Audit Trail Permissions
In Audit Trail, there is a list of Permissions.
Refer to the table below for details about each permission and its behavior.
Permission | Event |
---|---|
Accounting | Accessed Accounting. |
AccountingCreate | Accounting entry creation. |
AccountingEdit | Accounting entries edited. |
AccountModule | Accessed the Account Module. Logged as AccountModuleViewed in the Audit Trail |
AccountProcsQuickAdd | Show the Quick Procs tool button in the Account module toolbar. If this is permission is added or removed, restart Open Dental for it to take effect. |
AddNewUser | New user added in User Edit. |
AdjustmentCreate | Created an Adjustment. |
AdjustmentEdit | Adjustment Edited. |
AgingRan | Aging was run. |
AppointmentCompleteEdit | Completed appointment edited. |
AppointmentCreate | New appointment created. |
AppointmentEdit | Scheduled appointment edited, Broken, or deleted. |
AppointmentMove | Scheduled or completed appointments moved to new operatories or to the Unscheduled List. |
ApptConfirmStatusEdit | Appointment Confirmation Status edited. |
AuditTrail | Accessed the Audit Trail. |
AutoNoteQuickNoteEdit | Created Auto Notes and QuickPaste Notes. |
Backup | Accessed Backups. |
Billing | Accessed Billing. |
Blockouts | Blockout is added, edited, deleted, cut, copied, pasted, or cleared. |
CarrierCreate | Created Carriers. |
ChartModule | Accessed the Chart Module. |
ChooseDatabase | Accessed the Choose Database window. |
ClaimDelete | Deleted a claim. |
ClaimEdit | A claim is created, cancelled, or saved. |
ClaimProcClaimAttachedProvEdit | Edited providers on Claim Procedures that are attached to a claim. |
ClaimSend | Printed or sent an Insurance Claim. |
ClaimSentEdit | Edited claim that has already been sent. |
CommandQuery | Ran SQL commands (non-SELECT statements) on normal tables in the User Query window. |
CommlogEdit | Created or edited Commlog entries. |
CreditCardMove | Credit card is moved from one patient to another. Makes a log for both patients. |
DashboardWidget | |
DepositSlips | Edited DepositSlips. |
DiscountPlanAddDrop | Discount plan is added or dropped from a patient's account. |
DiscountPlanMerge | Discount plans are merged together. |
EHRMeasureEventEdit | Edited the date of an EHR measure event (action that affects an EHR numerator). |
EmailSend | Email Message Edit sent. |
EServicesSetup | Edited settings on the eServices Setup. The eConnector is only monitored when a user with this permission is logged on. Logs an entry in the Audit Trail when the eConnector is installed for the first time. |
FamAgingTruncate | Occurs when the family aging table is truncated. |
FamilyModule | Accessed the Family Module. |
FeeScheduleEdit | Edited fee schedules in the Fee Schedules window, Procedure Codes - Fee Schedule window, Fee Tools, and Edit Procedure Code window. |
GraphicalReportSetup | Setup or edited Graphic Reports. |
GraphicsEdit | Accessed and changed Graphics Preferences. |
GraphicsRemoteEdit | User changed graphical settings for another workstation. |
GroupNoteEditSigned | Signed Group Note edited. |
ImageDelete | Image deleted. |
ImageEdit | Document is created, moved, or edited. |
ImagesModule | Accessed the Imaging Module. |
InsCarrierCombine | Combine Carriers. |
InsPayCreate | Received a Claim, Finalize Insurance Payment, created a Batch Insurance Payment, or Accessed ERA window. |
InsPayEdit | Edited received procedures, finalized payments, and payment details on a batch insurance payment. |
InsPlanAddPat | Patient is added to an insurance plan. |
InsPlanChangeAssign | Changed the Assignment of Benefits setting on the Edit Insurance Plan window. Changed Insurance plans default to show assignment of benefits setting in Family Module Preferences. |
InsPlanChangeCarrierName | Changed insurance carrier name via the Edit Insurance Plan window. |
InsPlanChangeSubsc | Changed the subscriber on the Edit Insurance Plan window or use the Move Subscribers tool. |
InsPlanCreate | Insurance plan is created during import of an 834. |
InsPlanCreateSub | Insurance plan subscriber is created during import of an 834. |
InsPlanDropPat | Patient is dropped from an insurance plan during import of an 834. |
InsPlanEdit | Edited Insurance Plan information, Benefit Information, and Discount Plans. Logs an entry when insurance plan information is edited during import of an 834. Logs an entry when insurance is dropped. |
InsPlanEditSub | Insurance plan subscriber is edited during import of an 834. |
InsPlanMerge | Combine Insurance Plans |
LogFeeEdit | Fees edited. |
LogSubscriberEdit | |
MedicalInfoViewed | MedicalWindow is viewed. |
MedicationMerge | Accessed the Merge Medicationstool. |
MobileWeb | |
OrthoChartEditFull | Created, signed, or edited any Ortho Chart dated entry. |
PatAllergyListEdit | Allergies are added, changed or removed. |
PatientApptRestrict | Changed the setting of the Appointment scheduling is restricted checkbox. |
PatientBillingEdit | Changed a patient's billing type on the Edit Patient Information. |
PatientCreate | New patient is added. |
PatientDOBView | Viewed full patient birthdate in the Family Module, Select Patient window, and Edit Patient Information window. |
PatientEdit | Patient information is edited during import of an 834, when patient is moved to a different family, when a patient opts in or out of text messaging, or when patient information (patient name, status, address, or state) is changed and saved. See also ERAs . |
PatientFieldEdit | Patient Fields is edited. |
PatientMerge | Accessed the Merge Patients tool. |
PatientPortalLogin | |
PatientSSNView | Viewed full patient SSN number in the Family Module, Select Patient window, and Edit Patient Information window. |
PatMedicationListEdit | Medications are added, changed or removed. |
PatPlanCreate | Patient insurance plan is created. |
PatPriProvEdit | Changed a patient's primary provider on the Edit Patient Information window or via the Provider List. |
PatProblemListEdit | Problems are added, changed or removed. |
PaymentCreate | Entered Payment Allocation or created an Income Transfer. |
PaymentEdit | Edited patient payment. |
PayPlanEdit | Created, edited, closed, or deleted Payment Plan. |
PerioEdit | Perio exam is added, deleted, or copied. |
Printing | Patient information is printed. |
ProblemEdit | Added, edited, or deleted a problem in the Problem List. |
ProcCodeEdit | Added or edited procedure codes from Lists, Procedure Codes. |
ProcComplCreate | Appointments or individual procedures complete set complete. Set Appointment Complete. |
ProcCompleteEdit | Edited procedures with a status of complete (C), existing - other provider (EO), or existing - current provider (EC). |
ProcCompleteStatusEdit | Changed the status of a completed procedure or deleted the completed procedure. |
ProcDelete | Deleted non-completed procedures and edit attached Procedure Notes and Procedure Group Note. |
ProcEdit | Procedure is flagged as CPOE. |
ProcExistingEdit | Edited a procedure with a status of Existing Other (EO) or Existing Current (EC). |
ProcFeeEdit | Changes made to ProcedureCode fees. |
ProtectedLeaveAdjustmentEdit | A timecard adjustment marked as Protected Leave was created, edited, or deleted. |
ProviderMerge | Accessed the Merge Providers tool. |
RecallEdit | Created entry in Audit Trail when a recall type is created, edited, or deleted. Tracks when Undo tool is ran in Recall List. |
RefAttachAdd | Attached Referrals to patients. |
RefAttachDelete | Detached Referrals from patients. |
ReferralAdd | Added a referral to the main Referrals List. |
ReferralEdit | Edited or deleted a referral in the main Referral List. |
ReferralMerge | Accessed the Merge Referrals tool. |
RepeatChargeCreate | A Repeating Charge was created. |
RepeatChargeDelete | A Repeating Charge was deleted. |
RepeatChargeTool | Repeating Charges was run. |
RepeatChargeUpdate | A Repeating Charge was updated. |
ReplicationSetup | Accessed Replication setup. |
ReportDaily | |
ReportProdInc | |
Reports | Accessed Standard Reports. To grant or block access by individual report, see Report Setup: Security Permissions. |
RequiredFields | Information is not completed in a Required Field and the user clicks OK. |
RxCreate | Created prescriptions. |
RxEdit | Edited or deleted prescriptions. |
SalesTaxAdjEdit | Sales Tax Adjustment edited. |
Schedules | Provider and employee Schedules edited. |
SecurityAdmin | Changes made to security permissions. |
Setup | "Setup" Permission. |
SheetEdit |
|
SplitCreatePastLockDate | Added new Pay Splits for payments created before the Global Lock Date. Does not allow editing or deleting of existing payments. The sum of all splits must equal the payment amount. |
StatementPatNumMismatch | |
SupplementalBackup | |
TaskEdit | Edited Task description or delete tasks. Track task additions, edits, and deletions in the audit trail. |
TaskListCreate | Created a Task List. |
TaskNoteEdit | Edited or deleted task notes. |
TaskReminderPopup | |
TimeAdjustEdit | A time card adjustment was added, edited, or deleted. |
TimeCardDeleteEntry | Deleted a time card entry. |
TPModule | Accessed the Treatment Plan Module. |
TreatPlanDiscountEdit | Created or changed a procedure Discount in the Treatment Plan module or Procedure. |
TreatPlanEdit | Edited a saved Treatment Plan. |
TreatPlanPresenterEdit | Changed the presenter when Editing a Saved Treatment Plan. |
UserLogOnOff | Users log on, log off, clock in, clock out, or close Open Dental. |
UserQuery | Run and change variables in releasedUser Query. |
WebMailDelete | WebMail message deleted. |
WebMmailSend | WebMail. |
WebSchedRecallManualSend | WebSchedRecall sent manually. |