Spotlight: History Tracking

March 2021    Tags:

When was the last time you reviewed the fields set up for history tracking in PracticeMaster? History tracking is an optional feature that can be used to maintain a detailed audit trail of all additions and changes to specific fields in a file.

When history tracking is turned on, you can access the Record History window for a particular record one of three ways:

  • From the Edit menu, point to Action and select Display History.
  • From the Quick Clicks pane, expand the Take Action group and select Display History.
  • From the right-click menu, point to Action and select Display History.

The Record History window shows a list of all changes to the record and can be resized as needed. You can sort records in Field or Date Order, select changes for a specific user, and select changes for a specific field.

Double-click a line item to open the View Field History window. This window shows both the Old Value and the New Value of the field.

Perhaps not all pertinent PracticeMaster fields have been configured for history tracking. You can determine which fields have been set up to track history by printing a File Definition report. From this list, you can identify which fields should be changed. Once you have a list of fields for which you want history to be tracked, you can make the desired changes in File Maintenance.

To print a File Definition report

  1. From the Reports menu, select File Definition Report.
  2. Select the desired file and click OK.

To enable history tracking on a field

  1. From the Maintenance menu, select File Maintenance.
  2. Select the file you want to review, such as Client, and click OK.
  3. From the Field tab, select the Field ID for which you want to enable history tracking.
  4. Select the Track History check box.
  5. Repeat steps 3 and 4 for each field for which you want to track history.
  6. Click Done and select Yes to save changes.
  7. Close File Maintenance.

For more information on history tracking, including history file size, things to keep in mind when enabling this feature, and fields for which history tracking cannot be enabled, press F1 from any PracticeMaster window, and on the Index tab enter the keywords “history tracking”.

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