The Account Activity log allows you to view and track changes made in your account. You can access this page by clicking Activity in the left navigation menu.
The Account Activity log is divided into three sections:
Note: Team members who don't have entire practice access will only have the History and Sign In Events sections. They'll also only be able to view and track information and changes related to their own individual activity. For more information, see Team members roles and access levels.
History
The History section allows you to see all changes made in your account.
In this section, you'll find:
- The reason for unlocked progress notes
- The reason for appointments canceled by clients
- Data exports performed in your account
- Billing activity, including:
- Creating, deleting, and updating billing documents
- Payments added
- Payments allocated to invoices
- Invoices marked as paid or unpaid
You can navigate this section by:
- Searching for a specific client
- Filtering by a particular team member
- Filtering by document type, including:
- Notes
- Diagnosis and treatment plans
- Billing Documents
- Insurance Claims
- Adjusting the date range
You can also view the IP address and location associated with each activity by clicking Show Details.
Sign In Events
The Sign In Events section allows you to see all successful and attempted sign ins to your account along with forgotten username or password requests.
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You can navigate this section by:
- Filtering by a particular team member
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Filtering by event:
- Successful Sign Ins
- Failed Sign In Attempts
- Forgot Username/Password Requests
- Selecting a date range
You can also view the IP address and location associated with the activity by clicking Show Details.
HIPAA Audit Log
The HIPAA Audit Log section shows the date and time a clinician viewed client information, including printing and downloading client documents.
You can navigate this section by:
- Searching for a specific client
- Filtering by team member
- Selecting a date range
You can also view the IP address and location associated with the activity by clicking Show Details.