The Policy Versioning & Audit Trail feature provides complete transparency and traceability for all changes made to your medical policies. Every edit, update, and publication is automatically tracked, giving you the ability to review historical changes, restore previous versions, and maintain a comprehensive audit log for compliance and quality assurance.
Work confidently knowing you can always revert to a previous version
Track the evolution of policy logic over time
Collaborate with team members while maintaining change visibility
Meet regulatory requirements for policy documentation
Accessing Version History
Open any policy document in the Policy Management System
Navigate to the Revision History section in the left sidebar
View the complete version history table showing:
Version number
Date of change
Description of modifications
Author (who made the change)
Draft Versions
Working copies that are not yet published
Can be edited, modified, or discarded
Not visible to API consumers or clinical workflows
Indicated by "Draft" status badge
Published Versions
Official policy versions available for clinical use
Accessible via API with specific version number
Immutable once published (cannot be edited)
Timestamped with effective date
Configuration Versions
The dropdown at the top shows the current configuration version (e.g., "2.1 (latest)")
This indicates which version of the policy structure you're viewing
To See All Changes to a Policy:
Click on Revision History in the left navigation panel
Review the version history table with columns for:
Version: Sequential version number
Date: When the version was created or published
Description: Summary of what changed in this version
Click on any version row to view the complete policy state at that point in time
How to Add a New Revision
When making significant changes to a policy:
Click "+ Add revision line" in the Revision History section
Enter the Public version number you want to assign
Set the Date when this version becomes effective (mm/dd/yyyy format)
Provide a Description explaining what changed in this version
Click Save
This creates a new entry in the version history and helps stakeholders understand the evolution of the policy.
Audit Log Capabilities
The audit trail provides comprehensive visibility into all policy actions:
What's Tracked:
Policy creation and initial authoring
All edits to policy text, decision logic, or metadata
Version publications and effective date changes
User who performed each action
Timestamp of every modification
Restoration of previous versions
Viewing the Audit Log:
Access the full audit log from the policy detail view
Filter by date range, user, or action type
Export audit logs for compliance reporting
For API Users:
Access version-specific policy logic for accurate claim adjudication
Ensure prior authorization decisions reference the correct policy version effective at the time of service
Support appeals and audits with precise historical policy snapshots