The Audit - Clinics Report lists changes to clinic information during the specified date range..
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Why: |
To ensure that practice information is being changed 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 - Clinics.
The Audit - Clinics 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.
Clinic - To filter the report by clinic, do one of the following:
To include all clinics that you are allowed to generate the report for, select the All checkbox.
To include specific clinics, do the following:
Click the search button 
.
The Select Clinics dialog box appears.
Note: Only the clinics that you are allowed to generate the report for are available.
If the list is long, to search for a clinic by ID 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 clinic's ID and/or title in the ID and Practice Title boxes, respectively.
Click Show Results to view a list of matching clinics.
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 not include a clinic that you added, select that clinic in the lower list, and then click Remove.
Click OK.
User Changed - To filter the report by the users who made changes to clinic information, 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.
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 entering of clinic information.
Modified Items - The editing of clinic information.
Deleted Items - The deleting of clinic information.
Note: At least one checkbox must be selected.
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 change of the clinic information.
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.
New Value - Details of the record after the change.
