Write-off Audit Trail Reports

An audit trail listing of all write-off transactions for a given period. This includes 'claim error write-offs' as well as 'bad debt write-offs'. Transaction types include write-offs and write-off reversals.

Before you begin

  • Write-off Audit Trail Summary report - provides a summarised list of all write-off transactions for a specified date range. Transaction types include claim write-offs, bad-debt write-offs, and write-off reversals. Additionally you can view an audit trail of where a user has created/modified transactions.
  • Write-off Audit Trail Detail Report - provides a detailed listing of all write-off transactions for a specified date range. Transaction types include claim write-offs, bad-debt write-offs, and write-off reversals. Additionally you can view an audit trail of where a user has created/modified transactions.

Procedure

  1. Either:
    • Click
    • Press Ctrl + P
    • Select Reports > Print
  2. In the Print Report window, select Write-off Audit Trail (Detail or Summary) Report from the list of reports and click Next.

  3. In the Print Write-off Audit Trail Report window, the criteria window for the selected report will appear. In the following example the Write-off Audit Trail Detail Report criteria is displayed. The other write-off audit trail reports offer similar options.

  4. Enter a date range.
  5. Indicate other options as desired.
  6. Indicate which practitioners you want to print data for.
  7. Click Next when you are ready to proceed.

Results