Logo
Sign in HotDoc Academy Submit request Remote support I'm a patient

  1. HotDoc Support
  2. Browse By Feature
  3. Routine Requests

  1. HotDoc Support
  2. Browse By Feature
  3. Routine Requests
Print Friendly and PDF   Follow

How do I set up or edit Routine Request types?

Last updated 19 September 2025 00:16   ∙   ~ minute read
Best Practice - Medical Director (Pracsoft) - Zedmed

 

If you would like to set up more Routine Request types, such as medical certificates, for patients to request online via your HotDoc page, or if you would like to edit the settings for your request types, please follow the instructions below.

In this article 

  • How to set up new request types for Routine Requests 
  • How to edit your request types 

 

How to set up new request types for Routine Requests 

  • Medical Certificates, Imaging and Pathology referrals do not have a specified delivery method, allowing you to send these to patients following your regular processes or however is most appropriate for your practice. 

  • For Repeat prescriptions, you can set up prices for each of the following delivery methods:
    • Collection from the practice
    • Post to the patient
    • Urgent collection from the practice (within 2 business days)
    • Send to a pharmacy
    • SMS eScript to patient
    • Email eScript to patient

  • For Repeat Specialist referrals, you can set up prices for each of the following delivery methods:
    • Non Urgent collection: Patient directed to collect referral from your clinic
    • Electronic: Referral sent to specialist within 5 business days
    • Urgent Electronic: Referral sent to specialist urgently, within 2 business days

Please see the guide below for how to set up new request types and edit your existing ones.
 

 

 

To view the patient experience and the practitioner experience for all request types, please see the following articles:

  • HotDoc Routine Requests - The Patient Journey
  • How do practitioners action Routine Requests in the HotDoc Sidebar?

 

 

 

Was this article helpful?
Submit Feedback

0 out of 0 found this helpful

Related articles

  • Getting Started with Routine Requests
  • How can I access the Web Sidebar?
  • How to install the HotDoc Sidebar on Practitioners' workstations
  • How do I cancel or collect a payment if a patient did not attend their appointment?
  • What determines an active practitioner for billing?

Related articles

  • Getting Started with Routine Requests
  • How can I access the Web Sidebar?
  • How to install the HotDoc Sidebar on Practitioners' workstations
  • How do I cancel or collect a payment if a patient did not attend their appointment?
  • What determines an active practitioner for billing?
© 2023 HotDoc Online Pty Ltd | Terms of Service | Privacy Policy | Contact Us
© 2023 HotDoc Online Pty Ltd

Terms of Service | Privacy Policy