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  4. Using the HotDoc Calendar
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How to send a new patient form request via the HotDoc Calendar

Last updated 05 April 2022 07:19   ∙   ~ minute read
Dental4Windows - HotDoc Calendar

HotDoc Forms, in conjunction with the HotDoc Appointment Calendar, allows you to send a new patient registration form ahead of a patient's appointment.

Read the following guide to learn how to send a Form to your patients.

 

   In this article

  • Send Form using HotDoc Online Bookings
  • Send Form using the HotDoc Appointment Calendar
  • How to check the status of a Form request

 

 

Send Form using HotDoc Online Bookings

HotDoc will automatically send a New Patient Registration Form in the confirmation email of a New Patient booking:

  1. If a new patient makes a booking online, their appointment request will be sent to your Sidebar. Select Create New Patient to accept the booking:

    mceclip1.png

  2. HotDoc will send the new patient a confirmation email with a Get Started button for them to fill in the form:

    mceclip2.png

Send using the HotDoc Appointment Calendar

The HotDoc Appointment Calendar allows you to opt a patient into HotDoc communication consent and send a From when you are adding an appointment:

  1. When adding a new appointment,  select '+ New Patient':

    Screen_Shot_2021-02-03_at_12.32.11_pm.png

  2. Enter the patient's details and tick both checkboxes next to Patient consents to receive SMS and email and Send New Patient Form:

    mceclip3.png

  3. Click Save, and HotDoc will send a new patient form request via email, or via SMS if the patient does not have an email address:

    SmartSelect_20220310-103129_Messages.jpg

 

How to check the status of a Form request

The patient's appointment in the HotDoc Calendar will show an icon if a Form request has been requested and if the patient has submitted the Form:

  • Form Pending
    When HotDoc has sent the patient a request to fill in the form via SMS or email, a blue form icon will display. Hover over the appointment to see the 'Form pending' status:


    mceclip4.png

  • Form Processing
    When the patient has submitted their Form,  a yellow form icon will display. Hover over the appointment to see the 'Form processing' status:


    mceclip7.png

    The patient's Form submission will now appear in your HotDoc Sidebar for processing:

    mceclip9.png

  • Form Completed
    When the Sidebar submission has been actioned, a green form icon will display. Hover over the appointment to see the 'Form completed' status:

    mceclip8.png

 

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