Ledger Audit Trail is a tool for tracking all entries, modifications, and deletions that occur in a patient's ledger.
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Note: The Ledger Audit Trail is an old feature used on 7.3 and earlier. It will not work as intended, and is left in the software for legacy purposes. The new Accounting Ability can be used in its place. If you are on Build 7.3 and earlier, however, the Ledger Audit Trail can be very useful! |
To use Ledger Audit Trail, go to the Managers ability, select Ledger Audit Trail from the side bar, and twist down the gray triangle to view the options:
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Date Time: when the information was posted and saved to the ledger
ID: which patient the line item was entered to
Code: shows the information that is contained in the description column on the ledger
Fin.Charges: lists all amounts that have been associated as a Financial Charge to the procedure
Refund: lists any refunds that have been done in the ledger
Payment: lists the payment amount of the line item in the ledger
User: lists the MacPractice user who entered the line item into the ledger
Transaction: lists what the line item is, i.e., a New Charge or New Insurance Payment
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Ledger DB Audit
The Ledger DB Audit will display all ledger entries: payments, charges, statements, comments, and so on. Any line item that is entered, updated, modified or deleted on the ledger will show in this report.
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To search for a particular date, check the box next to Choose a Date. Select the desired date from the resulting calendar. Once a date is selected, the Ledger DB Audit will automatically generate the results.
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NOTE: The calendar only allows the selection of a single date. |
To search within a date range, select from the Today pop-up menu and choose Today, This Week or This Month. Make a selection and the Ledger DB Audit will display the results in the table located in the lower portion of the window.
To narrow or expand the date range, enter dates in the Start and End fields. Click Run to start the search.
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