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
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Go to Location Setup > Security tab
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Record menu > Audit trails > Changed Treatment Plans report...
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Date: Select the period to base the report on
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Staff Members: Select a specific person from the drop list or <All>
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Show Deleted Users: Tick this box to show/include any deleted users on the report
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Click OK
Alternatively, the report can be found in Treatment Plan tab.
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Go to Patient Records > Treatment Plan tab
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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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