Running the Transaction Audit Trail By Patient Name 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).

To generate a list of audit entries by the patients for whom the entries were entered:

  1. Select Reports > Audit Trail > Transaction Audit Trail > By Patient Name. The Output Options window is displayed.

  2. Select the output option and click OK. The Transaction Audit Trail By Patient Name window is displayed.

  3. Select the starting and ending patients from the drop-down lists.

  4. Select an option:

  5. To exclude added transactions:

  6. To exclude deleted patient or account transactions:

  1. Click OK.

Additional Transaction Audit Trail By Patient Name Report Information:

Sample Report