Running the Transaction Audit Trail By Date Report

This report contains a record of every deletion or modification (including back-dating) to transactions, patients, and accounts. It includes the date and time of the change, and the user name of the person making the change (if system security is enabled).

The following is a list of codes used to describe the transaction and can be found in the Type field on the report.

A = Actual (Completed work)
B = Budget Plan (Account Budget Plan transaction)
E = Pre-Treatment Estimate (Type = Estimate on treatment plan transactions)
H = History Transaction (Initial inside work or transaction from patient's transaction history)
L = Insurance Plan Transaction (Capitation/DMO plans)
O = Outside Work (Outside work on the chart, will post with no Dr$ and Dr on the Audit trail)
P = Primary Treatment Plan (Type = "Primary" on treatment plan transactions)
S = Secondary Treatment Plan (Type = "Secondary" on treatment plan transactions)
T = Tertiary Treatment Plan (Type = "Tertiary" on treatment plan transactions)

For transactions that are deleted or modified, this report lists the account or patient ID involved, the code number, provider ID, transaction type, the transaction amount, the date and time the change was made, the original transaction date and amount, and the date and amount of the transaction as it exists now.