What is an Audit Trail-Settings?

Reports > Miscellaneous > Audit Trail-Settings

This report is an excellent feature of CureMD that allows clear documentation of Practice Settings preferences for certification or audit reviews. It allows easy-access viewing of the necessary settings information, and eliminates the hassle of searching through user’s system for all the audit-required components.

From the “Miscellaneous” tab select ‘Audit Trail-Settings’. Users can search for the changes made to User Preferences, Clinical Interventions, Vaccine Lot or Practice in the Settings module.

Users can also search for the changes made to ‘Vaccine’ component.

Users can also search for various components of Settings by selecting the box next to the desired component on the left. Clicking the + icon next to a component opens a sub-menu, within which user can also choose to select that sub-component by selecting the box on the left.

Click ‘Search’. The screen contains a list of all of the Settings activity that fits within the specific search parameters.

Audit Trail – Settings

User can click on the + icon next to any entry to view the extended details about that specific activity entry. The fields highlighted in yellow mark the changes.

Audit Trail – Settings

The user can also view changes made in the ‘EHR’ node (‘Settings’ module) via the audit trial.

To view the audit trail, navigate to the ‘Audit Trail Settings’ node under ‘Miscellaneous’, mark the ‘EHR’ checkbox under ‘Practice > Practice Setting’ and click ‘Search’.

Audit Trail – Settings

Search results are displayed.

Audit Trail Settings

Users can view changes for action type ‘View’ and ‘Update’. To enable the action types for a user, navigate to Settings > Practice > My Practice Settings > Audit Trail > Settings and mark the ‘View’ and ‘Update’ checkboxes under the ‘Practice Settings’ tab to enable the audit trail report.

The system maintains a log of changes made in the preferred pronoun field settings.

This helps in identifying the user who made preferred pronoun field mandatory or optional.

The user can click the ‘View’ or the ‘Update’ action type to view changes made to the ‘Preferred Pronoun’ category.

‘Preferred Pronoun’ category in ‘View’
Update’ action type

NOTE: Only the changes made to the Vaccine Header are logged in the Audit Trail. Similarly, information of all Reference Immunization Data imported to the application are logged in the audit trail as well. To add immunization reference data to your practice, follow the workflow Settings > Practice > Reference Data > Immunization

The users can access and track the Audit Trail of new billing groups.

The changes to the billing group in an audit trail can be tracked.

Click on the + icon next to ‘Practice’ to expands the sub-menu.

Click on + icon next to ‘Provider Groups’ and selects ‘Billing Provider’.

‘Billing Provider’ Checkbox

Mark the ‘View’ checkbox and click on ‘Search’ Button.

The system displays the ‘View’ result.

‘View’ Checkbox

Click on the ” + ” icon next to ‘Billing Provider Group’ to view the details of “View” activity.

‘+’ Icon

Clicking on + icon displays expanded details.

Expanded Detail

Similarly, ‘ – ‘ icon can be clicked to collapse the extended form.

‘-‘ Icon

Similarly, the users can track the actions of Insert, Update, Delete, and Search performed on the ‘Billing Provider’ group.