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Tebra Help Center

Payment Record Log

Updated: 12/18/2023|Views: 737

To assist in staff management, the Log tab of the Payment record tracks key changes made to the record. Anytime a change is made to the record, the log records the following:

  • Time: The date and time the action was performed.
  • User: The user who performed the action.
  • Description: A brief description of the action.

View Payment Record Log

  1. Find the payment then double click to open. The Edit Payment window opens.
  2. Click the Log tab. The list of actions performed displays.
    Note: Only actions performed on the Payment record after July 21, 2022 are available.
  3. If any changes were made, a list of changes displays. Click a row to view additional information related to the change.
Desktop_Payment_Log.png

 

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