Audit Log Event for Client List Searches + Filters
It would be helpful if Audit Logs could show when a staff member searches, filters, or otherwise narrows the Clients list, including the criteria used.
Currently, I can see events such as “Viewed client profile” and “Exported client list,” but there isn't much visibility into what happened between those actions.
For example, if a staff member filtered the client list by a specific provider, appointment history, location, tag, or other criteria and then began viewing individual profiles, the Audit Log would only show the individual profiles being viewed. There is no way to tell whether those clients were found individually or were part of a specific filtered group.
An event such as “Filtered client list” or “Searched client list”, ideally with the filters/search criteria used, would provide much more context when reviewing unusual account activity and help businesses identify patterns in how client information was accessed.