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  3. Online Bookings
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Online Bookings - The Patient Journey

Last updated 31 May 2026 23:08   ∙   ~ minute read
Best Practice - Medical Director (Pracsoft) - Zedmed - Helix - Genie - Optomate - Dental4Windows - HotDoc Calendar - Cliniko - coreplus - Nookal - Praktika

Question 

What does it look like for a patient to book an appointment online via HotDoc at my practice?

 

Solution

Once your clinic is set up to take online bookings, you will be listed in the HotDoc website and mobile app. 

A patient may be directed to your clinic via google search, your embedded booking widget on your website, or they may search our HotDoc website or app for a practitioner that meets their needs.

To book an appointment at your clinic, the patient goes through the following steps:

  1. Patient will either select the Book Appointment button or view a practitioner and select See Available Appointment Times:

    Screen_Shot_2021-02-02_at_12.15.19_pm.png Screen_Shot_2021-02-02_at_12.15.39_pm.png
  2.  Patient will answer if they are booking for themselves, someone else or a family member/friend:

    jane-profile.png

  3. Patient will select if they are new to the clinic or an existing patient:
    Screen_Shot_2021-02-02_at_12.21.37_pm.png
  4. Patient will select the desired appointment type and will view any messages associated with this appointment type (if configured in your HotDoc Dashboard settings):
    Screen_Shot_2021-02-02_at_12.22.47_pm.png
  5. Patient will select the desired appointment time/date:

    Screen_Shot_2021-02-02_at_12.23.55_pm.png

  6. If the booking is for a family member who is not yet added to the account, they will be asked to enter their details and confirm that they have consent to book on behalf of the patient:

    Screen_Shot_2021-03-25_at_10.23.49_am.png

  7. Various screens may appear depending on the settings you have access to or have configured in your Dashboard such as:
    - Patient Screening

    - Patient pre-consult notes
    - Payments
    - Referral Uploads
    - Telehealth Phone Consults or Telehealth Video

  8. Patient verifies their appointment details before confirming their booking request:
    Screen_Shot_2021-02-02_at_12.28.49_pm.png
  9. If the appointment requires any additional actioning by the clinic, the patient may see the following screen informing them of the request being sent, but not confirmed:
    Screen_Shot_2021-02-02_at_12.31.06_pm.png
  10. Alternatively, if the appointment is automatically confirmed, a confirmation email will be sent to the email address on their HotDoc account containing the appointment details and the patient will be able to review their confirmed appointment in their HotDoc app:
    Screen_Shot_2021-10-14_at_12.32.03_pm.png

 

 

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