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Why is our new practice management software not syncing with HotDoc?

Last updated 24 April 2022 23:36   ∙   ~ minute read
Best Practice - Medical Director (Pracsoft) - Zedmed - Helix - Genie - Optomate 

Question

I am a new practice going through the onboarding checklist for HotDoc Bookings, but the following message is appearing and I cannot continue. How do I fix this? 

Screen_Shot_2021-08-20_at_3.09.40_pm.png

 

Solution

To fix this issue please ensure that you have completed all of the steps below: 

  1. Ensure you have set up a practitioner in your practice management software (PMS).

  2. Ensure you have created session times for the practitioner with a start time or date - Please see How do I check that my practitioners sessions are set up correctly? to check if your practitioners sessions are set up correctly in order for HotDoc to sync this information.

  3. Book a test appointment for the practitioner in your appointment book for a time in the future. The test appointment must be in an open session for HotDoc to sync this information.  

 

 

It can sometimes take up to an hour for HotDoc to sync this new information after you have set up the practitioner, created the sessions and added a test appointment. 
ⓘ Please Note

 

 

 

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