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How to pause your Recall Templates

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HotDoc Recalls allows you to pause the automatic send out of SMS to patients who are due for an upcoming recall. You may wish to pause your HotDoc Recall Templates because:

  • You are wishing to manually manage a certain recall, for example Care Plans
  • You have decided to temporarily pause a certain recall template from sending out. 
  • You are waiting for flu vaccine stock to arrive at the clinic

   In this article

 

How to pause a template

 

Once a Recall Template is paused, HotDoc will not send out the linked recalls until the template is un-paused and will show these Recalls in your To Action list instead.

 

  1. Log into your HotDoc Dashboard using your clinic user details.

  2. Navigate into the left hand menu into Recalls > Template Groups

  3. Choose the template you wish to pause and click Edit Template. 

    Screen_Shot_2020-06-25_at_10.23.18_am.png

  4. Scroll down to the three options underneath the Reminder Message, and untick the box Send HotDoc Recall automatically and select Save. 

    Screen_Shot_2020-10-08_at_12.17.13_pm.png

  5. Once saved, it will take you back to your Template Groups screen, where you will be able to see that the Template is paused.

    Screen_Shot_2020-06-25_at_10.26.33_am.png

 

Managing paused recalls

Any recalls that we sync into the Dashboard whilst the assigned Template is paused, will display as such in your To Action screen

Screen_Shot_2020-06-25_at_10.30.19_am.png

If you wish to send out individual patient recalls which templates have been paused. You can select the recall from the To Action list, once in the Reminder Details screen, click Resume.

Screen_Shot_2020-06-25_at_10.42.35_am.png

 

How to resume a paused template

When you decide it is time to resume the sending out of your paused Recall Template, you can unpause by following the steps below:

  1. Log into your HotDoc Dashboard using your clinic user details.

  2. Navigate into the left hand menu into Recalls > Template Groups

  3. Choose the template you wish to resume and click Edit Template. 

    Screen_Shot_2020-10-08_at_12.22.09_pm.png
  4. Once in the edit template screen, scroll down and tick the box Send HotDoc Recall automatically and save

    Screen_Shot_2020-10-08_at_12.16.34_pm.png

  5. Once this box is ticked, the paused recall template will resume sending automatically.

 

If you are needing some further assistance with your HotDoc Recalls, you can review the following Support articles

 

 

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