The Account Activity log allows you to view and track changes made in your account. You can access this page by clicking Account Activity in the left navigation panel.
The Account Activity log is divided into three sections:
Note: For team members who don't have administrator access, they'll 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.
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 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 documents
- Adjusting the date range
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
You can also view the IP address and location associated with the activity by clicking Show Details.
HIPAA Audit Log
The HIPAA Audit Log shows you the date and time a clinician viewed client information, including printing and downloading client documents.
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You can filter this tab by:
- A specific client
- A particular team member
- Date range
You can also view the IP address and location associated with the activity by clicking Show Details.
