HotDoc Credits

HotDoc Credits

• Credits Overview
• How to Purchase Credits
• How to Set up Auto Top Up

HotDoc Inform

HotDoc Inform Leads

• How to add an email address for Lead alerts
• What is HotDoc Inform Leads?
• How to Activate an Inform Leads Campaign
• Actioning Open Leads
• Where did my Leads go?

HotDoc Inform Broadcast

• What is HotDoc Broadcast?
• How to create an Inform Broadcast SMS
• HotDoc Inform Broadcast Filters
• How to upload a CSV file
• How to reuse a Broadcast message

HotDoc Inform Promotions

• What is HotDoc Inform Promotions?
• How to activate or deactivate a HotDoc Inform Campaign
• What will my patients see?
• How to activate HotDoc Inform Pro
• Opting Out of Inform

HotDoc Check-in

ipad

• Ipad Installation Guide

Getting Started

• How to review details updated by patients
• How to review Check-ins
• How to update Kiosk settings in the Dashboard
• How to set up HotDoc Check-in Kiosk
• What is HotDoc Check-in?

HotDoc Repeats

Getting Started

• How to set up HotDoc Repeats
• What is HotDoc Repeats?

How to install HotDoc

Medical Director/Pracsoft users

• How to install HotDoc

Zedmed users

• How to install HotDoc

Best Practice users

• How to install HotDoc

Bookings

Your clinic's website

• Free version of Wordpress or other CMS website
• Add HotDoc Online Bookings to Your Facebook Page
• Increase Traffic to your Website and HotDoc booking page
• How to install the HotDoc widget / lightbox on to your website

Reception Sidebar

• ★ Open your HotDoc Sidebar
• Manually process appointments
• How to manage other appointment events

Dashboard

• Resetting your Dashboard/ Sidebar password
• Opening the HotDoc Practice Manager Dashboard

Clinic setup

• Setting up Clinic Information
• Changing your clinic profile photo
• Uploading a New Patient Form
• Setting Manual or Automatic Confirmations
• Auto-actioning of appointments
• Changing your clinic booking page

See all 8 articles

Doctors

• How to add Doctor Appointment Reasons
• Activating a doctor
• How to setup your Doctor profiles
• Hide Sessions
• Remove Doctor reason
• How to remove a Doctor

Analytics

• HotDoc Appointment quantity
• Online appointment metrics

SMART Recalls

Updates and New Features

• ★ New to SMART Recalls - Batch Actions
• New to SMART Recalls - Opt Out

Introduction

• What is Smart Recalls?

Practice Dashboard - SMART Recalls Page

• ★ Video - Practice Dashboard Recalls Overview
• Using Template Groups

Getting Started

• ★ Video - How to Create and Activate templates for New Recall types
• Create New Templates and Activate

Daily Checks and Actions

• ★ Video - What to do in the 'To Action' Screen
• ★ Video - The 'To Post' Page
• ★ Video - Track the Status of your recalls
• ★ Video - Modifying Active Template
• Smart Recalls – Maintenance Checks and Actions
• Reception Staff and Recalls

FAQs

• ★ Is a copy of the letter saved in the patient's medical record?
• ★ Are notes entered in the patient's medical record?
• ★ Why have the age limits changed for SMART Recalls?
• How to add recalls to a group of patients in Medical Director
• What does SMN stand for?
• What does the patient see?

See all 12 articles

SMART Reminders

FAQ

• ★ What do patients see when they receive a SMART Reminder?
• How to opt out a patient from SMART Reminders
• How can I see which patients cancelled their appointment?
• How can I see which reminders will be sent to patients?

Set-up

• Step 1: Starting Your SMART Reminders Set-Up
• Step 2: Selecting Your Appointment Books
• Step 3: Creating Your SMS Message
• Step 4: Activating SMART Reminders