Online Bookings
- How to add, edit or setup 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 can I communicate billing changes to patients?
- How to add, edit or remove an appointment type
Payments
- How do I set up HotDoc payments for my appointments?
- How to Manage Promotion Settings for HotDoc Payments
- How do I set up my Payments to pass the fee on to the patient?
- How do I reconcile my Payments if my practice absorbs the processing fee?
- How to set up Direct to Practitioner Payouts for Payments
- How do I reconcile my HotDoc payments to the receipts in my practice software?
Routine Requests
- I want to set up Automatic Invoicing for Routine Requests, why can't I see the setting in my dashboard?
- How are Routine Requests response times calculated on our practice's booking page?
- Why is Automatic Invoicing for Routine Requests not available for one or more of my Practitioners?
- How do I set up terms and conditions for Routine Requests?
- How do I set up or edit Routine Request types?
- How do practitioners action Routine Requests in the HotDoc Sidebar?
Appointment Reminders
- How do I search for an appointment reminder using the patient's name?
- How do I edit the copy of our Appointment Reminders?
- How do I edit my appointment reminder settings?
- How do I enable or disable appointment reminders for a practitioner?
- How can I view the history of my sent appointment reminders?
- Appointment Reminders - The Patient Journey
Recalls, Clinical Reminders & Results
- How do I action my Recalls/Clinical Reminders? (Action checklist)
- What is HotDoc Recalls?
- How to add, edit and remove Recall Templates
- Where are Recall notes entered in the patient's file?
- How to assist patients with recall communication queries
- How do I leave a comment and mark a Recall as done?
Telehealth On Demand
- How can I manage my patient notes preferences for Telehealth On Demand?
- Telehealth On Demand FAQs
- Practitioners Guide: Telehealth On Demand
- Telehealth On Demand – Refund Eligibility Guidelines & Process
- How Do I Action Patient Notes from a Telehealth On Demand Appointment?
- Understanding Your Weekly Telehealth On Demand Report
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 to manage MyMedicare Form submissions in the Dashboard
- MyMedicare: The Patient Journey
- 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 form PDFs from HotDoc in my clinical software?
- What form fields can be automatically transferred into a patient file?
HotDoc Dashboard
- How do I reset my Dashboard or Sidebar Password?
- How to view Practitioner Value Reporting and Pulse Check in the HotDoc Dashboard
- 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 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
- Why does HotDoc show a Best Practice connection error? (No PMS)
- How to view Practitioner Reporting in the HotDoc Sidebar
- How can I access the Web Sidebar?
- How to update the HotDoc Connector with ThreatLocker Installed
Broadcasts
- How to create and send a Broadcast email to patients
- Creating high performing Email Broadcast campaigns
- 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
Vaccinations
- What communications do patients receive for a Flu or COVID-19 vaccine appointment?
- How do I create and send an Influenza Vaccine Consent Form?
- How do I allow multiple Flu vaccine bookings in one appointment slot?
- How do I set up pre and post-appointment information for my flu and covid vaccine appointments?
- How does the vaccine stock management feature work?
- How do I edit the pre and post-appointment information for vaccine appointments?
Inform
- How do I download a CSV file of my Inform Activations?
- How do I enable the MyMedicare Inform Promotion?
- 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 appointments?
- 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?