Audit Trails: Changed Appointed By Report

Centaur Training

July 22, 2019 06:13

In this article you will find the following:

The Changed Appointed By audit trail report provides a history of all changes to the staff members who made/appointed the initial appointment.

Go to Location Setup > Security tab
Record menu > Audit trails > Changed Appointed By report...
1. Location: Select the location or <Any Location > from the droplist if applicable
2. Date: Select the period to base this report on
3. Include entries with no previous “Appointed By”: Tick to include appointments that originally had no appointed by entered but entered later
Click OK

Date	The date the appointed by staff name was changed.
Appointed By - Old	The name of the staff member in Appointed By (prior to change).
Appointed By - New	The name of the staff member in Appointed By (after the change).
Employee/Username	The Employee name and username of staff member who made the changes. Unknown will show if no security is on changing the appointed by field.
Patient	The name of the patient who has the appointment.
Book	The appointment book where the appointment was made.