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How to use Practitioner View

Last updated   ∙   ~ minute read

Best Practice, Medical Director (Pracsoft), Zedmed

The Practitioner View feature is an efficient way for practitioners to swiftly access patients upcoming and future appointments directly from the HotDoc Sidebar. This allows you to: 

  • View upcoming appointments and patient details
  • Join or create a Telehealth Video appointment

Please review the following article for a step by step guide on how to use this feature. 

 

   In this article

 

Video - Practitioner View

Watch the video below to see an overview of how Practitioner View can be set up and used. 

 

 

How to view upcoming appointments and patient details

  1. Firstly, you will be required to create a user account with Practitioner View using the instructions in this article, then proceed to the next step.
    Note: If you already have a Practitioner View account, proceed to the next step. 

  2. Open the HotDoc Sidebar.

    Desktop
    The best way to get full access to all features is on your Desktop. Download the HotDoc Sidebar using the steps in this article: How to download the HotDoc Sidebar.

    Mobile Device
    You can also check your schedule on the go by opening hotdoc.com.au/practitioner-view on your mobile device's internet browser. 

    Note: If you have already access to the Sidebar, proceed to the next step. 

  3. Log in to the HotDoc Sidebar with your registered Practitioner View user account details:

    prac_view_login.png

  4. At a glance, you will see a calendar view of your upcoming appointments on the current date with the following information:
    • Details: Appointment duration, patient name, date of birth, appointment type name 
    • Arrival status: as set in your appointment book/calendar. The colour key refers to: booked (blue), arrived (yellow) or seen (grey)
    • Reminder status icon: sent (yellow), viewed (orange) confirmed (green)
    • Form status icon: Pending submission (blue), pending processing (yellow), complete (green) 
    • Video icon: to access Telehealth video appointments
      • (if Telehealth appointments are enabled).  
    • Arrows to access the next or previous day

      edited_appt_copy_icons.png

  5. Click on a patient's appointment to see the following details:
    • Patients details
    • Status of new patient registration form (if applicable)
    • Status of appointment reminder  
    • Buttons to easily access the previous or next patients appointment. 
       
      Screen_Shot_2021-06-09_at_6.20.44_pm.png

 

How to access Telehealth Video appointments  

The following only applies if your practice has enabled Telehealth video appointments. 

 

This feature works in two ways:

  • If a patient books a Telehealth Video Consult, you can simply join directly from the Sidebar.  
  • If a patient books a Telehealth Phone Consult, you can convert this into a Video Consult from the Sidebar if you require to see the patient. 

 

Join a Telehealth Video Consult 

  1. Log into the HotDoc Sidebar. 

  2. Click the video icon next to the patients appointment:

    Screen_Shot_2021-06-09_at_6.13.14_pm.png

  3.  Click Join Video Consultation. 

    join_video_cons.png

  4. You will then be redirected to an internet browser to begin the Telehealth Video consultation with the patient. 

Convert Telehealth Phone Consults to Video Consults 

  1. Log into the HotDoc Sidebar. 
    Note: You must login with a user who has a Practitioner View account.

  2. Click the video icon next to the patients appointment:

    Screen_Shot_2022-01-31_at_3.56.09_pm.png

  3. Click the green Start Video Consultation, then Join Video Consult:

    stard_vid_cons.png

    Start Video Consultation

    join_video_cons.png

    Join Video Consultation
  4. You will then be redirected to an internet browser to begin the Telehealth Video consultation.

    Screen_Shot_2022-01-31_at_4.02.00_pm.png
    Note: If you can not start a video consult please check that Telehealth Video is activated for the practitioner in the HotDoc Dashboard.

  5. The patient will then receive an SMS or push notification inviting them to join the video session:

    sms_video.png

    SMS to join video call 

     

    push_noti_video.png

    Push Notification to join video call
If you would like to see more on the patient journey for Video Consults, please see Telehealth Video - The Patient Journey.



Dental4Windows & HotDoc Calendar

The Practitioner View feature is an efficient way for practitioners to swiftly access patients upcoming and future appointments directly from the HotDoc Sidebar. This allows you to: 

  • View upcoming appointments and patient details
  • Join or create a Telehealth Video appointment
  • Open a patient file from the HotDoc Sidebar (Dental4Windows only)

   In this article

 

Video

 

 

How to log into Practitioner View 

  1. Firstly, you will be required to create a user account with Practitioner View permissions using the instructions in this article, then proceed to the next step.
    Note: If you already have a Practitioner View account, proceed to the next step.

  2. Once you've created an account, you should receive an email like below. Download the Sidebar from the email or click this link to download the Sidebar, r un the installer and follow the prompts. 
    Note: If you already have the Sidebar installed, proceed to the next step.

    SDA_PracView_Login.png

  3. Log in to the HotDoc Sidebar with your registered Practitioner View details and you will be able to access your Calendar:
    SDA_Sidebar_Login.png SDA_PracView_View.png

 

How to view upcoming appointments and patient details 

  1. Once logged into the Sidebar, you will see a calendar view of your upcoming appointments on the current date with the following information:
    SDA_Elements_of_PracView_Sidebar.png

  2. To see a patients appointment details,  click on the appointment to see:
    SDA_Patient_Appt_Detail.png

 

How to search for a patient file in D4W using the Sidebar

Note: This feature will only be available if your practice is using Dental4Windows (D4W)

 

Requirements

There are a few requirements that must be met in order for this tool to work:

  • You must be logged into the installed version of the Sidebar, not the web version. 

  • D4W program must be open and running. If not, the practitioner will see a clear error message in the Sidebar telling them to open D4W.

  • In D4W, the Patient Records section needs be open. If not, we'll automatically open it for you and then surface an error message asking you to try again. Re-click the 'Patient File' to open the file.
    D4W_Patient_Records.png D4W_Patient_Search.png
  • Patients must have an existing patient file in D4W for the patient search to work. 

Search for a patient file 

This tool searches for existing patient files in D4W using the first and last name from the patients appointment in your HotDoc Calendar. This tool allows you to quickly open the patient file so you can enter notes, charts, etc in the patient file in D4W.

  1. Once logged into the installed Sidebar, click on a patients appointment in the Sidebar and click the Patient File button:
    SDA_Click_on_patients_appt.png D4W_Open_Patient_File.png
  2. This will open the Find a patient box in D4W and search for existing patient files. Match the patient's phone number and date of birth in the Sidebar to the correct patient file in D4W, then click this in D4W to open the file:

    D4W_Patient_File_is_Open.png

How to access Telehealth Video Appointments 

The following only applies if your practice has enabled Telehealth Video appointments. 
 

 

This feature can be used to join a Telehealth Video consult directly from the Sidebar, or converting a Telehealth Phone consult into a Video Consult if you require to see the patient. 

How to join a Telehealth Video appointment

  1. Once logged into the installed Sidebar, c lick the video icon next to the patients appointment

    SDA_Start_Telehealth.png

  2.  Click Join Video Consultation

    SDA_Join_Video_Consult.png

  3. You will then be redirected to an internet browser to begin the Telehealth Video consultation with the patient. 

Convert Telehealth Phone appointment to Telehealth Video

  1. Once logged into the installed Sidebar, click the video icon next to the patients appointment

    SDA_Start_Telehealth.png

  2. Click the green Start Video Consultation, then click Join Video Consult
    SDA_Start_Video_Consult_Button.png SDA_Join_Video_Consult.png

  3. You will then be redirected to an internet browser to begin the Telehealth Video consultation. The patient will then receive an SMS or push notification inviting them to join the video session:
    SDA_SMS_Prac_is_ready.png SDA_PN_Prac_is_ready.png

 

Optomate

The Practitioner View feature is an efficient way for practitioners to swiftly access patients' upcoming and future appointments directly from the HotDoc Sidebar.

This article provides a step by step guide on how to use this feature. 

  1. Firstly, you will be required to create a user account with Practitioner View using the instructions in this article, then proceed to the next step.
    Note: If you already have a Practitioner View account, proceed to the next step. 

  2. Download the HotDoc Sidebar using the steps in this article How to download the HotDoc Sidebar.
    Note: If you have already installed the Sidebar, proceed to the next step. 

  3. Log in to the HotDoc Sidebar with your registered Practitioner View user account details:

    prac_view_login.png

  4. At a glance, you will see a calendar view of your upcoming appointments on the current date with the following information:
    • Details: Appointment duration, patient name, date of birth, appointment type name
    • Arrows to access the next or previous day

      edited_appt_copy_icons.png

  5. Click on a patient's appointment to see the following details:
    • Patients details
    • Buttons to easily access the previous or next patients appointment. 
       
      Screen_Shot_2021-06-09_at_6.20.44_pm.png

 

 

 

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