<h1>Step 1 of 3: Configure an EMIS user</h1><h1>Create the user</h1><ol class="steps-list"><li>Click the EMIS ball (EMIS main menu)</li><li>Click Organisation</li><li>Click Add</li><li>Click Add new user</li></ol>Create the user with the following information: <ul class="accent-bullets"><li>Title: Mr </li><li>First name: Hero </li><li>Last name: User </li><li>Gender: No specified </li><li>Email: <a href="mailto:support@herohealth.net" target="_blank" rel="noopener noreferrer nofollow" class="cursor-pointer box-border border-b hover:border-b-[2px] transition-all duration-75 " style="text-decoration: none; border-color: var(--portal-accent-color);">support@herohealth.net</a> </li><li>Username: Herouser </li><li>Password: {Choose a secure password}</li></ul><blockquote>Please deselect the check box, "User must change password on next sign in".</blockquote><h2>Set a role</h2>Now open the role tab on the left hand side and select the following fields: <ul class="accent-bullets"><li>Job Category: Manager </li><li>User Mnemonic: HH or other </li><li>Authorise Prescriptions: None </li><li>Relationship: Associated </li><li>Contract start date: Today's date </li><li>Contract end date: Do not set one IMPORTANT</li></ul><h2>Add user role</h2>Open the User Role Profile menu on the left hand side. <ul class="accent-bullets"><li>Set the RBAC role to Practice Manager SJR004</li></ul>You've completed Step 1, please make a note of the following information, as it will be required at a later step:<ul class="accent-bullets"><li>Your username</li><li>Your password</li></ul><h1>Step 2 of 3: Activate Partner API</h1><h2>Activate Hero Health</h2><ol class="steps-list"><li>Click the EMIS ball (EMIS main menu)</li><li>Click System Tools</li><li>Click EMAS Manager</li><li>Scroll down the list of Partner products</li><li>Find and click 'Hero Health' in the list of partner products</li><li>Click 'Activate Application' in the main toolbar</li></ol>The Hero Health application name should then show a green tick next to it.<blockquote>​If you are unable to access EMAS Manager please confirm you have RBAC activity B0062 Local System Administration in your role profile, if not this can be configured in Organisation Configuration.</blockquote><h3>Activate user access</h3><ol class="steps-list"><li>Find Hero Health in EMAS Manager (follow steps 1-5 above)</li><li>Select Hero Health in the list of partner products</li><li>Click 'Edit Users' in the main toolbar</li></ol>Find the Hero Health user we created in Step 1. This user should have name "User, Hero". Check the box next to their name.Once you have checked the box next to the "User, Hero" name, you will need to create an API password. Make a note of this password.<h3>Activate login access</h3><ol class="steps-list"><li>Find Hero Health in EMAS Manager (follow steps 1-5 in Activate Hero Health)</li><li>Select Hero Health in the list of partner products</li><li>Click 'Login Access' in the main toolbar</li></ol>Find the Hero Health user we created in Step 1. This user should have name "User, Hero". Check the boxes for "Auto Login" and "Allow Login"You've completed Step 2. You should now have the following information, which you'll need again shortly:<ul class="accent-bullets"><li>Your API password [from step 2]</li><li>Your username [from step 1]</li><li>Your password [from step 1]</li></ul><h1>Step 3 of 3: Unregistered patients 'Slot type'</h1>This slot type serves as a placeholder for bookings where a patient cannot be matched within your EMIS instance at the time of scheduling. The Hero Unregistered Patient Slot Type allows the booking to proceed and guarantees that the time slot is reserved in EMIS, while also creating a visual indicator to signal a pending verification or a required manual reconciliation process.<h2>Create the slot type</h2><ol class="steps-list"><li>Open the appointment book and click the Appts config button, this is found in the menu at the top of the appointment book.<img src="https://uploads.productlane.com/cf0c9e42849fbc14a584125616e7bcb6.png" data-processed-src="https://uploads.productlane.com/1f3d5e1f56cedda311fc066e383c422b.jpeg" data-original-src="https://uploads.productlane.com/cf0c9e42849fbc14a584125616e7bcb6.png"></li><li>Click on the slot type menu on the side of the window.In the slot type menu, click Add. Now you can name the slot type "Hero unregistered patient".<img src="https://uploads.productlane.com/029eac5755374d11f248a023ad33ba9c.png" data-processed-src="https://uploads.productlane.com/f15c0dd4163e33bef1f254747b8524e6.jpeg" data-original-src="https://uploads.productlane.com/029eac5755374d11f248a023ad33ba9c.png"></li></ol>

EMIS

This article will take you through getting your EMISWeb setup with Hero.

Getting started

Invite admins

Practitioners

Locations

Multi-tenancy

API keys

Introducing NHS patients to Hero

Introducing private patients to Hero

Onboarding

Send a message

View sent messages

Contact methods

Questionnaires

Questionnaire links

Questionnaire responses

Patient replies

Send an attachment

Self-booking links

Message templates

SMS fragments

What patients see

EMIS-X

Individual messaging

Send a batch message

Uploading patients

Batch messaging

Online booking

Appointment restrictions

Networks

Cross-org booking

Cross-org self-booking links

Intake forms

Video appointments

Diary view

Book an appointment

Reporting

Reminders mailers

Cancellation policy

Appointment types

Appointments

Patient submissions

Assigning admins

Teams

Respond to a patient

Inbox

Get started

Pathways

Request templates

Patient access

Schedule access

Daily limits

Page messaging

Medical device status

Testing pathways

Submit a request

Auto-assign requests

Care navigation

SMS (Firetext)

Stripe: Get started

Stripe: Invoicing

Stripe: Take payments

Stripe: Products

Stripe: Reporting

Stripe: Patient details

Stripe: Customers

Stripe: Branding

Stripe: Patients payments

Apps

Get Started

Troubleshooting

EMAS Manager

Multiple instances of EMIS Web running on the PC

.Net 3.5 required for Sidekick to function

Hero Sidekick

Gateway PC setup

Booking configuration

Unregistered patients

Retrieve patient records

Hero hosted integration guide

SystmOne

Patient merging

Submit a quick consult

Patients

Feature requests

Sub-processors

Multi-Factor Authentication (MFA)

About the Hero platform

Docs

Hero Health