What to do when exact match not found
Each time an existing patient makes a booking, HotDoc matches that patient with his/her existing file in the database. This match is made through a combination of surname and date of birth.
However, every so often HotDoc is unable to make an exact match. This will be due to one of the following reasons:
- The patient has provided incorrect information to HotDoc
- Information in the practice database is incorrect
- The patient is actually a new patient
In the event that HotDoc is unable to make an exact match, it will attempt to make a partial match through surname or date of birth, but not both. If the patient has provided incorrect information, you will likely see a partial match in your sidebar and you can link the booking to the relevant patient file.
If the patient is new to the clinic you will see a notification in the HotDoc Sidebar that looks like this:
Instead of having to dismiss the booking due to no match, you can now treat the booking as a new patient and create a patient file for them.
If you require assistance with this, please contact HotDoc: firstname.lastname@example.org