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Revision History report - Define tab

Path: Reports>Security Management>Revision History

Prerequisite: To access this report, you need to have the appropriate privilege granted by the Netsmart Homecare administrator. Also, ensure that the Netsmart Homecare Reporting Core Components is installed.

Use the Define tab to specify what information to include in the report and the conditions for generating the report.

Field Description

Date Range

Specify the date range for the report.By default, the dates are set to the last 30 days.

Patients

Specify which patients to view in the report: all or individual patients.

For the All Patients mode, you can include changes made for the deleted patient records by selecting the Include Deleted Patients check box. The check box is not available if you use consolidation.

Actions

Specify which actions to view: Create, Update, or Delete. To include all actions, select the All check box. For details about what each action means, see Revision History Log Panel.

View

Specify which areas in the application (where the changes occurred) you want to view in the report. These areas contain the windows or places as listed in the revision history log.

All

  • Patient General – Changes made to the general information in Patient>General.
  • Patient Clinical – Changes made to the clinical information in Patient>Clinical.
  • Services – Changes made to services in the TimeLog window and the Schedule component.
  • Orders – Changes made to orders.
  • Resources – Changes made in the Resources module.
  • Administration – Changes made in the Administration module.

Operators

Select the check boxes next to the operators whose activity you want to view. You can type the needed operator's name in the Search Name field to find the operator quickly.

To include the changes automatically done by the application, select the Show System Modifications check box.

Options

To include data from different Business Units to which you have access, select the Multiple Business Unit Consolidation check box. You can consolidate data across different levels: for each selected level, define the values to include. The levels are listed from the most general to the most specific. When this check box is selected, you cannot view data for individual patients, only for all patients. For details about consolidation, see Revision History report – Consolidation tab.

 

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