Audit Trails: Deleted Treatment Plan Report - Multiple Patients

Follow

The Deleted Treatment Plans audit trail report provides a history of all treatment plans that have been deleted in the specified time period. The user who processed the deletion will only show if security has been placed on this action. 

 

Run the Report

  1. Go to Location Setup > Security tab 

  2. Record menu > Audit trails > Deleted Treatment Plans report... 

    1. Date: Select the period to base the report on

    2. Staff Members: Select a specific person from the drop list or <All> to see who deleted the plan(s)

    3. Computer: Select individual computers or <All> where the deletion was processed

    4. Show Deleted Users: Tick box to show/include any deleted users on the report

    5. Show Obsolete Computers: Tick box to show/include any computers no longer used on the report

    6. Click OK

Alternatively, the report can be found in Treatment Plan tab.

  1. Go to Patient Records > Treatment Plan tab

  2. Treatment Plan menu > Deleted Treatment Plans report

 

Report Details

Plan Provider

The name of the provider associated with the deleted treatment plan

Phase

The phase order of the treatment plan

Visit

The visit order of the treatment plan

Time

 

The time allocated to the treatment plan item. This is only for those using Team Books.

Min

The minutes required for the treatment plan item. 

Tooth

The tooth ID for the treatment plan item

Surface

The tooth surface for the treatment plan item

Item Description

The description for the treatment plan item deleted

QTY

The quantity of treatment plan items deleted

Fee

The fee of each deleted item

Amount

The total amount for the deleted treatment plan

Rebate

The insurance rebate expected for the treatment plan

Gap

The gap amount for the treatment plan

Appointed

The date the treatment plan was appointed

 

0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.