Generating audit trail reports

You can use the Audit Trail Report to print a report of all transaction entries that have been changed or deleted. Also included are appointment changes and limited patient changes.

Note: If you have enabled passwords, you must have the proper rights to send the Audit Trail Report to the Batch Processor. From there, you may view or print the report. (If you have not enabled passwords, anyone can access the report.) Once you send the report to the Batch Processor any user who has the rights to view or print reports from the Batch Processor can do so. To avoid this, delete the report from the Batch Processor after you finish with it.

To generate an audit trail report

1.   In the Reports toolbar, click Audit Trail Reports.

The Audit Trail Reports dialog box appears.

2.   Do the following:

·        Select Audit Date – Type a date range for the information that you want to audit.

·        Select Report Types – Select one or both of the following:

·        Standard – This report prints the selected changes for the selected users in this dialog box within the audit date range.

Note: If you select the Standard report, Select Changes for Standard Report is active. You can print the report to show all changes/deletions or to show only certain types of transactions.

·        Provider/Staff – This report prints information for providers or staff members who were inactivated or activated on a date within the audit date range. Only providers or staff members who were inactivated/activated by a user selected in this dialog box are included.

·        Select Changes for Standard Report –  By default, the standard report includes all of the following transaction types. To restrict the types appearing in the report, clear All and then select the transaction types that you want to see from the list.

·        Completed Procedures – Lists all changes/deletions to procedures posted as completed in the Accounts module.

·        Account Payments – Lists all changes/deletions to account payments posted in the Accounts module.

·        Insurance Payments – Lists all changes/deletions to insurance payments posted in the Accounts module.

·        Insurance/Employer Join – Lists insurance plans and employers that were joined together in Insurance Maintenance and/or Employer Maintenance.

·        Adjustments –  Lists all changes/deletions to adjustments posted in the Accounts module.

·        Patient Changes – Lists changes made to patient’s name, primary provider, and billing type in the patient information window in the Patients module.

·        Appointment Changes – Lists all changes/deletions to appointments from the Schedule module.

·        Prescriptions – Lists all deletions made from the Prescriptions module.

·        Password/Login – Lists all login attempts (both successful and unsuccessful) by users.

·        Print to File – Select to generate and save the report as a tab-delimited file. Type the report's name with a .txt extension in the text box.

·        Select User – To show changes or deletions made by individual users, select the user IDs from the list that you want to see in the report. To print all changes or deletions, select All. To list inactive providers, select List Inactive.

·        Select Options for Provider/Staff Report – If you selected the Provider/Staff report type, do the following:

·        By Inactivated/Activated Provider/Staff – Select to include only information for providers/staff members who were inactivated or activated and selected under Select User.

·        By Replacement Provider/Staff – Select to include only information for replacement providers/staff members, who are selected under Select User, for inactivated provider/staff.

·        All – Select to include all providers and staff.

·        List Inactive – Select to include inactive providers and staff.

·        Print to File – Select to generate and save the report as a tab-delimited file. Type the report's name with a .txt extension in the text box.

·        Include Details – Select to include detailed changes that occurred when a provider/staff member was inactivated.

3.   To send the report to the Batch Processor, click OK.