Accessing the Activity Feed
Path: Profile > Details Panel > Activity Tab
To view the full history of a record, look to the Details Panel on the right side of the screen. Click the Activity header to open the feed.
Each entry shows the type of change, the staff member who made it, and the exact date and time it occurred. This gives you a clear and reliable history of everything that has happened on the client's profile.
Browsing Activity
Entries are listed in chronological order, most recent first. Click Show more at the bottom of the list to load older entries.
Searching
Use the search icon to find specific activity entries by keyword.
Requests
Click the Request button to send a request to a staff member asking for an update about this client. This is useful when you need a team member to provide information or follow up on something related to the client's care..
Overview Page Preview
Path: Client Profile > Overview Tab
A summary of the most recent actions is also visible directly on the Overview tab under the Activity section.
This widget shows the last three major updates for a quick glance.
Click View all > to jump directly to the detailed feed in the right-hand panel.