View the Audit Trail for a Patient

The Audit Trail area allows you to view all of the audit events activated for the Audit system. When viewing audit information you have the ability to sort on a particular column-heading by clicking the appropriate heading (clicking a column heading once will sort the information in ascending order, while clicking a column heading twice will sort the information in descending order). You also have the ability to filter audit events for a date range, a particular user, as well as other data items. Likewise, you have the ability to export the configured audit data to a tab-delimited text file, as well as verifying the integrity of the audit trail data. Please note, however, only users with an Administration-Security privilege level of Security or All are able to view audit information.

Use the following steps to view the audit information for a specific patient whose chart note is currently opened.

 

 

  1. Open a patient's chart note.
     

  2. Modify the Audit Date From and Through fields if you want to view audit events for a particular date range.

    NOTE: The system will not allow you to filter an audit query for greater than a 12 month period. A warning icon will appear next to the Audit Date From field when are range greater than 12 months has been entered. If you mouse over the warning icon, a message will appear outlining the warning.
     

  3. Select an Operator to view audit events for a specific user.
     

  4. In the Failed field, select Yes or No if you want to specify whether to just view audit events that failed, or did not fail. Leaving this field blank shows both events that failed and events that did not fail.
     

  5. The Metadata and Value fields allow you to select addition data items to filter on. Select a Metadata item, and enter a corresponding Value for that item, if applicable.

    NOTE: The system will not allow you to use less than three characters in the Value field when utilizing the Contains or Starts With search type when configuring metadata. A warning icon will blink next to the Value field when it contains less than three digits. If you mouse over the warning icon, a message will appear outlining the warning.
     

  6. In the Application field, select the particular Application (Clinical, Health Portal, Practice Manager) you would like to view audit events for. Leaving this field blank will display audit events for all applications.
     

  7. Select an Event if you want to specify a certain audit type (i.e., deleted items) to be displayed.
     

  8. Select a Functional Area if you want to specify a particular area within the system in which to view audit information (i.e., Security).
     

  9. When finished configuring the filter options, click the Refresh button. The applicable audit information will begin being displayed and a progress bar will indicate the record progress of the audit query. You can click the Cancel button has to terminate a long running query, if needed.

    Modify the Audit Date From and Through fields if you want to view audit events for a particular date range.

    NOTE: The system will not allow you to filter an audit query for greater than a 12 month period. A warning icon will appear next to the Audit Date From field when are range greater than 12 months has been entered. If you mouse over the warning icon, a message will appear outlining the warning.
     

  10. Select an Operator to view audit events for a specific user.
     

  11. In the Failed field, select Yes or No if you want to specify whether to just view audit events that failed, or did not fail. Leaving this field blank shows both events that failed and events that did not fail.
     

  12. The Metadata and Value fields allow you to select addition data items to filter on. Select a Metadata item, and enter a corresponding Value for that item, if applicable.

    NOTE: The system will not allow you to use less than three characters in the Value field when utilizing the Contains or Starts With search type when configuring metadata. A warning icon will blink next to the Value field when it contains less than three digits. If you mouse over the warning icon, a message will appear outlining the warning.
     

  13. In the Application field, select the particular Application (Clinical, Health Portal, Practice Manager) you would like to view audit events for. Leaving this field blank will display audit events for all applications.
     

  14. Select an Event if you want to specify a certain audit type (i.e., deleted items) to be displayed.
     

  15. Select a Functional Area if you want to specify a particular area within the system in which to view audit information (i.e., Security).
     

  16. Select a Group if you want to specify a particular group of audit events to be displayed (i.e., Immunizations).
     

  17. When finished configuring the filter options, click the Refresh button. The applicable audit information will begin being displayed and a progress bar will indicate the record progress of the audit query. You can click the Cancel button has to terminate a long running query, if needed.



     

  18. To save the configure audit information to a tab-delimited text file, and thereby have the ability to print it, click the Save to File button. In the Save As dialog, browse to where you want to save the file (it defaults to My Documents), and then click the Save button. For best results it is recommended that the saved file be opened in Excel which will format the file in an easy to print manner. Once the file is opened it can be printed.



     

  19. The Verify Audit Trail button in the Audit Trail dialog allows you to access the Verify Audit Trail dialog where you can verify the integrity of the audit database entries. To do this click the Verify button. After the verification tool has been run any issues resulting from hardware errors or from database tampering will be listed below. Click the Save Results button to save a log file of the results.



     

  20. When finished, click the Close button to exit the Audit Trail dialog.