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  3. Recalls, Clinical Reminders & Results
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How to edit 'Results: No action' template settings

Last updated 20 June 2025 04:39   ∙   ~ minute read
Best Practice
Note: This feature is only compatible with Best Practice and is not yet available to all practices. If you are interested in activating No Action Results, please reach out tocustomersuccess@hotdoc.com.au 

For more information about setting up No Action Results, please see:

Getting Started with No Action Results

This article will explain all of the settings available for the 'Results: No action' template. We recommend familiarising yourself with this template if you are using this feature. 

 

   In this article

  • 'Results: No action' template settings
    1. Template Name
    2. Reminder Message
    3. Mark as done if unable to send for [X] days
    4. Add direct booking link
    5. Send HotDoc Recall Automatically
    6. Show in the 'To Action' tab if SMN is unable to send

 

 

'Results: No action' template settings

Once you've enabled the No Action Results feature, you can review and edit your 'Results: No action' template settings in the HotDoc Dashboard via Recalls > Template Groups > Results templates > Edit Results: No action

 

Screen

 

 

The 'Results: No action' template is slightly different to your other Recall/Results templates. You may notice that:

  • Some settings that are not relevant to No Action Results have been removed
  • There are two additional settings that only apply to this template

 

Template Name

This is the name of the template and the action that the patient will see when they open their No Action Result message, we recommend leaving this as 'Result: No action'.

Screen

 

Reminder Message

This is the message the patient will be shown when they open their No Action Result SMN.

Screen Screen

This setting is exclusive to the 'Results: No action' template and helps to prevent messages from sending for older tests. This will be set to 14 days by default.

Screen

 

 

Add direct booking link

This setting will be off by default.

When enabled, a Book Appointment button will appear within the message. This gives patients the option to book a follow up appointment via HotDoc.

The Pre-select appointment type for the patient drop down allows you to select the appointment type that you would like the patient book for follow ups.

 

Screen Screen

 

Send HotDoc Recall Automatically

This setting is used to determine if HotDoc sends this template automatically.

If unchecked, the result will immediately pause when it is synced into the Dashboard and will need to be manually resumed instead.

For more information, please see: How to pause your Recall Templates

 

Show in the 'To Action' tab if SMN is unable to send

This setting is exclusive to the 'Results: No action' template. It allows you to remove No Action Results from your 'To action' to do list if the patient cannot be contacted via mobile. This setting will be on by default.

Screen


HotDoc may be unable to send an SMN for the following reasons:

  • Patient has opted out of SMS communication
  • Patient does not have a valid mobile number
  • Patient is outside of your practice's age limit settings for receiving Recalls/Results messages. See: How can I stop Recalls from sending to an age group?

When enable: if the patient is unable to receive a No Action Results SMN, you will be alerted in the 'To action' tab.

Screen

 

When off: if the patient is unable to receive a No Action Results SMN, you will not be notified in the 'To action' tab.

 

Note: You won't be able to turn off this setting while Send HotDoc Recall automatically is also off.

This is to ensure that you have visibility on No Action Results that are Paused.

 

Screen
Error when template is paused.

Screen

Template is sending automatically

 

You can always find 'To action' results in the 'All' tab by filtering by the relevant status:

Screen

Eg: filtering the 'All' tab for patients that do not have a valid mobile number

 

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  • How do I action my Recalls/Clinical Reminders? (Action checklist)
  • No Action Results FAQs
  • How to pause your Recall Templates
  • How can I make a Recall or Result send automatically?
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Related articles

  • How do I action my Recalls/Clinical Reminders? (Action checklist)
  • No Action Results FAQs
  • How to pause your Recall Templates
  • How can I make a Recall or Result send automatically?
  • How to display practitioner comments in a patients result message and in the HotDoc Dashboard
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