Docs
Onboarding
Invite admins
You can have as many administrators on Hero as you need, change their permissions and map them to a practitioner where applicable.
Practitioners
In this support article we will walk you through adding or editing a practitioner within Hero.
Locations
Learn how to add or edit a location within Hero.
Multi-tenancy
Login to multiple practices using one account
API keys
This article explains how to setup API keys to use partners platforms that integrate with Hero features
Introducing NHS patients to Hero
We recommend adding some information to your website to introduce Hero Health to your patients.
Introducing private patients to Hero
We recommend adding some information to your website to introduce Hero Health to your patients.
Individual messaging
Send a message
One of Hero's core functionalities is the ability to send a SMS or Email to a patient. Follow these simple steps to message a patient.
View sent messages
Learn how to view all sent messages, and interrogate the message delivery status.
Contact methods
Learn about the different contact methods you can use (NHS App, email, and SMS), how they work and their benefits.
Questionnaires
Learn how to create a questionnaire for patients to complete using the Hero Health platform.
Questionnaire links
Learn how to send a patient a questionnaire for completion.
Questionnaire responses
Learn how to review a questionnaire response (and save to the patient's record)
Patient replies
Learn how to message a patient and invite them to submit a one-time reply, and where you can view one time replies when they're submitted.
Send an attachment
Learn how to send a secure attachment to a patient via SMS or Email.
Self-booking links
Learn what a self-booking link is, and how you can send self-booking links to patients.
Message templates
Learn how to utilise message templates and how to manage your library of message templates.
SMS fragments
Learn about SMS fragments and how to manage your costs effectively.
What patients see
Learn what it is like for patients to engage with messages sent via the Hero platform.
EMIS-X
If you're using EMIS Web and EMIS-X, you can access Hero's individual patient messaging by SMS, Email or NHS App.
Batch messaging
Send a batch message
Learn how to send a batch message to a cohort of patients through Hero.
Uploading patients
Self-booking links
Learn how to send a batch message with appointment self-booking links.
Questionnaire links
Learn how to send a batch message to a cohort of patients with a link to complete a questionnaire.
Appointments
Online booking
Learn how to add Hero's online booking functionality to your website.
Appointment restrictions
Restrict which patients can book at your practice, based on age, gender and GP registration.
Networks
Learn how to setup networks and make appointment types visible to allow your partner sites to book into them.
Cross-org booking
Find out how use cross-organisational booking with networks
Cross-org self-booking links
Learn how you can issue self-booking links that direct patients to book into services delivered by partner organisations.
Intake forms
Learn how to edit an existing intake form or create your own intake form to capture information from patients when booking.
Video appointments
Learn how to join a video consultation from the Hero application.
Diary view
Learn how to perform different actions on the diary view within Hero
Book an appointment
Learn how to use the Hero diary to book an appointment on behalf of a patient.
Reporting
Learn how to view all appointments in Hero, download a CSV of all appointments booked and see the source of the booking.
Reminders mailers
Hero Health provides an automated appointment reminder system, helping to reduce no-shows and improve the overall patient experience.
Cancellation policy
Learn how to set a specific time window to limit when a patient can cancel or reschedule an appointment.
Appointment types
Learn how to configure basic appointment settings including appointment name, duration and location availability.
Inbox
Patient submissions
Learn how to view and respond to patient submissions through care navigation pathways.
Assigning admins
Learn how to assign a new care navigation submission to an individual or team at your practice.
Teams
Learn how to create Teams to help optimise care navigation.
Respond to a patient
Learn how to respond to a patient care navigation submission with a self-booking link.
Care navigation
Get started
Learn about what Care Navigation is, and how to use Hero's Care Navigation at your practice.
Pathways
Learn how to add a new care navigation pathways or edit an existing pathway.
Request templates
Learn how to create new Care Navigation Option type for your care navigation
Patient access
Learn how to embed Hero's care navigation on your website.
Schedule access
Learn how to set a pathways visibility based on the time of day
Daily limits
Manage the volume of requests into your practice by applying daily limits on your online request options.
Page messaging
Learn how to update the yellow banners on your patient facing care navigation pages.
Medical device status
Learn about whether Hero's Care Navigation solution is a medical device
Testing pathways
Is there a way we can use a test patient to check what the patient will see?
Submit a request
Learn how to submit a request on behalf of a patient.
Auto-assign requests
Ensure requests reach the right admin or team automatically.
Apps
SMS (Firetext)
Learn how to start sending SMS messaging with Hero using Firetext
Stripe: Get started
Learn how to connect your Hero account to Stripe, so that you can issue invoice and collect payment. Learn about Stripe pricing. Updated over a year ago
Stripe: Invoicing
Learn how to create and issue an invoice to a patient through Hero Updated over a year ago
Stripe: Take payments
Stripe: Products
Learn how to use Stripe products within Hero.
Stripe: Reporting
Learn how to report on your invoices and track unpaid invoices Updated over a year ago
Stripe: Patient details
Learn how to configure patient information with Stripe invoicing & subscriptions
Stripe: Customers
Updated over a year ago Learn how to store a credit or debit on a customer account
Stripe: Branding
Learn how to setup your Stripe branding to match your practice's branding.
Stripe: Patients payments
If you need to find a list of customers who have made payments through Stripe within a specific time period, follow the steps below. This guide will help you retrieve the ne
Signature Rx: Issue prescription
Learn how to issue private electronic prescriptions from EMIS, using Hero and Signature Rx.
Signature Rx: Manage a prescription
Learn how to use the Signature Rx portal to track the dispensing status of a script, resend a script or cancel an un dispensed prescription.
Signature Rx: Patient experience
See what patients see when issued with a Signature Rx prescription.
Stripe: Memberships
This article will show you how to setup and bill for memberships within Hero.
Hero Sidekick
Get Started
Learn how to install and set up Hero Sidekick, the companion for EMIS or SystmOne.
Troubleshooting
Having trouble with Hero Sidekick? This guide walks you through common installation, connectivity, and patient data issues.
EMAS Manager
Use these steps once on each EMIS Web workstation that needs the Hero Sidekick toolbar.
Multiple instances of EMIS Web running on the PC
Learn how to use Task Manager or restart your PC to restore Hero Sidekick connection.
.Net 3.5 required for Sidekick to function
SystmOne
Getting started
Gateway PC setup
Learn how Hero integrates with SystmOne using a Gateway PC and Hero Sidekick for seamless patient record syncing.
Booking configuration
Once Sidekick is connected, you’ll need to configure how bookings from Hero flow into SystmOne.
Unregistered patients
The unregistered patient flow ensures appointments are still created and later linked to the correct patient.
Retrieve patient records
In this article we'll explore how you can retrieve a patient's record from your SystmOne to use Hero features such as booking, messaging and care navigation.
Hero hosted integration guide
This article takes you through creating a new user at your GP practice in order to create a Hero hosted gateway connection to SystmOne.