Why am I unable to find the correct practitioner name in the drop down list when setting up a new practitioner profile in the HotDoc Dashboard?
If you are unable to locate the correct practitioner in the drop down menu, there are a few things you can check.
To fix this:
- If the practitioner has just been added to your practice management software try waiting 30 minutes, refreshing the Dashboard and checking for them again. It can sometimes take up to an hour for HotDoc to sync this new information.
- HotDoc syncs practitioners as active for linking when we see sessions attached to the practitioner in your clinical software. Please make sure that the practitioner has standard sessions set up and then up to an hour for HotDoc to sync this information. Please refer here for advice on how locate the sessions set up for a practitioner within your Practice Management System.
- HotDoc also syncs practitioners as active for linking by seeing if there are any upcoming appointments in their book. If there are no future appointments in the appointment book for this practitioner, try adding a test booking in an upcoming appointment slot and wait up to an hour for HotDoc to sync this information.
If you have followed the above steps, and still find you are encountering some issues with your Sidebar, please contact us via the green Support button below with some further details about the issue and our Support Team will assist as soon as possible!