Question

I want to leave a comment on a recall and mark it as done so the recall doesn't get sent. How do I do that in the HotDoc Dashboard?

Solution

There may be times when you don't want HotDoc to send a recall to a patient.

In those cases, Mark as done lets you stop the recall sequence and leave a comment that is written back to the patient's record.

To mark a recall as done:
 

1. Log in to your HotDoc Dashboard.
    
2. Search for the recall you want to mark as done:
   
   
    
3. Click the recall activity to expand the recall details:
   
   
    

4. Type your comment in the text box and click Save comment:
   
   
   
   Note: If you close the recall details before saving your comment, you'll see this error:
   
   
    

   To add your comment to the patient's file, make sure Add comment to patient's file is ticked. Learn where recall notes are entered in the patient's file.

5. Your comment appears in the recall activity:
   
   
    

6. To stop the recall sequence so HotDoc doesn't send the patient any notifications, click Mark as done.
   
   
    

   Mark as done only stops HotDoc sending the recall. It doesn't mark the recall as notified in the patient's record in your clinical software – to do that, update the patient's record directly.