How to Create a Ledger History Audit Report

The Ledger History Audit Report allows you to audit Patient Ledger transactions posted by users in your practice for a specified reporting period.  You can review a detailed list of transactions posted, removed, and/or corrected per user and quickly and easily filter to transactions from specific locations, transaction types, and more. 

Access this report from the Audits menu of the Dashboard tab (Dashboard > Audits > Ledger History).

The on-screen report includes a list of users that have posted applicable transactions in the selected time period. You can click on the User's line item to expand it and view the specific transaction details. 

Note: The reporting period defaults to the Last 7 Days, but it can be edited from the Filter List.

When a line item is expanded, you can view specific details for transactions posted by the selected user, including:

• Transaction Date/Time
• Service Date
• Action (If the transaction was an Addition, Correction, or Removal to/from the Patient's Ledger)
• Code/Trans of Type
• Patient Name
• Description (Ledger Transaction Description)
• Accounting/Practice Location
• Acceptance/Service Location
• Transaction Amount 

You can filter the report by:

• User: Select specific users to include in the report. This defaults to All Users.
• Date: Select a date range. This defaults to Last 7 Days.
• Locations: Select specific locations. This defaults to All Locations.
• Transaction Type: Select specific transaction types. This defaults to All Types. 
• Action: Add, Correct, or Remove. This defaults to All.

Important: You must click Apply Filter to apply the selected filters to the list. Click Reset to reset the filters to the default selections.

Tip: Use the Search Patients field to search for transactions related to a specific patient's ledger.

Exporting the Report

From the Actions menu, click Export to export the report to a CSV file.  A message is displayed alerting the user that the report has been requested, and an additional message is displayed when the report is downloaded and ready to view.