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Getting Started with Reviews

Last updated 06 July 2026 02:44   ∙   ~ minute read
Best Practice - Medical Director (Pracsoft) - Zedmed - Genie - Dental4Windows - HotDoc Calendar

 This guide walks you through setting up HotDoc Reviews.

Once set up, you will be able to automatically ask patients to leave a Google Review for your practice and increase your marketing presence and reputation for new patients.

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Prefer a guided tutorial on how to set this up?
Click here to view guided learning options on HotDoc Academy
Log in with your HotDoc Dashboard username and password

HotDoc Reviews automatically sends a request via email, push notification, or SMS, encouraging a patient to leave a Google Review after their appointment – helping you promote your practice within the recommended RACGP guidelines.

HotDoc Reviews works simply by removing the manual step of asking a patient to leave a Google Review. This saves your reception team time and makes sure all patients are asked, increasing the possibility of a review being left.  By increasing the amount of Google Reviews your practice receives, you are more likely to:

  • Increase your search ranking - the more high star reviews you have, the higher your practice will show up in local search
  • Increase patient recommendations for your practice - patients sharing their experience is incredibly powerful when a patient is looking for a new practice

   In this article

  • 1. How can I use HotDoc Reviews?
  • 2. What does the patient see?
  • 3. How to set up Reviews
  • 4. Notify practitioner when a patient leaves a review
  • 5. Guidelines and Recommendations

1. How can I use HotDoc Reviews?

When considering whether you can use a reviews product to promote your practice, our general advice is the following:

  • It is acceptable to encourage and manage Google Reviews for your practice
  • It is acceptable to encourage a patient to leave a review either by asking them in person, emailing them or sending them an SMS
  • Using Google Reviews to promote your practice when the review mentions clinical aspects of your services is not acceptable
  • Filtering or asking for only positive reviews for your practice is not acceptable
  • Picking and choosing specific reviews to place on your website as a testimonial is not acceptable

To read more about Google reviews and how other practices are using HotDoc Reviews:

Learn why Google Reviews matter

 

2. What does the patient see?

HotDoc Reviews works by automatically sending an email, push notification or SMS to your patients post-appointment with a link to your Google review page.

When does a review send?

Reviews send two hours after the patient's appointment time, once they qualify:

  • Best Practice, Medical Director, Zedmed, or Genie: once the patient has been marked as 'seen' in the appointment book.

    Note: for Genie customers, the statuses that will trigger the review to send are 'Ready To Invoice', 'Invoiced', 'File Out'
     
  • HotDoc Calendar: sent regardless of the patient's arrival status.

What the patient receives

  1. The patient will receive a request, either to their email address defined in their patient file (or on their HotDoc account), mobile number, or via push notification to their HotDoc app: 

    image__107_.png image__98_.png
  2. If the patient is logged into their Google account already, we will take them straight to your practice's Reviews page. If they are not logged in, we will prompt them to log in with their Google details.
     
  3. After logging in, the patient is then able to write and submit a review:

    Image_from_iOS__77_.png

 

3. How to set up Reviews 

Setting up Reviews is all done through the HotDoc Dashboard.

  1. Log into your HotDoc Dashboard and navigate to Reputation > Reviews and select Sign in with Google to get started:

    Open HotDoc Dashboard


    Screen_Shot_2020-08-11_at_5.58.20_pm.png
     

  2. If you are not already logged into your practice's Google My Business account, you will be prompted to do so at this stage. If you do not have a Google My Business account:

    Learn how to manage your Google My Business listing

     

  3. Grant HotDoc access to the reviews section of your Google account by selecting Allow:
     

    Screen_Shot_2020-08-11_at_6.05.57_pm.png Screen_Shot_2020-08-11_at_6.07.53_pm.png 
  4. You will then be guided back to the HotDoc Dashboard where you can view your existing Reviews as well as keep track of any new Reviews that come in. If you have no current reviews to populate, you will see a success screen instead:

    Screen_Shot_2020-08-11_at_6.14.47_pm.png image__112_.png
  5. If your Google My Business account is attached to multiple locations, you may be requested to pick the correct location for this HotDoc Dashboard, similar to the example below:

    image__99_.png
     
  6. By default, we will automatically start sending a review request to eligible 'seen' patients. If you would like to switch this off at any time, please toggle the Ask patients for reviews button to Off:

    Screen_Shot_2020-08-11_at_6.17.21_pm.png

 

4. Notify practitioner when a patient leaves a review 

We can send an email notification to your practitioners each time a patient leaves a review following an appointment with them. This notification easily allows for your practitioners to see:

  • The patient's name 
  • The rating they provided
  • The review comment 

Please see the following instructions to set up email notifications for your practitioners:

  1. In the HotDoc Dashboard, go to Reputation > Review notifications.

    Screen_Shot_2021-01-07_at_1.12.49_pm.png

  2. Click Edit next to the practitioners name. 

    Screen_Shot_2021-01-07_at_1.14.27_pm.png
     
  3. Type the practitioners preferred email and select the check box next to Send emails for Reviews to enable notifications, then click Save. 

    Screen_Shot_2021-01-07_at_12.54.25_pm.png
     
  4. These changes will then be reflected in the Dashboard. Repeat the step above for all other practitioners who would like this feature enabled.

    Screen_Shot_2021-01-07_at_1.15.41_pm.png
     
  5. Once the patient has been seen for their appointment and submits a review via the request, we will send their practitioner an email with the following details: 

    review_email_practitioenr.png
     
  6. If at any time you would like to disable emails from being sent to the practitioner, click Edit next to their name, deselect the check box then click Save. 

    Screen_Shot_2021-01-07_at_1.06.57_pm.png
     

5. Guidelines and Recommendations  

Congratulations! You have now completed the set up for HotDoc Reviews. From here, we recommend the following:

  • Read through the RACGP guidelines on responding to reviews, especially if you happen to receive a negative review
  • Make sure you are familiar with how to manage your reviews via Google My Business
  • Remember that any review you receive via Google should not be uploaded to your website for promotional reasons
  • It is not recommended to ask a patient about their experience before sending them a review request and could be seen as a breach of the Google My Business' review guidelines
  • A review request is sent to all types of appointments at the practice, it is not advisable to select only specific types of appointments or patients from a specific practitioner to receive the review request as this could be seen as review gating.

For answers to some frequently asked questions and further information, see Reviews FAQs.

 

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