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Management Report - User Activity

The User Activity Report can be used to track changes made by your MacPractice users to your office's schedule, ledger, and orders.

This report can be filtered by Users, or User Transaction Types. By configuring these, you can narrow down the results to specific users or specific types of transactions, listed further in the article. Once you've done this and set a date range you want to review, click the "Apply" button to generate results.

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The User Activity Report is organized by all User Transaction Types, alphabetically. 

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Each Transaction Type has a header that contains each username, and a total column indicating how many transaction records exist for the date range provided. You can then expand by clicking the drop down triangle to the left of the user name to review details on each transaction in that section.

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The available User Transaction Types that this report tracks includes:

  • Adjustments - Negative: This category tracks all negative adjustments created by the user, and which procedures they have been applied to, if any. 
  • Adjustments - Positive: This category tracks all negative adjustments created by the user, and which procedures they have been applied to, if any. 
  • Appointments Scheduled: This category tracks all created Appointments by the user, and relevant information regarding the created appointment.
  • Appointments Updated: This category tracks all updated Appointments by the user, and relevant information regarding the updated appointment.
  • Claims Created: This category tracks all claims created by the user, the current claim status, and the procedures contained in those claims.
  • Claims Corrected: This category tracks any claims that have been marked as "As Corrected" in the eClaims details, and details regarding those claims and procedure codes.
  • Claims Paid-Closed: This category tracks any claims that are currently are set as "Paid-Closed", as well as additional details and procedures contained in those claims. It is important to note that this report pulls the first time the claim was updated in the date range set.
  • Charges Posted: This category tracks how many charges were posted by the user, and provides the total fee amount for those charges. You can expand further to see each procedure code added.
  • Charges Updated: This category tracks how many charges were updated by the user. It provides the date updated, as well as details regarding the associated procedure codes and fees.
  • New Patients Created: This category tracks all patients created by the user, and includes their patient number, birthdate, gender, the office/provider they're assigned to, and the date the patient was created. 
  • Orders Created: This category tracks all orders created by the user. It includes details regarding the order type and subject, as well as the created date and time of the order.
  • Orders Updated:  This category tracks all orders updated by the user. It includes details regarding the order type and subject, as well as the updated date and time of the order. It is important to note that this report pulls the first time the order was updated in the date range set.
  • Orders Closed: This category tracks all orders closed by the user. It includes details regarding the order type and subject, as well as the closed date and time of the order.
  • Payments Posted - Insurance: This category tracks all insurance payments posted by the user, and will include details regarding that payment. It is important to note that the Applied Date captures the first time the payment was applied in the set date range.
  • Payments Posted - Patient: This category tracks all patient payments posted by the user, and will include details regarding that payment. It is important to note that the Applied Date captures the first time the payment was applied in the set date range.
  • Refunds-Reversals: This category tracks all refunds and reversals issued to payments, and includes details on the connected payment date and the patient information. 
  • Statements Printed-Sent: This category tracks any statements that have been generated by the user. It includes the patient that the statement was intended for, the statement form used.
  • Write Offs Posted: This category tracks any write offs that have been posted by the user. It includes the associated patient, the insurance carrier, the amount of the write off, as well as the procedure and posted dates.

 

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