Audit Trail

The audit trail is a log of actions taken by users.

In the Main Menu, click Tools, Audit Trail.

For the audit trail to contain complete information, you must set up user profiles for all staff that access Open Dental and assign security permissions to user groups. See User Edit and User Group.

Filtering Options

Click Print to print the audit trail to the default printer.

Only users with the Audit Trail permission can view the main audit trail. There are also several smaller audit trails that don't require the permission:

Audit trail entries are never changed within Open Dental and should never be changed outside of Open Dental.

If using a Report Server, the Audit Trail can be set to run on the report server rather than the local machine. See Audit Trail uses Reporting Server in Miscellaneous Setup.

Actions are listed by date/time, with the most recent change at the end of the list. Some actions may result in two log entries, one with details, and one with the last date edited. If a patient is selected when the audit trail is opened, only log actions related to the patient are shown by default.

The following actions are always tracked:

The following appointment-related actions are not tracked:

Open Dental checks to verify the integrity of the audit trail data.