Audit Trails: Changed Fees in Treatment Records Report

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The Changed Fees in Treatment Records audit trail report provides a history of all treatment, where the original fee value was changed in the specified time period.

 

Run the Report

  1. Go to Location Setup > Security tab

  2. Record menu > Audit trails > Changed Fees in Treatment Records Report...

    1. Location: Select the location or <Any Location > from the drop list if applicable

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

    3. Staff Members: Select an individual staff member or <All> from drop list to see who made the change

    4. Show Deleted Users: Tick to include past employees
    5. Click OK
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Report Details

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ID

The ID for the Treatment line added

Treat Date

The date the Treatment of Treatment

Patient Name

The Patient the Treatment was provided to

Old Value

The original value of the Treatment line item fee

New Value

The new value of the Treatment line item fee

Changing Date

The date the change was made

Employer/User Name

The employee/user who made the change. Unknown will show if security is not on changing the fee. 

Set Security on Modules/Features/Actions

Set Security Permissions

 

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