Patient Audit

The Patient Audit feature in MediRecords automatically logs every change made to a patient's record, across the Details, Clinical, Accounts, and Activities sections. Any addition, update, or deletion is captured in the audit trail, giving your practice a clear, reliable record of what changed, when, and who made the change.

This article explains how to access and search the audit trail, filter by date range, and print a copy for compliance or record-keeping purposes.

1. To open a patient's audit trail, open the Patient Record click the Audit tab.

   
   
    

2. The Patient Audit page displays a summary of the changes, from all users, that have been made to the patient's record. From this page you can quickly see the Date, Time and Description of the event, the Type of category of the event, and the User that performed the action.
   
   
    
3. To Filter the Audit Trail by Date Range, select a Start Date and End Date. Press Enter and system will refine the audit trail to display events that occurred between the selected period.
    
   
    
   4.  To search the Audit Trail, click the Search-box and type in a Keyword from the Description. Press Enter and the system will display a list of the closest matches.
    
   
    
   5. To navigate between pages, scroll the bottom of the page, and use the directional arrows and page numbers to navigate the audit trail.
    
   The directional arrows in order (from left to right) are: First Page, Previous Page, Next Page and Last Page.
    
   
    
   6. To export the audit trail, click Export, then select either PDF or  Excel as the file format.
    
   
    
   7. After this, you will be able to select Print and print the populated Audit.
   
   
    

   8. If you would like to export and save the file, select the Destination drop-down tab and choose Save as PDF and select Save.

   

    You should now be able to confidently use the Patient Audit feature to print the selected information or save the file as a PDF.