Online Bookings
- How to add or edit a Practitioner
- How to customise your practitioner's online availability
- How to block a practitioner's availability using 'Hide Sessions'
- How to manage different fees for weekday and weekend appointments
- How do I turn on/off the 'Book online' button on my 'Google My Business' profile?
- How to edit your Practice Profile information
Payments
- How do I set up HotDoc payments for my appointments?
- How to set up Patient Payment Preferences for HotDoc Payments [in trials]
- How to collect payments in the HotDoc Sidebar [In trials]
- How we manage payment security at HotDoc
- Payments - The Patient Journey
- How do I enable payment pre-authorisation settings for my appointment types?
Quick Consults
- How do I set up terms and conditions for Quick Consult requests?
- I want to set up Automatic Invoicing for Quick Consult Requests, why can't I see the setting in my dashboard?
- Why is Automatic Invoicing for Quick Consults not available for one or more of my Practitioners?
- How to manage Quick Consults Promotion Settings and Notifications
- How to manage and action 'First Available Queue' requests for Quick Consults
- How do I set up or edit Quick Consults request types?
Appointment Reminders
- How do I search for an appointment reminder using the patient's name?
- How to respect patient opt out preferences from your clinical software
- How do I edit my appointment reminder settings?
- How do I add a custom message to my appointment reminders?
- How do I enable or disable appointment types from being cancelled via an appointment reminder?
- How do I enable or disable appointment reminders from sending for specific appointment types?
Recalls, Clinical Reminders & Results
- How do I action my Recalls/Clinical Reminders? (Action checklist)
- How to edit a Recall Letter Template
- How can I see why a recall could not send via SMS/Push Notification or Email?
- How can I see who at my practice manually actioned a recall?
- How do I include emails in my recall sequence
- How to communicate with patients who have had their personal information removed from HotDoc?
Caller ID
HotDoc Calendar
- How can I add notes to a patient's appointment in the HotDoc Calendar?
- How to remove or hide an available time in the HotDoc Calendar?
- How to view a patient's appointment details in the HotDoc Calendar?
- How can I add an appointment in the HotDoc Calendar?
- How to cancel, reschedule or edit an appointment in the HotDoc Calendar
- How do I open a Dental4Windows patient file from the HotDoc Calendar?
Forms
- How do I include my practice details in the letterhead of a PDF Form submissions?
- How to download a CSV file of Form submissions
- Where can I locate PDFs from HotDoc in my clinical software?
- What form fields can be automatically transferred into in a patient file?
- How can I preview my form?
- How do I make the Medicare number a compulsory field on my Form?
HotDoc Dashboard
- How do I reset my Dashboard or Sidebar Password?
- How to add an alert message to your Bookings Profile
- How do I upgrade from a HotDoc 'Basic' Profile to a HotDoc Profile with Bookings?
- How can I turn on/off email notifications?
- How to manage and edit your HotDoc 'Basic' Profile
- How do I maintain HotDoc during staff shortages or clinic closure?
HotDoc Sidebar
- Why does the Sidebar say 'No PMS'?
- How to Process Appointments in the Sidebar
- How to view Practitioner Reporting in the HotDoc Sidebar
- How to update the HotDoc Connector with ThreatLocker Installed
- How can I access the Web Sidebar?
- Why does my Sidebar give me the error 'Failed to Authenticate Connector'?
Broadcasts
- HotDoc Broadcast - MyMedicare Registration Status Minimum Connection Requirements
- How do I send a broadcast message to patients to inform them about flu vaccines?
- How to upload a .CSV file for a Broadcast?
- How to encourage patients to register for MyMedicare via their Medicare Online Account
- Why is my audience smaller than expected when using HotDoc filters to send a Broadcast?
- How do I access my Broadcast drafts?
Vaccinations
- How do I allow multiple Flu vaccine bookings in one appointment slot?
- How to create a Tandem Appointment for my Flu Appointment Types
- How do I set up pre and post-appointment information for my flu and covid vaccine appointments?
- How do I create and send an Influenza Vaccine Consent Form?
- How do I update my Moderna Booster appointment type for the bivalent vaccine?
- How to set up COVID-19 Vaccine appointments (dose 1,2,3 + boosters)
Inform
- How do I download a CSV file of my Inform Activations?
- How do I enable MyMedicare Inform Promotions and Activations?
- What is HotDoc Inform Activations?
- What is HotDoc Inform Promotions?
- How do I activate an Inform Activations Campaign?
- How can I activate or deactivate a HotDoc Inform Promotion?
Reviews
Telehealth
- How to create and manage Telehealth appointments
- How do we capture patient consent for bulk billed telehealth phone consultations?
- How does a practitioner start a Telehealth Video Consultation and capture bulk billing consent?
- Capturing patient consent for Bulk Billed Telehealth Items
- How do I set up a practitioner for Telehealth appointments on specific times or days?
- How do I update my practice from Telehealth only to In-person consults?
Check-In
- How to perform a Kiosk OS Manual Update
- Check-in Kiosk is not loading or not connecting to our wifi
- How do I keep my Kiosk sanitised?
- How to enable Mobile Check-in at your practice
- How can a patient download the HotDoc App via the Kiosk?
- Does HotDoc obfuscate sensitive data on the HotDoc Kiosk?