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Account Activity: Tracking changes and information access in your account

The Account Activity log allows you to view and track changes made in your account. You can access the Activity Event Log by clicking Activity in the left navigation panel.

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The Account Activity log is divided into three sections:

Note: For team members who do not have administrator access, they will only have the History and Sign In Events sections. They also will only be able to view and track information and changes related to their own individual activity.


History

The History section allows you to see all changes made in your account.

  • You can filter this section by:
    • Searching for a specific client
    • Filtering by a particular team member
    • Filtering by event:
      • Notes
      • Diagnosis & Treatment Plans
      • Billing Documents
      • Insurance Claims
    • Date range

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You can also view the IP address and location associated with the activity by clicking Show Details.


Sign In Events

The Sign In Events section allows you to see all successful and attempted logins to your account along with forgotten username or password requests.

  • You can filter this section by:
    • Filtering by a particular team member
    • Filtering by event:
      • Successful Logins
      • Failed Login Attempts
      • Forgot Username/Password Requests
    • Date range

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You can also view the IP address and location associated with the activity by clicking Show Details.


HIPAA Audit Log

The HIPAA-access section allows you to see the date and time a clinician viewed or downloaded client information. 

  • You can filter this section by:
    • Searching for a specific client
    • Filtering by a particular team member
    • Date range

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You can also view the IP address and location associated with the activity by clicking Show Details.

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