Demographic Look-up

With the Demographic Look-up function, you can review all audited changes made to a patient's account, including Patient, Guarantor, Billing, and Insurance Policy information, as well as DMS records, recalls, referrals, authorizations, case management, service scripts, employers information, and credit cards stored on the account. For case records that have insurance policies tied to the case, the carrier name, code, policy number, and termination date (if applicable) will display.

Upon accessing this function, you must first select an account. The Demographic Changes screen will display a list of all audited changes for the selected account, showing the Date and Time of each change, the Record that was changed, the User that made the change, and the Action that was performed.

To review the details of a change, select an entry from the list. The detail screen shows the name of the user that edited the data and the date it was edited. The data displayed in the Before column shows each field as it was before it was edited, and the data in the After column shows each field after it was edited. Only the fields that were edited will be displayed in red so you can quickly identify and compare those fields.

Account Access History

To view each time a patient's account was accessed, click the Account Access History Action Column button. The Account Access History screen displays the Date, Time, Menu Path and Function name that was used to access the account, and the User that accessed the account. To return to the Demographic Changes screen, click the Account Change History Action Column button.

Filtering Results

You can filter the results displayed on both the Demographic Changes and Account Access History screens using the Add/Edit Filter Action Column button. To remove a filter that has been applied, click the Remove Filter Action Column button.

Data Field Information - Demographic Changes Filter

Prompt	Response	Req	Len
From Date	Type the date you want the search to begin or click the calendar icon to select a date.	Y	10
Through Date	Type the date you want the search to end or click the calendar icon to select a date.	Y	10
Record Type	Select the type of record you want to filter on from the list.		1
User	Select the user you want to filter on from the list.		1
Action	Select the action you want to filter on from the list.		1

Data Field Information - Account Access Filter

Prompt	Response	Req	Len
From Date	Type the date you want the search to begin or click the calendar icon to select a date.	Y	10
Through Date	Type the date you want the search to end or click the calendar icon to select a date.	Y	10
User	Select the user you want to filter on from the list.		1
Menu Function	Select the menu function you want to filter on from the list.		1
Menu Function Free Text	Type all or part of a menu function name to filter on.		30

Print to Excel

To print the results displayed on the Demographic Changes or Account Access History screens to an Excel file, click the Print to Excel Action Column button.