EXACT Administrators can access an audit trail of a patient's contact preferences.

Contact Preferences Audit

Many countries have regulations around direct marketing, so it is important that EXACT can track changes to patient permissions that may potentially cause patient dissatisfaction.

⚠️ Please Note: This audit is only accessible by EXACT administrator Users.

1. Go to the patient's record.
2. Locate Contact Preference, then click Preferences to open the Preferences to Contact Patient window.
3. Select the Contact Preferences Audit tab.
   The audit will show,
   • The Date the patients' contact preferences were updated.
   • What change was made, Opted In/Out.
   • What Type of contact was altered.
   • The User who made the change, Portal or CliniPad will be displayed if the change was completed by the relevant method.