How do Templates and Sequences work?

Whether a Patient is sent for just one test, or multiple tests, HotDoc Results will escalate their case by urgency of the Action assigned to their test results.

As multiple tests are synced for a patient, HotDoc will apply a template to the highest priority “Action” that the doctor has assigned. This will appear in the “Action” column.


For example, if a patient is sent for three tests, the doctor will assign actions to these tests as the results come through to their inbox. If one test’s action is assigned Non-Urgent Appointment or Discuss while the other two are assigned No Action, the Non-Urgent Appointment or Discuss template would be applied because this action has the highest priority.

Tests are grouped together so that we only send one message to the patient as opposed to three messages all with different meanings which would cause confusion.


In the above screenshot you can see how tests belonging to the same patient are grouped in the HotDoc Dashboard.


Please note: tests performed on separate days will sync into the Dashboard as separate Results.


The HotDoc Results Journey

The Patient Journey will usually follow the steps below:




If multiple tests are performed on the same day, the urgency will escalate if we sync tests into the Dashboard that require communication.

If the reason is escalated to a template that has an SMS sequence, we will start to queue to send the SMS out. 

To view what the Patient sees from here, please read What does the Patient see when they receive a Results message?




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