The HotDoc Sidebar allows you to search for an active patient in your clinical software and manage their consent preferences for HotDoc SMS communication services.
This article will take you through how to manage communication consent options for a patient easily with the HotDoc sidebar.
In this article
How to manage patient consent in the Sidebar
- To access the latest update, please click the HotDoc logo (top left) of your Sidebar to refresh:
- Search for the patient by name the same as you would in your practice management software.
- Locate the correct patient using DOB and click SMS Consent.
- Review or update the patients consent settings and click Confirm to save any changes.
The patient record will update with today's date, giving you a history of when consent was last confirmed.
Patient opt-out requests
When a patient does not consent to SMS communications they must be opted out using the HotDoc Sidebar functionality using the steps above or you can do this from your Dashboard. See How to manage patient consent with the Dashboard for more information on this.