Run the Report

Go to Reports > Assessment > 30.01 Assessment Audit, and then complete the fields needed for your search:

• Log Date After / Before: Enter the date range when the visit may have been created, changed, locked, or unlocked.
• Chart#: Enter the six-digit patient chart number. Separate multiple chart numbers with commas, or leave the field blank to include all patients.
  • It's recommended to run one chart at time to avoid system time outs.
• Employee#: Enter the four-digit employee number of the person who may have completed the action. Leave the field blank to include all employees and office staff.
• Notenum (Advanced): Enter the system-generated ID assigned to the visit. This is helpful when searching a wide date range for one specific visit. The Notenum appears on the report and may also be provided by Barnestorm Support.
• Action: Select an action, such as created, completed, locked, or unlocked. Leave the field blank to include all actions.
• CurrentStatus: Select a current visit status, such as incomplete, unlocked, locked, or locked+charges. Leave the field blank to include all statuses.

Note: CurrentStatus shows the visit's status when the report is run. It does not show a previous status.

Read the Report

Use the following columns to review the visit history:

• LogID: The identification number assigned to the audit entry.
• LogTime: The date and time the action was completed.
• Action: The action completed on the visit. For example, Created indicates the visit was started, while Saved indicates information was entered or updated. Locked&Charged is done by an office staff. 
• ActionBy: The employee number of the user who was logged into Barnestorm and completed the action.
• Employee: The name of the visiting staff.
• VxDate: The date of the visit.
• LogMachine: The computer name used to complete the action.
• Chartnum: The chart number connected to the visit.
• PatName: The patient connected to the visit.
• Current Status: The visit's status when the report was run.