• Define what records this Auditor will have access to by going to Dashboard -> Clinical -> Audits

Auditor 2

  • Search the name of the client in the search box to add him for the Audit and Hit enter. We chose Hannah Doe.

Auditor 3

  • And click on the green" Add Auditable Record " button to add a new client to the Audits.

Auditor 4

  • Define dates during which the records will be viewable by the auditor as well as the programs for which the records can be viewed.
  • Choose the date range the Auditor Can See Encounters with DOS.
  • Choose the program the Auditor Can See Client Encounters For.
  • Also choose the payor information the auditor can see the information for. ________________________________________________________________________________________________________________________________________________________