How to manage patient consent with the Sidebar

You can now use the HotDoc sidebar to easily check and update patient SMS consent.

To access the latest update, please click the HotDoc logo (top left) of your Sidebar to refresh:



From here you can check and update patient consent in 3 easy steps!

Step 1: Search for the patient by name the same as you would in your practice management software.



Step 2: Locate the correct patient using DOB and click SMS Consent



Step 3: Review/Update consent settings and click Confirm



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 new HotDoc Sidebar functionality using the three simple steps above.  

If you have any questions, please reach out to your Customer Success Manager - we’re always here to help!

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