Review a step by step record of client activities
*This feature requires Hi Rasmus Premium subscription. To update your organization's subscription, select settings, select subscription.
Audit trails show any events that happen related to session notes, client info, etc. and provide insight to what a user changed. This can also show what was changed in detail, who made the change, and what was changed.
How to View an Audit Trail from Auditing Tab
- Select Reporting
- Select Auditing
- Add filters as desired
- Click on a line of the audit trail to display the audit trail (changes and/or updates) on particular client's activity
- If I open up the trail of a change on a note, I can see the old value versus the new value as well as what the exact differences are (what was deleted (red) and what was added(green))
How to View an Audit Trail from Client's Activities in History Tab
- Click on history
- click on activities
- Find a particular session listed, then select the 3 dots all the way to the right
- Click on view audit trail