Audit Log

Use the Audit Log to track changes, view staff activity, and troubleshoot issues.

Use the Audit Log

View audit logs

  1. Select Clinical > Audit Log.

The Audit Log Report page opens.

  1. Do one of the following:
    • To view logs filtered by patient name, username, log type, or date range, enter or select the criteria and then select Update Filter.
    • To view the last day, week, month, or year of activity, select one of the buttons next to View Last

Log types

Select a log type to see the different types of account activity. Examples are provided below.

Filter by appointment and date range

You can see when appointments have been created, updated, or deleted and who performed those actions for which patient. View appointment logs for a specific date range by selecting the Appointment log type and the date range, and then selecting Update Filter

Audit_Log_Appt_report.png

Filter by insurance authorization

You can troubleshoot issues within your operations and view changes in a patient's account. Troubleshoot insurance authorization issues by filtering the logs by the Insurance Authorization log type.

Insurance_Auth_Audit_Log_Example.png

Filter by clinical note

See when clinical notes are locked or unlocked by filtering the logs by the Clinical Note log type.

Clinical_Note_Audit_Log_Example.png