In the Dashboard you can view the history of all quick consults patient requests for prescriptions and referrals under Quick Consults > Requests.
This section is helpful if you ever needs to prompt practitioners to complete requests if they're in a pending state, reassign requests to different practitioners, or view the details of a patients request. You are also able to complete, decline or refund a request from this area incase your practitioners are not able to complete requests in the HotDoc Sidebar.
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In this article |
How do I view Quick Consult requests in the Dashboard?
How will I be notified of pending requests or any requests that have failed to collect payment?
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When a patient submits a request your nominated practice contact person will be notified via email. and we'll also send a daily summary email with a round up of all pending request and any request that have failed to collect payment. Requests will appear in a 'pending' status in the Dashboard if they require actioning and we recommend checking for pending requests regularly, in case any issues arise with the email being received. |
HotDoc will email the notification email address that you have entered in the HotDoc Dashboard under Quick Consults > Settings > General under Practice Details:
Example of where the Practice contact details are set up.
Daily Summary Email
- You will receive this email between 8:00AM-10:00AM each day that you have pending requests or expired requests since 'yesterday'. This is sent to your nominated email.
- Click 'View' next to the request and it will redirect you to the HotDoc Dashboard to Quick Consults > Requests.
- When a patient requests a repeat prescription or referral, we pre-authorise the funds for 5 business days. After this time, we release the funds and store the patient's payment method so that your practitioners can approve requests after 5 business days. If the practitioner approves a request after 5 business days, the patient's payment may fail if they have insufficient fund and this will be shown below. to learn more head to: How to manage failed Quick Consult payments
Example of a daily summary email that is sent to the practice contact person.
Email per request
- You will receive an email each time a patient requests a repeat at your practice, sent to your nominated email.
- Clicking the link, 'Review [x] request on your HotDoc Dashboard', will redirect you to the patient's request in the Quick Consults > Requests section.
How to approve or reject a request in the HotDoc Dashboard
We recommend that your practitioners action requests directly in the HotDoc Sidebar. However, if you need to view information about the request or approve or decline a request manually in the HotDoc Dashboard, please follow the instructions below: