This article is for any Heydoc user.

Select a section or question from the following list to find out more about Heydoc:


General

Why can't I see the ___ setting?

Access to certain pages, settings, and views are dependent on the Role you have been assigned to by your Heydoc Manager. You must ask them to grant you additional permissions. For more information on roles, see here.

Can you search for patients who have undergone a particular treatment, or have a particular medical problem?

Yes.

To search across all patients:

  1. Go to the Analytics page.

  2. Scroll down to the Reports section.

  3. Select Medical Records under the report type, then select the date range.

  4. Click Generate report. A spreadsheet (.CSV file) is downloaded from your browser.

  5. Search for the treatment or medical problem using either the Text, SNOMED Term, or Observation columns.

  6. Note down the Patient ID of the patient who you want to look up.

  7. Copy the following URL into a new tab in your web browser:

    app.heydoc.co.uk/patient/<YOUR PATIENT ID>/summary
  8. Replace the <YOUR PATIENT ID> part with the Patient ID you noted down from your medical report. For example:

    Make sure you keep the forward slashes ( / ) before and after the Patient ID.

Following that URL will take you to the Summary page of the patient.

To search for a treatment or medical problem linked to a specific patient:

  1. Go to the Patients page, and select the patient who you want to view.

  2. Go to the Consultations tab on the left-hand side.

  3. Use the Filter notes search bar to type in the treatment or medical problem.


Appointments

What is the "General" calendar?

Setting your Appointments calendar to the General view displays bookings that are not linked to a specific practitioner. For example, a clinic could have multiple nurses who are trained to perform blood tests, but only one room dedicated for this procedure. A practice could then choose to book a General appointment which will assign any of the available nurses for that job, since it does not matter who does the procedure.

For more information on setting your Appointments calendar view, see here.

Why can't I see my bookings?

If you cannot see a particular booking, try changing your calendar view with the buttons at the top of the Appointments calendar:

For a full description of how to change your calendar view, see here.

Why are my appointment types not showing when I try to book an appointment?

For appointment types to appear in the booking window, you must make sure that they are linked to the correct practitioner and location. For more information, see here.

Can I condition confirmation emails according to the type of booking?

Yes. You can fully customise email and SMS confirmations and reminders. For more information, see here.

When a patient completes a questionnaire, where can I view the results?

Questionnaire results appear in the patient's summary, under the Consultations tab.


User and Patient Management

What happens when I delete a user?

The user will disappear from the Users tab in Settings, and will no longer be able to login to Heydoc.

However, any letters, patients, users, invoices, or settings that the user created or edited will remain on your Heydoc. Any patient bookings that involve the user will still display on your practice's calendar, but will not have the functionality of a normal booking.

Why can't I see the Delete button when trying to delete a user?

When you want to delete a user, patient, or contact, you will be prompted to type their full name to confirm the deletion. Make sure that there are no additional spaces before, after, or in the middle of the person's name.

Why can't I see the Delete button when trying to delete a patient or contact?

When you want to delete a user, patient, or contact, you will be prompted to type their full name to confirm the deletion. Make sure that there are no additional spaces before, after, or in the middle of the person's name.


Invoices

Why can't I submit my invoice to Healthcode?

If you are seeing an error message in the top right-hand corner of your screen when attempting to submit an invoice to Healthcode, then see here for a full list of solutions to these error messages.

Alternatively, your Healthcode integration may not be set up correctly. Make sure that your organisation has followed all the steps in this Setting up Healthcode article.


Migrations

How do I get my old data into Heydoc?

This depends on the amount of data you want to migrate.

For large scale migrations, please reach out to our Customer Success team at: support@heydoc.co.uk

To transfer a patient file or record to the Heydoc system:

  1. Go to the Patients page.

  2. Select the patient who you want to upload the file for.

  3. Go to the Documents tab on the left-hand side.

  4. Click the New button and select whether you want to upload a file or a single document.

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