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. 

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. 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:
   
   
   
   
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
     
   • Pin icon: top right hand side, allows Sidebar to remain at the front of screen
     
     
     
     
5. Click on a patient's appointment to see the following details:
   • Patients details
     • phone number, DOB
     • Pre-appointment notes left during booking online - you can enable this here
   • Appointment Notes - Left by staff, HotDoc Calendar only. 
   • Status of new patient registration form (if applicable)
   • Status of appointment reminder  
   • Buttons to easily access the previous or next patients appointment. 
      
     
     

How to access 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:
   
   
   
   
3.  Click Join Video Consultation. 
   
   
   
   
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. 
   
   
2. Click the video icon next to the patients appointment:
   
   
   
   
3. Click the green Start Video Consultation, then Join Video Consult:
   
   

   Start Video Consultation

   Join Video Consultation

4. 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:
   
   

   SMS to join video call

   Push Notification to join video call