Appointment Audit Trail

Appointment Audit Trail

As appointments move through their lifecycle, your practice may need to see past, upcoming, and missed/cancelled appointments for different patients. Appointment Audit Trail records when an appointment is added or cancelled or when the patient has scheduled his or her next appointment. The audit trail also includes appointment types and statuses, provider name and some other details specific to the appointment. To view an appointment audit trail of a patient, follow these steps:

1. Enter the first or last name of the patient in the top navigation Search box. Click Enter.

2. Click on the desired patient name to open the Patient’s Profile.

3. On the Patient's Profile page, click "More" right in front of Next appointment. A pop-up window opens.

4. You will see Past Appointments, Upcoming Appointments, and Cancelled/Missed Appointments for that patient.

Past Appointments will include details for: 
  1. Appointment Date & Time
  2. Appointment Type
  3. Provider Name
  4. Facility Name
Note: You can sort past appointments by Appointment Types or Date.

Upcoming Appointments will include details for: 
  1. Appointment Date & Time
  2. Appointment Type
  3. Provider Name
  4. Facility Name
  5. Actions
Missed/Cancelled Appointments will include details for: 
  1. Appointment Date/Time
  2. Facility Name
  3. Appointment Status
  4. Cancel/Reschedule Reason

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