The Activity Log helps you track provider’s (team member) actions on client forms in a clear and organized way. It provides visibility into who created, edited, amended, or deleted specific forms.

You can access the Activity Log by navigating to: Team Manager > Activity Log (button at the top of the page).

The Activity Log records provider actions related to forms only for now. It does not track scheduling, billing, or other system activity. It will apply only to the following billable forms:

• Progress Note
• Individual Treatment Plan
• Bio Form
• Treatment Review
• Discharge Report

NOTE: If you are using a custom form, it will only be tracked if its form type is set to one of the five billable form types listed above.

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You will find the following columns to view logs:

Team Member: Displays the name of the provider who performed the action.

Client: Displays the client associated with the form.

Activity Description: Shows the name of the provider, action, the form type and the date of the related event.

Example:
John Doe Edited Progress Note (01/05/2026)

Date & Time: Displays the exact date and time the action occurred.

Note: Entries are shown in your Practice Time Zone. If no practice time zone is configured, the system will display times in UTC.

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This page includes a search bar includes a search feature that allows you to filter results by provider name, client name and activity description

Important:  In order to access the Activity Log you may need to have Manage Team Members permission enabled. If you do not see the Activity Log, please contact your Practice Administrator to review your permissions.

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