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View Change History

Ability to see change history on patient demos, memberships, payment options and customer invoices

Written by Krystle Thornton

Hint allows users to see change history for patient demographics, memberships, payment options, and customer invoices. This functionality not only helps users access past changes but also aids in auditing processes, resolving discrepancies, and includes tracking for bulk actions.

Patient Demographics

To view change history for patient demographics:

  1. Navigate to the Patient Chart

  2. Click on the small history icon

Memberships

  1. Navigate to the Patient Chart

  2. Click on the Memberships tab

  3. Click on the Membership

  4. Click on "See Change History." When using the "See Change History" feature, users can view the history of updates for a patient's membership, identify who made specific changes, and see the exact date and time those changes were made. Additionally, the system logs whether changes were part of a bulk action or individual updates, ensuring complete transparency and aiding in audits.

Payment Options

  1. Navigate to the Patient Chart

  2. Click on the 3 dots in the Payment Methods section

  3. Click on "See Change History"

Invoices

  1. Navigate to the Patient Chart

  2. Click on an invoice in the Invoice section

  3. Click on "See Change History"

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