In the Routine Requests > Settings section of the Dashboard, you can configure the General and Advanced settings. This allows HotDoc to know what kind of requests you will be accepting online, along with your practice information, so we know who to contact at your practice. Please follow the instructions below for how to set up or edit these settings.
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How to set up your Practice Details
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Ensure you have a Payment Provider account linked to your Dashboard. If you haven't done this yet, please follow the steps here: How to set up a Payment Provider to start using HotDoc Payments and Repeats
Interested in setting up your practitioners to be paid out directly?
For more information please see: How to set up Direct to Practitioner Payouts for Payments
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Once that's complete, go to step 2 in the onboarding checklist or navigate to Routine Requests > Settings > General:
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Enter your practice details to create your account:
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The Practice Name field is pre-populated with the name displayed on your HotDoc account.
- The Practice contact person and notification email address fields will be used as the best point of contact at the practice to receive daily emails, for example, the Practice Manager or Reception Team Leader:
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The Practice Name field is pre-populated with the name displayed on your HotDoc account.
How to set up or edit different request types
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Please read the following article which outlines how to set up or edit new request types, including setting prices and enabling practitioners: How do I set up or edit Routine Requests request types?
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How to enable automatic invoicing for your Routine Requests (Best Practice and Medical Director only)
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For practices using Best Practice or Medical Director (Pracsoft) as their practice software, you can enable the automatic invoice feature so that HotDoc can automatically create and receipt an invoice in your practice software each time a patient requests a Routine Request Please see the instructions in the article below for how to do this: |
How to edit Promotional Settings
The Promotion Settings allow HotDoc to send push notifications to patients via the HotDoc app to alert them when a practitioner in their 'Care Team' is enabled for a new Routine Request request type. To edit these settings, please go to Routine Requests > Settings and scroll to Promotion Settings.
For more information on this feature, please see: How to manage Routine Requests Promotion Settings and Notifications
How to set up disclaimers for Routine Requests requests
For Routine Requests, we have default disclaimers displayed to patients during the booking process, and you have the option to customise these.
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Head to Routine Requests > Setting > Advanced Settings and click the request type you wish to edit
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Then click Edit to Customise
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You can then edit the custom text field and it will be displayed in the patient will see field. Ensure you click Save
For more information on this feature, please see: How do I set up disclaimers for Routine Requests?