In the Quick Consults > Settings you can configure the General and Advanced settings. This allows HotDoc to know what kind of requests you will be accepting online, as well as your practice information so we know who to contact at your practice. Please follow the instructions below for how to set up or edit these settings.
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In this article |
How to set up your Practice Details
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Make sure you have a Payment Provider account linked to your Dashboard. If you haven't done this yet, please follow the steps here: How to set up a Payment Provider to start using HotDoc Payments and Repeats
Interested in setting up your practitioners to be paid out directly?
For more information please see: How to set up Direct to Practitioner Payouts for Payments
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Once that's complete, go to step 2 in the onboarding checklist or navigate to Quick Consults > Settings > General:
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Enter your practice details to create your account:
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The Practice Name field is pre-populated with the name that is displayed on your HotDoc account.
- The Practice contact person and notification email address fields will be used as the best point of contact at the practice to receive daily emails, for example, the Practice Manager or Reception Team Leader:
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The Practice Name field is pre-populated with the name that is displayed on your HotDoc account.
How to set up or edit different request types
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Please read the following article which outlines how to set up or edit new request types, including setting prices and enabling practitioners: How do I set up or edit Quick Consults request types?
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How to enable automatic invoicing for your requests (Best Practice only)
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For practices using Best Practice as their practice software, you can enable the automatic invoice feature so that HotDoc can automatically create and receipt an invoice in your practice software each time a patient requests a repeat script or referral. Please see the instructions in the article below for how to do this: How to enable automatic invoicing for Quick Consult requests |
How to set up disclaimers for prescriptions and specialist referral requests
For Prescription and referral requests we have default disclaimers displayed to patients during the booking process, and you have the option to customise these.
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Head to Quick Consults > Setting > Advanced Settings and click either Repeat Prescription or Repeat Specialist Referral
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Then click Customise to edit
- You can then edit the custom text field and it will be displayed in the patient will see field. Ensure you click Save