---
title: Viewing Status & Send History of Encounter Actions in Profile
slug: portal-sub/viewing-status-and-send-history-of-encounter-actions-in-profile
docTags:
createdAt: 2026-03-04T12:03:13.636Z
---
# Overview & Requirements
For providers, having clear visibility into the status of actions required during a patient encounter is essential. Visual indicators prompting providers to address pending items enhance the completeness of the patient's medical chart. These visual icons can assist in several key scenarios, including:
- **Email Tracking:** When a patient claims they haven't received an email from their doctor, providers can review the email history for confirmation.
- **Prescription Confirmation**: If a patient reports that their pharmacy hasn't received a prescription fax, providers can locate the fax, confirm its status, and resend if needed.
- **End-of-Day Review:** Providers can easily review encounters at the end of the day to ensure all prescriptions and communications were successfully completed.
This article will cover:
1. How to configure the send history icon.
2. How this functionality is to be used.
## Requirements
- Profile version 9.0.12.2
- Preference changes needed. See the section below on How to Configure Preferences to Enable the Send History Icon.
# How to Configure Preferences to Enable the Send History Icon
The Send History icon requires enablement as follows:
1. Go to **Organisation / Preferences / General / General / Clinical / Encounters **tab.
2. Ensure that the **Show Sending History for Contact Action Links **checkbox is checked.
3. Click **OK **to save.
:::hint{type="info"}
**Note:** The default sate of this checkbox is checked (enabled)
:::
# Viewing Status of Encounter Actions & Send History
When a new encounter is created and/or updated, any **Contact Action Link** item added to the patient's encounter, is displayed in both:
- the **Encounters** and
- the **Review Encounters** views in the **Medical Record**.
:::hint{type="info"}
**Definition:** A Contact Action is an action that is part of completing an encounter.
This includes:
-Prescriptions
-Letters
-Referrals
-Forms
-Interventions/Immunisations
-Investigations/Orders
:::
## A. Status of Encounter Contact Actions
Each Contact Action Link will include a status icon that visually represents the status of the contact action. The purpose of this status icon is to provide a quick, clear overview to help providers ensure that all actions are being completed.
Certain statuses are automatically updated based on workflows or actions performed within Profile, while others require manual updates by the user.
The status icons are shown below:
| Icon | Status | Meaning |
| ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------- | ------------------------------------------- |
|
:::hint{type="success"}
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::: | Pending | Awaiting Contact Action |
| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/WKgFBf--b804Xm8-TqBhz_zglssuwv7xoeledh50dj0enzniuubdbs-q.png" size="10" isUploading="false" initialPath="assets/ZglssUwv7xoeLedh50DJ0Enzniuubdbs-Q.png" githubPath="en/Clinical Charting/Encounters/assets/ZglssUwv7xoeLedh50DJ0Enzniuubdbs-Q.png" position="flex-start" showCaption="false"} | Actioned | Initial Contact Action taken, not finalised |
| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/IHwSxX6C7f0by_shYGmx7_aga3jh98a5kjkwlvjficxccbyvedb5ow.png" size="10" isUploading="false" initialPath="assets/_Aga3Jh98A5KJkwl_VjFIcXCcByvedb5ow.png" githubPath="en/Clinical Charting/Encounters/assets/_Aga3Jh98A5KJkwl_VjFIcXCcByvedb5ow.png" position="flex-start" showCaption="false"} | Received | Contact Action has been received |
| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/QCKQS-66PPDwpvignv8Mp_wq6ytxikjtqf9krzy4884mih61vh5jgg.png" size="10" isUploading="false" initialPath="assets/wq6yTx_IKJtQf_9KrZY4884mIh61vH5jgg.png" githubPath="en/Clinical Charting/Encounters/assets/wq6yTx_IKJtQf_9KrZY4884mIh61vH5jgg.png" position="flex-start" showCaption="false"} | Completed | Contact Action fully finalised |
| ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/vD12c8ZiaZaQbEft5JyOV_pjpgz0kfjighutt8hknfy9fgqturenjk2g.png" size="10" isUploading="false" initialPath="assets/PjPgz0KFJIghutt8hKNfy9FGQtUreNjk2g.png" githubPath="en/Clinical Charting/Encounters/assets/PjPgz0KFJIghutt8hKNfy9FGQtUreNjk2g.png" position="flex-start" showCaption="false"} | Cancelled | Contact Action terminated early |
|
:::hint{type="success"}
::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Baetpm_L1UpyujfivTBaL_ljmstrkltbtussmu4eezg13wuwo951la.png" size="10" isUploading="false" initialPath="assets/ljMsTRKltbtuSSMU4EE_zg_13wuWo951LA.png" githubPath="en/Clinical Charting/Encounters/assets/ljMsTRKltbtuSSMU4EE_zg_13wuWo951LA.png" position="flex-start" showCaption="false"}
::: | Unprocessed | No Contact Action has occurred yet |
## B. Send History of Encounter Contact Actions
In addition to the action status, a **Send History Icon** is included to provide details about the sending activity.
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### 1. Sending Methods:
When the Send History icon appears next to a contact action, it indicates one or more of the following methods
have been used:
- Printed
- Emailed
- Faxed
- E-Transmitted
### 2. Sending Methods:
When a user hovers over the Send History icon, the send history is displayed in chronological order.
- If multiple actions were taken, the audit details each action chronologically with the most recent appearing first.
- Any Contact Action with a send icon is considered as actioned.
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### 3. Send History Details:
The send history includes the following information:
- The 5 most recent actions taken
- Method of sending
- User who sent it
- Date sent
- Recipient
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### 4. Additional History Details:
Additionally, users can access a more detailed send history by right-clicking the Contact Action link. This provides
further audit details.
- Selecting **Show Send History **from the context menu opens the **Sending History **window. This window will provide a more detailed list of actions taken.
- If the action item has been emailed, users can access the email directly from this view by simply clicking on the ellipses to the right of the email line item in the **Send History window**.
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