Overview
The 6320 report will show which clients a given staff had accessed over a time frame. This report may be used support HIPAA compliance.
Assign Permission
You will first need to assign permission for this report by editing the applicable roles. If you are not familiar with editing staff roles, please review this support article: Change Permissions (Edit a Role).
Run Report
- Go to Reports Module.
- In the Search box at the top, enter 6320.
- This will narrow your report results.
- Click Staff Access Report.
- This will open a search window.
- This will open a search window.
- Date Range: Enter a date range.
- No more than 90 days.
- Staff: Click on the picklist
. - Click on the staff name.
- This report can only be ran for one staff at a time.
- Clients: Leave this field blank (or open) to select all clients.
- To choose a specific client, click on the picklist , then choose a client.
- To choose a specific client, click on the picklist
- Click Display button.
- A new window will open to display the results.
Read the Results
| Date Done | Time Done | Staff | Client | Activity In | Activity Type |
| Date the staff accessed the record | Time the staff accessed the record | Name of the staff that accessed the record | Client name and number that was accessed | Where the record was accessed | What action was done within the record |