Question

How do I manage patient consent in the HotDoc Sidebar? 

Solution

The HotDoc Sidebar allows you to search for an active patient in your practice management software and manage their consent preferences for HotDoc SMS communication services. Please follow the instructions below for how to manage communication consent options for a patient easily with the HotDoc Sidebar: 

• How to manage patient consent in the Sidebar
• How to manage patient opt-out requests

How to manage patient consent in the Sidebar

1. To refresh the data in the Sidebar, click the HotDoc logo (top left):
   
   
   
   
2. Search for the patient by name:
   
   
   
   
3. Locate the correct patient using DOB and click SMS Consent.
   
   
   
   
4. Review or update the patient's consent settings and click Confirm to save:
   
   
   

The patient record will update with today's date, giving you a history of when consent was last confirmed.

How to manage patient opt-out requests

If 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.