Question 

How do I delay a recall sending to the patient until its due date?

Solution 

Some recall reasons may be better sent on the date it's due, rather than in advance. To change a Recall Template's send date to send on the due date of the patient's recall, please follow the steps below:

1. Log in to your HotDoc Dashboard and navigate to Recalls > Template Groups
   
   
   
   
2. Either search for the template using the search box or locate the template directly from the list:
   
   
   
   
3. Click 'Edit Template' on the template you wish to change:
   
   
   
   
4. Scroll down to the option Delay sending first SMN until the due date and select this checkbox:
   
   
   
   
5. Select the green Save button to save your change:
   
   
   
   
6. To switch this feature off, simply uncheck the box and save your change.