Clinical Notes Log Audit


All notes in D4Web can be audited. The audit will show the original state and current state of the notes, as well as who created and/or modified the notes. 

Users must be logged in as themselves to correctly enter and track notes. If a login is shared, the notes will sit against that login name, legally.

Run the Report

  1. Click the navigation menu > Management > Reports page

  2. Clinical Notes Log Audit

    1. Date: Select the period to base this report on

    2. Location: Select the location or <Any Location > if applicable

    3. Providers: Select the Provider or <Any Provider> 

    4. Show inactive providers and staff as well: Tick to include inactive Providers

    5. Show records produced by an unknown user: Tick to include records which do not indicate who completed the action due to no security being set

    6. Include log audit for removed items: Tick to include details of items deleted

    7. Include log audit for removed invoices: Tick to include details of reversed invoices

    8. Click OK

Report Details


 The Card Number and Patient Name


 The item the notes are attached to


 The date the notes were added


 The provider of the item the notes are attached to

 Created By 

 The name of the D4Web User that wrote the notes.
 If Unknown is shown, there is no security on writing clinical notes and therefore cannot be adequately tracked.
 Set Security on Modules/Features/Actions
 Set Security Permissions

Updated By 

 If the original note has been updated, the details will be shown.


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