• Is one practice (HotDoc customer) merging into another database that is already a HotDoc customer? If Yes:
• Is one site not a HotDoc customer (Clinic A) merging into a Database that is already a HotDoc customer (Clinic B)? If Yes:
• Are two existing HotDoc customers merging into a new database? If Yes:
• Is one site closing and merging into an existing HotDoc customers Database ? If Yes:
  

Is one practice (HotDoc customer) merging into another database that is already a HotDoc customer? If Yes:

• The practice that is merging will get a new HotDoc Dashboard and complete its setup again. 
• The other HotDoc customer’s HotDoc Dashboard setup will remain the same, however, as the two sites will now share a database, HotDoc Recalls product will now be shared.
• If the HotDoc customer is already using HotDoc Recalls, their configuration will be used for both sites.

Is one site not a HotDoc customer (Clinic A) merging into a Database that is already a HotDoc customer (Clinic B)? If Yes:

• Clinic B can keep their existing HotDoc Dashboard.
• If Clinic A (not currently using HotDoc)  is interested in using HotDoc, please let our team know. Then a member of the team can reach out to discuss this further. 
• Clinic B may need to pause using some of HotDoc products if Clinic B doesn’t use HotDoc, as some products are shared (ie Recalls).
• Any questions on this please let our team know via ((email))

Are two existing HotDoc customers merging into a new database? If Yes:

• Both practices will require new HotDoc Dashboards.
• The HotDoc team will activate all HotDoc products being used before the merge and both practices will need to set up these products again. 
• Please note, that when two sites merge into one database their Recalls will be shared.
• If both practices were previously using HotDoc Recalls product, HotDoc can copy across one practice’s templates and some settings.
• If one practice is using HotDoc Recalls product and the other is not, before we can re-activate both clinics will need to agree to use this product, as it is now shared.

Is one site closing and merging into an existing HotDoc customers Database ? If Yes:

• All HotDoc products will be disabled for the site closing.
• The existing HotDoc customer can keep their HotDoc Dashboard.
• The HotDoc team can copy across any Doctor’s profiles to the existing HotDoc customer's dashboard. 
• The practice may be required to set up some information depending on if any doctors are moving across to the other practice.
• Our finance team will make any required changes to the HotDoc customers billing