Audit Diary Navigation

Why This Matters?

• Start on the  Audit Diary screen.

• • For navigation, see Diary Screen Navigation.

• Click on the Diary Types drop-down menu.

• Select the Audit Diary.

Sections

• Audit Diary Section
• Filter Options 

 Audit Diary Screen

• • Diaries: All diaries available for auditing will be under the diaries drop-down list.
  • Debtor Search: Quickly locates debtors or patients without manual scrolling, saving time for large practices.
  • Add: The Add button adds all remaining available Diaries to your filter selection. Your system disables the Add button automatically once all available diaries appear under filter options.

Filter Options

• • From: The specific date from which the user would like to start the auditing process.
  • To: The specific date that the user would like the auditing process to end.
  • Invoiced: The current billing status of a booking. 
  • Advance Search: Allows you to filter by specific conditions or search parameters.
  • Diary Name: The diary linked to a treating Practitioner, which has been selected for an audit.
  • Booking Statuses: Group the bookings by the current point at which the booking is running, for example, Booked, Arrived, Ready, etc. 
  • Booking Types: Group the bookings by the category of the booking, for example, Consultation, Walk-in, Emergency, etc. 
  • Multiselect Mode: Enables selecting multiple items at once across the filter categories.

💡Please Note: The available tick options and choices displayed under each filter column depend on the specific configuration and setup of your practice.