🚨 Important - The Dentally Vision Audit trail is still rolling out across practices. If you cannot already see this on your account, you will soon!
What is the 'Audit' tab
The Audit tab allows Administrators (users with Level 4 Access in their 'Security' settings) to view all activity on a patient’s account. This tab consists of two sections:
General Audit - Logs general account activities.
Dentally Vision Audit - Specifically tracks vision-related activities.
Reading the 'Audit' tab
Audit columns
The Audit tabs both display a list of all actions taken against either the patients record or the patients imaging activity. It is broken down into the following columns:
Audit ID: Unique identifier for each activity.
When: The date the action occurred.
Who: The user responsible for the action.
What: The object involved in the action. (General Only)
Action: Type of action performed (e.g., Created, Updated, Deleted).
Additional Info: Details of changes made.
Using 'Filters'
You can use 'Filters' on both tabs to help narrow down specific activities.
General tab filters:
By Trail - Select a specific user to see all actions performed by a specific individual.
By Action Type (e.g., deletions).
By Object (e.g., Appointments).
By Date Range (From and To).
Dentally Vision tab filters:
Date Range (From and To).
Combine filters for precise results. For example, filter to view all appointments deleted by a specific user.
Tips for using the 'Audit' trail
Color Codes:
Green (Created): New entries.
Blue (Updated): Modifications to data (e.g., appointment cancellations, note edits).
Red (Deleted): Full deletions.
Tracking Changes:
Note the Audit ID of an entry to track its history across the system.
For updates, the 'Before' and 'After' view can be seen by clicking the Audit entry to see a side by side view of the changes.