View Staff Activity Audit Trail

A big part of organizing your practice data means being able to go back in history to see when client records were edited, who edited them, and what was changed. Use TherapyZen's audit trails to track all client record activity by all staff members.

1. Getting started > select a staff member

Navigate to the Staff area of TherapyZen and find the staff member you'd like to audit. Click Details to view their record.

2. Staff audit trail

Locate and click the Audit Trail tab on the staff member profile.

3. View history

The audit provides an accurate history of each staff member's activity in TherapyZen. Use the filters in each column to find more detailed results.