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  2. Browse By Feature
  3. HotDoc Calendar
  4. Using the HotDoc Calendar
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How to update patient details in the HotDoc Calendar

Last updated 05 April 2022 07:25   ∙   ~ minute read
Dental4Windows - HotDoc Calendar

This article explains how you can edit patient details, including communication consent preferences, from the Calendar or from the Patients Dashboard page 

 

   In this article

  • How to edit patient details from the Calendar
  • How to edit patient details from the Patients page
  • How to view or update patient communication consent settings

 

How to edit patient details from the Calendar

  1. In the Calendar, click a patient's appointment:

    Screen_Shot_2021-08-02_at_3.40.24_pm.png 

  2. Click the Edit button next to the patient's details:

    Screen_Shot_2021-08-02_at_5.17.45_pm.png

  3. Update relevant information then click Save at the bottom right. 
    Screen_Shot_2022-03-29_at_3.46.18_pm.png


How to edit patient details from the Patients page

  1. In the HotDoc Dashboard, go to Patients > Patient Search 

    Screen_Shot_2021-08-12_at_5.13.45_pm.png

  2. Type in the patient's first name, last name, mobile or home number and click Search. Then select View next to the patient you would like to edit. 
    Patient_Search_.png


  3. Update relevant information then click Save at the bottom right. 
    Screen_Shot_2022-03-29_at_3.42.51_pm.png

How to view or update patient's communication consent settings

For information on patient consent settings, please see: How to manage patient consent in the Dashboard



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