Significant Events Report Messages

The following messages are available on the Significant Events report:

System Level

837 Elec File Creation Search Filter Changed
Note: The 837 Elec File Creating Search Filter Changed significant event messages include changes made by users to filters on the 837 Electronic File Creation window > General, Advanced, and Practices tabs.
Appointment Lookup
SAP ® Crystal Reports ® Viewed
Document Management Batch Cancelled
Document Management Batch Created
Document Management Batch Name Changed
Document Management Batch Posted
Document Management Batch Unlocked
Document Management Image Recalled from Patient Portal, Image not Viewed
Document Management Image Recalled from Patient Portal, Image Viewed
Document Management Image Sent to Patient Portal, All Pages Viewed
Document Management Image Sent to Patient Portal, Expedited Preview
Document Management PAQ Item Accepted
Document Management PAQ Item Added
Document Management PAQ Item Reassigned
Document Management PAQ Item Rejected
EHR Report Exported
Emergency Access Person/Patient Lookup Criteria
Enterprise Credit Card Processing Settings Changed
Invalid Login Attempt - PIN
Invalid Login Attempt - Username/Password
Memorized Report Deleted
Multiple Station Logon Limit Exceeded
Multiple Station Logon Not Allowed
New User Added
New User Created
Page Imported
Page Moved
Page Scanned
Person Merge Lookup
Person/Patient Lookup Criteria
Reports Ran By User
Note: The Reports Ran By User significant event messages include all Filters and Columns selected by the user when a report is generated. For more information, see Track Columns and Filters selected on Reports.
Reverse Auto Adjust Process Lookup
Security Item Modified
Service Item Modified
Universal Preference: Allergy Interaction Level Display Default Changed
Universal Preference: Allergy Interaction Level Displayed Minimum
Universal Preference: Check Interaction Changed
Universal Preference: Interaction Level Display Default Changed
Universal Preference: Interaction Level Displayed Minimum Changed
User Preference: Check Interaction Changed
Valid Login
Valid Logout - Document Management
Valid Logout - EHR
Valid Logout - PM

Enterprise Level

Address Changed Via "Change of Address Update" Process
Client Defined 1 - 14
Demographics Updated by External MPI System
Duplicate Person Screen Bypassed
Enterprise Batch Grouping Completed
Enterprise Batch Grouping Created
Enterprise Batch Grouping Deleted
Exempt from Person Merge Status Changed
Insurance Data Change
Merge People
Page Deleted
Page Hidden
Person Maintenance Viewed
Person Supporting Role Viewed
PHI Field Modified
Note: The PHI Field Modified significant event records a variety of messages, depending on the specific field modified on the Patient Information window.
Practice Batch Added
Worklog Lookup Criteria

Practice Level

Account Accessed
Account Form Template Printed
Allergy Resolved
Appointment Accessed
Appointment Conflict Override
Appointment Letters Electronic
Appointment Letters Exported
Appointment Letters Printed
Appointment Tooltip Viewed
Appointment Waitlist Completed Successfully
Appointment Waitlist Created
Appointment Waitlist Deleted
Balance Control Accessed
Balance Control Change
Batch Account Collection Letters Electronic
Batch Account Collection Letters Exported
Batch Account Collection Letters Printed
Batch Encounter Collection Letters Electronic
Batch Encounter Collection Letters Exported
Batch Encounter Collection Letters Printed
Budget Letters Electronic
Budget Letters Exported
Budget Letters Printed
Budge Payment Posted
Budget Plan Disabled
Budget Plan Established
Budget Plan Terminated
Budget Print Date Reset
Budget Statement Printed
Budget Statements Reprinted
Charge Credit Date Updated
Charge Field Modified
Note: The Charge Field Modified significant event records a variety of messages, depending on the specific field modified on the Charge Posting window. Each message includes the encounter number and CPT4 code.
Charge Outsource Status Reset
Charge Outsourced
Charge UD1, UD2 Field Modified
Chart Accessed
Chart Accessed in EHR
Chart Closed
Chart Created
Chart Created in EHR
Chart Guarantor Changed
Chart Program Changed
Note: The Chart Program Changed significant event records a variety of messages, depending on the specific field modified on the Program Enrollment window.
Chart UD1 - UD8
Claim Created
Claim Deleted From Encounter
Claim suppressed due to payer master indicator
Claim Viewed
Copy of Archived Claim Printed
Credit Card Credit Processed
Credit Card on File Disabled
Credit Card on File Enabled
Credit Card Sale Processed
Credit Card Void Processed
CSC Candidate Claim Request Status Changed During CSC Process
CSC Claim Created
CSC Encounter Exempt Status Changed During Billing
CSC Encounter Responsible Attending Changed During CSC Process
Custom Dunning Message Changed
Demand Account Letter Electronic
Demand Account Letter Exported
Demand Account Letter Printed
Demand Encounter Letter Electronic
Demand Encounter Letter Exported
Demand Encounter Letter Printed
Diagnosis Resolved
Document Deleted
Document Exported
Eligibility Verification Issued
Eligibility Verification Response Received
Employer Insurance Changed
Encounter Accessed
Encounter Alternate Diagnosis Mapped
Encounter Bad Debt has reached $0 Balance
Encounter Bill Printed
Encounter Charge Alternate Diagnosis Mapped
Encounter Charge Deleted
Encounter Collection Agency Change
Encounter Deleted
Encounter Diagnosis Viewed
Encounter Field Modified
Note: The Encounter Field Modified significant event records a variety of messages, depending on the specific field modified on the Encounter Maintenance window. Each message includes the encounter number.
Encounter Guarantor Changed
Encounter Insurance Deleted
Encounter Insurance Re-Ordered
Encounter Locked
Encounter Lookup Criteria
Encounter Rate Adjustment Reversed
Encounter Rate SIM and Amount Removed
Encounter Status Change
Encounter Unlocked
Form Template Printed
Insurance Not Confirmed During AutoFlow
Invoice Charge Deleted
Invoices Printed
Label Template Printed
Medical Necessity Created
Medication Renewed
Medication Stop
Merge Accounts
Merge Charts
Merge Encounters
New Encounter Created
Outsource Charges Lookup Criteria
Page Annotated
Page Appended
Page Filed
Page Re-Filed
Page Viewed
Patient Allergy Deleted
Patient Data Sheet Printed
Patient Discount <Name of Discount> Created
Patient Discount <Name of Discount> Deleted (In Progress)
Patient Discount <Name of Discount> Edited
Patient Procedure Activity on a Locked Encounter
Patient Status Change
Pending Charges Lookup Criteria
Pending Rental Lookup Criteria
Privacy Notice Information Change
Real-time Adjudication Request Submitted
Recall Notification Sent To Home Address
Recall Notification Sent To Patient Portal and Home Address
Recall Notification Voice Reminder Sent
Recall Plan Added
Recall Plan Stopped
Recall Plan Updated
Recall Print Date Reset
Re-establish Budget Plan
Referral Request Issued
Referral Request Response Received
Relationship Deleted
Relationship Hidden
Reminder Print Date Reset
Reviewed Document Signed
Started For The First Time
Statement Counter Rest
Statement Print Date Reset
Statements Electronic
Statements Exported
Statements Printed
Statements Reprinted
System Generated Report Run
Task Field Modified
Note: The Task Field Modified significant event records a variety of messages, depending on the specific field modified on the Edit Task window.
Transaction Entry Accessed
Transaction Reversal
Note: The Transaction Reversal significant event records separate messages for adjustments, payments and refunds. Each message includes the encounter number and amount.
Unposted Transaction Deleted
Unposted Transaction Modified
Note: The Unposted Transaction Modified significant event records a variety of messages, depending on the specific field modified on the Payment Entry window.
Un-Reviewed Document Signed
User Access Application Permission
User Created To-Do
User Deactivated
User Removed from Group
User Restored

Significant Events Report Messages

The following messages are available on the Significant Events report:

System Level

837 Elec File Creation Search Filter Changed
Note: The 837 Elec File Creating Search Filter Changed significant event messages include changes made by users to filters on the 837 Electronic File Creation window > General, Advanced, and Practices tabs.
Appointment Lookup
SAP ® Crystal Reports ® Viewed
Document Management Batch Cancelled
Document Management Batch Created
Document Management Batch Name Changed
Document Management Batch Posted
Document Management Batch Unlocked
Document Management Image Recalled from Patient Portal, Image not Viewed
Document Management Image Recalled from Patient Portal, Image Viewed
Document Management Image Sent to Patient Portal, All Pages Viewed
Document Management Image Sent to Patient Portal, Expedited Preview
Document Management PAQ Item Accepted
Document Management PAQ Item Added
Document Management PAQ Item Reassigned
Document Management PAQ Item Rejected
EHR Report Exported
Emergency Access Person/Patient Lookup Criteria
Enterprise Credit Card Processing Settings Changed
Invalid Login Attempt - PIN
Invalid Login Attempt - Username/Password
Memorized Report Deleted
Multiple Station Logon Limit Exceeded
Multiple Station Logon Not Allowed
New User Added
New User Created
Page Imported
Page Moved
Page Scanned
Person Merge Lookup
Person/Patient Lookup Criteria
Reports Ran By User
Note: The Reports Ran By User significant event messages include all Filters and Columns selected by the user when a report is generated. For more information, see Track Columns and Filters selected on Reports.
Reverse Auto Adjust Process Lookup
Security Item Modified
Service Item Modified
Universal Preference: Allergy Interaction Level Display Default Changed
Universal Preference: Allergy Interaction Level Displayed Minimum
Universal Preference: Check Interaction Changed
Universal Preference: Interaction Level Display Default Changed
Universal Preference: Interaction Level Displayed Minimum Changed
User Preference: Check Interaction Changed
Valid Login
Valid Logout - Document Management
Valid Logout - EHR
Valid Logout - PM

Enterprise Level

Address Changed Via "Change of Address Update" Process
Client Defined 1 - 14
Demographics Updated by External MPI System
Duplicate Person Screen Bypassed
Enterprise Batch Grouping Completed
Enterprise Batch Grouping Created
Enterprise Batch Grouping Deleted
Exempt from Person Merge Status Changed
Insurance Data Change
Merge People
Page Deleted
Page Hidden
Person Maintenance Viewed
Person Supporting Role Viewed
PHI Field Modified
Note: The PHI Field Modified significant event records a variety of messages, depending on the specific field modified on the Patient Information window.
Practice Batch Added
Worklog Lookup Criteria

Practice Level

Account Accessed
Account Form Template Printed
Allergy Resolved
Appointment Accessed
Appointment Conflict Override
Appointment Letters Electronic
Appointment Letters Exported
Appointment Letters Printed
Appointment Tooltip Viewed
Appointment Waitlist Completed Successfully
Appointment Waitlist Created
Appointment Waitlist Deleted
Balance Control Accessed
Balance Control Change
Batch Account Collection Letters Electronic
Batch Account Collection Letters Exported
Batch Account Collection Letters Printed
Batch Encounter Collection Letters Electronic
Batch Encounter Collection Letters Exported
Batch Encounter Collection Letters Printed
Budget Letters Electronic
Budget Letters Exported
Budget Letters Printed
Budge Payment Posted
Budget Plan Disabled
Budget Plan Established
Budget Plan Terminated
Budget Print Date Reset
Budget Statement Printed
Budget Statements Reprinted
Charge Credit Date Updated
Charge Field Modified
Note: The Charge Field Modified significant event records a variety of messages, depending on the specific field modified on the Charge Posting window. Each message includes the encounter number and CPT4 code.
Charge Outsource Status Reset
Charge Outsourced
Charge UD1, UD2 Field Modified
Chart Accessed
Chart Accessed in EHR
Chart Closed
Chart Created
Chart Created in EHR
Chart Guarantor Changed
Chart Program Changed
Note: The Chart Program Changed significant event records a variety of messages, depending on the specific field modified on the Program Enrollment window.
Chart UD1 - UD8
Claim Created
Claim Deleted From Encounter
Claim suppressed due to payer master indicator
Claim Viewed
Copy of Archived Claim Printed
Credit Card Credit Processed
Credit Card on File Disabled
Credit Card on File Enabled
Credit Card Sale Processed
Credit Card Void Processed
CSC Candidate Claim Request Status Changed During CSC Process
CSC Claim Created
CSC Encounter Exempt Status Changed During Billing
CSC Encounter Responsible Attending Changed During CSC Process
Custom Dunning Message Changed
Demand Account Letter Electronic
Demand Account Letter Exported
Demand Account Letter Printed
Demand Encounter Letter Electronic
Demand Encounter Letter Exported
Demand Encounter Letter Printed
Diagnosis Resolved
Document Deleted
Document Exported
Eligibility Verification Issued
Eligibility Verification Response Received
Employer Insurance Changed
Encounter Accessed
Encounter Alternate Diagnosis Mapped
Encounter Bad Debt has reached $0 Balance
Encounter Bill Printed
Encounter Charge Alternate Diagnosis Mapped
Encounter Charge Deleted
Encounter Collection Agency Change
Encounter Deleted
Encounter Diagnosis Viewed
Encounter Field Modified
Note: The Encounter Field Modified significant event records a variety of messages, depending on the specific field modified on the Encounter Maintenance window. Each message includes the encounter number.
Encounter Guarantor Changed
Encounter Insurance Deleted
Encounter Insurance Re-Ordered
Encounter Locked
Encounter Lookup Criteria
Encounter Rate Adjustment Reversed
Encounter Rate SIM and Amount Removed
Encounter Status Change
Encounter Unlocked
Form Template Printed
Insurance Not Confirmed During AutoFlow
Invoice Charge Deleted
Invoices Printed
Label Template Printed
Medical Necessity Created
Medication Renewed
Medication Stop
Merge Accounts
Merge Charts
Merge Encounters
New Encounter Created
Outsource Charges Lookup Criteria
Page Annotated
Page Appended
Page Filed
Page Re-Filed
Page Viewed
Patient Allergy Deleted
Patient Data Sheet Printed
Patient Discount <Name of Discount> Created
Patient Discount <Name of Discount> Deleted (In Progress)
Patient Discount <Name of Discount> Edited
Patient Procedure Activity on a Locked Encounter
Patient Status Change
Pending Charges Lookup Criteria
Pending Rental Lookup Criteria
Privacy Notice Information Change
Real-time Adjudication Request Submitted
Recall Notification Sent To Home Address
Recall Notification Sent To Patient Portal and Home Address
Recall Notification Voice Reminder Sent
Recall Plan Added
Recall Plan Stopped
Recall Plan Updated
Recall Print Date Reset
Re-establish Budget Plan
Referral Request Issued
Referral Request Response Received
Relationship Deleted
Relationship Hidden
Reminder Print Date Reset
Reviewed Document Signed
Started For The First Time
Statement Counter Rest
Statement Print Date Reset
Statements Electronic
Statements Exported
Statements Printed
Statements Reprinted
System Generated Report Run
Task Field Modified
Note: The Task Field Modified significant event records a variety of messages, depending on the specific field modified on the Edit Task window.
Transaction Entry Accessed
Transaction Reversal
Note: The Transaction Reversal significant event records separate messages for adjustments, payments and refunds. Each message includes the encounter number and amount.
Unposted Transaction Deleted
Unposted Transaction Modified
Note: The Unposted Transaction Modified significant event records a variety of messages, depending on the specific field modified on the Payment Entry window.
Un-Reviewed Document Signed
User Access Application Permission
User Created To-Do
User Deactivated
User Removed from Group
User Restored

Significant Events Report Messages

System Level

Enterprise Level

Practice Level

Recommendations

Track Columns and Filters selected on Reports

Significant Events Report Columns

Significant Events Report

System Level Significant Events Reference List

Creating and Generating Reports for Significant Events

Practice Level Significant Events Reference List

Significant Events Report Messages

System Level

Enterprise Level

Practice Level

Track Columns and Filters selected on Reports

Significant Events Report Columns

Significant Events Report

System Level Significant Events Reference List

Creating and Generating Reports for Significant Events

Practice Level Significant Events Reference List