Utilities > Using Maintenance Menu Utilities

Running the Purge Audit Trail Records Utility

Run this utility to purge unwanted information from the audit trail file by date range, information type, or provider. The audit trail file contains transactions, prescriptions, charting, security, scheduling information, report information, archived transactions, and Palm records. Over time, the file becomes large, and some of the information may no longer be needed.

• You must have the appropriate security rights to delete each type of data to run this utility.

To purge audit trail files:

1. Instruct all users to exit the software.

2. Select Start > All Programs > SoftDent Software> SoftDent Utilities. The SoftDent Login window is displayed.

3. Type your user name and password and click OK. The SoftDent Utilities window is displayed.

4. Select Maintenance > Purge Audit Records. The Audit Trail Purge Dialog window is displayed.

5. Select the record type to delete from the Type of Record section of the window.

6. Select the date range between which to delete records from the drop-down lists.

7. Select an option:

8. To purge files by production doctor:Select Production Dr and type the provider identification numbers in the Product Dr List section of the window.

9. To purge files by collection doctor:Select Collection Dr and type the provider identification numbers in the Collection Dr List section of the window.

8. Click OK. A message informs you that the selected records have been deleted.

9. Click OK.

10. Restart the software.

Deleting Audit Trails