Audit Trails: Changed Treatment Provider Record after Banking Report

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The Changed Treatment Provider Records after Banking audit trail report provides a history of all treatment where the Provider was changed after the bank slip was created in the specified time period.

 

Run the Report

  1. Go to Location Setup > Security tab

  2. Record menu > Audit trails > Changed Treatment Prv records after Banking...

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

    2. Date: Select the date range to base this report on

    3. Common Reason List: Select the reasons to base this report on

    4. Show Inactive Reason: Tick to include inactive reasons. 

  3. Click OK
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Report Details

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Date

The date when the Provider was changed.

Prv ID:

Old: The Provider in Treatment (prior to change)

New: The Provider in Treatment (after the change).

Details

Provides all the details relating to the change of a provider for treatment after the bank slip is created

Reason

The reason the employee/user selected during the change. Details will only show if using the Reason for Deleting feature.

Details

The notes the employee/user selected during the change. Will only show if using the Reason for Deleting feature.

 

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