Running the Transaction Audit Trail By User 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 user who performed each transaction:

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

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

  3. Type the starting and ending user names in the appropriate fields.

  4. Select an option:

  5. To exclude added transactions:To exclude added transactions:Select Exclude added transactions.

  6. To exclude deleted patient or account transactions:To exclude deleted patient or account transactions:Select Exclude deleted patients/accounts.

  1. Click OK.

Additional Transaction Audit Trail By User Report Information:Additional Transaction Audit Trail By User Report Information:

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

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.

Sample Report