Step 1: Setting up your Reminders

After your clinic has been activated for HotDoc Reminders, you can set them up and start sending them immediately by following these steps:

  1. Log in to your HotDoc Dashboard.

  2. Navigate to Reminders > Settings.

  3. At the top of the page you will see the 'Activate Reminders' section. It is best to leave this switched to 'Off' until you are ready to start sending out Reminders:

    Screen_Shot_2018-11-22_at_12.01.26_pm.png

  4. You can also enable or disable Push Notifications:

    Screen_Shot_2018-11-22_at_12.03.28_pm.png

    More information on this feature can be found here.

  5. In the 'Who should get Reminders?' section, you can set a maximum age for patients receiving Reminder messages, and also choose to ignore a patient's opt-in/opt-out status in your practice management system (if this has been collected):

    Screen_Shot_2018-11-22_at_4.35.39_pm.png

Once this basic set up has been completed, you can move to the next step: Selecting your appointment books and doctors.

Have more questions? Submit a request

Comments