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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

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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

TermMeaning in code
actionThe database operation: insert, update, or delete
table_nameSource table; displayed as Claim, Charge, or Payment for known tables
record_idUUID of the affected record (truncated to 8 chars in UI)
changed_byUUID of the user who made the change (truncated to 8 chars in UI)
changed_atTimestamp of the change event

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