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  2. Browse By Feature
  3. Recalls, Clinical Reminders & Results
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How do I check a patient's upcoming appointment details within a recall?

Last updated 09 December 2024 01:25   ∙   ~ minute read
Best Practice - Medical Director (Pracsoft) - Zedmed - Optomate - Dental4Windows - HotDoc Calendar

Question

How can I check the upcoming appointment details for a recall?

 

Solution

You can now cross-check the upcoming appointment details on your HotDoc Recalls quickly and accurately, without opening your clinical software.

  1. From the HotDoc Dashboard, go to Recalls > Results, Clinical Reminders or Activity.

  2. Click on the All tab and type the patient's name into the search box.Screen_Shot_2022-02-17_at_11.54.52_am.png

  3. Once you have identified the recall, click on it to open the Recall Details screen.

    Screen_Shot_2022-02-17_at_11.45.47_am.png

  4. For active HotDoc Practitioners, we will show appointment times, Practitioner names and appointment types in the Recall Details screen. You can see information for all appointments, not just those booked with HotDoc:

    mceclip0.png


  5. If the recall is linked to a template that is set to pause when the patient makes an appointment, you can choose an appointment to link by following the steps in the following article: How do I link an upcoming appointment to a Recall

 

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Related articles

  • What does each Recall status mean?
  • How do I link an upcoming appointment to a Recall
  • Getting started with Recalls
  • Where are Recall notes entered in the patient's file?
  • Why didn't some fields transfer from the form to the patient file?

Related articles

  • What does each Recall status mean?
  • How do I link an upcoming appointment to a Recall
  • Getting started with Recalls
  • Where are Recall notes entered in the patient's file?
  • Why didn't some fields transfer from the form to the patient file?
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