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For each patient visit, discover who checked a patient in or out, and when those actions occurred.

Patient Check In/Out Audit Dashboard

Review task level information over time by status, assignee, and patient.

Task List Status Audit Dashboard

Review all changes that occurred across prescriptions by user, provider, and patient.

Prescriptions Change Log Dashboard

Learn more about voided invoice line items, including the user who voided, when, and the product label for the line item.

Voided Invoice Line Items Dashboard

Controlled Substance Report

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Melissa Duarte

Audit trails, change logs, voided items, and controlled substance reporting.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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