Notifications and audit logs

Staff notifications

Open My Clinic → Notifications to choose which events create an in-app bell item or an email. Typical events include a new online booking, a new form submission, When a practitioner requests chart access, and When a client requests their records or a correction. Those open the Chart Access and Privacy Requests tabs under Data Security. See Chart access and Privacy requests.

Each person can also refine channels under My Account → Notifications. Practitioner-only logins see a shorter list (online booking, treatment notes, and forms).

Audit logs

Open My Clinic → Data Security. It opens on the Audit Logs tab, where you see who changed sensitive records, including expense add, remove, skip, and receipt events. The same page has the Chart Access, Retention, and Privacy Requests tabs. A red dot on Data Security and on the Audit Logs tab means someone else made a change since you last opened the tab. It clears when you open it. Your own actions and technical events do not light the dot. Filter by module, actor, client, and date range (Today, This Week, This Month, This Year, or Custom). The list opens on Today. Export CSV when you need a copy for your files.

Turn on Include technical events to also see:

• Someone opening a client chart, a treatment note, a form, or a file
• Chart access requests, approvals, denials, and revocations
• Two-factor sign-in changes, including a reset for a team member
• ClinicGem support opening a clinic

Device and connection details are kept with each event. They are not shown on this page.

The client file also has an activity view for that person’s history at your clinic.