Change Log

Who Made Changes to the Patient Data and When

You can view changes made to your data: displaying the user name, what was changed, and what it was changed to.

The Change Log is available from:

• Patient Dashboard
  

• Encounter Dashboard
  

• Appointments screen
  

Admin Dashboard logs changes across a variety of screens). See Change Log from the Admin Dashboard below.

Additions, Deletions, and Changes are tracked for the following:

• Patients
• Appointments
• Cases
• Notes
• Encounters
• Procedure Lines
• Receipts
• Reference Batches
• Users
• System Settings
• Master Tables and Code Tables are tracked in Libraries

Change Log from the Admin Dashboard

The Change Log can be accessed from the Admin Dashboard under Admin Data.

• Entity: This is the Record type you are searching for. For example, you would select Patient to find all changes made to Patient information.
• ID: If there is a specific record ID you are looking for, enter it here. For example, if you chose Patient as your Entity, you could enter a Patient ID here to only look at that specific Patient. 
• Field: This filter allows you to choose a specific field that is part of the Entity record you chose.
• Date From/To: The Date From and Date To fields allow you to find changes that were made within a specific date range.
• User: This filter allows you to find changes made by a specific user.

• Related Articles

• Patient FAQs

  Patient FAQs Alert/Header How do I remove an Alert or Header? Cases How do I add a Case? Charges How do I post a new Charge? Debit/Credit Cards: How do I add a Debit/Credit Card? Deceased How do I indicate that a Patient is deceased? How do I ...

• Patient Dashboard: Balance Panel

  Balance Panel Features Navigation Links Post Charge Opens the Post Charge screen to add a new Charge for the Patient. ERAs Shows the number of ERAs, and the link opens the existing ERA List that is associated with the Patient. Cases Shows the number ...

• Add/Register a New Patient

  A new Patient can be registered from: Patient Lookup The Scheduling Dashboard > Patient Registration button The Calendar. The Navigation Search Box (Go-Box) You can determine which fields you want to be mandatory when adding a Patient from Patient ...

• Patient Note Panel

  Patient Note Panel Types of Notes Alert: An alert displays as a pop-up on the selected screen that must be closed to proceed. Billing Note: A Billing Note displays in the Note Panel on the Patient and/or the Encounter Dashboard. Contact Log: Use the ...

• Demographics Panel

  The Demographics panel contains Patient Information. Demographics Panel Edit: Select the Edit link to make changes to the Patient's Demographics. Forms: Select Forms to open Patient Forms that can be printed. Contacts: Add or change Patient Contacts ...