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  1. HotDoc Support
  2. General
  3. Dashboard
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How to manage patient consent with the Dashboard

Last updated 14 December 2020 05:22

The Dashboard has a Patient Search section, which allows you to search specifically for an active patient in your clinic's database and view or edit their opt out preferences for HotDoc SMS services.

   In this article

  • How to use Patient Search
  • How to check when consent was last updated


How to use Patient S
earch

  1. In the HotDoc Dashboard , select Patients > Patient Search:

    Screen_Shot_2019-08-08_at_11.44.00_am.png


  2. From here, enter the patient name and select the green Search button. This performs a search of active patients only in your patient database and brings up any matches. If you have multiple matches, verify further details such as DOB and click View for the corresponding patient:

    Screen_Shot_2019-08-08_at_11.45.02_am.png

  3. On the Patient's Communication preferences page, uncheck any SMS options you wish to opt the patient out of and then click Save to save your changes:

    Screen_Shot_2020-07-21_at_9.54.21_am.png

    To opt a patient back into SMS communication, repeat the steps to above to search for the patient, check the corresponding SMS box and save changes again.

 

How to check when consent was last updated


Patient Search also shows the last time consent settings were updated by either the Clinic or the Patient in the 'Last Confirmed' section:

Screen_Shot_2020-07-21_at_9.58.33_am.png

If the Last confirmed date was 'Never', this means the consent settings have not been changed by either the clinic or patient in the past, since Patient Search has been updated to include this information.

If there has been some change, you will now see the date and time the change was initiated, as well as an audit of how this change occurred in the Patient Activity section:

Screen_Shot_2020-07-21_at_9.53.50_am.png

 

 

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