Best Practice - Medical Director (Pracsoft) - Zedmed - Optomate
- How is patient privacy protected with Recalls?
- Can I download previously generated letters?
- Can I action multiple Recalls at the same time?
- Can I customise the days and times in which Recalls are sent to patients?
- Will Recalls still work for archived practitioners?
- I'm using Medical Director/Pracsoft and my recalls on the Dashboard are not linked to any practitioner. Can I fix this?
- Can I manually add a Recall to the Dashboard?
- Are contact attempts recorded in the patient Recall in HotDoc?
- Are the contact attempts recorded in the patient's file in my practice management system?
- Can I insert a link into my Recall template?
- Can I assign a recall reason to more than one template?
- A patient had an invalid mobile and I changed it on my book. Can I manually send them a Recall SMN now?
- Is there a way to show more than 14 days worth of recalls?
- Will my Recall information disappear from the dashboard after a period of time?
- I'm using Optomate and I have some recalls that we exported before using HotDoc. Will these be sent again to patients?
How is patient privacy protected with Recalls?
Patient privacy is protected with identity verification. Once the patient receives their SMN/push notification, they will need to enter their last name and date of birth to verify and read their 'Health Message'. For further information, please see What does the patient see when they receive a Recalls notification?
Can I download previously generated letters?
Yes! If you have generated letters and download them already, you can download them again from your Dashboard as many times as you need. Please see this article for the instructions: How to find previously generated letters
Can I action multiple Recalls at the same time?
Yes, you can batch action multiple Recalls! For further information on how to efficiently make changes to bulk Recalls, please follow the instructions in this article: How do I bath action multiple Recalls?
Can I customise the days and times in which Recalls are sent to patients?
Yes, you are able to choose and change the send settings in your Dashboard > Recalls > Settings. You can also set the Result sequence to send at the same time and day, or you can set it so they are different. The instructions are further explained in the article Can I change the days/times that recalls send to patients?
Will Recalls still work for archived practitioners?
Yes, recalls will show up on the Dashboard regardless of whether a practitioner is active or archived.
I'm using Medical Director/Pracsoft and my recalls on the Dashboard are not linked to any practitioner. Can I fix this?
Can I manually add a Recall to the Dashboard?
No, as it stands HotDoc only syncs recalls which have been assigned to patients by the practitioners in your practice management software.
Are contact attempts recorded in the patient Recall in HotDoc?
Yes! You can see the number of contact attempts made to the patient via push notification, SMN, call, or post in the 'Attempts' column of a patients recall, by going to Recalls > Clinical Reminders:
Are the contact attempts recorded in the patient's file in my practice management system?
Yes! When there is an action associated with the recall, such as HotDoc sending a Recall SMN or the patient reading the recall, we will write this back on the patient's file in your book. For more information on how to find this notes, please see: Where are Recall notes entered in the patient's file?
Can I insert a link into my Recall template?
Yes, but you need to put in some markdown code to make this clickable. How do I make a URL link clickable for patients?
Can I assign a recall reason to more than one template?
No, each reason can only be linked to one Template Group so that HotDoc knows which sequence to follow for each reason. For further information about linking a reason to a Template Group, please see How to assign a reason to a Template Group
A patient had an invalid mobile and I changed it on my book. Can I manually send them a Recall SMN now?
No, not at this stage. If a patient has an invalid mobile number and we couldn't send them the SMN for this reason, you'll need to decide whether you prefer to contact them on an alternative number by phone or remind them by post. For more information, please see What if a patient has an invalid mobile phone number?
Is there a way to show more than 14 days worth of recalls?
No, for the majority of clinics the sync window will be 14 days in the future and 30 days in the past. This may be a little different based on your clinics settings. How does HotDoc sync and display Clinical Reminders?
Will my Recall information disappear from the Dashboard after a period of time?
No, we do not delete any recalls that come through to your Dashboard. You can filter to see all recalls that we've synced into the Dashboard by going to Recalls > Clinical Reminders or Activity then select the All tab.
I'm using Optomate and I have some recalls that we exported before using HotDoc. Will these be sent to patients again?
No, HotDoc will not sync recalls that have previously been exported via Optomate.
Dental4Windows - HotDoc Calendar
- Can I customise the days and times in which Recalls are sent to patients?
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Can we set up Recalls to be created automatically for patients?
- Will Recalls still work for archived practitioners?
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Are the contact attempts recorded in the patient Recall in HotDoc?
- Will my recall information disappear from the Dashboard after a period of time?
- Can I insert a link into my Recall template?
Can I action multiple Recalls at the same time?
Yes, you can do this by selecting a batch of recalls and selecting the action. For further information on how to efficiently make changes to bulk Recalls, please follow the instructions in this article: How do I batch action multiple Recalls?
Can I customise the days and times in which Recalls are sent to patients?
Yes. You can edit the send settings in your Dashboard > Recalls > Settings. The instructions are further explained in the article Can I change the days/times that recalls send to patients?
Can we set up Recalls to be created automatically for patients?
Yes! In your Dashboard > Recalls > Settings, you can create automated recalls to be automatically created when a patient has an upcoming appointment for a specific appointment type. Please see this article for further instructions: How to add or edit Automated Recalls
Will Recalls still work for archived practitioners?
Yes, recalls will show up on the Dashboard regardless of whether a practitioner is archived or otherwise.
Are the contact attempts recorded in the patient Recall in HotDoc?
Yes! You can see the number of contact attempts made to the patient via push notification or SMN, call, or letters in the Attempts column of a patients recall, by going to Recalls > Activity
Will my recall information disappear from the Dashboard after a period of time?
No, we do not delete any recalls that come through to your dashboard if you select the All tab when filtering you will see all recalls that have ever synced with your HotDoc dashboard.
Can I insert a link into my Recall template?
Yes, but you need to put in some markdown code to make this clickable. How do I make a URL link clickable for patients?