eService Activity Log
In the Main Menu, click Reports, eService Activity Log.
The eService Activity Log tracks what actions have been done in eServices.
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
- eClipboard
- 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.
| Action | Details |
|---|---|
| Appt Confirmation - Appointment Confirmed | |
| eClipboard - Checked In | The patient checked in for their appointment via eClipboard |
| eClipboard - Form Completed | The patient completed a form via eClipboard |
| eClipboard - Form Created | |
| Patient Portal - Patient Logged In | The patient logged into the Patient Portal |
| Patient Portal - Patient Made Payment | The patient made a payment via Patient Portal |
| Web Forms - Completed Web Form | The patient completed a form via Web Forms |
| Web Sched - Appointment Moved | |
| Web Sched - Appointment Scheduled | An appointment was scheduled via Web Sched |
| 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 | When using Web Sched, the patient was sent two-factor authentication (via email or text), and the patient entered the correct authentication |
| 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 |