PracticeMaster Q&A: Enable History Tracking

October 2019    Tags:

The Work Description on one of our clients keeps getting changed. Is there a way to track down who is making these changes?

The History Tracking feature in PracticeMaster tracks changes to records. To view the history of the record, select Display History from the Take Action group of the Quick Clicks pane. Tracked history includes the date and time, user name, field name, old value, and new value. If no history is available, or no history is shown for a specific field, then History Tracking may not be enabled at the program level, or the field level.

To enable History Tracking in PracticeMaster

  1. From the Utilities menu, select Customization.
  2. On the Main tab, in the History Tracking section, select Enable History Tracking.
  3. Optionally select Limit History file size and enter a desired maximum size.
  4. Click OK.

To enable History Tracking on the Work Description field

  1. From the Maintenance menu, select File Maintenance.
  2. Under System Files, select Client and click OK.
    1. From the Field tab, in the Field IDs column, select Desc.
    2. Select the Track History check box
    3. Click Done.
  3. Close File Maintenance.

Note: You will only be able to display history for changes made after History Tracking has been enabled. This feature is only available in PracticeMaster.

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