FeaturesAudit and activity Admin

See who opened a record, and why.

Audit & activity reads every access against the diary, flags patterns worth a look, and exports a patient's history for a subject access request.

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01Patients

Who opened this record?

Pick a patient to see each person who opened their record, how often and when, with a day-by-day timeline of what they viewed or changed.

1.1
Read in the context of care
Each session is marked During appointment, Front desk or No obvious care link, from the diary and the patient's history.
1.2
Explain, in plain words
Click Explain on a session for a plain account built only from the diary, history and events.
1.3
Reads, not only changes
Opening a medical history, clinical note or document is recorded each time, and so are refused attempts.

A demonstration patient's page in Audit and activity, with three people who accessed the record in 7 days and today's timeline of appointments and access.

02Worth a look

Patterns flagged for a person to check.

Lumina surfaces patterns such as out-of-hours access with no booking, and an Org Admin records an outcome and a note that becomes part of the audit record.

Expected activity

Discussed with the staff member

Practice workflow, no concern

Escalated for further review

"No obvious care link" is not an accusation: it means Lumina found no booking or care that explains the access. Managers' own activity is recorded too.

03Audit explorer

The full, unchanged record.

Filter every event by practice, staff member, category, reads, changes or denied attempts, care context, out of hours and dates, then export to CSV.

3.1
Done by the right person
Done by names the person who made a change. Scheduled actions, such as reminders, show System.
3.2
Lumina Intelligence included
Each question to Lumina Intelligence shows as one Asked Intelligence row, under the person who asked.
3.3
Subject access requests
Open the patient, choose All events, set the dates and export up to 5,000 events per file.

The Audit explorer filtered to one practice, one staff member and one day, listing sign-ins, patient detail updates and Asked Intelligence rows.

04Who sees it

For managers, not the whole team.

Practice managers and administrators see activity for their own practices, and Org Admins see the whole organisation, record outcomes and choose what gets surfaced.

Admin