Best Practice - Medical Director (Pracsoft) - Zedmed - Optomate - Dental4Windows - HotDoc Calendar
Question
Can I action multiple recalls at the same time?
Solution
The batch actions feature allows you to select multiple patients in a fast and efficient way to make bulk changes to your Recalls. With this feature, you can select as many patients as you like and choose to:
- Mark as Done
- Remind by Post
- Remind by Call
- Download Letters (Best Practice, Medical Director, Zedmed, Optomate only)
- Start Sequence again
- Add a comment only
- Verify upcoming appointment
How to batch action a selection of Recalls
- In the HotDoc Dashboard, click the Clinical Reminders, Results, or Activity tab:
.
- Select the checkboxes next to the recalls you wish to action, or select the first checkbox to select all recalls on the page, then Edit selected:
- Select the drop down menu to be shown the options available for batch actioning:
- Select the appropriate action from the list. For example, to batch action the recalls so that they go straight to the 'Done' stage, select Mark as Done in the drop down menu:
- To add a comment to all patients in this selection, tick Add a comment? and type your comment. Save to finalise your batch action:
- You can click Back straight away to go back to working on your recalls list while HotDoc continues to finish batch actioning the recalls in the background:
- You will now see the 4 patients are still selected (identifiable in case you want to check them), and they are now all 'Marked as done' as chosen in step 4:
- If you click on one of the individual patients, you can see the comment added in blue text and the successful action:
