To sort the entries on the report by the types of changes.
Click Save as Default to save the current settings for the next time you run the report.
Click Clear Defaults to revert the dialog box options to the original defaults.
Click Schedule to schedule a report job.
Click OK to preview the report.
Important information this report provides
Date/Time - The date and time of the insertion, alteration, or deletion.
Changing Users - The user who made the change appears. Also, if another user (user B) entered his or her credentials to allow the user (user A) to make a change because user A didn't have the appropriate rights, user B and the security option being overridden appear.
Original Value - Details of the record in its original state. For new records, this line will read, "<INSERTED>."
New Value - Details of the record after the change. For deleted records, this line will read, "<DELETED>."
