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
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How to edit patient details from the Calendar
- In the Calendar, click a patient's appointment:
- Click the Edit button next to the patient's details:
- Update relevant information then click Save at the bottom right:
How to edit patient details from the Patients page
- In the HotDoc Dashboard, go to Patients > Patient Search
- Type in the patient's first name, last name, mobile or home number, then click Search. Then select View next to the patient you would like to edit:
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Click Edit Details on the top right corner:
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Update relevant information then click Save at the bottom right:
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