You need to install the HotDoc Sidebar and connector service if your practice:

• Has just signed up to use HotDoc as a service provider
• Has gone through a server migration or update which has removed the previous instance of HotDoc
• Has a new or existing workstation that requires the HotDoc Sidebar 

Follow the steps below to be taken through the system requirements needed for HotDoc and the installation instructions.
 

How to install if you are new to HotDoc or have performed a server migration/update

Before you start 

Best Practice requirements

HotDoc connects to Best Practice using Halo Connect.

Operating system requirements

HotDoc version 3.3.x and above requires:

• Windows 8, Windows 10, Windows Server 2012 or later
• .NET Framework 4.5 or later

The following operating systems may experience compatibility issues:

• Windows XP
• Windows Vista
• Windows Server 2003
• Windows Server 2008 R1

If you are using one of these operating systems, contact HotDoc Support before installing.

Firewall and network requirements

If your firewall blocks connections by default, your IT provider will need to add the following domains to the allow list on your firewall: 

• *.hotdoc.com.au
• *.pubnub.com
• au-com-hotdoc.s3.amazonaws.com
• au-com-hotdoc-ember-production.s3.amazonaws.com
• d4c51m54o196o.cloudfront.net
• maps.googleapis.com

Install the HotDoc Sidebar on your Server

1. Log in to your server using an administrator account.
    
2. Download the HotDoc installer using 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, a shortcut should appear on your desktop. Please double-click the sidebar shortcut to open the sidebar.
   
   
    
5. Log in to the HotDoc Sidebar using your Clinic User (the email you received your user invitation to, as well as the password that you set).
    
6. Click Open Dashboard, and a new window will open with the HotDoc Dashboard login page:
   
   
   
    
7. Log into the HotDoc Dashboard with the same Clinic User details you used for the Sidebar.
    

Allow HotDoc as a third-party integration in Best Practice and provide access to Halo Connect
 

1. In Best Practice, go to  Setup > Configuration > Database > Setup third-party integrations.

2. Tick HotDoc (via Halo Connect), then click Generate pairing code
   
   
   
    
3. Copy the Site ID and the Pairing Code
   
    
4. After copying the codes, click Save
   
   
   
    
5. In the HotDoc Dashboard, go to Setup > Install HotDoc
   
   
   
    
6. In the Enable Halo Connect Integration section, paste the Site ID from Best Practice
   
   
   
7. Paste the Pairing Code from Best Practice
   
   
    
8. Click Connect
   
    
    

Configure HotDoc with Best Practice

1. Once Halo Connect has been connected, scroll down on the same page of the Dashboard (Setup > Install HotDoc).
    
2. Ensure the correct timezone is selected
   
   
    
3. Set your server path:
   
   
   Note: You can use the ‘Use this device’ option to set your ‘Server path’ to the current machine's computer name if you are currently installing on the server.
   
    
4. Select your integration method:
    
   • If you are running BP Jade or above, check the box that reads I have enabled HotDoc in the Best Practice Third-Party Integrations dialog - see: Best Practice Jade/Saffron Integration for more information.
     
     
      
5. Select Save at the bottom right-hand corner of the page
   
   
   
   
6. If you are sure the Server path is correct, select Yes, Save
   
    
7. Once complete, if successful, you should see a green Connected light in the Sidebar:
   
   
    
8. If you encounter any issues, please contact HotDoc Support for further assistance.
    

How to install HotDoc on a new workstation (not server)

We recommend that the HotDoc Sidebar be installed on all workstations at the practice

• After completing the server installation, please see How to download the HotDoc Sidebar to download the Sidebar onto any workstation.
   
• Sidebars on workstations do not need to be logged into 24/7, so doctors, reception and administrative teams are free to shut down their stations at the end of the day.