Admins may navigate to the list of 'Management' options from the side-menu and select the 'Audits' link.
NOTE: The initial display upon navigation to the 'Audits' page will be empty
Users will notice the following entry fields and functionalities:
Patient:
Search by patient name or EHR ID
β
Item Type:
Allows filtering by audit 'Item Type' such as claims, calendar events, medications, etc
User:
Allows filtering by either a user in the practice or for 'System Updates'
Time of event:
Select the date range of audits to view
Note that the range will default from the first day of the current month to the present day
Once the user has made their selections, they may hit the 'Search' button to display their results.
NOTE: A user must make a selection entry to enable the 'Search' button
Once the results are displayed, a user will be able to view:
The Patient Name
Click on the hyperlinked name to navigate directly to that patient.
The type of Action
Filterable by 'Item Type'
The association to a User or System Action (titled as 'System' under the 'By' column header)
The Date and Time the action occurred
The Detailed Changes associated to the User or System Action
The BOLDED items under are the fields affected
The Green Highlighted items are the specific values entered or changed
After adding their desired filters, a user may click the 'Export' button to create and download a CSV file of the output.
A green toaster notification will display to the user when the CSV file is ready. Click on the notification to download the file.
To access other helpful ThoroughCare articles in the Knowledge Base or to get help from the ThoroughCare Support team members, click the βiβ icon in the top right corner of the software next to the username and use the appropriate link!