How can I make a Recall or Result send automatically? – HotDoc Support

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Question

My Recalls/Clinical Reminders/Results are showing on my Dashboard as 'To action - Paused' and I need to manually action them. How do I make them send automatically?

Solution

**ⓘ Sharing a database?**
If your practice is on a shared database with other sites, making the changes below will affect ALL practices on the database. Please ensure you have considered this and communicated information to relevant team members.

When HotDoc finds a recall, clinical reminder or result that needs to be actioned, it will follow a sequence according to the Template Group the recall reason is linked to.

In the Dashboard, you can choose if you want each template to start the sequence automatically or, if you prefer, to manually start them.

Follow the steps below to set up your Templates Groups so that HotDoc starts the sequence automatically.

Log in to your Dashboard and click on Recalls > Template Groups. You can toggle between Clinical Reminder Templates (Recalls) and Result Templates to find the appropriate template to automate:
The 'Send' column on the right will show you which Template Groups are paused or automatic:
- Paused (send manually)
- Automatically (send automatically)
Click the Edit Template button below the template name that has the send action "Paused (manually)"
On the Template Settings page, check the box next to Send HotDoc Recall automatically to automate the template and click Save in the bottom right:
Recalls or results for this template will then start sending to the patient automatically!

For more information about how to edit your templates, please see How to add, edit and remove Recall Templates