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HotDoc logo HotDocMedical, dental and allied health clinics software

AI automation inside HotDoc.

Keep HotDoc. We put AI to work inside it, filing, chasing and drafting alongside the rest of your stack.

Book free AI audit See it work
Live in 1 to 4 weeks.
Works alongside
Best Practice logoBest PracticeOutlook logoOutlookHealthengine logoHealthengineCliniko logoClinikoHalaxy logoHalaxyNookal logoNookal
Product in action

One email in. Filed, tasked and answered.

AI automation for HotDoc means reviewed AI agents working inside HotDoc: filing documents to the right client, raising the task and drafting the reply. It works through HotDoc's own Smart Recalls (Clinical Reminders), Inform and SMART Reminders. Your data stays in HotDoc.

Microsoft Teams
JH
Jess H.8:41 AM
@Horizon a client email just landed. Work it through HotDoc and get the follow-up ready.
H
HorizonAPP8:41 AM
On it. Reading it now.
Client email read in Outlook✓
Booking enquiry triage with practice context✓
Recall campaign draft preparation✓
Reply drafted back to the client✓
Reply drafted in Outlook, held for your sign-off
HotDocDone
OutlookDone
HealthengineConnected
Best PracticeConnected
MedicalDirectorConnected
ClinikoConnected
Explore connected software
First workflows

First workflows worth automating in HotDoc.

Each one has a trigger inside HotDoc, a reviewed AI step, and a person on the approval.

  • 01 Booking enquiry triage with practice context
  • 02 Recall campaign draft preparation
  • 03 Patient message routing into admin or clinical queues
  • 04 No-show follow-up email drafts
  • 05 Practice broadcast drafting with consent awareness
Product-specific AI

AI workflows that speak HotDoc's language.

Automate the workload that sits on top of HotDoc's Engagement Suite: triage Routine Requests inbox, draft replies to Broadcast SMS responses, escalate unread Results notifications, and prepare Inform campaign segments by patient cohort for reception sign-off. Sit alongside HotDoc's Smart Recalls so admin staff stop manually chasing patients who never opened a SMART Reminders push.

By the numbers. HotDoc lists official PMS integrations with Best Practice, Medical Director, ZedMed and Helix; Inform Pro is priced at $99/month on top of SMART Reminders.

HotDoc modules we work inside
Smart Recalls (Clinical Reminders)InformSMART RemindersHotDoc ResultsTelehealth On DemandMobile Check-In
Other HotDoc specialists in Australia
  • Best Practice
  • MedicalDirector

We are the AI layer on top of what they set up, not another HotDoc implementer.

Often paired with

Software we build HotDoc workflows alongside.

Healthengine logoHealthengine AI automationBest Practice logoBest Practice AI automationMedicalDirector logoMedicalDirector AI automationCliniko logoCliniko AI automationHalaxy logoHalaxy AI automation
Where to next

HotDoc sits at the centre of clinic teams.

Industry

AI automation for medical, dental and allied health clinics

The full clinic software stack we work alongside.

 Service

AI integration services

Wire it into the rest of the stack.

Service

AI implementation services

Scope, build, test, hand over.

Service

AI workflow audit

Work out what to automate first.

Service

AI automation services

Admin, follow-up, reporting, documents.

Service

AI consulting services

Turn a vague AI mandate into a plan.
Common questions

HotDoc AI automation, answered.

Can AI handle booking enquiry triage with practice context in HotDoc?
Potentially. We first confirm what HotDoc can safely make available, map the trigger and review point, and test the workflow with approved examples. Horizon can then prepare a review-ready result for a person before anything is sent or posted. Your team keeps the approval.
Does the AI work with HotDoc features like Smart Recalls (Clinical Reminders) and Inform?
The workflow can be designed around Smart Recalls (Clinical Reminders), Inform, SMART Reminders, HotDoc Results, but a product description alone does not prove direct access. We first confirm what your HotDoc setup can safely make available. If a supported connection is unavailable, the first workflow can use approved exports or information already reaching another system. For context, HotDoc lists official PMS integrations with Best Practice, Medical Director, ZedMed and Helix; Inform Pro is priced at $99/month on top of SMART Reminders.
Can Horizon AI integrate with HotDoc?
Potentially. We first confirm the supported access available in your HotDoc setup. Depending on the provider and subscription, a safe first workflow might use an approved connection, an export or information already reaching another system. We agree the exact boundaries before any build.
Does Horizon AI replace HotDoc?
No. HotDoc remains the system your team uses. Horizon is designed around one approved workflow using whatever supported access or export is confirmed, and your team reviews every important result.
Which clinic workflow should we automate first?
Start with a process that is repeated weekly, has a clear trigger and a clear output, and can be reviewed by a person before it affects a client, payment or compliance record. The discovery call applies this test to your team, checks the available access and safeguards, and identifies a useful first workflow.
The audit costs nothing

Put AI to work inside HotDoc.

Tell us the HotDoc job you would rather not do yourself.

Book free AI audit
30 min with our Director. No sales rep, no follow-up.