When HotDoc performs an automatic action such as sending out a Recall SMS, or if the patient performs an action such as reading the Recall SMS, we will keep an audit of this action by writing back a note to the patient's clinical record.
Read below to learn where these notes are kept if you need to reference this audit.
In this article
In Best Practice, clinical reminder notes are entered here:
- Patient file > 'Past visits' > Uncheck the 'Hide non visits' checkbox and a list will show.
- Double click on an entry to see the full detail:
- We will write back all contact attempts, actions taken in the Dashboard, as well as when the patient verifies their identity and views the message. In the Patient File > Go to Past Visits (make sure Hide non visits is unticked). Notes will be written back as a 'non visit' or '3rd party' for clinics on BP Jade:
Double click on the note to view the full details: