How To: Filter Client Audit Log by Site

How to Filter the Client Audit Log by Site

1. Access the Client Audit Log

   • Navigate to More in the main menu.
   • Select Client Audit Log from the options.

2. Set Filters

   • At a minimum, input a date range to view changes made to a client’s account.
   • Additional filtering options include:
     • Action (e.g., Insert, Update, Delete, Select)
     • Affected Section (e.g., Dx, Insurance)
     • Client (specific client name)
     • Staff (staff member who made the change)
     • Site (location, if applicable)

3. Review Audit Log Details

   • The Client Audit Log will display:
     • Type of Action: Whether something was added, updated, or deleted.
     • Affected Section: Which part of the client profile was impacted.
     • Performed By: The staff member who made the change.
     • Date and Time Stamp: The exact time the action occurred.

Note: The Client Audit Log provides detailed tracking to ensure accountability and transparency for client profile changes.