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The Audit Trail screen displays a searchable, date-filtered table of billing change history for your organization at route /pm/audit.

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Overview

The page defaults to the last 30 days. Users select a From and To date via date inputs; the useAuditTrailList hook re-fetches on filter change, scoped to currentOrganization.id. Each row shows the event timestamp, action verb (insert/update/delete), the entity type (Claim, Charge, Payment, or raw table name), a truncated Record ID, and a truncated User ID. If no events exist in the selected range, an empty state is shown. Access is gated by pm.audit.view; if lacking that permission a destructive alert is shown instead of the table.

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Who it’s for

Requires permission pm.audit.view (checked via useHasPermission; if absent, an access-denied alert is rendered instead of the table).

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Before you start

  • You need the pm.audit.view permission.
  • The date range defaults to the last 30 days; adjust as needed for compliance reviews or investigations.

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Steps

1

Navigate to Audit Trail

Go to /pm/audit. The table loads with a default 30-day window.
2

Set date range

Use the From and To date inputs to scope the results. The table refreshes automatically when dates change.
3

Review the event table

Each row shows: Timestamp, Action, Entity (Claim / Charge / Payment), truncated Record ID, and truncated User ID (changed_by).

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Key concepts

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Creating an audit response

The New Audit Response wizard guides authorized users through the structured process of creating an audit response case. Route: /pm/audit-response/new. Requires permission pm.audit.view (PM_PERMISSIONS.AUDIT_VIEW). The page wraps AuditResponseWizard in a full-screen shell. On completion, the wizard navigates to /pm/audit-trail. On exit without completion, it navigates back. The breadcrumb label is set to “New Audit Response” via useBreadcrumbLabel. Before you start: gather relevant case documentation before starting the wizard; the wizard form may not auto-save mid-session.
1

Launch the wizard

Navigate to Practice Management → Audit → New Audit Response, or go directly to /pm/audit-response/new.
2

Complete wizard steps

Follow the on-screen steps presented by the audit response wizard. Exact step titles are defined in AuditResponseWizard.
3

Submit the response

On the final review step, confirm all entries and submit. You will be redirected to /pm/audit-trail on success.
4

Exit without saving

Use the Exit control at any point to cancel; you will be returned to the previous page without saving.

Practice Management

Practice Management core overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/pm.tsx
  • src/cores/pm/pages/AuditTrailPage.tsx
  • src/cores/pm/hooks/useAuditTrailList.ts
  • src/cores/pm/pages/AuditResponseWizardPage.tsx
  • src/cores/pm/components/wizards/audit-response/AuditResponseWizard.tsx