Question

I have turned on an Inform Activation campaign. How do I view my interested patients and action my Open Activations?

Solution

When a patient responds Yes to an Inform Activation campaign, this information will transfer to the HotDoc Dashboard as what we call an Open Activation. 

To action your Open Activations, please follow these steps:

1. Log in to your HotDoc Dashboard
   
   
2. Navigate to Inform > Activations:
   
   
   
   
3. Under Open Activations there will be a list of all patients who have interacted and responded yes to your inform messages. Click View on the lead you wish to action:
   
   
   
   
4. Contact the patient to discuss their interest in the health promotion campaign. You can then change the status of the lead and add notes to track its progress:
   
   
   
   
   

   If the status is New or In Progress it will remain in your Open Activations list. Changing the status to Ineligible, Not Interested or Booked will remove it from the screen.

For further information regarding Inform, please review the following Support articles

• What is HotDoc Inform Activations?
• How to Activate an Inform Activations Campaign