The following article explains how to reassign Routine Requests via both the Practitioner Sidebar and the Dashboard. You may wish to do this if you think the patient's request should be actioned by another practitioner. 

How do practitioners reassign a Routine Request in the Sidebar?

Practitioners can reassign a request to a different practitioner who offer this request type from within the Sidebar by following these steps: 

1. Locate the request in the Sidebar:
   
   
   
2. Click Reassign request:
   
   
   
3. Select a practitioner from the list and select Re-assign:
   
   
   

   Please note The HotDoc Practitioners displayed for reassignment: Must be set up and active for this Routine Request type Must be linked to an active practitioner in your practice management system (PMS). If you can't find the practitioner you wish to re-assign this request to, please speak to your Practice Manager or Admin Staff

    
4. You will receive confirmation that it has been successful:
   
    
5. Your fellow practitioner will see the following message, letting them know it has been reassigned from you to them:
   

How do I as an Admin reassign a Routine Request in the Dashboard?

Admin staff can reassign Routine Requests to different practitioners who offer this request type from within the HotDoc Dashboard by following these steps:

1. In the HotDoc Dashboard go to Routine Requests > Requests then select review on the request you wish to reassign:
   
    
2. Click Reassign request and select a practitioner from the list:
   
   
   
3. Select a practitioner from the list and select Re-assign:
   
   
   
   

   Please note The HotDoc Practitioners displayed for reassignment: Must be linked to an active practitioner in your practice management system (PMS). This can be checked at: Dashboard > Bookings > Practitioner Setup Does not have to be Visible on your HotDoc Profile. If you can't find the practitioner you wish to re-assign this request to, please speak to your Practice Manager or Admin Staff

   
    
4. You will receive confirmation that it has been successful, and the Request will be updated to display the original practitioner and the reassigned current requested practitioner:
   
     
5. The new practitioner will see the following message, letting them know it has been reassigned to them and which practitioner it was reassigned from: