Question

How can I see who manually actioned a recall at my practice?

Solution

If someone at your practice manually actions a patient's recall, for example if they select 'mark as done', 'remind by post', 'resume recall', etc, we will show the user account details of the person who was logged into the dashboard and completed this action.

To view this:

1. In the Dashboard, go to Recalls > Clinical Reminders or Results 
   
   
2. Click on a patients recall from the list, or search for the recall using the filters or search bar
   
   
3. Here you will see an email address next to the action, which corresponds to the user account details that were logged in to the HotDoc Dashboard at the time when the request was actioned. 
   
   

   Note: We understand some of your staff may share a HotDoc user account login. If you would like each of your practice staff to have their own user account, you can create them using their email addresses in the Setup > User Accounts section of the Dashboard.