History Praxis Desk

The change history logs the activity on a record: created and edited entries, each with a timestamp and the responsible person.

Prerequisites

• You are logged in with the Kundenakte anzeigen permission (in Praxis modules: Patientenakte anzeigen).

Opening the history

You can open the change history in two ways:

From the patient record:

1. Open the record you want in the patient list.
2. Open the action menu in the top right (the small dropdown button next to Select room).
3. Select Show change history.

Directly from the patient list:

1. Hover over a row in the patient list.
2. Click the row's action menu.
3. Select Show change history.

Fig. 1The patient list's row menu offers two different history views: Show change history (edits and new entries) and Show patient history (invoices and appointments).

Note: The patient list's row menu also offers Show patient history. That's a different view — it shows invoices and appointments with amount and status, not edits to the record.

What gets logged?

The change history shows a chronological list (newest first), grouped by date. It includes, among other things:

• Edits to the record, e.g. "Maria Pichler wurde bearbeitet."
• Newly created entries from the record, e.g. note, anamnesis, appointment, or invoice, each with a link to that entry
• Field-level changes to the customer master data with the old and new value (e.g. name, address, contact details)
• Linked values such as general practitioner, insurance, or default practitioner — shown by name, not by internal ID
• Creation date and the person who created the record
• User and timestamp for every activity
• Merges (merge events)

Use the Search field and the Type filter to narrow down the list.

Fig. 2The change history shows edits and newly created entries together, grouped by date.

Viewing change details

Some entries have an expandable area labeled Changes. Click it to expand the detail view. You will then see the old and new value for each field. If a field was empty before the change, it is shown as empty.