Define what records this Auditor will have access to by going to Dashboard -> Clinical -> Audits
Search the name of the client in the search box to add him for the Audit and Hit enter. We chose Hannah Doe.
And click on the green" Add Auditable Record " button to add a new client to the Audits.
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.