Change History

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The Change History tab presents a log recording the changes of important information on an account such as changes in Account Class, Account Type, Suspend, Return Mail, etc.  In addition it tracks and logs the changes made to both patient and account demographics such as date of birth or address changes and changes to insurance information such as updated policy or group numbers, changes to effective or termination dates, and the addition of new insurance plans. The system also logs the changes to a charge when editing an already posted Visit, such as a diagnosis code, date of service, ICD9 code, modifier, location, etc.

 

Change History View List

 

Date Changed

Date the change occurred.

User Name

Name of user initiating the action.

Type

Indicate whether the action was an Update or an Insert.  Insert means a new entry such as a new insurance plan. An update is an edit or change to existing entry, or if a field was previously blank and has been filled in, such as the addition of an apartment number in the Address2 field that may have been previously blank.

Item Changed

Indicates where the change occurred (Patient, Account, Visit, Policy) and the Name of the field or item changed (Returned Mail Flag, Suspend Statement, ICD9 code, Date of Service, SSN, Modifier, etc.)

Old Value

Value of item before the change.  Blank if the field was previously blank.

New Value

Value of item after the change.