Juvonno records activity throughout the system, including when users access patient information and when information is created, edited, or changed.
The available history and access logs can help you identify:
- Who accessed or changed information
- When the activity occurred
- What was changed
- Where the activity originated, when an IP address is available
- The previous and new values for certain changes
The information that is recorded varies depending on the area of Juvonno.
Where to Find Activity and Change History
Use the table below to quickly find the type of activity or change you're looking for.
| If you want to see... | Go to.... |
| Who logged in or out | Reports > Statistics > Login History |
| Who accessed a patient's chart | Reports > Patient Access History |
| Changes to the Patient Profile - General tab for multiple patients | Reports > Patient Change History |
| Changes within a patient's profile | Patient Profile > History |
| Who accessed a Patient Profile | Patient Profile > History > Access Log |
| Previous versions of a chart | Patient Profile > Charts > specific chart |
| Changes to a Staff Profile | Staff Profile > History |
| History for an invoice | Accounting > Invoice Search > Invoice > History Log |
| Changes to a Product or Service | Settings > Products & Services > Product/Service > History |
| Changes to a Third-Party Company | Settings > Companies & Contacts > Third Party Companies > Company > History |
Understanding History Details
When viewing a history or change log, you may see some or all of the following information:
- Date: The date and time the activity or change occurred.
- Name: The event, field, or area that was accessed or changed.
- Old Value: The value before the change was made.
- New Value: The value after the change was made.
- Modified By: The Staff Profile that made the change.
- Accessed By: The Staff Profile that accessed the information.
- Location / IP: The IP address of the computer used to access the information.
The fields displayed depend on the type of history or activity being viewed.
Accounting
Invoice Search
To view the History Log of an invoice:
- Go to Accounting
- Select Invoice Search
- Find the appropriate invoice
- Click the menu next to the invoice
- Select History Log
For applicable events and changes, you can see:
- The date, time and who performed the action
- The event or field that was updated
- Old Value: The value before the change
New Value: The value after the change
Reports
The following reports provide detailed information about system and patient activity.
Login History
- Go to Reports
- Under Statistics, select Login History
- Enter your parameters
- Click Create
Patient Access History
The Patient Access History report shows who accessed a patient's chart, when the chart was accessed, and the IP address associated with the access.
To view the Patient Access History report:
- Go to Reports
- Under Statistics, select Patient Access History
- Enter your search parameters
- Click Create
Patient Change History
The Patient Change History report shows changes made to the Patient Profile - General section, including who made the change and when.
To view the Patient Change History report:
- Go to Reports
- Under Statistics, select Patient Change History
- Enter your search parameters
- Click Create
Patient Profile
History
The History section provides details about changes made in areas such as billing, appointments, and invoices.
Detailed Billing
Appointments
For applicable events and changes, you can see:
- Date: The date and time the action occurred
- Name: The event or field that was updated
- Old Value: The value before the change
- New Value: The value after the change
- Modified By: The user who made the change
Invoices
Changes
The Changes section provides information about changes made within the Patient Profile - General section.
Access Log
The Access Log shows when a Patient Profile was accessed and by whom.
The Access Log includes:
- Date: The date and time the Patient Profile was accessed
- Accessed By: The Staff Profile that accessed the Patient Profile
Location / IP: The IP address of the computer used to access the Patient Profile
| 💡Tip: Click Export Log to export the Access Log as a spreadsheet |
Charts
Juvonno tracks information about the creation and editing of patient charts.
For each chart, you can see:
- Who created the chart
- When the chart was created
Chart Versions
When a chart is edited, including when someone opens and saves a chart, Juvonno creates a new version.
Each version records:
- The author
- The date the version was created
- The time the version was created
This allows you to review the different versions of a chart over time.
Staff Profile
For tracked changes, you can see:
- Date: The date and time of the change
- Name: The field/location that was changed
- Old Value: The previous value
- New Value: The value the field was changed to
- Modified By: The user who made the change
Products & Services
Changes to individual products and services can be viewed from their History.
To view the history for a product or service:
- Go to Settings
- Under Products & Services, select Products & Services
- Open the relevant product or service
- Select History
Third Party Companies
Changes to individual third-party companies can be viewed from their History.
To view the history for a third-party company:
- Go to Settings
- Under Companies & Contacts, select Third Party Companies
- Open the relevant Third Party Company
Select History
Things to Know
- The information tracked varies depending on the area of Juvonno
- Not every change made in Juvonno is recorded in a history or access log
- Some activity is available through Reports, while other activity is available directly within the relevant profile or record
- Where available, history records can help identify the user, date, time, and details associated with an activity or change.