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  3. Recalls, Clinical Reminders & Results
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How to assist patients with recall communication queries

Last updated 23 January 2026 04:33   ∙   ~ minute read

A patient may have questions about the communication they have received from HotDoc on behalf of your practice. These questions are generally directed to your Team that handle inbound calls, as they are the first point of contact.

 

Below are some helpful tips to familiarise your Team with HotDoc Recalls and equip them with the information to answer any frequently asked questions from patients.

 

   In this article

  • Understanding the patient journey 
  • What to do if a patient prefers not to click on the link
  • Tips for success      

 

Understanding the patient journey

It may be helpful for your Team to travel through the patient's journey of receiving a recall so they're aware of the types of communication the patient will receive. The following article provides detail of this here: What does the patient see when they receive a Recalls notification?

 

 

Best Practice - Medical Director (Pracsoft) - Zedmed
Optomate - Dental4Windows

Best Practice - Medical Director (Pracsoft) - Zedmed

HotDoc will send an SMN or Push Notification containing a unique link to the patient's mobile:

  • The patient clicks the link, taking them to the identity verification page.

     
  • The patient will be asked to enter their surname and DOB.

     
  • Once this is entered correctly the nature of the recall message will be revealed with the information you have created in your templates.

     
  • The patient can then book an appointment online if you have this setting in place. 

 

Screen_Shot_2020-02-10_at_4.18.39_pm.png

 

If patients are not sure if it's safe to click on the link, you can let them know HotDoc's links will always include one of these domains:

htd.io | hotdoc.com | hotdoc.com.au


If you believe a patient received a scam message instead - it doesn't match the above criteria or your chosen wording - you can ask them to report it (on iOS or Android). For more information on phishing and scam messages, please check this Australian Cyber Security Centre (ACSC) Guide.

ⓘ Please Note

 

 


Optomate - Dental4Windows

HotDoc will send an SMN or Push Notification containing a unique link to the patient's mobile:

  1. The patient clicks the link, or selects the push notification taking them directly to your practice booking page. 


IMG-20220209-WA0001__2_.jpg

 

  • The patient can then book an appointment online if you have this setting in place. 


IMG-20220209-WA0002.jpg

 

If patients are not sure if it's safe to click on the link, you can let them know HotDoc's links will always include one of these domains:

htd.io | hotdoc.com | hotdoc.com.au


If you believe a patient received a scam message instead - it doesn't match the above criteria or your chosen wording - you can ask them to report it (on iOS or Android). For more information on phishing and scam messages, please check this Australian Cyber Security Centre (ACSC) Guide.

ⓘ Please Note

 

 

 

What to do if a patient prefers not to click on the link 

There are two scenarios that might occur when activating the HotDoc Recalls product: 

  • The patient may call the practice and can't access the link, as they don't have a smartphone or have mobile data. 

     
  • The patient may prefer not to click on the link and call the practice directly. You will also receive more calls if HotDoc Online Bookings are not used. 

If a patient calls the practice directly and they can't be encouraged to follow the link, you can mark a recall as done in HotDoc to stop any further SMN communication. Please note, this will not resolve the recall in your Practice Software.

 

If you are utilising our Pause on Booking feature, the SMN communication to the patient will stop when the patient's appointment is booked. To learn more about this feature, click here.

 

 

Tips for success      

When first activating our Recalls product we recommend some of the following tips to increase your patient's engagement with the recall SMN:

 

1.  If a patient phones the practice and they haven't clicked the link, encourage them to do the steps above.

 

2.  Ensure you have put the posters up around the practice and you are handing out our Recall cards to patients. You can print additional resources here 

 

This will help educate your patients, so next time they receive a Recall they will know what to do!

 


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Related articles

  • What does the patient see when they receive a Recalls notification?
  • How to create a Tandem Appointment
  • How to display practitioner comments in a patients result message and in the HotDoc Dashboard
  • Pause on Booking for HotDoc Recalls
  • How do I pause a recall from sending when a patient has an upcoming appointment?

Related articles

  • What does the patient see when they receive a Recalls notification?
  • How to create a Tandem Appointment
  • How to display practitioner comments in a patients result message and in the HotDoc Dashboard
  • Pause on Booking for HotDoc Recalls
  • How do I pause a recall from sending when a patient has an upcoming appointment?
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