Medical Director (Pracsoft)

Question

I have noticed that results are not syncing from Medical Director and therefore not appearing in my HotDoc dashboard. Why is this happening?

Solution

If you cannot locate your results in your HotDoc dashboard, please check the following criteria below to troubleshoot this.

• Check there is a connection between your Medical Director server and HotDoc. If this connection is not working correctly, HotDoc won't be able to sync your Results. You can check if there is a connection issue on your Sidebar. If the Sidebar shows 'No PMS' or 'No Service' at the top, please use this article to troubleshoot it: Why does the Sidebar say 'No PMS'?
  
  
• In Medical Director, HotDoc will only sync a patient’s test results if they have been filed under the Results tab in the patient file and labelled as Result under Location in the Actioned List.
  
  
• By default, HotDoc will only follow up on results that are marked as 'Discuss' and have no comments. Also, a result will only be synced if the practitioner actioned it from their inbox.
  
  
• Results checked with a Custom Action will be automatically marked as done by HotDoc, by default.
  
  
• If the patient record is inactive, marked as 'visiting' or flagged as deceased in Medical Director, HotDoc won't sync their results by default. Make the patient file active and not-deceased to proceed. 
  
  
• HotDoc will only sync results checked in Medical Director after the Results feature is activated on the HotDoc Dashboard.
  

To locate Results in the HotDoc Dashboard:

• Using the menu on the left, navigate to Recalls > Results. You will notice tabs located along the top left of the list.
  
  
• If you are looking for a specific result, take into account that it could be located under any of these tabs depending on the sequence stage the recall is on. For these cases, it is recommended to look in the All tab and use the Search Patient or Reason at the top right to locate the result.
  
  
• If a result appears on the dashboard with the Action 'Custom Action', this means the action applied by the practitioner in Medical Director does not link to any known Action in HotDoc. This often means the practitioner used the free text function or created a new action. As explained above, HotDoc will automatically mark these as done by default.
  
  
• HotDoc will only sync Documents from Medical Director if this setting is enabled in your Dashboard, under Recalls > Settings:
  
  
  For more information about this, please see How to set up Correspondence or Documents Sync