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HotDoc Payments Pre-authorisation Minimum Connection Requirements

Last updated 20 June 2025 04:42   ∙   ~ minute read

HotDoc's appointment pre-authorisation features require a minimum HotDoc connector version of 4.45.0 on the server.

Please follow the steps in this article to see how to do this. 


If you would like to use HotDoc's Pre-authorisation features, you will need to make sure that your server is running HotDoc version 4.45.0 or above.

Some practices may have the updated version of the HotDoc Sidebar and connector installed on reception workstations, but have an older version on the server due to some restrictions placed on automatic updating.

To see what version connector you are running on your server, log into the server and hover your mouse over the HotDoc logo in the Sidebar:


Screen_Shot_2020-04-23_at_4.56.14_pm.png

 

If you are running a version lower than 4.45.0, you will need to update your connector version. 

How to update your HotDoc version

  1. Firstly, stop the HotDoc Services by opening Services on your server, navigating to HotDoc Manager and Updater service then selecting Stop the service:

    Screen_Shot_2020-04-23_at_5.08.09_pm.png


  2. Download the HotDoc installer from this link.

  3. Run the installer and follow the prompts (leave all defaults unless you require a different install directory)

  4. When the installation is complete the sidebar should automatically open up on the right-hand side of the screen:

    Screen_Shot_2020-04-23_at_5.13.35_pm.png

  5. If the Sidebar is not already logged in automatically, log in again using your Clinic User details.

 

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  • What happens to a patients payment details if I modify their appointment?
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  • Getting Started with Payments
  • Payments - The Patient Journey
  • How to set up practitioner accounts to use Quick Consults
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