How to view your appointments remotely

The Doctor Portal Diary app lets you view upcoming bookings on your phone or tablet. The diary is read-only - you can browse appointments and patient details, but cannot add or change bookings from the app.

Before using the Diary app, you need to set up the Doctor Portal and configure a Diary Sync Configuration. See How to enable the Doctor Portal if you have not yet done this.

Viewing your diary

The Diary app shows the bookings that fall within your assigned Diary Sync Configuration.

Open the Doctor Portal app on your device.
Tap Diary from the HealthTrack Apps screen.
The diary opens in Day view by default.

Changing the diary view

Switch between Day, Week, and Month views using the ☰ menu in the top left of the screen.

View	What you see
Day	All bookings for the selected day in a time-slot layout
Week	All bookings across a 7-day span
Month	A monthly calendar - tap a day to switch to Day view for that date

Navigating between dates

Use the < and > icons at the top of the screen to move back or forward by one day, week, or month (depending on the active view).
Tap the date header to open a calendar picker and jump directly to a specific date.

You can only navigate to dates within the Days Forward and Days Behind range set in your Diary Sync Configuration. Dates outside this range will be unavailable.

To return to today's date, tap the date shown in the top right of the screen, then tap Today.

Viewing booking details

In Day and Week view, tap any booking to open its details. The details panel shows:

Patient name and date of birth
Booking type, time, and room
Referral details (if a referral is attached to the booking)
Shortcuts to the Dictation and Patient Documents apps for this patient

Adjusting diary display settings

Tap the cog icon next to the date to adjust how the diary is displayed. Two settings are available:

Setting	Description
Slot Size	Controls the time interval shown per row in Day and Week view
Size Mode	Controls how appointment blocks are sized relative to their duration

To go back to the HealthTrack Apps screen from the Diary, tap the ☰ icon and select Back.

Managing the Diary Sync Configuration

The Diary Sync Configuration controls which bookings are visible in the app. It filters by location, room, booking type, doctor, and booking status. This is typically configured by a practice administrator.

To view or edit the configuration:

Navigate to Admin > Maintenance > Diary Sync Configuration.
Select an existing configuration from the list on the left.
Click Edit.
Update the Location/Room, Booking Type, Doctor, and Status selections as required.
Tick the Enabled checkbox.
Click Save.

Doctors can also view their current configuration from within HealthTrack at File > User Preferences > Cloud Details by clicking View Configuration.

The diary is synchronised overnight and each time a booking is created or changed. This means the app will generally reflect updates made in HealthTrack without delay.

Diary Sync Configuration: key fields

Field	Description
Description	A name for the configuration, typically based on a doctor or location
Enabled	Tick to make this configuration available in User Preferences. When un-ticked, data is removed from the Doctor Portal.
Days Forward	How far into the future bookings are visible in the app
Days Behind	How far into the past bookings are visible in the app
Location / Room	Limits visibility to bookings in the selected locations and rooms
Booking Type	Limits visibility to the selected booking types
Booked Doctor	Limits visibility to the selected doctors. Choose Ignore to show all bookings regardless of doctor
Status	Limits visibility to bookings in the selected booking statuses