Appointment Series 4: Audit History

MediRecords keeps a complete history of all changes made to appointments, including creating, editing, rescheduling, cancelling, and deleting - for both individual and group bookings. The audit history helps you track changes, identify who made updates, and review appointment activity when needed.

This article is part of a series on managing appointments in MediRecords. After reading this article, you may also want to review the other articles in this series listed at the bottom of this page.

Contents:

1. Where to View Appointment Audit History
2. What Information Can You See
3. Appointment Actions Recorded
   • Creating an Appointment
   • Editing or Rescheduling an Appointment
   • Cancelling an Appointment
   • Deleting an Appointment
4. Group Appointments
5. Appointments from Different Sources

Where to View Appointment Audit History

You can view appointment history in two places:

1. System Audit — shows all appointments across the entire practice
2. Patient Record — shows audit history for a single patient

What Information Can You See

Each audit entry shows the following details:

• The date of the action
• The time of the action
• A description of what happened
• The type (Appointments or Engage)
• The user who performed the action

Some entries include a "here" link that opens additional details about the appointment.

Appointment Actions Recorded

Creating an Appointment

When an appointment is created, the audit record includes:

• The date and time the appointment was created
• The name of the user who created it
• A link to view the full appointment details

The details shown include:

• Appointment type
• Patient name
• Provider
• Date, time, and duration
• Room
• Status
• Whether the appointment is part of a repeating series

Editing or Rescheduling an Appointment

When an appointment is edited or rescheduled, the audit record includes:

• The date and time the change was made
• The name of the user who made the change
• A link to view the appointment details
• The previous values (before the change) and updated values (after the change), so you can clearly see what was amended

Cancelling an Appointment

A cancellation is recorded as an update to the appointment. The audit record includes a link to the appointment details, and the status will be shown as Cancelled.

Deleting an Appointment

When an appointment is deleted, the audit record includes:

• The date and time the appointment was deleted
• The name of the user who deleted it

Deleted appointments cannot be reopened, and no details link will be available in the audit record.

Group Appointments

Group appointments follow the same audit tracking as individual appointments. The audit record will:

• List all patients included in the group
• Show Group Appointment in the activity description
• Display Not Provided if no room has been assigned

Appointments from Different Sources

The audit history records appointments regardless of how they were booked. The table below shows what is captured for each source:

The audit will indicate who created or updated the appointment in each case.

You've Completed This Series

You've now covered everything in the Appointments series. If you need to revisit any article, find them all below.

Further Reading

• System Audit: Quick Guide
• Patient Audit