Auditing a case
The case audit provides a list of the actions performed on a case, such as case and referral creation, viewing, change of status of the case or a referral, provider search, an so on. Each action in the list includes the date and time it happened, details when applicable, the referring provider, and the user ID of the person who carried out the activity.
- If you haven't already, from 4Next standalone:
- Click Cases Sent on the main menu.
- Click the patient name to select a case.
- If you haven't already, from DHeCare (Epic Hyperspace):
- Log in to the Case Management or Care Coordinator module.
- From the patient encounter, click the 4Next tab.
- Click to display the case management view.
Running & viewing an audit report
- Click ⋮ in the case type section in the upper right, and then click the
Audit Trail option. -
Long lists are divided into pages. The page navigator includes a drop-down list of items per page
, the current page number, the total number of pages, and the previous 
and next 
page buttons.-
To change the number of items per page, click to select from the Items per page drop-down list (bottom right).
-
To display the next page, click
. To display the previous page, click . (Scroll up a bit if the page navigation buttons are covered by another button.)
-
- By default, the list is sorted by date and time, most recent first. To sort by a different parameter, click a column heading. To reverse the sort order, click the column heading again.
- To filter for specific actions, type all or part of the name of the action in the Enter Action Name field, and then press ENTER. For example:
- Type referral to limit the list to actions related to referrals for the case.
- Type status to limit the list to status changes.
- Type case created to limit the list to the case creation action.
- Only one filter is allowed; if you enter a different action, it replaces any you had before.
- To clear the filter, click
on the item in the search criteria.
Returning to the patient's case management view
Click .
See also
- Managing a case - working with needs & referrals; managing case ownership & co-owners; canceling & re-opening the case, auditing activity on the case; printing a cover page for faxing an attachment.
- Working with the Case Detail - viewing & adding patient information, adding documentation comments, viewing & printing documents, and adding document attachments.
- Viewing and printing the Case Summary - viewing the current status for all referrals; viewing the reason for any denial; printing the case summary
- Sending a message to multiple providers - viewing all messages sent and received; viewing messages for one provider; sending a message to one or more providers at the same time
↵
 |