Appointments Audit Trail

Appointments Audit Trail

Report that shows all of the appointments created and amended between a given date range.

1. Select a date range using the date selector buttons. You are able to enter dates by typing in a date using the DD/MM/YYYY format or by selecting dates from the calendar tool.

 

2. If you want to filter your report by user, select the user staff dropdown menu and tick the users you wish to filter by. This will filter individuals who created/changed the appointment.

 

3. Select the appointment staff from the dropdown menu to filter out the practitioners with whom the patients have appointments with.

 

4. Select the status of the appointment to filter by that type if neccessary, using the dropdown menu.

 

5. Press the ‘Preview‘ button to generate the filtered appointment audit trail.

This report is extremely helpful in tracking down any changes to appointments created within Pearl Dental.