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.

Minimum System Requirements

• Windows XP, Vista, Server 2003, Server 2008R1 are known to have compatibility issues with the latest versions of HotDoc (version 3.3.x and above). If you are using one of these legacy Operating Systems, contact HotDoc for an appropriate earlier version.
  
  
• For HotDoc versions 3.3.x and above .NET 4.5 is required. This is included by default with Windows 8, Windows 10 and Windows 2012. For older Windows editions it can be downloaded from https://www.microsoft.com/en-au/download/confirmation.aspx?id=42642
  
  
• If your configuration denies by default, then the following domains must be added 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
  
  

Allow HotDoc as a third party integration in Best Practice

• If you are running BP Jade or above, you will need to allow HotDoc to integrate in BP via Setup > Configuration > Database > Setup third-party integrations. You can find more detailed instructions here: Best Practice Jade/Saffron Integration
  
  

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 into the HotDoc Sidebar using your Clinic User (the email you received your user invitation to as well as the password that you set). 
   
   

Configure HotDoc with Best Practice in your Dashboard

1. Click ‘Open Dashboard’, and a new window will open with the HotDoc Dashboard login page:
   
   
   
   
2. Log into the HotDoc Dashboard with the same Clinic User details you used for the Sidebar.
   
   
3. Navigate to Setup > Install HotDoc and 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. The practice's public profile can now be configured under Setup > Practice Profile.
   
   

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

We recommend that the HotDoc Sidebar is 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 (as long as the server is running the HotDoc connector) so doctors, reception and administrative teams are free to shut down their stations at the end of the day.