Audit trail
Last updated
The audit trail helps you check recorded changes in your clinic: who made them, when and which record changed.
What it captures
The app logs changes to supported records, including patient details, appointments, clinical records, forms and payments. Entries identify the record type and whether it was created, updated or deleted. Automated actions may appear as System.
You cannot edit entries from the audit-trail page. Patient erasure can remove some entries while retaining others with records the app keeps.
Where to find it
As an owner, open Settings > Data & export. Audit trail shows the latest 200 changes. Table and Action filter those loaded entries only.
For older entries, download the ZIP export on the same page and open csv/audit_log.csv. It has a limit of 50,000 rows, and some clinical entries may be omitted if you lack clinical access. Check export-info.txt and any incomplete-table manifest.
See Finding a change in the audit trail.
Why it matters
- Accountability. Check who made a recorded change.
- Review. Use the log alongside the patient's records when investigating a query or complaint.
- Confidence. Check the timing and sequence of recorded changes.
How to think about it
The log builds automatically as you work. An empty filtered result does not prove that a change never happened: it may fall outside the loaded entries or retained history.
Who opened a patient's record: the Access log
Access log records clinical page loads separately from record changes. It stores identifiers, role, time, screen and counts, rather than clinical content.
As an owner, open Settings > Data & export and press Access log. Filter by patient or team member. Download CSV includes matching entries, up to 50,000. If the CSV says it is incomplete, narrow the filters or contact support for the remainder.