Changed FEES in Treatment Plan Records report - Audit Trail


The Changed Fees in Treatment Plan Records audit trail report provides a history of all planned treatment, where the original fee value was changed in the specified time period.

Run the Report

  1. Click the navigation menu > Location Setup > Security page

  2. Record toolbar > Audit trails > Changed > Changed FEES in Treatment Plan records report...

    1. Location: Select the location or <Any Location > from the drop list if applicable
    2. Date: Select the period to base the report on
    3. Staff Members: Select an individual staff member or <All> from drop list to see who made the change
    4. Show Deleted Users: Tick to include past employees
    5. Click OK

Report Details



The ID for the Treatment Plan line added

 Treat Date

The date the Treatment Plan was created

 Patient Name

The Patient the Treatment Plan was for

 Old Value

The original value of the Treatment Plan line item fee

 New Value

The new value of the Treatment Plan line item fee

 Changing Date

The date the change was made

 Employer/User Name

The employee/user who made the change. Unknown will show if security is not on changing the fee. 
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