Dentrix Ideas

Audit Trail - Ledger Changes

The Audit Trail should track entries and changes to Ledger (payments & adjustments) by the staff member logged in who is  making the change WITHOUT using passwords!  For busy practices, requiring multiple security password entries  even within the same account is very problematic and time consuming.

  • Guest
  • Feb 20 2020
  • Future consideration
  • Feb 25, 2020

    Admin response

    Thank you for the recommendation, we will consider this for a potential future release.

    Currently without passwords setup, the program does not have record of which user is in the program making changes\modifications. passwords ensure the user who logged in, confirming the entry.

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  • Guest commented
    November 16, 2023 21:12

    The audit trail needs to also record, the logged in employee, who is making changes, adjustments or write-offs on an account. Right now, anyone can go into an account and make adjustments and it is not logged.