Hero Health
Hero Health
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    • Online booking
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    • Cross-org booking
    • Cross-org self-booking links
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Docs / Appointments

Cross-org booking

Find out how use cross-organisational booking with networks

You can send out cross-organisational booking links via batch message or individual message.

Send out a cross-organisational invite

To send by individual message, from the Hero home screen, select Send a message.

To send by batch message, from the Hero home screen select Manage campaigns. Then click + New campaign, a pop up will appear, you will need to give your campaign a name in the relevant field then select Booking as your campaign type. Now upload your patient list and then open the message builder. After you have typed your message:

  • Select 'Add invite link' > 'Patient invite link'.

  • Select your location and you'll see a list of your practice locations and locations within your Networks.

  • Once you have selected a location you can select an appointment. you will notice that the appointments are those that are available via cross-org at the location you picked.

  • You can then optionally choose a practitioner.

Once you have reviewed your message and link, you can go ahead and press send and your patient will be able to book in at the location you have sent them a link for.

When to use this functionality

You may need to use the cross-organisational booking feature to send patients invites to book into specific clinics e.g. podiatry. If you are a PCN, you may want to send out invitations on behalf of one of your practices to their patients, which will be reflected in their Electric Health Record.

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