-Run Audit Reports on Clinical Notes

Notes can be audited both individually, for a patient and for the practice. 

Individual Note Audit

Individual audits will gather details on all entries to the one note for the patient. 

Treatment Plan

1. Go to Patient Records > Treatment Plan tab

2. Open the clinical note from the Nt column

   1. Click Notes Log Audit

Treatment

1. Go to Patient Records > Treatment tab

2. Open the clinical note from the Nt column

   1. Click Notes Log Audit

Invoices

1. Go to Patient Records > Invoices tab

2. Open the clinical note from the Instalment Notes column

   1. Click Notes Log Audit

Discounts

1. Go to Patient Records > Invoices tab

2. Double click on $ Discount or % Discount column

3. Open the clinical note from the Note column

   1. Click Notes Log Audit

Claims

1. Go to Patient Records > Claims tab

2. Open the clinical note from the Notes column

   1. Click Notes Log Audit

Patient Note Audit

Patient audits will gather details on all notes within the area for the patient. 

Charting

1. Go to Patient Records > Charting tab

2. Charting menu > Clinical Notes Log Audit

Treatment Plan 

1. Go to Patient Records > Treatment Plan tab

2. Treatment Plan menu > Clinical Notes Log Audit

Treatment

1. Go to Patient Records > Treatment tab

2. Treatment menu > Clinical Notes Log Audit

Invoices

1. Go to Patient Records > Invoices tab

2. Invoices menu > Clinical Notes Log Audit > Invoice

Discounts

1. Go to Patient Records > Invoices tab

2. Invoices menu > Clinical Notes Log Audit > Discounts

Practice Note Audit

Practice and Providers clinical notes audit trail is found in the Clinical Notes Log audit... report.