Changed Treatment Plans - Audit Trail

Centaur Software

June 16, 2020 22:25

In this article you will find the following:

The Changed Treatment Plans audit trail report provides a history of all treatment plans that have been changed in the specified time period.

Click the navigation menu > Location Setup > Security page
Record toolbar > Audit trails > Changed > Changed Treatment Plans report...
1. Date: Select the period to base the report on
2. Staff Members: Select a specific person from the drop list or <All>
3. Show Deleted Users: Tick this box to show/include any deleted users on the report
4. Click OK
Alternatively, the report can be found in the Treatment Plan page
1. Click the navigation menu > Patients > Treatment Plan page
2. Treatment Plan toolbar > Treatment Plan reports > Changed Treatment Plans report

Old/New	The previous / current treatment Plan
Plan Provider	The name of the provider associated with the treatment plan
Phase	The phase order of the changed treatment plan
Visit	The visit order of the changed treatment plan
Time	The time allocated to the changed treatment plan item (team book only)
Min	The minutes required for the changed treatment plan item
Provider Name	The provider who will perform the treatment item
Tooth	The tooth ID for the changed treatment plan item
Surface	The tooth surface for the changed treatment plan item
Item description	The description for the changed treatment plan item deleted
Qty	The quantity of changed treatment plan item
Fee	The fee of each changed item
Amount	The total amount for the changed treatment plan
Rebate	The insurance rebate expected for the changed treatment plan item
Treatment Date	The date the changed treatment Plan item was done