Question

How can I enable/disable email notifications that are sent to my registered HotDoc user account?

Solution

You can configure your email preferences in the HotDoc Dashboard. These emails will be different depending on your User Account access. Please select the option below for how to do this:
 

• Practitioner (Practitioner Sidebar login) 
• Practice Manager or Principal / Nurse / Administrator / Receptionist 
  (Dashboard or Sidebar login)

Practitioner 

If you have a Practitioner Sidebar user account login, the email notifications that you can receive are: 

• New Routine Requests request notifications
  • Get an email notification each time you receive a new Routine Request that requires action.
• Outstanding Routine Requests reminders
  • Receive daily email notifications (between 8-10am) when you have outstanding Rouvtine Requests that need your attention.

To enable or disable these email notifications, practitioners will be directed to their account settings within the HotDoc Dashboard.

Please note: The account settings tab is the only tab accessible by a practitioner sidebar account within the HotDoc Dashboard.

Please use the following steps to do this:

1. Log in to the HotDoc Dashboard using your registered email address and password. Any Routine Requests email a practitioner receives will include the following footer with a direct link to manage these notification preferences. 
   
   
    
2. Select the down arrow at the top right of your page, next to your email address and click My Account:
   
   
   
    
3. Check or uncheck the box next to the email notification then click Save preferences
   
   
    

Please note: Any Routine Requests emails a practitioner receives will include the following footer with a direct link to manage these notification preferences. 

Practice Manager or Principal / Nurse / Administrator / Receptionist

If you have a Dashboard or Sidebar user account login, the email notifications that you can configure from your account settings are: 

• HotDoc Sidebar notifications
  • Receive email notifications for items that need to be actioned in the HotDoc Sidebar
• Appointment confirmation requests
  • Receive email notifications when an appointment needs to be confirmed
• Appointment cancellations
  • Receive email notifications when an appointment is cancelled
• New product notifications
  • Receive email notifications from the HotDoc Product Team when new features are available
     

To enable or disable these email notifications, please use the following steps below:

1. Log in to the HotDoc Dashboard using your registered email address and password. 
   
    
2. Select the down arrow at the top right of your page, next to your email address and click My Account:
   
   
    

3. Check or uncheck the box next to the email notification then click Save preferences:
   
    

    

   Please note: For email notifications sent to your email for HotDoc Routine Requests and HotDoc Payments features. Routine Requests notification emails, such as new requests, daily summary and unsuccessful invoice creation emails will be sent to the email address entered in the Routine Requests > Settings. You cannot manage these settings in the 'My account' details. To edit/change this email, see these instructions.   Payments notification emails, such as daily failed payment attempts, will be sent to the email address entered in Payments > Payment Setup > 'Account' tab> Contact's Email Address field.