eService Activity Log
The eService Activity Log tracks actions that have been done in various eServices.
In the Main Menu, click Reports, eService Activity Log.
Filters: Use the filters to narrow down the activity log results.
- From / To: Enter the date range to view results.
- Clinics: Select one or more clinics to view results from.
- eService Type: Select the type of eService to view results from. Options include:
- Appointment Confirmations
- Arrivals
- eClipboard
- Integrated Texting
- Patient Portal
- Web Sched ASAP
- Web Sched Existing Patient
- Web Sched General
- Web Sched New Patient
- Web Sched Recall
- Web Forms
- eService Action: Select which eService Action to view. Only actions available in the dropdown are tracked by the eService Activity Log. See below for an explanation of each action.
- PatNum: Filter results by patient number.
- Log Guid: Filter by a unique ID associated with a specific patient and their actions. Log Guid can be used when a patnum is not available (e.g., a new patient using Web Sched).
- Group by LogGuid: Check to group actions created by the same Log Guid together.
Once filters are selected, click Refresh to update the results.
eService Actions
Below are available eService Actions to view. Most actions are self-explanatory. Details are added to the few that need additional explanation.
| Action | Details |
|---|---|
| Appt Confirmation - Appointment Confirmed | |
| Arrival - Patient Arrived | |
| eClipboard - 2 Factor Auth Close Clicked | |
| eClipboard - 2 Factor Auth Code Fail | |
| eClipboard - 2 Factor Auth Code Submitted | |
| eClipboard - 2 Factor Auth Code Success | |
| eClipboard - 2 Factor Auth Email Selected | |
| eClipboard - 2 Factor Auth Screen Shown | |
| eClipboard - 2 Factor Auth Text Selected | |
| eClipboard - BYOD 6 Digit validation Failed | |
| eClipboard - BYOD 6 Digit validation page reached | |
| eClipboard - BYOD 6 Digit validation success | |
| eClipboard - Check In Arrived | |
| eClipboard - Check In Bring Your Own Device | |
| eClipboard - Check In Confirmed Appt With Prov - Yes | |
| eClipboard - Check In List did not take selfie before submitting | |
| eClipboard - Check In List Error, submitted without all items | |
| eClipboard - Check In List Office Signed Treatment Plan | |
| eClipboard - Check In List Patient Signed Treatment Plan | |
| eClipboard - Check In List Selected Item | |
| eClipboard - Check In List Sheet Next Tapped | |
| eClipboard - Check In List Sheet Prev Tapped | |
| eClipboard - Check In List Submit Success | |
| eClipboard - Check In List Submit Success BYOD | |
| eClipboard - Check In List Submit Xamarin Error | |
| eClipboard - Check In List Took selfie before submitting | |
| eClipboard - Check In process started | |
| eClipboard - Check In Submitted | |
| eClipboard - Checked In | |
| eClipboard - Error: Appt Not Found | |
| eClipboard - Error: Delete card not found | |
| eClipboard - Error: Delete credit card invalid alias | |
| eClipboard - Error: Delete credit card patient not found | |
| eClipboard - Error: Deprecated Method | |
| eClipboard - Error: Device Not Allowed for Checkin | |
| eClipboard - Error: Device Setup for Other Clinic | |
| eClipboard - Error: error making payment | |
| eClipboard - Error: Making Payment, invalid amount | |
| eClipboard - Error: Making Payment, patient not found | |
| eClipboard - Error: Multiple Pats Found | |
| eClipboard - Error: No Appointment Found BYOD | |
| eClipboard - Error: No Appt Found | |
| eClipboard - Error: Office Device used as BYOD | |
| eClipboard - Error: PatNum Not Linked To Appt | |
| eClipboard - Error: Signature Error | |
| eClipboard - Form Completed | |
| eClipboard - Form Created | |
| eClipboard - patient opens payment page | |
| eClipboard - User made payment with existing credit card | |
| eClipboard - User made payment with new credit card | |
| eClipboard - User removed a credit card | |
| eClipboard - User tapped 'Add Card' | |
| eClipboard - User tapped cancel when making a payment | |
| eClipboard - User tapped 'Done' on credit card manage page | |
| Error: Delete credit card patnum does not match current patnum | |
| Integrated Texting - Patient Opted Out | |
| Patient Portal - Patient Allowed Submission of Duplicate Payment | The patient opted to allow the duplicate payment made via Patient Portal (PayConnect users only) |
| Patient Portal - Patient Arrived at Statement Portal | |
| Patient Portal - Patient Downloaded Statement | |
| Patient Portal - Patient Logged In | |
| Patient Portal - Patient Logged In At Statement Portal | |
| Patient Portal - Patient Made Payment | |
| Patient Portal - Patient Notified of Possible Duplicate Payment | The patient is warned when attempting to make a duplicate payment via Patient Portal (PayConnect users only) |
| Patient Portal - Patient Opened Hosted Payment Form | |
| Patient Portal - Patient Opened Payment Form | |
| Patient Portal - Patient Opened Payment Form From Login | |
| Patient Portal - Patient Paid with Existing Card | |
| Patient Portal - Patient Rejected Submission of Duplicate Payment | The patient opted to decline the duplicate payment made via Patient Portal (PayConnect user only) |
| Patient Portal - Patient Submitted Payment with PayConnect | |
| Patient Portal - Patient Submitted Payment with XWeb | |
| Should Not Be Used | |
| Used in Xam Exceptions. If this is sent back, error will not be logged | |
| Web Forms - Completed Web Form | |
| Web Sched - Appointment Moved | |
| Web Sched - Appointment Scheduled | |
| Web Sched - Patient Accepted Date/Time | |
| Web Sched - Patient Arrived at Home View | |
| Web Sched - Patient Arrived at Scheduler | |
| Web Sched - Patient Declined Date/Time | |
| Web Sched - Patient Identified Themselves | |
| Web Sched - Patient Passed 2FA | |
| Web Sched - Patient Received Confirmation Popup | |
| Web Sched - Patient Selected Service | |
| Web Sched - Patient Selected Timeslot | |
| Web Sched - Patient Sent Schedule Request | |
| Web Sched - Patient Switches Months | |
| Web Sched - Patient Was Sent 2FA Code | When using Web Sched, the patient was sent two-factor authentication (via email or text) |
| Web Sched - Recall Already Scheduled | |
| Web Sched - Recall Not Found |