View By Projects

The View by Projects option in the Audit Management menu provides a project-centric view of audit data by grouping audit information based on individual projects. It enables users to track the status of audits associated with each project.

To view the audits for a specific project, follow these steps:

• Navigate to Audit Audit Management. By default, the View by Projects screen is displayed.

  

• Under the Actions menu on the View by Projects screen, you can perform the following actions:
  • Show/Hide – Customize the grid view by showing or hiding specific columns in the list.
  • Run Report– Generate and download the displayed project data for reporting or offline use.
• Click the name of an individual audit project to view its Project Details, including the status of each audit and the associated Dates of Service (DOS).

• The Actions menu on the Project Details screen provides tools to manage audits efficiently, including bulk actions, workflow updates, collaboration, and reporting. To perform these actions, refer to the View by Audits article and follow the instructions in the Actions section.

  

• You can also click on the desired auditee to view the DOS details.
• It displays detailed information for each individual DOS, including Patient ID, Patient Name, Date of Service, Status, Audit Trail, QA Trail, and any associated comments.
• Under the Actions menu on the Auditee Details page, you can perform the following actions:
  • Show/Hide – Customize the grid view by showing or hiding specific columns in the list.
  • Delete DOS – Remove selected Dates of Service (DOS) from the auditee list.

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