Activity log

View organization-wide patient activity, who opened or changed patient records, filter entries by team member or recent date range, load older entries, and open a patient from the timeline.

Team & access6 min readUpdated

The Activity Log is an admin-only page that shows who opened or changed patient records across your organization. Use the filters at the top to narrow what you see, then load older entries when you need to go further back.

What is on the Activity Log page?

On the Activity Log page, you see a timeline of organization-wide patient activity, newest first.

1Activity2Everyone3Any time4Load older activity5Patient link

Use Activity (1) for the main timeline, Everyone (2) to choose one team member or everyone, Any time (3) to choose a recent date range, Load older activity (4) to load earlier entries below the ones already shown, and a patient link (5) to open the patient’s chart when the entry is tied to a patient.

ItemWhat it does
ActivityThe main timeline of log entries.
EveryoneShows activity from all team members, or one selected team member.
Any timeShows activity from all dates, or one of the recent ranges.
ClearRemoves the selected filters.
Load older activityLoads earlier entries below the ones already shown.
Patient linkOpens the patient’s chart when the entry is tied to a patient.

If there are no entries, the page shows Patient record activity will appear here as your team works. If loading fails and there are no entries on screen yet, it shows Couldn't load activity with a Try again button.

What do the filters do?

On the Activity Log page, use the filters to narrow the timeline without leaving the page.

FilterWhat it means
EveryoneShows activity from all team members. Choose one person to show only their activity.
Any timeShows activity from all recent dates. Choose Last 7 days, Last 30 days, or Last 90 days to limit the log.
ClearAppears after you apply a filter. It resets both filters so you can return to the full log.

You can use either filter on its own or both together.

What does the timeline show?

On the Activity Log page, the timeline is grouped by day and then by the person who made the changes.

1Today / Yesterday headings2Name and time range3Patient link4Action rows5Load older activity

Use the Today / Yesterday headings (1) to see how entries are grouped by day, the Name and time range (2) to see who acted and over what span, the Patient link (3) to open a linked patient’s chart, the Action rows (4) to read what happened, and Load older activity (5) to bring in earlier entries.

Timeline detailWhat it means
Day headingsEntries are grouped under labels like Today and Yesterday when applicable.
Name and time rangeEach group shows who acted and the time span for that group.
Patient linkWhen a patient is available, the patient name appears as a link.
Action rowsEach row shows the action that happened, such as opening a chart or updating a patient.
Repeat viewsRepeat views of the same chart within 15 minutes are shown once.
Load more buttonIf older activity is available, Load older activity appears at the bottom of the list.

The patient link opens that patient’s chart.

What entries can appear?

On the Activity Log page, you can see many record actions. Some examples are patient, visit, note, file, imaging, medication, controlled substance log, lab and document activity.

Entry typeExample labels
Chart activityOpened chart, Updated patient, Archived patient, Merged patient records
Visit activityOpened a visit, Booked a visit, Rescheduled a visit, Cancelled a visit
Note activityOpened a note, Edited a note, Signed a note, Signed a note amendment
File activityViewed a file, Viewed the media page, Searched media, Uploaded a file, Deleted a file
Clinical record activityAdded a diagnosis, Recorded vitals, Added a medication, Opened a care plan, Recorded a dose, Voided a dose, Viewed the controlled substance log, Exported the controlled substance log, Added a controlled substance, Changed a controlled substance, Deactivated a controlled substance, Opened an imaging record, Downloaded an imaging file, Signed an imaging order, Archived an imaging record, Restored an imaging record
Forms and documentsSubmitted a form, Signed a consent, Downloaded a discharge letter

If an action does not have a specific label, the page shows a general record change label.

What can't I do here?

On the Activity Log page, these are the limits:

  • Only owners and admins can view it.
  • The page shows a timeline, not a totals report.
  • The filters are limited to team member and recent date range.
  • You can load older entries, but there is no page count.

Common questions

Can I see the Activity Log for one patient only?

No. The Activity Log is an organization-wide timeline. If a patient is attached to an entry, you can open that patient from the timeline.

Can I filter by more than one team member?

No. Use Everyone to show one person at a time or everyone.

Can I change the date range to any custom period?

No. Use Any time, Last 7 days, Last 30 days, or Last 90 days.

It opens that patient’s chart.

Why do I see fewer repeated chart views than I expect?

Repeated chart views are grouped into a single timeline line when they happen within 15 minutes.

Related guides

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