How to see the patient's recalls

Patient recalls in HealthTrack are managed through Patient Connect. The Patient Connect: Manage screen shows all recall programs assigned to a patient, including their status, next recall date, and action history.

Open the Patient Connect: Manage screen

Open the patient record and go to the Demographic tab.
In the Actions panel on the right, click Patient Connect.
The Patient Connect: Manage screen opens, showing the patient’s active recall and program enrolments.

View recall details

The left panel lists the patient’s active programs with their Action Date and Reason (program name). Select a program to view its details on the right.

To include completed or deleted programs, tick Include Completed and Deleted.

Details tab fields

The Details tab displays the selected recall program’s configuration and next steps. The Details tab on the right shows the following information for the selected recall:

Field	Description
Recall	Name of the recall program.
Status	Current status (Active, Completed, or Deleted).
Attending MO	The doctor assigned to this recall.
Location	The location for the recall booking.
Frequency	How often the recall cycle repeats (e.g. 6 Months).
Enrolment Date	The date the patient was added to the program.
Reference Date	Date the referral is added to the program.
Cycle / Of	The current cycle number out of the total configured.
Steps in Cycle	Lists each action step, with its Action Date and description.

View recall history

The History tab displays past actions, including the date, description, and which user triggered them.

Select the recall program in the left panel.
Click the History tab.
The history shows all automated actions taken for the program. To include manual user actions, tick Show All Changes.

To quickly check all recalls across the practice (not just one patient), go to Practice Wide > Patient Connect. This opens the practice-wide Patient Connect: Actions screen, where you can filter by program, doctor, and date range if needed.