Audit Trails: Changed Treatment Plans Report

Follow

The Changed Treatment Plans audit trail report provides a history of all treatment plans that have been changed in the specified time period.

 

Run the Report

  1. Go to Location Setup > Security tab

  2. Record menu > Audit trails > Changed 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>

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

  3. Click OK     
                                         

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

  1. Go to Patient Records > Treatment Plan tab

  2. Treatment Plan menu > Changed Treatment Plans report

 

 Report Details

Old/New

The previous / current treatment Plan

Plan Provider

The name of the provider associated with the treatment plan

Phase

The phase order of the changed treatment plan

Visit

The visit order of the changed treatment plan

Time

 

The time allocated to the changed treatment plan item (team book only)

Min

The minutes required for the changed treatment plan item

Provider Name

The provider who will perform the treatment item

Tooth

The tooth ID for the changed treatment plan item

Surface

The tooth surface for the changed treatment plan item

Item description

The description for the changed treatment plan item deleted

Qty

 The quantity of changed treatment plan item

Fee

The fee of each changed item

Amount

The total amount for the changed treatment plan

Rebate

 

The insurance rebate expected for the changed treatment plan item

Treatment Date

The date the changed treatment Plan item was done



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