Using the Clinical Audit Log

The Audit Log is a tool that helps you track account activity. It can be used to track your patients' changes, view staff activity, troubleshoot problems, and more.

To get to the Audit Log, mouse over Clinical and then select Audit Log.

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After selecting Audit Log, you'll be presented with the Audit Log Report page. Here you'll be able to view all of the logs regarding your patients, users, and log types. You can filter by date range or you can quickly see results from the last: day, week, month, or year with the View Last shortcuts.

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You can filter by Log Type to see different actions in your account.

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In the example below, the report is filtered by appointment within the date range.

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The audit log allows you to troubleshoot issues within your operations and also to view what changes are happening within a patient's account. For example, if there's a problem with a patient's insurance authorization you can look into the audit log and look for Insurance Authorization as the log type.

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You can also see when notes are locked and unlocked with the Clinical Note log type.

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It's also possible to export your logs to a CSV file that can be viewed in most spreadsheet software programs such as Microsoft Excel. To export your logs, select Export to File toward the top of the page, near your filters.

As a confirmation, you'll receive the following notification:

To view your exported audit log, go to your message center from the navigation bar.