Viewing a Form's Activity Log

The Activity Log gives you a complete, time-stamped history of everything that has happened to a patient's form — from the moment it was sent to the latest edit — so you always know who did what, and when.

Opening the Activity Log

1. Open the patient's Chart → Forms tab.
2. Select the form from the list.

3. Click the Activity log tab at the top of the form.

   
   

   

Entries are listed newest first, each showing the actor and exact timestamp.

What the Activity Log Tracks

• Sent — a clinician shared the form with the patient
• Started — the patient began answering
• Submitted — the patient completed the form
• Edited — a clinician changed responses after submission
• File uploaded or deleted — e.g. Front of ID, Patient ID, Insurance Info
• Marked as reviewed / Set to pending review — review status changed

Viewing Response Edits

Edits expand to show the change: old value struck through, new value beside it. Multiple fields changed before a single save are grouped together.

Keeping an Audit Trail

The log is read-only — entries can't be edited or removed, giving your practice a reliable audit trail for documentation integrity and compliance.