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 to edit your Practice Profile information
- How do I remove a practitioner from my online bookings page?
Payments
- How do I set up HotDoc payments for my appointments?
- HotDoc Payments Pre-authorisation Minimum Connection Requirements
- How do I enable payment pre-authorisation settings for my appointment types?
- Why didn't an invoice automatically receipt that has been successfully paid in HotDoc?
- How to manage failed payments for Appointments
- What does each tab in the Payments Booking Activity mean?
Quick Consults
- 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?
- How are Quick Consults response times calculated on our practice's booking page?
- How do I reassign a Quick Consult request to another practitioner?
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 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?
- Why didn't some fields transfer from the form to the patient file?
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 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'?
- Why are my patient files being updated incorrectly?
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 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)
- What are the COVID-19 Vaccine Screening Eligibility questions?
- What communications do patients receive for a Flu or COVID-19 vaccine appointment?
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?
- 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 use Mobile Check-in
- How can a patient download the HotDoc App via the Kiosk?
- Does HotDoc obfuscate sensitive data on the HotDoc Kiosk?