Who changed what, and who viewed it
Why CareComplete records every change and every look at a person's record, and where you can read that history.
Home care records hold health and personal information, and the people in them are entitled to know it is looked after. CareComplete therefore keeps two kinds of record about the records themselves: who changed something, and who viewed it.
Every change is kept
When anyone changes a client, a caregiver, a shift or a document, CareComplete records what changed, from what to what, who did it and when. This is written as part of the change itself, so a change cannot be saved without its record.
This is also why so much in CareComplete can simply be corrected. An assignment's dates, a shift's times or a contact's phone number can be put right without fear of losing what they were before: the history keeps the earlier values.
Looking is recorded too
Opening a person's details is recorded as a view of that person, so the Audit Log can answer "who has looked at this client's record?". Lists that show many people at once, such as a search or the People list, are recorded as one view with the number of people shown, rather than one entry per name, so the log stays readable.
This happens wherever the information is read - the office screens, the caregiver portal, or anything else connected to your agency's data - not only on certain pages.
Where to read it
- A person's History tab shows the last 90 days of changes to them and to things about them, such as their shifts, newest first. It shows changes, not views. Your role needs permission to read history as well as the person.
- The Audit Log, last in the side menu, is for administrators. It holds the views as well as the changes, and searches the whole agency by who acted, the kind of event, the record, the field and the days, and can group what it finds.
Sensitive details in a history, such as a phone number or a date of birth, are masked unless your role is allowed to see them in a history.
concepts-person-history-tabA client's History tab in the demo agency Riverside Home Care (Dorothy Hartley), last 90 days: a changed phone number with old and new values, an assignment change, and a shift's times changed, newest first.Good habits that follow from it
- Open records you need for your work. Every view is attributed to you.
- Correct a mistake rather than working around it. The history shows the correction and what it replaced.
- Do not share sign-ins. The history is only useful if each name in it is the person who acted.