This article explains how you can search and view patient details in the Patients section of the HotDoc Dashboard. Here you'll be able to see the patient's appointment history, consent preferences and other patient activity.
Best Practice, Medical Director (Pracsoft), Zedmed
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In this article |
How to search for patient details
- Log into the HotDoc Dashboard and go to Patients > Patient Search:
- Type in a patient's first name, last name, mobile or home phone and click Search. In the list of results, click View next to the appropriate patient:
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At a glance, you can see the Patient Details or click a tab to see:
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Consent
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Manage a patient's consent by checking the boxes next to Reminders, Recalls and Results, and Health information:
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Appointment History
- Shows all the patient's appointments, including ones booked via HotDoc as well as any made directly in your appointment book.
- Appointment Status refers to the patient arrival status as set in your practice software. This includes cancelled appointments.
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Click the drop down arrow on the left for more details, including last updated, date cancelled, or who the appointment was booked by.
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Payments
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If you're using HotDoc Payments here you can:
- Exempt a patient from adding a payment method to learn more see: How do I exempt an individual patient from adding payment?
- See any of the patient's payment requests or transactions underneath Payment History.
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If you're using HotDoc Payments here you can:
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Patient Activity
- A log of changes to the patient's consent preferences.
- A log of changes to the patient's consent preferences.
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Form Submissions
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If you're using HotDoc Forms, this will show you any of the patient's form submissions.
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If you're using HotDoc Forms, this will show you any of the patient's form submissions.
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Patient Details resources
- Please see How to manage patient consent with the Dashboard for a quick guide on how to edit these.
- Please see Booking History and filtering search results for more information about the a patients appointments and history
Optomate
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In this article |
How to search for patient details
- Log into the HotDoc Dashboard and go to Patients > Patient Search:
- Type in a patient's first name, last name, mobile or home phone and click Search. In the list of results, click View next to the appropriate patient:
-
At a glance, you can see the Patient Details or click a tab to see:
-
Consent
-
Manage a patient's consent by checking the boxes next to Reminders, Recalls and Results, and Health information:
-
-
Appointment History
- Shows all the patient's appointments, including ones booked via HotDoc as well as any made directly in Optomate.
- Appointment Status refers to the patient arrival status as set in Optomate. This includes cancelled appointments.
-
Click the drop down arrow on the left for more details, including last updated, date cancelled, or who the appointment was booked by.
-
-
-
Patient Activity
-
A log of changes to the patient's consent preferences.
-
A log of changes to the patient's consent preferences.
-
Patient Details resources
- Please see How to manage patient consent with the Dashboard for a quick guide on how to edit these.
- Please see Booking History and filtering search results for more information about the a patients appointments and history.
Dental4Windows, HotDoc Calendar
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In this article |
How to search for patient details
- Log into the HotDoc Dashboard and go to Patients > Patient Search:
- Type in a patient's first name, last name, mobile or home phone and click Search. In the list of results, click View next to the appropriate patient:
- At a glance you can see the patient's details or edit any of the following:
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Pinned icons
- Here you can pin icons to the patient which will appear every time they have an appointment.
- For more information about this view, visit: How to add icons to an appointment in the Calendar
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Consent preferences
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Manage a patient's consent by checking the boxes next to Reminders, Recalls and Results, and Health information.
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For more information, visit: How to edit patient details or consent preferences.
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Appointment History
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A list of the patient's appointments. This includes:
- Imported appointments from your software (if applicable)
- Appointments booked by the patient via HotDoc
- Appointments made by the practice team in the HotDoc Calendar
- The Appointment Status reflects what is set in the Calendar. This also includes cancelled appointments.
- Click the drop down arrow on the left for more details, including last updated, date cancelled, or who the appointment was booked by.
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Click View in Calendar to be taken to the appointment in the HotDoc Calendar.
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A list of the patient's appointments. This includes:
-
Payments
-
If you're using HotDoc Payments here you can:
- Exempt a patient from adding a payment method to learn more see: How do I exempt an individual patient from adding payment?
-
See any of the patient's payment requests or transactions underneath Payment History.
-
If you're using HotDoc Payments here you can:
-
Patient Activity
-
A log of changes to the patient's consent preferences.
-
A log of changes to the patient's consent preferences.
-
Form Submissions
- If you're using HotDoc Forms, this will show you any of the patient's form submissions.
- Click the Download PDF button to open a PDF of the submitted form.
Patient details resources
- Please see How to edit patient details or consent preferences for a quick guide on how to edit these.
- Please see How do I view a patient's next or previous appointment? for a quick guide on how view the patient's appointment history.