The Activity page lets you view and track changes and information access in your account. You can access it by clicking Activity in the left navigation menu.
The Activity page is divided into 3 sections:
Note: Team members who don't have entire practice access can only view the History and Sign In Events sections. They'll also only be able to view and track information related to their own activity. For more information, see Clinician roles available for team members and Administrative roles available for team members.
History
The History section lets you view 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
- When appointment reminders were sent
- This includes whether a reminder was sent automatically or manually by you or a team member
You can find information in this section by:
- Searching for a client
- Filtering by a team member
- Selecting All Events to show:
- Notes
- Diagnosis and treatment plans
- Billing documents
- Insurance claims
- Selecting All Time and adjusting the date range
To view the IP address and location associated with each event, select Show details.
Sign In Events
The Sign In Events shows all successful and attempted sign ins to your account, as well as username or password recovery requests.
You can find information in this section by:
- Filtering by a team member
- Selecting All Events to show:
- Successful Sign Ins
- Failed Sign In Attempts
- Forgot Username/Password Requests
- Selecting All Time and adjusting the date range
To view the IP address and location associated with each event, select Show details.
Note: If you notice any sign-in activity you don’t recognize, review your History, Sign In Events, and HIPAA Audit Log to confirm all account activity is expected. If anything appears unexpected, we recommend updating your password and enabling 2-step verification. You can also contact our team for assistance.
HIPAA Audit Log
The HIPAA Audit Log section shows the date and time a team member viewed client information, including when client documents were printed or downloaded.
You can find information in this section by:
- Searching for a client
- Filtering by team member
- Selecting All Time and adjusting the date range
To view the IP address and location associated with each event, select Show details.